Intermediate Financial Analyst

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: hybrid

The Investment Solutions Controls team helps maintain a strong control environment for the Individual Wealth business by ensuring accounting transactions from administration systems to the General Ledger are accurate, timely, and complete. The team also monitors cash controls and supports accounting and reporting for Investment Solutions.

We are a performance-driven organization focused on building a development-oriented and inclusive culture grounded in our Core Values: being client obsessed, valuing each other, acting with speed, and demonstrating an owner’s mindset. In this role, you will help advance our purpose, contribute to meaningful outcomes, and grow in a rewarding environment that empowers you to succeed in a competitive landscape.

Reporting to the Director, the Intermediate Financial Analyst supports complex reconciliation activities, investigates exceptions, and helps maintain a strong financial control environment within the Investment Solutions Controls team. Key responsibilities include managing feeder tolerance tables, handshake reports, error investigations, audit support, journal entries, wires, ICFR processes and General Ledger close activities. The ideal candidate is collaborative, client-focused, efficiency-minded, and open to innovation.

• Deliver daily, month-end, quarter-end, and year-end accounting requirements, including reconciliations, analysis, and reporting
• Investigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, partnering with internal stakeholders to support timely resolution
• Analyze accounting transactions and feeder system outputs to confirm completeness and accuracy in the General Ledger
• Monitor accounting reports, resolve errors, and maintain strong financial discipline
• Prepare and approve manual journal entries and daily wires
• Provide regulatory, external, and internal audit support by supplying requested documentation and explanations
• Design and deploy practical process enhancements and leverage automation to drive productivity

• Follow established procedures and controls to consistently execute daily, monthly, and ad hoc accounting activities
• Escalate exceptions, control concerns, and unresolved reconciling items promptly to support issue resolution and risk management
• Build effective working relationships with internal stakeholders and team members to support collaboration and service delivery
• Maintain accurate supporting documentation and contribute to current procedural materials that support consistency and cross-training

• Bachelor’s degree, or equivalent experience, in Accounting, Finance, or a related field, with 2–3 years of progressive accounting and/or financial reporting experience
• Strong attention to detail, with the ability to investigate and resolve exceptions accurately
• Owner’s mindset, including being self-directed, adaptable, proactive, and collaborative in a changing environment
• Strong interpersonal, communication, and presentation skills

• CPA designation, or equivalent qualification
• Knowledge of administration systems such as Prism, Ingenium, and LA is an asset
• Proficiency in Excel and Copilot, with working knowledge of internal controls and financial close processes; experience with reporting tools or systems is an asset

• The opportunity to move along a variety of career paths with amazing networking potential
• 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
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Orderof Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive workculture, and achieving excellence in mental health.

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.

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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