Sun Life is a growing global asset management firm providing innovative investment solutions to institutional investors. The Financial Analyst will support the consolidated financial reporting processes for the Global investment portfolio, ensuring compliance with International Financial Reporting Standards (IFRS) and collaborating with various stakeholders.

Responsibilities

• Support monthly and quarterly close processes including various control checks and reconciliations on a global portfolio basis to ensure completeness and accuracy
• Support Investment Notes disclosures and Management Discussion & Analysis quarterly reporting processes
• Prepare periodic Regulatory, Statistics Canada and various Board reporting, ensuring data accuracy and timely delivery
• Analyze and validate inputs from investment and finance partners, and assess accounting, and other technical matters that may impact financial reporting outcomes
• Support development and maintenance of Investment related chart of values
• Collaborate closely with various business partners in finance and investment teams to support integrated reporting
• Provide support for strategic projects and initiatives, including continuous improvement of reporting workflows and processes
• Produce required analysis and documentation to support audits and maintain a strong control environment

Skills

• Post-secondary education in Accounting or Finance, with 1-3 years experience in financial reporting and analysis; preferably in financial services
• Strong analytical and problem-solving skills, with keen attention to detail in working with financial data
• Effective communication and interpersonal abilities – able to clearly explain findings and collaborate well in a team
• Organized and proactive work style, with the ability to prioritize tasks and meet tight deadlines
• Continuous improvement mindset – experience in automating and streamlining processes to enhance efficiency
• Self-starter attitude – capable of working independently with minimal supervision, while also being a reliable team player
• Technical proficiency in MS Office, particularly strong Excel skills and adaptability to new tools (e.g., SharePoint, SAP, Power BI)
• Working towards or completion of CPA/CFA designation
• Knowledge of accounting standards (especially IFRS9 and IFRS17), as well as regulatory guidelines and investment accounting experience
• Experience in data analysis and financial modeling (e.g., Power BI dashboards or reports)
• Interest or experience in AI tools (e.g., Copilot) for reporting automation

Benefits

• Excellent benefits and wellness programs to support the three pillars of your well-being 6 mental, physical and financial 6 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 #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits

Company Overview

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