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Financial Analyst – Financial Reporting, Capital Management
Sun LifeFinancial Analyst at SLC Management supporting financial reporting and capital management functions. Key tasks include management reporting, cash reporting, and process improvement initiatives.
About the role
Key responsibilities & impact- Reporting to the Associate Director, supports key aspects of the reporting cycle for SLC
- Preparing the monthly income package and quarterly balance sheet analytics
- Assist with preparation of the Quarterly Financial Review (“QFR”) deck
- Lead and coordinate the Quality Assurance (“QA checks”) for the QFR
- Assist in preparation of external reporting materials including MD&A and ENR for SLC
- Monitor cash balances and extract/classify cash activities for SLC legal entities
- Support seed investment reporting, tracking returns and assessing profitability
- Support regulatory compliance reporting requirements for OSFI
- Manage and oversee reporting hierarchies for accurate data flow across different reports
- Identify and analyze process improvement opportunities within reporting functions
Requirements
What you’ll need- Bachelor’s degree with experience in finance or reporting related functions (2-5 years) combined with a finance background
- 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
- 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
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 improvementcash managementregulatory compliancefinancial analyticsreporting cycle managementquality assurance
Soft Skills
attention to detailself-starterorganizational skillsprioritizationtime managementcommunication skills
Certifications
CPACACMACGA