Financial Analyst

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:

The Financial Analyst will assist with annual planning, monthly forecasting and budgeting. They will be looked upon to provide strong analytical input and support with financial reporting including financial modelling and forecasting for one of GRS's main product segments. The successful candidate may also be engaged in the completion of important internal and external surveys and benchmarking activities.

What will you do?

• Support the monthly and quarterly financial statement close process leading to quarterly AVP and VP sign offs.

• Support the monthly and quarterly assets under administration (AUA) reporting.

• Cashflow and Trust reporting including reconciliation and process improvements.

• Support the Business Development team with various RFP’s.

• Assist with timely and accurate monthly and quarterly report production, providing key input and analysis. May own the creation of several key outputs looked upon by management and leaders to help gauge expense or broader financial performance.

• Investigate and effectively communicate issues with the creation and distribution of reports. Assist in the resolution of these issues.

• Communicate and collaborate with key partners such as Canadian Finance, Expense Management, Savings Accounting, Pricing, Fund Operations, and others.

• Develop and improve financial tools and reporting processes to support strategic initiatives and evolving reporting requirements.

• Develop current competencies while showing leadership behaviors within the Reporting & Analysis team by:

  • Demonstrating an understanding of how the team and business area contributes to the business unit;

  • Uses basic knowledge of the business to address common and short-term business issues;

  • Seeks feedback from business partners and peers to identify opportunities to improve operational efficiency and effectiveness; and

  • Begins to build general management knowledge and applies it to common business issues.

What do you need to succeed?

• University degree with a major in Accounting or Finance

• Nearing completion of/or completion of an accounting designation (CPA) with 3-5 years' experience in the finance field

• Ability to summarize large amounts of data to isolate business drivers and articulate findings.

• Advanced MS Office applications skills; (specifically Excel, Word, Access, and PowerPoint)

• 2+ years of experience with financial reporting systems and tools (e.g., SAP, AFO, Tableau)

• 2+ years of experience in the wealth management or insurance industry.

• Ability to accurately communicate financial results.

Assets

• Familiarity with data visualization tools such as Tableau

• Strong organizational skills and attention to detail

• Understanding of Group retirement services operations, products, and services

• Experience in a medium to large size organization with multiple divisions and lines of business

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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