Intermediate Financial Analyst, Financial Reporting

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This role is part of the Individual Wealth Reporting and Controls team and supports Sun Life Financial Trust Inc.’s (SLFT) financial and regulatory reporting processes. Reporting to the Manager, Financial Reporting, the Intermediate Financial Analyst helps ensure accounting transactions are recorded accurately, completely, and on time. Key responsibilities include month-end close, account reconciliations, financial statement and regulatory reporting support, and maintaining an effective control environment in compliance with IFRS and applicable regulatory requirements (e.g., OSFI, CDIC). The role requires strong analytical skills, attention to detail, and a continuous-improvement mindset.

What will you do?

• Prepare and post journal entries for SLFT and support day-to-day accounting activities (e.g., payments, client statements), including execution of key controls

• Support month-end close activities, including preparing and completing monthly account reconciliations and clearing reconciling items

• Investigate and resolve data discrepancies and variances identified during close and reporting processes

• Prepare financial statements and related regulatory and statutory filings for SLFT

• Support regulatory, external, and internal audits by preparing supporting documentation and responding to information requests

• Contribute to quarterly reporting packages and presentations for senior management and the Board of Directors

• Support team initiatives to improve processes, controls, and reporting

What do you need to succeed?

• Bachelor’s degree (or equivalent) in Accounting, Finance, or a related field, with 2–3 years of progressive accounting and/or financial reporting experience; CPA (or equivalent) completed or in progress

• This role can be reported under the CPA experience verification pathway

• Strong multi-taking still with the ability to manage competing deadlines and prioritize effectively in a fast-paced environment

• Strong attention to detail with well-developed analytical and problem-solving skills

• Owner’s mindset: self-directed, adaptable, proactive, and collaborative in a changing environment

• Strong interpersonal, communication, and presentation skills

Preferred:

• Experience with regulatory reporting and/or working in a deposit-taking institution is an asset

• Proficiency in Excel and Copilot and working knowledge of IFRS, internal controls, and financial close processes; experience with reporting tools/systems is an asset

Notes/Unique Requirements:

• Some overtime will be required during peak reporting periods (month and quarter ends).

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives 

• A friendly, collaborative, and inclusive culture 

• We’re honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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