Manager, Individual Wealth Financial Control

5 months ago

Waterloo, Canada Sun Life 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.

This role is within the Finance Function, supporting the Investment Solutions 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.

Reporting to the Director, Financial Reporting & Controls the Manager, Individual Wealth Financial Control will be responsible for ensuring the timeliness, accuracy, and completeness of accounting transactions from the Individual Wealth administration systems through to the General Ledger. This includes cash controls monitoring, accounting, and reporting related to the Individual Wealth business. The Manager will be responsible for providing enthusiastic leadership of the Wealth Financial Control team, focusing on talent development and team engagement, ensuring that controls are in place and operating effectively, and all team deliverables are met in a timely fashion.

**What will you do?**
- Provide leadership, support and talent development opportunities for a team of Financial Control Specialists
- Ensure that accounting requirements are met on a weekly, monthly, and/or quarterly basis within required timelines
- Manage and review the completion of monthly account reconciliations and unclaimed property reporting
- Evaluate and challenge internal controls, propose enhancements to controls and investigate the cause of internal control weaknesses; ensure appropriate action plans are developed and assist in remediation testing
- Responsible for ensuring an adequate control environment is maintained for the processes that the team supports
- Act as a liaison and facilitator with regulatory agencies, external and internal auditors, ensuring requests are handled in a timely manner
- Coordinate and lead internal control walkthrough meetings with relevant individuals from the business unit and the internal and external auditors, or regulatory
- Communicate effectively with management and ensure that issues are raised and addressed in a timely manner
- Identify and execute process improvement opportunities on an ongoing basis
- Provide leadership and support for relevant Canadian and/or Corporate projects and initiatives

**What do you need to succeed?**
- Accounting designation (CPA) or 3-5 years financial services experience
- Strong time management skills and ability to handle multiple ongoing project deliverables
- Ability to operate in an environment experiencing rapid change
- Exceptional interpersonal, communication, and presentation skills
- Demonstrated leadership skills with both direct reporting relationships and partnering across the organization
- Excellent problem solving, ability to find pragmatic solutions, decision making, analytical capabilities, and organization skills
- Ownership and responsibility for meeting deadlines and accomplishing goals

**Preferred skills / Assets**:

- Previous internal/external regulatory audit, Enterprise Operational Risk Management, or control development, and testing would be an asset
- Knowledge of and experience with Sun Life’s internal administration systems including Prism, Ingenium and LA
- Business knowledge and experience related to the financial services industry, specifically Sun Life’s individual wealth products and services
- Experience with Oracle and SAP general ledger
- Previous work experience in the investment or insurance industry

**What's in it for you?**
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- The opportunity to move along a variety of career paths with amazing networking potential
- Great Place to Work® Certified in Canada and the US.
- Named 2021 “Best Places to Work” by Glassdoor
- Canada Award for Excellence for Mental Health at Work - 2021
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture

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

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