Intermediate Financial Analyst

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 600 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 250 of the Funds, the coordination of various audits and the compilation of taxable income for the Funds to support plan member tax reporting.

**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
- Prepare monthly, quarterly and annual financial and regulatory compliance reports for Segregated Funds
- Work with internal and external auditors to plan and support the audit work
- 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; coordinate supporting back-up and documentation to audit inquiries and provide meaningful explanation to audit inquiries
- 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 in a related field and some experience in finance or accounting
- Excellent verbal and written communication skills, with the ability to adapt communication style for technical and non-technical audiences
- Proactive and self-directed with excellent organizing, planning and time management skills and able to progress on multiple assignments at once
- Able to effectively operate at both a holistic high level, as well as deep in the details
- An enthusiastic team player who enjoys sharing knowledge, experience and ideas, and is open to the ideas and input of others
- Strong analytical skills and critical thinking with attention to accuracy and details
- Possess 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

**Assets**:

- 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 is required as some overtime may be required outside of regular business hours to support critical timelines and/or project implementations

LI-Hybrid

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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**:
54,000/54 000 - 91,000/91 000

**Job Category**:
Finance

**Posting End Date**:
07/10/2025