Analyst, Financial Planning - Waterloo, Canada - SLC Management

SLC Management

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations.

Our history of organic and strategic growth reflects this commitment with over CA$335/US$260 billion in assets under management (AUM).

As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.

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.

Visit our website to learn more and for the most up to date AUM information.

Hybrid Work Model

SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best.

Generally, employees are expected to work three days in-office each week with flexibility depending on their business, client and team needs.

WHAT IS IN IT FOR YOU:

We are seeking an
Analyst, Financial Planning & Analysis
(FP&A) to be part of our dynamic FP&A team which supports the Sun Life General Investment Account.

Reporting to the Senior Director, FP&A, SLC Management.

The Analyst, FP&A will support the team by maintaining the control environment, leveraging available data and analytical tools, and providing valuable insights to senior management.

WHAT YOU WILL DO:

Responsible for running the IFRS 9 Expected Credit Loss (ECL) process via thirdparty tool and summarizing the change in ECL, leveraging data insights/analytics for management approval. Ensure that approved results were accurately captured in P&L and all downstream reporting is complete/accurate. Assist with testing of thirdparty SOC reports and new capabilities to improve ECL reporting/forecasting.
Support the quarterly credit cycle reporting process including the coordination of supporting credit materials/agendas, impairment review, minute taking and preparation of executive summary materials.
Assist with the data collection/analytics to support the Investments Quarterly Financial Review package, focused on the preparation of surplus reporting schedules as well as other key earnings highlights for management.
Coordinate quarterly forecasting and annual business plan preparation.
Perform adhoc investigations to answer queries from various teams and cross departments (including Asset Liability Management, Portfolio Management, SLC Finance, Corporate, other SLF Business Groups).
Maintain control environment to ensure that all key controls are operating as described and support quarterly audit requirements/documentation.
Participate/lead applicable continuous improvement projects to improve team efficiency and provide added value to our internal clients.
Support investment income analysis through the following systems: SAP, Tableau, Web Intelligence (SAP) and other investment accounting administrative systems.

WHAT YOU WILL NEED TO SUCCEED:

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 mínimal supervision and meet tight reporting deadlines on deliverables.
Excellent attention to detail and strong problemsolving skills.
Strong verbal and written communication skills.
Ability to prioritize multiple tasks.
Experience working with large data sets and building/improving processes.

PREFERRED SKILLS:

Accounting/Finance degree
Working towards accounting/finance designation (MBA or CPA/CFA)
Investment accounting experience, preferably within the asset management and 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.)

Why SLC Management?

Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your wellbeing mental, physical and financial including generous vacation and sick time, marketleading maternity, parental and adoption leave top up program, a partiallypaid sabbat