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.

Job Description:

***Please note this is a 6-month contract opportunity***

About the role:

The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuations, trading in underlying mutual funds, accounting control, and financial reporting for over 500 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.

A suitable candidate for this role will be someone who is interested in a breadth of accounting experience as they will have exposure to various accounting operations functions and will provide leadership to more junior staff.

What will you do?

• Assist in the monthly reconciliation completion process for the sign-off on account balances and attestation.
• Provide support to complete monthly and quarterly reporting requirements, which includes various reconciliations and corporate and regulatory reporting.
• Work directly with external auditors to plan and support audit work.
• Assist in the preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund managers to the distribution amounts recorded on the sub-ledger.
• Assist in the preparation of over 250 segregated fund financial statements in accordance with IFRS, which includes assistance in understanding and preparing note disclosures.
• Perform other year-end tax and financial statement functions, including preparing audit working papers.
• Participate in the production of the Segregated Funds Annual Report.

What do you need to succeed?

• 2 to 3 years of experience working in an accounting or financial environment
• 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.
• Strong analytical skills and critical thinking with attention to accuracy and details.
• Technical expertise with Microsoft Excel
• Flexible and adaptable with the ability to align to changing priorities.
• Strong leadership skills with the ability to work in a team environment
• Strong analytical and problem-solving skills with experience in account reconciliations
• Ability to meet multiple deadlines under tight timelines

Preferred Skills:

• Successfully completed or pursuing the CPA designation
• Knowledge of PAM for Investments (PAM) software and SAP

Unique Requirements:

• Ability to manage a flexible work schedule as some overtime may be required outside of regular business hours to support critical timelines and/or project implementations

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named "Best Places to Work" by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life 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.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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

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:

Job Category:

Posting End Date: