Senior Finance Analyst providing financial support for Supply Chain North America. Responsible for forecasting, performance tracking, and financial insights to drive business growth.
SL
Hybrid Senior Associate, Financial Planning & Analysis – 18-month contract
Posted yesterday
About the role
- Senior Associate supporting financial planning and analysis for the Sun Life General Investment Account. Involves quality control, technical guidance, and quarterly processes in a collaborative environment.
Responsibilities
- Supporting the quarterly credit cycle reporting process, including preparing agendas, taking minutes, summarizing executive materials, and ensuring compliance with relevant accounting standards.
- Provide technical accounting guidance for a variety of complex transactions that pertain to the Sun Life General Investment Account.
- Assisting with the IFRS 9 Expected Credit Loss (ECL) process, summarizing the changes in ECL, and ensuring the accurate capture of results in the P&L and downstream reporting.
- Performing ad-hoc investigations to answer queries from various teams and cross-departments.
- Maintaining the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.
- Leading applicable continuous improvement projects to improve team efficiency and provide added value to internal clients.
Requirements
- Experience in the financial services industry with a working understanding of investments and/or insurance.
- Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.
- Demonstrate ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.
- Ability to work independently with minimal supervision and meet tight reporting deadlines on deliverables.
- Excellent attention to detail and strong problem-solving skills.
- Strong verbal and written communication skills.
- Ability to prioritize multiple tasks.
- Experience working with large data sets and building/improving processes.
- Professional finance designation (CPA, CFA, or MBA) preferred.
- Investment accounting experience, preferably within the asset management or insurance industry.
- IFRS knowledge/experience.
- Working knowledge of SAP (or other ledger system), WEBI, Tableau, Aladdin etc.
- Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).
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
- 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
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