Senior Associate, SLC Accounting and Controls - SLC Management

Sun LifeWaterloo, ON
CA$80,000 - CA$128,000Hybrid

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. This position is for a 12-month contract. Reporting to the Senior Director, SLC Accounting and Controls, the Senior Associate, serves as a member of the SLC Finance team and is responsible for supporting the legal entity accounting, reporting and control processes including data inputs into SLC’s Management Equity Plan (MEP). In addition, the role supports the monthly and quarterly accounting and reporting close processes as well as support various SLC initiatives. This role offers an excellent opportunity to interact with many groups across SLC and Sun Life as we continue to build the business. It also provides exposure to various aspects of finance such as accounting, reporting, and analytics. The ideal candidate will be a self-driven individual who takes ownership and pride in their work, have an inquiring mindset with a passion for working with new technology and processes, and ability to navigate through ambiguity.

Requirements

  • Bachelor’s degree with experience in finance or reporting related functions (5-7 years) combined with a finance background.
  • Strong verbal and written communication skills, with an ability to summarize detailed information to relevant stakeholders.
  • Self-starter with ability to drive progress and execute on assigned deliverables.
  • Strong problem solving and time management skills.
  • Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements.
  • Ability to build and maintain strong relationships with individuals at all levels of the organization.
  • Strong experience with the effective use of financial reporting systems and tools.
  • Ability to operate in an environment experiencing rapid change, and work under pressure to meet demanding response times, while paying strict attention to detail.
  • Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word.

Nice To Haves

  • Professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred.
  • Experience with SAP preferred.
  • Experience with Power BI, and/or Tableau will be an asset.
  • Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.

Responsibilities

  • Co-ordinate and complete various aspects of the monthly and quarterly finance functions including the accounting close, chart of value requests, reconciliations, reporting and analytics.
  • Support SLC projects and initiatives through the preparation and posting of journal entries in SAP, ensuring balances are accurate and aligned with reporting and accounting requirements.
  • Assist in the preparation of legal entity financial statements, performing detailed analytical reviews and investigating variances to ensure accuracy and completeness.
  • Support compliance and regulatory reporting requirements, including excess minimum capital calculations and participation fees.
  • Support audits by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders to address auditor requests.
  • Collaborate with various SLC teams to operationalize new processes including process documentation.
  • Identify and implement process efficiencies including the use of automation.
  • Establish and maintain robust governance and financial controls.

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
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