Financial Analyst

3 weeks 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.

**What will you do?**
- Process accounting for the Segregated Funds line of business, includes partnering with external vendors and other business units, preparation of Investment Management Fee Statements for fund companies, and support for the Corporate Taxation submissions
- Supporting the Senior Financial Analyst with Sun Life Financial Trust Inc. deliverables including regulatory (OSFI & CDIC), account reconciliations, journal entries and regular daily tasks
- Assisting with Lease Reserve client statements and associated accounting
- Prepare journal entries and support account reconciliations
- Provide on-going support to our team's control environment

**What do you need to succeed?**
- Post-secondary degree in Accounting or Finance
- Detail-oriented with strong analytical and problem solving skills
- Sound knowledge of accounting principles
- Strong organizational skills with ability to prioritize and manage own work to effectively meet tight deadlines
- Experience working with large data sets focusing on summarizing, extracting and reconciling data
- Strong MS Excel skills

**Assets**:

- Previous work experience in the insurance and/or financial services/banking industry
- Experience using SAP and AFO

**What is 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
- 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

**Notes**:

- Some overtime during peak periods will be required

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**:
22/02/2023



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