Manager, Wealth Reporting - Waterloo, Canada - Sun Life

Sun Life

Verified Company

Waterloo, Canada

5 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Sun Life is a leading international financial services organization providing a wide range of wealth, health and retirement products to individuals and corporate customers.

This role is within the Finance Function, supporting the Investment Solutions (Individual Wealth) business unit, which offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage.

We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.

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.

What will you do?

Reporting to the Director, this role will be responsible for managing a team of 2-3 individuals, ensuring all financial and regulatory reporting for the Individual Wealth business unit and one of its' key subsidiaries, Sun Life Financial Trust are accurate.

Main accountabilities:

Provide leadership, support, and talent development opportunities for a team of financial professionals
Manage monthend close for the business area, providing direction and leadership over the preparation of all financial and regulatory reporting for the Individual Wealth business and one of its' key subsidiaries, Sun Life Financial Trust, including quarterly financial reports for the Board of Directors
Oversight of control environment ensuring appropriate controls are in place and operating effectively
Act as a liaison and facilitator with regulatory agencies, external and internal auditors ensuring requests are handled in a timely manner. Also ensuring appropriate supporting documents are provided
ICFR BU Lead coordinating internal control walkthrough meetings with relevant individuals from business unit and the internal and external auditors, or regulatory
Communicate effectively with management and ensure that issues are raised and addressed in a timely manner

What you bring to this role:

Accounting designation (CPA), 3-5 years financial services experience
Previous internal/external regulatory audit, Enterprise Operational Risk Management, or control development, and testing would be an asset
Strong time management skills and ability to handle multiple ongoing project deliverables
Ability to operate in an environment experiencing rapid change
Exceptional interpersonal, communication, and presentation skills
Demonstrated leadership skills with both direct reporting relationships and partnering across the organization

Assets:

Knowledge of and experience with Sun Life's internal administration systems including Prism, Ingenium and LA
Business knowledge and experience related to the financial services industry, specifically Sun Life's individual wealth products and services
Experience with SAP ledger environment
Previous work experience in the investment or insurance industry
Ability to work independently and escalate matters when appropriate
Leadership Skills and Critical Thinking
Ability to assist with leading a team to meet the demands and partners with other areas to resolve issues in an efficient and effective manner
Strong interpersonal skills are required due to frequent interaction with all levels throughout the organization and various external vendors.
Continuous improvement mindset, identifying opportunities to leverage technology to streamline or automate processes and create efficiencies

What's in it for you?

20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Great Place to Work Certified in Canada and the US.
Named 2021 "Best Places to Work" by G