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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.

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services (GRS) 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 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?**
- Coordinate the monthly reconciliation completion process to support the sign-off on account balances and attestation
- Review and sign-off on monthly reconciliations to support the internal control environment
- Review and approve manual journal entries to the general ledger
- Prepare monthly, quarterly and annual financial and regulatory compliance reports for Segregated Funds
- Provide consultative services to the SFFM Operations Team regarding the Segregated Funds accounting model as well as reconciling items
- Work with internal and external auditors to plan and support the audit work
- Coordinate supporting back-up and documentation to audit inquiries and provide meaningful explanation to audit inquiries
- Lead the team’s year-end tax processing by working closely with GRS Tax and the SFFM Operations Team
- Participate in the production of the audited financial statements for the Segregated Funds Annual Report
- Identify, analyze and report on deficiencies in the control environment and implement new controls or processes to improve efficiency

**What do you need to succeed?**
- Post-secondary degree
- Analytical and problem-solving skills with experience in account reconciliations
- Ability to adapt communication style for technical and non-technical audiences
- Strong analytical skills and critical thinking with attention to accuracy and details
- 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
- Ability to meet multiple deadlines under tight timelines

**Assets**:

- 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 timelines and/or project implementations.

**What's in it for you?**
- 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- 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

LI-Hybrid

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.

**Salary Range**:
51,100/51 100 - 82,800/82 800

**Job Category**:
Finance

**Posting End Date**:
26/04/2023