Hybrid Financial Analyst

at Sun Life

• Job title: Financial Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$58,000 - CA$93,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Toronto, Canada

About the role

• Financial Analyst at Sun Life managing annuity tax operations with a focus on accuracy and compliance. Collaborating with accounting teams and ensuring strong financial discipline in retirement services.

Responsibilities

• Manage the annual tax production process to issue annuitant tax slips and prepare amended tax slips for any adjustments and updates
• Compare and reconcile prepared tax slips against government filings reports
• Reconcile various tax slip types with general ledger account balance
• Complete tax accounting entries and manual ad hoc journal entries
• Complete weekly tax remittances and prepare tax sub-filing reconciliations (5 per year)
• Reconciliation of various suspense and balance sheet accounts
• Manage and create various weekly/monthly/quarterly/yearly internal management reports, including annuity reconciliations, annuitant count reports, and control/suspense account sign off
• Consult with various business partners including Annuity Operations, Corporate Tax to handle inquiries to investigate individual annuitant transactions
• Investigate, resolve and clear reconciling items in account reconciliations
• Identify and implement process improvement opportunities on an ongoing basis
• Maintain and create accounting business procedures documents
• Assist with assigned tasks and complete ad hoc requests as required

Requirements

• Post-secondary degree in a related field and previous accounting experience (reconciliations, audit, internal controls, reporting, etc.)
• Knowledge in general Canadian and Quebec tax slip reporting is an asset
• Knowledge of defined benefit annuity products or pension administration business is an asset
• Experience with SAP or other accounting systems
• Excellent written and communication skills with ability to influence
• Moderate to advanced Excel skills and knowledge
• Ability to work independently, manage time and adhere to strict deadlines
• Team player, ability to multi-task, detail-oriented, strong commitment to quality
• Solid problem solving and analytical skills with attention to accuracy and details
• Develop strong working relationships with GRS Annuity Operations
• Bilingualism (French, English, both oral and written) is required for Quebec only

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• Health and wellness programs
• Professional development opportunities
• Inclusive and respectful work environment