Kevin Allan
Expense Analyst @Sun Life
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WORK HISTORY
Expense Analyst @Sun Life
CA
Publicly Traded Company – Life Insurance, Client Services Division – 500 employees• Preparation of -$150M Expense Reporting Financial Statements for Client Experience Office including multiple Cost Centers• Meet with Leaders (AVP/Director) to review Actual vs Budget expenses and develop budgets and Forecasts.• Continuous Improvements in Expense reporting and variances to Budget through detailed analysis. regular meetings and reviews with Cost Centre Leaders. • Perform Finance Process Audit of Quarterly Client Solutions Center SIP Payouts.• Assist with Project Reporting to ensure accuracy and reliability of expenses.
EDUCATION
Sheridan College
Business Administration Diploma , Business Administration Certificate, Accounting and Finance
Sheridan College, University of Toronto
CGA Designation
ABOUT KEVIN ALLAN
I am a Team-Player, Analytical, Roll-up-the-sleeves Manager who leads by example with a passion for excellence with the ability to problem solve. As well, I am able to prioritize, make decisions and meet deadlines in a fast-paced environment. I strive to build relationships and ensure that I am part of a winning team and my greatest rewards come by helping others. I am currently an Expense Analyst with Sun Life Financial. Prior to this, I was as part of the Tomlin Group as an Accounting Manager also looking after the Credit Management role, and before that, I was the Business Operations Manager with the Continuing Education Division (Adult Education) of the WCDSB in Kitchener. I have experience in both the Public sector and the Private sector in a variety of industries, specializing in Financial Reporting, Business Analysis, Budgets and Forecasting and Financial Modeling and delivering relevant, accurate and timely financial statements. I also have years of experience managing and developing staff towards meeting not only the organizations goals but their own goals as well. I also have experience with a variety of ERP (Computer) systems and with Inventory Management and Inventory Reconciliations.
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