Finance Associate
Sun Life
Financial Analyst
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$60,000 - CA$97,000 per year
Job Level
JuniorMid-Level
About the role
- Support the monthly and quarterly financial statement close process leading to quarterly AVP and VP sign offs.
- Support the monthly and quarterly assets under administration (AUA) reporting.
- Support the Business Development team with various RFPs.
- Assist with timely and accurate monthly and quarterly report production, providing key input and analysis.
- May own the creation of several key outputs looked upon by management and leaders to help gauge expense or broader financial performance.
- Investigate and effectively communicate issues with the creation and distribution of reports.
- Assist in the resolution of these issues.
- Communicate and collaborate with key partners such as Canadian Finance, Expense Management, Savings Accounting, Pricing, Fund Operations, and others.
- Develop and improve financial tools and reporting processes to support strategic initiatives and evolving reporting requirements.
- Develop current competencies while showing leadership behaviors within the Reporting & Analysis team by:
- Demonstrating an understanding of how the team and business area contributes to the business unit
- Uses basic knowledge of the business to address common and short-term business issues
- Seeks feedback from business partners and peers to identify opportunities to improve operational efficiency and effectiveness; and
- Begins to build general management knowledge and applies it to common business issues.
Requirements
- 2+ years of experience in a Financial Analyst or Financial Accounting role
- University degree with a major in Accounting or Finance
- Nearing completion of/or completion of an accounting designation (CPA) with 3-5 years' experience in the finance field
- Ability to summarize large amounts of data to isolate business drivers and articulate findings.
- Advanced MS Office applications skills; (specifically Excel, Word, Access, and PowerPoint)
- 2+ years of experience with financial reporting systems and tools (e.g., SAP, AFO)
- Ability to accurately communicate financial results.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial reportingdata summarizationreport productionexpense managementfinancial performance analysisoperational efficiencystrategic initiativesbusiness analysisfinancial tools development
Soft skills
communicationcollaborationleadershipproblem-solvingfeedback seekingoperational effectivenessinterpersonal skillsanalytical thinkingteamworkmanagement knowledge
Certifications
CPA
