Senior Financial Analyst, Financial Reporting

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:

This role is within the Finance Function, supporting the Investment Solutions (Individual Wealth) 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.

Reporting to the Director Financial Reporting, the Senior Financial Analyst, Sun Life Financial Trust (SLFT) will work independently and collaboratively with members of the Investment Solutions business unit, the Canadian Finance team, regulators, third party business contacts, and both internal and external audit teams to deliver on the accounting and reporting requirements for the Sun Life Financial Trust entity.

What will you do?

• Prepare monthly and annual financial statements under IFRS for the Trust entity, including all note disclosures

• Prepare and analyze weekly and monthly regulatory reporting requirements within established deadlines, including (but not limited to) Basel Capital Adequacy Reporting (BCAR)

• Prepare journal entries, client statements and account reconciliations

• Assist with regulatory, external and internal audits, by ensuring that requested supporting documents and explanations are provided

• Assist with preparation of quarterly reporting packages and presentations for senior management and Board of Directors

• Actively support the team in the day-to-day finance functions and support projects, and ad hoc requests

• Assist with accounting and financial reporting for Individual Wealth business as needed

What do you need to succeed?

• Professional Accounting designation (CPA) with 2-4 years of experience in financial services

• Experience and knowledge of financial and regulatory reporting for Deposit-Taking Institutions

• Experience in an SAP ledger environment

• Strong organizational skills with ability to prioritize and manage work to effectively meet deadlines

• Detail oriented with strong analytical and problem-solving skills

Assets

• Proficiency in Power BI, Power Query or Tableau

• Continuous improvement mindset, identifying opportunities to leverage technology to streamline or automate processes and create efficiencies

• Strong interpersonal, communication, and presentation skills

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 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. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

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

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

• We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada

• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2024

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.

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

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