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Kitchener

    Senior Financial Analyst - Waterloo, Canada - Sun Life

    Sun Life
    Sun Life Waterloo, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    The incumbent will be part of the Retail Advice & Solutions Reporting and Controls team and will be responsible for financial reporting & regulatory processes. This will encompass all of the accounting, analytical and reporting processes involved with ensuring our portfolio is in compliance with International Financial Reporting Standards (IFRS) and that all internal and external reporting requirements are met. The need to support in depth analysis and clearly define and communicate resolutions requires an advanced level of technical proficiency, analytical insight and operational efficiency.

    The incumbent can expect to work with a variety of different groups including Retail Advice & Solutions Finance & Actuarial, Canadian Operations, Canadian Finance, Regulators, Audit and Tax.

    What will you do?

  • Responsibility for complete, accurate, and timely financial reporting & regulatory processes for Retail Advice & Solutions within the Canadian business group
  • Responsibility for preparation and analysis of quarterly earnings analysis, as well as accountability to provide additional explanations and interpretations of issues as required
  • Continue to enhance financial controls framework under IFRS 17 reporting including development of key disclosure analysis roll forwards and Finance 'Green Button' submissions
  • Provide leadership and support for strategic projects and ad-hoc requests, including interpretation of requests and development of processes and controls to incorporate the results of projects and initiatives into controlled and efficient reporting processes
  • Reporting and analysis to satisfy audit requirements and support the control environment, as well as supporting a continuous improvement working environment
  • Develop strong partnership with Actuarial team members to investigate and explain key drivers for financial results

    • What do you need to succeed?

  • CPA designation with 4-6 years of related industry experience
  • Excellent communication and relationship management skills to service all members of the user community. This involves effective oral and written communication of technical information for technical and non-technical audiences
  • Strong operational expertise in reporting and systems competencies with a focus on continual process improvement and the ability to leverage automation to ensure efficient and effective operational processes
  • Ability to organize, prioritize and make decisions that require innovative thinking
  • Strong experience with the effective use of financial reporting systems and tools
  • Excellent PC Skills (MS Excel, Power Point, Word)

    • Assets:

  • Knowledge of Insurance accounting, as well as regulatory rules for Insurance with the ability to translate into practical applications
  • Experience with SAP, and Tableau applications

    • Notes/Unique Requirements:

  • Some overtime will be required during peak reporting periods (month and quarter ends)

    • What's in it for you:

  • We're honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada.
  • We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial
  • The opportunity to move along a variety of career paths with amazing networking potential..
  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.

    • # LI – SJ

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