City : Waterloo

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Role Summary:

Reporting to the Director, Financial Reporting and Analysis, SLGI Asset Management Inc., the role of Manager of Financial Reporting and Analysis will be responsible for the financial management functions of the investment fund company with specific accountability for financial reporting and analysis,  as well as being accountable for the control environment which includes supporting both external and internal auditors.  

Key Responsibilities:

• Accountable for the preparation and analysis of the monthly, quarterly and yearly Financial Statements for the Company.
• Accountable for the SLGI monthly financial reporting package and related analytics and insights on results.
• Accountable for the preparation of the annual plan and related reporting
• Responsible for ensuring that monthly sub advisor fees are paid in accordance with the contracts.
• Responsible for ensuring all month-end and quarter-end reporting is completed on a timely basis. This includes internal SLGI reporting as well as reporting required by Investment Solutions, Canadian Finance and the SLGI Board of Directors.
• Manage a robust and effective control environment to ensure appropriate controls are in place over accounting and financial reporting processes, including account reconciliations, financial statement line trending, and other data that is included in the quarterly ICFR package.
• Responsible for all year-end audit requirements, including working with internal and external auditors.
• Provide direction and leadership for an Intermediate Financial Analyst.
• Champion and support creative solutions that focus on continuous improvement
• Project work and ad hoc analysis as required

Requirements:

• Professional Accounting designation (CPA) with 4-6 years of related industry experience
• Strong IFRS knowledge, financial analysis, and end user computing development skills
• Excellent communication and relationship management skills to collaborate with members of the organization across various disciplines
• Strong organizational and time management skills with the ability to work effectively while managing multiple tasks. 
• Detail-oriented with strong analytical and problem-solving skills.
• Knowledge and experience with report writing tools.
• Excellent PC skills (Role utilizes tools such as MS Office Suite, Oracle, Discoverer/Tableau, and SAP ledger tools)
• Self-motivated and adaptable.

Assets:

• Previous work experience in the investment industry.
• Experience using Oracle and SAP software systems.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Sun Life is committed to the health and safety of all those in our workplaces and our communities.  In accordance with Sun Life’s Vaccination Policy (Canada):

• Employees permitted to work remotely are required to be fully vaccinated against COVID-19 in order to attend a Sun Life office, Financial Centre or offsite location where activity related to Sun Life business occurs.

• Employees whose job duties require them to attend a Sun Life office, Financial Centre or offsite location for Sun Life business must be fully vaccinated against COVID-19 effective May 1st. Employees in these roles may participate in Sun Life’s Rapid Screening Program as an alternative until April 30th.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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