Senior Associate, Financial Planning & Analysis

Sun Life Financial - Waterloo, ON (30+ days ago)

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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.

Job Description:
SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$219 billion in assets under management / US$168 billion in assets under management.

SLC Management offers the best of two worlds to professionals looking for opportunity, challenge and growth. We are breaking ground with innovative solutions for a growing institutional client base of more than 1000 organizations across North America. 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.

Our teams live by a set of core beliefs that put our clients’ needs and goals first. We are looking for talented professionals at all stages of their financial careers: those who are ready to learn and those who are ready to lead.

This position will be reporting to the Senior Director of Financial Planning & Analysis.

The successful candidate will have the opportunity to support planning, reporting and analytics for Investment results of the Sun Life General Account. This position will work closely with a number of teams across multiple divisions and corporate functions, including asset classes, finance teams within SLC and corporate finance, ALM and Actuarial teams.

What will you do?

Co-ordinate and prepare the quarterly Investments FBR package, focused on the preparation of surplus reporting schedules and assisting in the analysis of results
Assist in the quarterly credit cycle reporting process including bright line impairment testing, co-ordination of supporting credit materials, minute taking and preparation of executive summary materials.
Coordination and compilation of quarterly earnings & credit forecasts of investment results by business group.
Manage the quarterly IFRS 9 / ECL impairment assessment for SLF Trust
Support investment income analysis through the following systems: Oracle, Hyperion Essbase, Tableau, Longview, Web Intelligence and several other investment accounting administrative systems.
Prepare select material focused on surplus, credit and MD&A reconciliations for the quarterly GNIC report (performance reporting relative to plan for the investment department)
Assist in the co-ordination and validation of annual business group surplus projections provided for Investment Plan.
Perform ad-hoc investigations to answer queries from business unit leads, corporate or ALM partners.
Assist in other performance and investment reporting projects as required.

What do you need to succeed?

Professional finance designation (CPA, CFA, or MBA)
Previous experience within a Finance or Investment related role is preferred
Experience in a quarter-end processing/reporting/control role
Proficient knowledge of Microsoft Office Suite products and data automation tools such as Excel PowerPivot, PowerQuery and Access would be an asset
Experience with Sun Life financial and investment systems preferred, specifically Oracle, Hyperion Essbase, Tableau, Longview and Web Intelligence

What other skills would be nice to have?

Demonstrated ability to build and maintain strong relationships across an organization at all levels
Strong interpersonal, communication (written and verbal), and presentation skills
Ability to deal with ambiguity and respond appropriately and accurately in pressured situations and challenging deadlines
Strong analytical and data management skills
Effective attention to detail and a high degree of accuracy
Client obsessed, act with speed and have an owner's mindset

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to

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

Salary Range:
67,400/67 400 - 110,100/110 100

Job Category:

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