Intermediate Financial Reporting 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:

This role is within the Finance Function, supporting the Investment Solutions (Individual Wealth) business unit, which offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed, and having an owner’s mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

What will you do?

The Investment Solutions Reporting team is responsible for financial and regulatory reporting for the Canadian Individual Wealth business and related subsidiaries. Reporting to the Manager, Wealth Reporting, the Intermediate Financial Analyst will assist in ensuring the timeliness, accuracy, and completeness of accounting transactions from the Individual Wealth administration systems through to the General Ledger. This includes accounting reconciliation, financial reporting, and maintaining a control environment related to the Individual Wealth business.

• Process accounting for the Segregated Funds line of business, including preparing journal entries, performing key controls, and managing vendor feeds to the general ledger.

• Own month-end close activities for the business area, including monthly account reconciliations.

• Prepare investment management fee statements for fund companies and process payments (wires/EFT).

• Prepare quarterly trending analyses on key accounts.

• Assist in preparation of reporting packages and senior management presentations.

• Prepare statutory and regulatory reports for Individual Wealth and Sun Life Financial Trust Inc. (SLFT), and support SLFT accounting activities.

• Provide audit support (regulatory, external, and internal) by preparing requested documentation and explanations.

• Support strategic initiatives and projects within the team and across the organization.

What do you need to succeed?

• Bachelor’s degree (or equivalent) with 2–3 years of accounting and financial reporting experience; actively pursuing or having completed a professional accounting designation.

• Strong multi-tasking skills with the ability to prioritize and manage multiple tasks and projects 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 positive in a changing environment.

• Strong interpersonal, communication, and presentation skills.

Preferred Skills:

• Experience in, or knowledge of, Individual Wealth or the insurance industry.

• Advanced Microsoft Excel skills, including working with large data sets to extract, summarize, and reconcile data.

• Knowledge of, and experience with Copilot, SAP Ledger, Tableau and  Sun Life’s internal administration systems.

Note: This role can be reported under the CPA experience verification pathway.

What's in it for you?

• Hybrid work environment

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

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

• Wellness programs that support the three pillars of your health – mental, physical and financial

• A friendly, collaborative, and inclusive culture

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

#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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