Financial Analyst Co-op

5 days ago


Kitchener, Ontario, Canada Sun Life Financial Full time
Financial Analyst Co-op Opportunity at Sun Life Financial

About the Role:

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuation, accounting control, and financial reporting for over 500 Segregated Funds. As a Financial Analyst Co-op, you will be responsible for the preparation of year-end tax and financial statement reporting for SFFM. This role will provide you with knowledge of segregated funds within an insurance company and exposure to preparing IFRS financial statements and notes within the segregated funds' annual report and reconciliations.

Main Responsibilities:

  1. Preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund manager to the distribution amounts recorded on the sub-ledger.
  2. Preparation of over 200 segregated fund financial statements through use of an Excel template.
  3. Perform other year-end tax and financial statement functions.
  4. Provide assistance with monthly and quarterly reporting requirements as time permits.

Requirements:

  1. Working towards a post-secondary degree in business.
  2. Completion of at least 2 years of a post-secondary business degree program with an intention to pursue the CPA designation.
  3. Strong communication and interpersonal skills with the ability to work in a team environment.
  4. Detail-oriented with strong analytical and problem-solving skills.
  5. Self-motivated and adaptable.

Preferred Qualifications:

  1. Proficient with Microsoft Excel.

About Sun Life Financial:

Sun Life Financial is a leading international financial services organization providing a range of protection and wealth products to individuals and groups. We strive to create a flexible work environment where our employees are empowered to do their best work.



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