Student Financial Analyst Co-op
Sun Life
internship
Posted on:
Location Type: Hybrid
Location: Waterloo • Canada
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Job Level
Tech Stack
About the role
- Accounting and reporting of loan assets for institutional investors including creating a daily movement file that includes accrued interest calculations and producing fund trial balances on daily and monthly basis
- Perform control checks such as detailed valuation and trial balance analysis for the pooled funds to ensure accurate Net Asset Values are sent to Fund Administrator
- Complete regular financial reporting to internal business partners
- Perform updates of queries and reports to the new SAP General Ledger as required
- Partner with Robotic team to identify opportunities and recommend solutions to maximize efficiency and implement improvements as necessary
Requirements
- Currently enrolled in an Accounting, Math, Finance or Business program from an accredited University; previous co-op work experience is an asset
- Proficiency in Microsoft Office (primarily Excel) is required; experience with Excel Power tools, Tableau, or Dashboard tool is an asset
- Strong problem solving and analytical skills with a high level of accuracy and attention to detail
- Strong communication, organizational and interpersonal skills
- Ability to take initiative and work independently
- Quick learner, self-motivated and adaptable
Benefits
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingfinancial reportingaccrued interest calculationsvaluation analysistrial balance analysisSAP General LedgerExcelExcel Power toolsTableaudata analysis
Soft skills
problem solvinganalytical skillsattention to detailcommunication skillsorganizational skillsinterpersonal skillsinitiativeindependencequick learneradaptability