Hybrid Senior Associate, Financial Planning & Analysis – 18-month contract

Posted 17 hours ago

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About the role

  • Senior Associate supporting financial planning and analysis for the Sun Life General Investment Account. Involves quality control, technical guidance, and quarterly processes in a collaborative environment.

Responsibilities

  • Supporting the quarterly credit cycle reporting process, including preparing agendas, taking minutes, summarizing executive materials, and ensuring compliance with relevant accounting standards.
  • Provide technical accounting guidance for a variety of complex transactions that pertain to the Sun Life General Investment Account.
  • Assisting with the IFRS 9 Expected Credit Loss (ECL) process, summarizing the changes in ECL, and ensuring the accurate capture of results in the P&L and downstream reporting.
  • Performing ad-hoc investigations to answer queries from various teams and cross-departments.
  • Maintaining the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.
  • Leading applicable continuous improvement projects to improve team efficiency and provide added value to internal clients.

Requirements

  • 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 minimal supervision and meet tight reporting deadlines on deliverables.
  • Excellent attention to detail and strong problem-solving skills.
  • Strong verbal and written communication skills.
  • Ability to prioritize multiple tasks.
  • Experience working with large data sets and building/improving processes.
  • Professional finance designation (CPA, CFA, or MBA) preferred.
  • Investment accounting experience, preferably within the asset management or 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.).

Benefits

  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
  • Market-leading maternity, parental and adoption leave top up program
  • A partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development

Job title

Senior Associate, Financial Planning & Analysis – 18-month contract

Job type

Experience level

Senior

Salary

CA$80,000 - CA$128,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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