Financial Analyst

2 weeks ago


Waterloo ON, Canada Sun Life Financial Full time

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:

Candidates must be eligible for Reliability Status Clearance, which requires that they have lived and worked in Canada for the past 5 consecutive years. No exceptions, please.  

This role will report to the Manager, Financial Controls. The Financial Controls team is responsible for developing and maintaining effective financial controls through monthly financial reconciliations and monitoring processes.

As a member of the Group Benefits Finance team, Financial Analyst will work to improve account reconciliation processes and financial controls, develop and maintain internal reports and Microsoft Office based applications.


What will you do?

Review reconciliations prepared by Sr. Accounting Specialists to ensure they are accurate and meet tight company account reconciliation standards and Sarbanes-Oxley controls

  • Prepare reconciliations, identify and resolve differences; prepare monthly account reconciliation reporting
  • Make recommendations to management to influence decisions and support policy/process development
  • Identify appropriate control gaps and work with management and staff in other departments to resolve
  • Perform and/or review aging of Balance Sheet accounts to ensure payables/receivables are effectively managed and controlled
  • Reconcile accounts from Oracle (current system) to SAP (new system)
  • Provide training and technical support to Senior Accounting Specialists and other departments
  • Coordinate and/or support internal and external audits
  • Manages and/or participates in small projects and provide subject matter expertise
  • Identify and implement process enhancements to increase team efficiencies and internal controls by using appropriate applications
  • Validate, improve and document business processes

What do you need to succeed?

  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
  • B. Comm. in Accounting, Finance or equivalent and accounting experience
  • Accounting designation or actively working towards accounting designation; This role can be reported under the CPA experience verification pathway
  • Strong analytical and problem-solving skills
  • Excellent Excel skills; knowledge of Oracle Discoverer/Financial Analyzer, FOCUS, SAP would be an asset
  • Very good organizational, time-management and multi-tasking skills in order to meet stringent deadlines
  • Able to work independently and support the Manager in day to day working

What’s in it for you:

  • We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada.
  • We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial
  • The opportunity to move along a variety of career paths with amazing networking potential..
  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.

# LI – SJ #LI-Hybrid #LI-remote

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 thebrightside@sunlife.com .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

#J-18808-Ljbffr

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