Intermediate Financial Analyst, Financial Reporting

Sun Life • Waterloo, ON

1d • $58,000 - $93,000 • Hybrid

About The Position

This role is part of the Individual Wealth Reporting and Controls team and supports Sun Life Financial Trust Inc.’s (SLFT) financial and regulatory reporting processes. Reporting to the Manager, Financial Reporting, the Intermediate Financial Analyst helps ensure accounting transactions are recorded accurately, completely, and on time. The role requires strong analytical skills, attention to detail, and a continuous-improvement mindset.

Requirements

• Bachelor’s degree (or equivalent) in Accounting, Finance, or a related field
• 2–3 years of progressive accounting and/or financial reporting experience
• CPA (or equivalent) completed or in progress
• Strong multi-tasking skill with the ability to manage competing deadlines and prioritize effectively in a fast-paced environment
• Strong attention to detail with well-developed analytical and problem-solving skills
• Owner’s mindset: self-directed, adaptable, proactive, and collaborative in a changing environment
• Strong interpersonal, communication, and presentation skills

Nice To Haves

• Experience with regulatory reporting and/or working in a deposit-taking institution is an asset
• Proficiency in Excel and Copilot and working knowledge of IFRS, internal controls, and financial close processes
• Experience with reporting tools/systems is an asset

Responsibilities

• Prepare and post journal entries for SLFT and support day-to-day accounting activities (e.g., payments, client statements), including execution of key controls
• Support month-end close activities, including preparing and completing monthly account reconciliations and clearing reconciling items
• Investigate and resolve data discrepancies and variances identified during close and reporting processes
• Prepare financial statements and related regulatory and statutory filings for SLFT
• Support regulatory, external, and internal audits by preparing supporting documentation and responding to information requests
• Contribute to quarterly reporting packages and presentations for senior management and the Board of Directors
• Support team initiatives to improve processes, controls, and reporting

Benefits

• 15 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.
• Sun Life automatic and matching contributions to Pension Plan
• 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

What This Job Offers

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