Manager, Financial Reporting & Analysis, SLGI

Sun Life • Waterloo, ON

4d • CA$80,000 - CA$128,000 • Hybrid

About The Position

Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, with primary focus on financial reporting, analysis, process improvement, budget management, and maintaining a strong control environment.

Requirements

• Accounting designation with 5+ years of equivalent work experience
• Advanced proficiency in Excel, Word, PowerPoint, and Outlook
• Strong report writing skills using relevant tools
• Excellent communication and interpersonal skills
• Strong organizational skills with ability to manage multiple priorities
• Detail-oriented with excellent analytical and problem-solving abilities
• Self-motivated and adaptable

Nice To Haves

• Investment or insurance industry experience
• Experience with Oracle and SAP software systems

Responsibilities

• Prepare and analyze monthly, quarterly, and yearly financial statements
• Generate monthly financial packages and working capital reports (regulatory requirement)
• Support the annual budget and planning cycle
• Oversee all month-end, quarter-end, and year-end reporting, including SLGI reporting, seed capital, Canadian capital, and board reporting
• Manage quarterly proprietary AUM reporting for SLGIAM
• Oversee the quarterly ICFR package
• Coordinate audit requirements with internal and external auditors
• Supervise investment solutions industry surveys and sales reporting
• Prepare journal entries as needed
• Ensure strong control environment across the team

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed