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Senior Associate, Revenue and Income Analysis

7 hours ago

Waterloo, Ontario, Canada Sun Life Full time $94,500 - $121,000

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.  

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description:

Senior Associate, Revenue and Income Analysis - SLC Management 

What is in it for you:

Reporting to the Senior Director, the Senior Associate will be primarily responsible, but not limited to, in client billing investigative tasks including error analysis and resolution and preparing detailed analyses to address client billing discrepancies. They will also be responsible for accurate and timely processing of all invoices for our investment management and related fees. The successful candidate will also be monitoring receivables and following up with parties to ensure timely payments as well as creating revenue analysis and ad-hoc reports on a monthly, quarterly and annual basis.

WHAT YOU WILL DO: 

  • This position will participate in continuous process improvement initiatives and the implementation of new applications or systems.
  • Key aspects of this role involve interpreting client contracts and pricing then translating this information into billing rules within various billing systems.
  • The candidate will gain exposure to multiple areas of the organization as close collaboration with other team members and a thorough understanding of client contracts is required. Accurate and timely posting of company revenue requires a high level of attention to detail as well as the ability to establish priorities and meet deadlines.
  • The successful candidate will also be involved in the preparation of the MFN analysis.
  • Additionally, the Senior Associate will also play a key role in providing support during audits by assisting with data compilation, documentation review and other audit-related tasks as needed.

WHAT YOU WILL NEED TO SUCCEED:

  • 7 years of billing, accounting, or financial analysis experience.
  • Bachelor's degree in accounting or finance or a closely related discipline.
  • CPA designation or a closely related discipline.
  • Good verbal and written communication skills, and ability to communicate well with internal departments, vendors and clients
  • Strong technical, analytical and problem solving skills
  • Ability to leverage technology to streamline processes
  • Strong organizational and time management skills
  • Understanding of Asset Management and investments
  • Ability to work with a high degree of accuracy and attention to detail
  • Ability to work well within a team and independently
  • Ability to work in a fast-paced, deadline-driven environment, with flexibility to handle various job assignments.
  • Excellent Microsoft Office skills, including strong analytical skills in Excel.
     

Note: Certain days during the month/year may not be eligible for vacation days, specifically around month-end, quarter-end and year-end.

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:

Investments

Salary Range

94,500/ ,000/121 000

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.