Intermediate Financial Analyst, Financial Analysis & Planning - Jobs in Waterloo, ON

Job Description

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. Youll 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, youll 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.This role is within the Finance Function, supporting the Investment Solutions business unit, which offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.Reporting to the Director, Finance, the Intermediate Financial Analyst will be responsible for supporting a variety of financial management functions for the Investment Solutions business unit, including support for SLGI Asset Management Inc, a mutual fund company, with specific accountability for financial reporting, analysis and controls.What will you do

• Provide support to the SLGI Mutual Funds including the production of fund financial statements and regulatory reporting
• Complete account reconciliations for asset and liability account balances on a monthly basis
• Prepare, reconcile and complete the monthly Investment Management Fee Statements
• Prepare Wire Transfers as required
• Prepare manual journal entries
• Support the monthly forecast process and quarterly financial reporting process for the Investment Solutions business unit
• Build/modify reports to support existing or new reporting and operational requirements
• Identify enhancements and improve operational efficiency
• Provide on-going support to our teams control environment and work with internal/external auditors as required

What do you need to succeed

• Accounting designation or degree would be an asset
• Detail oriented with strong analytical and problem solving skills
• Ownership and responsibility for meeting deadlines and accomplishing goals
• Knowledge and experience with report writing tools, such as Tableau
• Experience working with large data sets focusing on summarizing, extracting and reconciling data
• Strong Excel skills
• Good communication and interpersonal skills

Assets:

• Experience with Oracle and/or SAP ledger environment
• Previous work experience in the investment or insurance industry
• Completion of Canadian Securities Course (CSC) or other investment related courses

Whats in it for you

• 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

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 whose regular workplace is a Financial Centre and SLFD field leaders must be fully vaccinated against COVID-19 or participate in Sun Life’s Rapid Screening Program to attend a Financial Centre or an offsite event.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:48,100/48 100 - 78,600/78 600Job Category:FinancePosting End Date:20/06/2022Quick Apply

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