Manager, Financial Reporting & Analysis

Sun Life

Manager of Financial Reporting and Analysis at SLGI managing financial functions of an investment fund. Focusing on reporting, analysis, and process improvement in a collaborative environment.

Posted 7/15/2026full-timeWaterloo • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial statement preparation and analysis, with strong capabilities in budget management and reporting. Proficient in utilizing advanced Excel and financial software to ensure accurate and timely financial reporting.

Highest-signal resume keywords

Accounting DesignationFinancial Statement PreparationAdvanced Excel ProficiencyOracle Software ExperienceInvestment Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget ManagementReport WritingJournal Entry PreparationAUM ReportingICFR Package OversightAudit Coordination

Soft Skills

Excellent CommunicationInterpersonal SkillsOrganizational SkillsDetail-OrientedProblem-Solving Abilities

Tools & Technologies

ExcelWordPowerPointOutlookSAP

Certifications & Qualifications

Accounting Designation

Industry Keywords

Investment SolutionsInsurance IndustryFinancial ReportingControl Environment

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Prepare and analyze monthly, quarterly, and yearly financial statements
Generate monthly financial packages and working capital reports
Support the annual budget and planning cycle
Oversee all month-end, quarter-end, and year-end reporting
Manage quarterly proprietary AUM reporting for SLGIAM
Oversee the quarterly ICFR package
Coordinate audit requirements with internal and external auditors
Supervise investment solutions industry surveys and sales reporting
Prepare journal entries as needed
Ensure strong control environment across the team

Requirements

What you’ll need

Accounting designation with 5+ years of equivalent work experience
Advanced proficiency in Excel, Word, PowerPoint, and Outlook
Strong report writing skills using relevant tools
Excellent communication and interpersonal skills
Strong organizational skills with ability to manage multiple priorities
Detail-oriented with excellent analytical and problem-solving abilities
Self-motivated and adaptable
Preferred: Investment or insurance industry experience
Experience with Oracle and SAP software systems

Benefits

Comp & perks

20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled
Automatic and matching contributions to help you save more
Flexible hybrid work model
Work and professional development united by our Purpose: to help Clients and Employees achieve financial security and live healthier lives
Friendly, collaborative, and inclusive culture