Financial Analyst, SLC Financial Reporting and Capital Management - SLC Management

SLC Management • Waterloo, ON

2d • $60,000 - $97,000 • Hybrid

About The Position

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Requirements

• Bachelor’s degree with experience in finance or reporting related functions (2-5 years) combined with a finance background.
• Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements.
• Self-starter with ability to drive progress and execute on assigned deliverables
• Ability to organize, prioritize, and manage varying deadlines.
• Experience with the effective use of financial reporting systems and tools.
• Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word

Nice To Haves

• Obtained or working towards obtaining professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred.
• Experience with SAP, Longview, Workiva will be an asset.
• Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.

Responsibilities

• Support the preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package and quarterly balance sheet analytics.
• Prepare and load Longview adjustments and configurations.
• Assist with preparation of the Quarterly Financial Review (“QFR”) deck, such as build out of tables, charts, and other visuals.
• Lead and coordinate the Quality Assurance (“QA checks”) for the QFR, ensuring data integrity and consistency across the package.
• Assist in preparation of external reporting materials including producing the Supplementary Financial Information package, Management Discussion & Analysis (“MD&A”), and Earnings New Release (“ENR”) for SLC.
• Monitor cash balances and extract/classify cash activities for SLC legal entities from various financial institutions.
• Support seed investment reporting, including tracking returns and assessing profitability.
• Support regulatory compliance reporting requirements for Office of the Superintendent of Financial Institutions (“OSFI”).
• Manage and oversee reporting hierarchies, ensuring accurate data flow and alignment across different reports.
• Support ad-hoc strategic projects and initiatives as assigned, contributing to cross-functional business objectives.
• Identify and analyze process improvement opportunities within reporting functions, providing data-driven recommendations to reduce manual effort and enhance operational efficiency.

Benefits

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
• The opportunity to move along a variety of career paths with amazing networking potential

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level