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.

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.).

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

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

Key skills