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:

About the role:

Reporting to the Manager, Financial Reporting & Analysis, Sun Life Global Investments (Canada) Inc. ("SLGI"), the role of Financial Analyst will be responsible for supporting the financial management functions of the investment fund company. They will have specific accountability for financial reporting, analysis, and supporting the control environment. This includes assisting both external and internal auditors.

What will you do?

• Prepare, reconcile and complete the monthly Investment Management Fee Statements
• Prepare a reconciliation of all Asset and Liability accounts to support the Account Reconciliation Template required to be completed on a monthly basis
• Prepare monthly/quarterly basis the Working Capital Report, the Seed Capital Report, the Asset Roll forward, and other reports as required by Corporate
• Prepare monthly/quarterly Financial Statements and the monthly Financial Package, which is presented to the internal leaders of Finance, as well as senior management
• Build/modify reports to support existing or new reporting and operational requirements
• Prepare and provide trending analysis on key monthly Vendor Invoices
• Prepare Wire Transfers as required
• Prepare monthly manual journal entries
• Identify enhancements and improve operational efficiency
• Provide on-going support to our team's control environment and work with internal/external auditors as required
• Participate on projects as required by SLGI.  These may encompass both department as well as corporate initiatives

What do you need to succeed?

• 1 to 2 years of experience with mutual funds
• 1 to 2 years of experience in an Accounting role
• 1 to 2 years of experience working with large data sets focusing on summarizing, extracting and reconciling data
• Strong MS Excel (pivot tables, V-look ups) skills
• Detail oriented with strong analytical and problem-solving skills
• Good communication and interpersonal skills

Preferred Skills:

• Accounting designation (CPA) or progress towards the same would be an asset
• Ownership and responsibility for meeting deadlines and accomplishing goals
• Experience using SAP, Hyperion Smartview and Essbase
• Previous experience with journal entries, calculating fees and/or working with sub advisors
• Previous work experience in the investment or insurance industry

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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.

Salary Range:

Job Category:

Posting End Date: