Director, Subsidiary Reporting - Waterloo, Canada - Sun Life

Sun Life
Sun Life
Verified Company
Waterloo, Canada

3 weeks ago

Sophia Lee

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Sophia Lee

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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.


About the role


Reporting to the AVP, Retail Advice & Solutions Reporting & Controls, this role is accountable for all aspects of the financial reporting processes related to Sun Life Financial Investments Inc.

(SLFISI), Sun Life Financial Distributors Inc. (SLFDI) and Sun Life Canada Securities Inc. (SLCSI).

This role will encompass the accounting and reporting for two entities regulated by the Canadian Investment Regulatory Organization (CIRO) as well as the analytical processes involved in reporting key metrics to management and the respective Boards.

This role will serve as the key point of contact to both external auditors and regulators and requires collaboration with key partners across various internal teams.

This role will have direct reports to support this function and requires an advanced level of analytical insight and ingenuity.


What you'll be doing

  • Provide expertise and leadership on the finance aspects of standing up a new CIRO regulated securities dealer and collaborating with colleagues across the other key disciplines
  • Lead and develop financial professionals which are your direct reports with the goal of increasing talent and providing opportunities to grow and acquire additional skill sets
  • Collaborate effectively with various business areas to support the delivery of financial and management reporting, presentations, and analytics to senior management, regulators and the subsidiary Boards of Directors
  • Contribute innovative ideas and build constructive and effective finance processes for the new subsidiary as a member of the finance project team
  • Manage relationships with external audit, regulators, and internal auditors to ensure timely and accurate delivery of financial information and related support
  • Lead and manage a robust and effective control environment to ensure appropriate controls are in place over financial reporting
  • Provide leadership and support for projects and initiatives
  • Communicate effectively with senior management and ensure that issues are raised and addressed in a timely manner
  • Champion and support creative solutions that focus on continuous improvement

What you'll need to succeed

  • Experience working for a mutual fund or a securities dealer (CIRO regulated entity)
  • A professional accounting designation (CPA, CA, CMA, CGA) with 7+ years of experience
  • The ability to collaborate and navigate through complex business/finance issues to achieve sustainable resolutions
  • The ability to manage and prioritize multiple accountabilities with mínimal direction and make decisions requiring innovative thinking
  • Excellent communication and organization skills with a strong attention to detail
  • Proven experience in developing strong working relationships with business partners and stakeholders and ability to interact with all levels in the organization

What's in it for you

  • Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
- contributions.

  • The opportunity to move along a variety of career paths with amazing networking potential
  • Flexible hybrid work model
  • Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative, and inclusive culture
  • We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
  • Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights' 2023


At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

105,000/ ,000/175 000


Job Category:

Finance


Posting End Date:

24/04/2024

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