Strategic Finance Lead, Asset Management
2 weeks ago
Sun Life Financial is a leading global asset management firm with a history of organic and strategic growth. Our innovative investment solutions cater to institutional investors, with over CA$374/US$283 billion in assets under management.
We prioritize a development-focused, inclusive culture based on our Core Values: client obsession, valuing each other, acting with speed, and an owner's mindset. Employees enjoy a mix of in-office and virtual work, empowered to excel in their roles.
This role supports the SLC Finance team in developing and implementing new reporting processes post-legal entity restructuring. Key responsibilities include preparing monthly income packages, QFRs, seed investments summaries, balance sheet analytics, cash reporting & forecasting, and Supplementary Financial Information packages.
Reporting Initiatives:
- Develop new reports for management and financial statement reporting after legal entity restructuring.
- Migrate existing reporting from Longview to Snowflake.
- Partner in future projects to enhance reporting processes through digital solutions (e.g., Tableau / Power BI, Workiva).
Management Reporting:
- Compile monthly income packages for SLC (including its affiliates) through Longview adjustments.
- Lead cash actuals and capital forecast preparation by understanding cash flow across legal entities.
Other Reporting:
- Report on seed investments, including planning, tracking returns, profitability, and variance analysis.
- Partner with SLC accounting teams to prepare non-underlying items schedules.
Requirements:
- Bachelor's degree in finance or related fields, combined with 5-7 years of experience.
- Professional accounting designation (CPA, CA, CMA, CGA) preferred.
- Strong problem-solving, financial analysis, and conceptual skills.
- Able to organize, prioritize, and manage deadlines.
- Experience with SAP, Oracle, Power BI, Tableau, and/or Excel.
Additional Benefits:
- Pension, stock, and savings programs with employer-paid matches.
- Flexible work environment with a caring, collaborative culture focused on career growth.
- Career paths with networking potential.
Salary Range: $78,000 - $128,000
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