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Ivan Choi

@ivanchoi

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FP&A Manager at Sun Life who delivered over $8M in savings in 2025.

Canada

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At Sun Life, I partner with the CFO and business unit VPs on planning, forecasting, and financial insights for Canadian Operations portfolios. I created a five-year strategic plan with a budget exceeding $950M.

I advised senior management on capital allocation and productivity initiatives that delivered over $5.5M in savings in 2024 and over $8M in 2025. I also led and developed a team of four analysts.

Earlier at Sun Life, I improved finance and accounting processes through automation, reporting changes, and IFRS 17 transition work. I’m a CPA and have worked across FP&A, derivatives accounting, reporting, internal controls, audit, and tax.

Experience

Work history, roles, and key accomplishments

Current

Manager FP&A, Canadian Operations Finance

Current

Sun Life

Jul 2023 - Present (3 years 3 months)

Partner with CFO and Business Unit VPs to deliver actionable insights for portfolios with P&L totaling $500M and over 2000 FTEs. Created 5-year strategic plans with budgets exceeding $950M, implemented productivity initiatives saving over $5.5M in 2024, and led a team of 4 analysts.

Financial Planning And Analysis Budgeting Forecasting Expense Management Strategic Planning Essbase Team Leadership Cost Benefit Analysis Capital Allocation Process Improvement

Associate, Derivatives Accounting

Sun Life Capital Management

Sep 2022 - Jul 2023 (10 months)

Engineered process improvements using VBA, saving 5 hours of manual work per week across 4 critical month-end procedures. Automated cash accounting processes and produced weekly and month-end financial reports for senior executives.

VBA Derivatives Accounting Cash Reconciliation Financial Reporting Process Automation CATT Month End Closing

Financial Analyst, Group Benefits Reporting & Analysis

Sun Life

Sep 2021 - Aug 2022 (11 months)

Modernized Group Benefit team processes through automation, saving 3 hours during month-end. Led change management for IFRS 17 transition and reported on key income statement items with monthly analyses.

IFRS 17 Process Automation Macros Lookups Financial Reporting Change Management Group Benefits Income Statement Analysis

Financial Analyst, Financial Planning & Analysis

Sun Life

Jan 2020 - Aug 2021 (1 year 7 months)

Led end-to-end development of annual budgets and analyzed monthly results. Spearheaded a budget planning overhaul using Hyperion Templates and improved month-end processes, saving 7 hours monthly.

Financial Planning And Analysis Budgeting Variance Analysis Hyperion Process Improvement Documentation Training

ICFR Accounting Analyst

Sun Life Financial

Jan 2019 - Aug 2019 (7 months)

Prepared monthly employee reports and reviewed month-end procedures across teams. Ensured strong internal controls for financial reporting processes and maintained accurate records across 10 intercompany processes per SOX guidelines.

SOX Compliance Internal Controls Financial Reporting Risk Assessment Intercompany Accounting Process Improvement

Audit & Tax Staff Accountant

C.C.L Chartered Professional Accountants

Jan 2018 - Apr 2018 (3 months)

Conducted transaction tests and communicated with clients to obtain documentation for audits of five large clients. Executed five audits and managed delivery of over sixty corporate and personal tax returns.

Audit Tax Preparation CaseWare Software Quickbooks Taxprep Financial Reconciliations Client Communication

GST/HST Excise Tax Auditor

Canada Revenue Agency

Jan 2017 - Apr 2017 (3 months)

Examined tax returns to ensure compliance with the Excise Tax Act, applying legislation to resolve GST/HST returns. Saved over $0.3M for the Canadian government through accurate auditing.

Tax Auditing GST HST Excise Tax Act Excel Government Software Analytical Skills