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

Job Description:

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuations, trading in underlying mutual funds, accounting control, and financial reporting for over 600 segregated funds.  The Intermediate Financial Analyst role is a key member of the Accounting and Controls team within SFFM.  This team of three individuals is accountable for the key controls on the valuation of the funds, reconciliations, reporting to Canadian Finance and Corporate, financial statements and notes for over 300 of the Funds, the coordination of various audits and the compilation of taxable income for the Funds to support plan member tax reporting.

A suitable candidate for this role will be someone who is interested in a breadth of accounting experience as they will have exposure to various accounting operations functions and will provide leadership to more junior staff. This role will be based in Waterloo.

What will you do?

• Coordinate and sign-off on monthly reconciliations to support account balance sign-off and internal control environment

• Prepare monthly, quarterly, and annual financial and regulatory compliance reports

• Provide consultative support to SFFM Operations Team on accounting models and reconciling items

• Collaborate with internal and external auditors to plan audits and coordinate supporting documentation

• Lead year-end tax processing in coordination with GRS Tax and SFFM Operations - Contribute to audited financial statements for the Segregated Funds Annual Report

• Identify control environment deficiencies and implement process improvements

What do you need to succeed?

• Post-secondary degree

• Excellent analytical and problem-solving abilities with reconciliation experience

• Understanding of complex accounting models and segregated fund valuation processes

• Strong leadership and teamwork skills

• Strong verbal and written communication skills for all organizational levels

• Ability to meet multiple tight deadlines

• Self-motivated, adaptable, and proactive

Preferred Qualifications

• CPA designation (completed or pursuing) - this role can be reported under the CPA experience verification pathway

• PAM Securities or SAP software experience

• Advanced Microsoft Excel skills

• Investments or Segregated Funds background

Notes/Unique Requirements:

• Ability to manage a flexible work schedule as some overtime may be required outside of regular business hours to support critical time lines and/or project implementations

#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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