Financial Solutions Advisor consulting on investment and insurance strategies for clients at PNC Wealth Management. Grows investment and insurance portfolios while providing exceptional client experiences.
About the role
- Senior Financial Analyst supporting fast-paced finance team at Sun Life. Ensuring accurate financial reporting and compliance with SOX standards while collaborating with colleagues.
Responsibilities
- Review journal entries and account reconciliations prepared by Financial Analysts to ensure they are accurate and meet SOX and Sun Life standards.
- Prepare complex account reconciliations, identify, investigate, and resolve differences.
- Support internal and external audits.
- Validate, improve, and document key business processes and controls.
- Draft ICFR/Error memos and technical accounting/application memos for new or changing businesses.
- Prepare quarterly balance sheet review and variance commentary.
Requirements
- Minimum of 3+ years of experience in audit, financial reporting, technical accounting, and/or internal controls.
- CPA designation.
- Understanding of IFRS and SOX controls relevant to the insurance industry.
- Excellent verbal and written communication, interpersonal and collaboration skills.
- Self-motivated, results-oriented and flexible to changing priorities and timelines.
- Proven technical, analytical, and problem-solving skills.
- Advanced knowledge of Microsoft Office tools, including Word, Excel, Access, and PowerPoint.
- As a condition of the role, the successful candidate must obtain a Government of Canada Reliability Status security clearance through Sun Life.
Benefits
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
- We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
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