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Financial Analyst, Financial Reporting and Capital Management
SLC ManagementFinancial Analyst supporting SLC Financial Reporting and Capital Management for a global asset management firm. Responsibilities include preparing management reports, cash reporting, and process improvements in finance.
About the role
Key responsibilities & impact- Support the preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package and quarterly balance sheet analytics
- Prepare and load Longview adjustments and configurations
- Assist with preparation of the Quarterly Financial Review (“QFR”) deck, such as build out of tables, charts, and other visuals
- Lead and coordinate the Quality Assurance (“QA checks”) for the QFR, ensuring data integrity and consistency across the package
- Assist in preparation of external reporting materials including producing the Supplementary Financial Information package, Management Discussion & Analysis (“MD&A”), and Earnings New Release (“ENR”) for SLC
- Monitor cash balances and extract/classify cash activities for SLC legal entities from various financial institutions
- Support seed investment reporting, including tracking returns and assessing profitability
- Support regulatory compliance reporting requirements for Office of the Superintendent of Financial Institutions (“OSFI”)
- Manage and oversee reporting hierarchies, ensuring accurate data flow and alignment across different reports
- Support ad-hoc strategic projects and initiatives as assigned, contributing to cross-functional business objectives
- Identify and analyze process improvement opportunities within reporting functions, providing data-driven recommendations to reduce manual effort and enhance operational efficiency
Requirements
What you’ll need- Bachelor’s degree with experience in finance or reporting related functions (2-5 years)
- Obtained or working towards obtaining professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred
- Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements
- Self-starter with ability to drive progress and execute on assigned deliverables
- Ability to organize, prioritize, and manage varying deadlines
- Experience with the effective use of financial reporting systems and tools
- Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with SAP, Longview, Workiva will be an asset
- Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.
Benefits
Comp & perks- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
- Generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- Partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingdata analysisprocess improvementdata integritycash managementregulatory compliancereporting hierarchiesfinancial analyticsperformance trackingdata-driven recommendations
Soft Skills
attention to detailself-starterorganizational skillsprioritizationtime managementcommunicationteam coordinationproblem-solvinginquisitive mindsetadaptability
Certifications
CPACACMACGA