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Intermediate Financial Analyst

4 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.

**12 Month Contract Opportunity**

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuations, trading in underlying mutual funds, accounting control, and financial reporting for over 500 segregated funds. The Intermediate Financial Analyst - Contract role is a key member of the Accounting and Controls team within SFFM. This team of three individuals is accountable for the key controls on the valuation of the funds, reconciliations, reporting to Canadian Finance and Corporate, financial statements and notes for over 200 of the Funds, the coordination of various audits and the compilation of taxable income for the Funds to support plan member tax reporting.

**This role will be based in Waterloo.**

**What will you do?**
- Assist in the preparation and review of T3 Memos and assist with the T3018 Process
- Assist in preparation for various year-end functions, including preparing financial statement notes, updating documentation, refreshing various spreadsheets, etc.
- Prepare financial statements for a variety of different funds and fund types
- Work with internal and external auditors to support the audit work
- Coordinate supporting back-up and documentation to audit inquiries and provide meaningful explanation to audit inquiries
- Participate in the production of the Segregated Funds Annual Report
- Identify, analyze and report on deficiencies in the control environment and implement new controls or processes to improve efficiency
- Prepare and evaluate the rate of return analysis for segregated funds
- Complete various quarterly access reviews, including submitting requests for access removals/additions for the Accounting and Controls Team
- Complete Business Records Inventory Review for the Accounting and Controls Team
- Complete Offsite Destruction Eligibility Review for the Accounting and Controls Team
- Assist the GRS Expense Team in their annual budgeting and forecasting processes
- Complete the quarterly balance sheet review for the Reporting and Analysis Team
- Assist the GRS Tax Team in the T3 Trust Returns process.
- Assist in the Fraser Study process by collecting data from different areas and consolidating it into the template

**What do you need to succeed?**
- Excellent verbal and written communication skills, with the ability to adapt communication style for technical and non-technical audiences
- Proactive and self-directed with excellent organizing, planning and time management skills and able to progress on multiple assignments at once
- Able to effectively operate at both a holistic high level, as well as deep in the details
- An enthusiastic team player who enjoys sharing knowledge, experience and ideas, and is open to the ideas and input of others
- Strong analytical skills and critical thinking with attention to accuracy and details
- Possess an inherent passion for continuous improvement and innovation
- Flexible and adaptable with the ability to align to changing priorities
- Comfortable with new technologies and the ability to self-learn software

**Assets**:

- Successfully completed or actively pursuing CPA designation
- Knowledge of PAM for Securities (PAM) software
- Experience with SAP, Oracle, and corresponding software
- Technical expertise with Microsoft Excel
- Previous experience working in Investments or Segregated Funds
- Completion of Canadian Securities Course (CSC)

**Notes/Unique Requirements**:

- Ability to manage a flexible work schedule as some overtime may be required outside of regular business hours to support critical time lines and/or project implementations

**What's in it for you?**
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- LI-NB1

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.