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Student, Financial Analyst

2 months ago

Waterloo, Canada Sun Life Financial Full time
Student, Financial Analyst (Winter 2025)

Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

Job Description:

Financial Analyst – Co-op

Role Summary:

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuation, accounting control, and financial reporting for over 500 Segregated Funds. The Financial Analyst – Co-op will be responsible for the preparation of year-end tax and financial statement reporting for SFFM. This role will provide the student with knowledge of segregated funds within an insurance company. In addition, it will provide exposure to preparing IFRS financial statements and notes within the segregated funds’ annual report and reconciliations.

This role will be based in Waterloo.

Main Accountabilities:

  1. Preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund manager to the distribution amounts recorded on the sub-ledger.
  2. Preparation of over 200 segregated fund financial statements through use of an Excel template.
  3. Perform other year-end tax and financial statement functions.
  4. Provide assistance with monthly and quarterly reporting requirements as time permits.

Qualifications:

  1. Working towards a post-secondary degree in business.
  2. Completion of at least 2 years of a post-secondary business degree program with an intention to pursue the CPA designation.
  3. Strong communication and interpersonal skills with the ability to work in a team environment.
  4. Detail-oriented with strong analytical and problem-solving skills.
  5. Self-motivated and adaptable.

Assets:

  1. Proficient with Microsoft Excel.

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

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.

Job Category: Temporary Employee

Posting End Date: 13/09/2024

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