Senior Financial Analyst

3 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:

The incumbent will be part of the Retail Advice & Solutions Reporting and Controls team and will be responsible for financial reporting & regulatory processes. This will encompass all of the accounting, analytical and reporting processes involved with ensuring our portfolio is in compliance with International Financial Reporting Standards (IFRS) and that all internal and external reporting requirements are met. The need to support in depth analysis and clearly define and communicate resolutions requires an advanced level of technical proficiency, analytical insight and operational efficiency.

The incumbent can expect to work with a variety of different groups including Retail Advice & Solutions Finance & Actuarial, Canadian Operations, Canadian Finance, Regulators, Audit and Tax. 

What will you do?

Responsibility for complete, accurate, and timely financial reporting & regulatory processes for Retail Advice & Solutions within the Canadian business group

Responsibility for preparation and analysis of quarterly earnings analysis, as well as accountability to provide additional explanations and interpretations of issues as required

Continue to enhance financial controls framework under IFRS 17 reporting including development of key disclosure analysis roll forwards and Finance ‘Green Button’ submissions

Provide leadership and support for strategic projects and ad-hoc requests, including interpretation of requests and development of processes and controls to incorporate the results of projects and initiatives into controlled and efficient reporting processes

Reporting and analysis to satisfy audit requirements and support the control environment, as well as supporting a continuous improvement working environment

Develop strong partnership with Actuarial team members to investigate and explain key drivers for financial results

What do you need to succeed?

CPA designation with 4-6 years of related industry experience

Excellent communication and relationship management skills to service all members of the user community. This involves effective oral and written communication of technical information for technical and non-technical audiences

Strong operational expertise in reporting and systems competencies with a focus on continual process improvement and the ability to leverage automation to ensure efficient and effective operational processes

Ability to organize, prioritize and make decisions that require innovative thinking

Strong experience with the effective use of financial reporting systems and tools

Assets:

Knowledge of Insurance accounting, as well as regulatory rules for Insurance with the ability to translate into practical applications

Experience with SAP, and Tableau applications

Some overtime will be required during peak reporting periods (month and quarter ends)

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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