Adam Souza Email & Phone Number | As an Associate Director at Sun Life, I lead the expense management function for the Health & Risk Solutions business, which provides insurance and wellness solutions to employers and individuals. I have 10 years of experience in financial planning and analysis, and I hold a MBA with a concentration in Accounting from the University of Massachusetts. My core competencies include P&L management, financial modeling, data management systems, and report building, design, and implementation. I also excel at business partnering, collaborating with various stakeholders to provide insights, recommendations, and solutions that support strategic decision-making. Additionally, I serve as the Sponsorship and Treasury lead for Sun Life's diverseAbility DEI group, with a mission to promote awareness and empower individuals with disabilities in the workplace.

Adam Souza

As an Associate Director at Sun Life, I lead the expense management function for the Health & Risk S...
Greater Boston, Greater Boston, United States

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Adam Souza’s Location Greater Boston, Greater Boston, United States

Adam Souza’s Current Industry Sun Life

Adam Souza’s Prior Industry Clarivate | Clarivate Analytics | University Of Massachusetts Boston | State Street

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Associate Director, Expense Management

2022-07-01T00:00:00.000Z - Present

Senior Analyst, FP&A

2018-04-01T00:00:00.000Z - 2019-07-01T00:00:00.000Z

Analyst, FP&A

2015-05-01T00:00:00.000Z - 2018-04-01T00:00:00.000Z

Budget & Reporting Analyst Intern

2012-09-01T00:00:00.000Z - 2015-04-01T00:00:00.000Z

Financial Reporting Intern

2013-08-01T00:00:00.000Z - 2015-04-01T00:00:00.000Z

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Adam Souza is a As an Associate Director at Sun Life, I lead the expense management function for the Health & Risk Solutions business, which provides insurance and wellness solutions to employers and individuals. I have 10 years of experience in financial planning and analysis, and I hold a MBA with a concentration in Accounting from the University of Massachusetts. My core competencies include P&L management, financial modeling, data management systems, and report building, design, and implementation. I also excel at business partnering, collaborating with various stakeholders to provide insights, recommendations, and solutions that support strategic decision-making. Additionally, I serve as the Sponsorship and Treasury lead for Sun Life's diverseAbility DEI group, with a mission to promote awareness and empower individuals with disabilities in the workplace.