Senior Associate, Financial Planning and Analysis
22 hours ago
SLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are committed to delivering exceptional results and fostering a culture of excellence, innovation, and collaboration.
Key Responsibilities:
- Manage the monthly earnings on surplus reporting and analysis processes, including coordinating quarterly forecasting and annual business plan preparation.
- Support the quarterly credit cycle reporting process, including preparing agendas, taking minutes, summarizing executive materials, and ensuring compliance with relevant accounting standards.
- Assist with the IFRS 9 Expected Credit Loss (ECL) process, summarizing the changes in ECL, and ensuring the accurate capture of results in the P&L and downstream reporting.
- Perform ad-hoc investigations to answer queries from various teams and cross-departments.
- Maintain the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.
- Lead applicable continuous improvement projects to improve team efficiency and provide added value to internal clients.
Requirements:
- Experience in the financial services industry with a working understanding of investments and/or insurance.
- Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.
- Demonstrate ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.
- Ability to work independently with minimal supervision and meet tight reporting deadlines on deliverables.
- Excellent attention to detail and strong problem-solving skills.
- Strong verbal and written communication skills.
- Ability to prioritize multiple tasks.
- Experience working with large data sets and building/improving processes.
Preferred Skills:
- Professional finance designation (CPA, CFA, or MBA).
- Investment accounting experience, preferably within the asset management or insurance industry.
- IFRS knowledge/experience.
- Working knowledge of SAP (or other ledger system), WEBI, Tableau, Aladdin etc.
- Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).
Why SLC Management?
- Opportunity to work for a growing global institutional asset manager.
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more.
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security.
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam.
- The opportunity to move along a variety of career paths with amazing networking potential.
- Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments.
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category: Finance
Salary Range: 78,000/78 000 - 128,000/128 000
The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don't meet every criteria in the job description.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Shine together
At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Shape the future
With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.
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Waterloo, Ontario, Canada SLC Management Full timeJob Title: Senior Associate, Financial Planning and AnalysisSLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are committed to delivering exceptional results and fostering a culture of excellence, innovation, and collaboration.We are seeking a highly skilled...
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