Associate, Financial Planning

2 months ago

Waterloo, Canada SLC Management Full time

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

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 that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

**WHAT IS IN IT FOR YOU**:
We are seeking an Associate, Financial Planning & Analysis (FP&A) to be part of our dynamic FP&A team which supports the Sun Life General Investment Account. Reporting to the Senior Director, FP&A, SLC Management. The Associate, FP&A will support the team by maintaining the control environment, leveraging available data and analytical tools, and providing valuable insights to senior management.

**WHAT YOU WILL DO**:

- Responsible for running the IFRS 9 Expected Credit Loss (ECL) process via third-party tool and summarizing the change in ECL, leveraging data insights/analytics for management approval. Ensure that approved results were accurately captured in P&L and all downstream reporting is complete/accurate. Assist with testing of third-party SOC reports and new capabilities to improve ECL reporting/forecasting.
- Support the quarterly credit cycle reporting process including the co-ordination of supporting credit materials/agendas, impairment review, minute taking and preparation of executive summary materials.
- Assist with the data collection/analytics to support the Investments Quarterly Financial Review package, focused on the preparation of surplus reporting schedules as well as other key earnings highlights for management.
- Coordinate quarterly forecasting and annual business plan preparation.
- Perform ad-hoc investigations to answer queries from various teams and cross departments (including Asset Liability Management, Portfolio Management, SLC Finance, Corporate, other SLF Business Groups).
- Maintain control environment to ensure that all key controls are operating as described and support quarterly audit requirements/documentation.
- Participate/lead applicable continuous improvement projects to improve team efficiency and provide added value to our internal clients.
- Support investment income analysis through the following systems: SAP, Tableau, Web Intelligence (SAP) and other investment accounting administrative systems.

**WHAT YOU WILL NEED TO SUCCEED**:

- Experience in the financial services industry with a working understanding of investments and/or insurance.
- Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.
- Demonstrate ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.
- Ability to work independently with mínimal supervision and meet tight reporting deadlines on deliverables.
- Excellent attention to detail and strong problem-solving skills.
- Strong verbal and written communication skills.
- Ability to prioritize multiple tasks.
- Experience working with large data sets and building/improving processes.

**PREFERRED SKILLS**:

- Accounting/Finance degree.
- Working towards accounting/finance designation (MBA or CPA/CFA).
- Investment accounting experience, preferably within the asset management and insurance industry.
- IFRS knowledge/experience.
- Working knowledge of SAP (or other ledger system), WEBI, Tableau, Aladdin etc.
- Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).

**Why SLC Management?**
- Opportunity to work for a growing global institutional asset manager
- Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
- Pension, stock a

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