Financial Analyst

sunlife; Southwestern Ontario; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work

15 vacation days

Flexible benefits

Pension

Stock and savings programs

Learning center access

Wellness programs

Job summary

Sun Life Health (SLH) within Sun Life Canada is seeking a Financial Analyst to join its finance team. You will perform critical control activities, prepare reconciliations, and support audits in a fast-paced environment.

Reporting to the Manager of Financial Controls, you will analyze differences, document processes, and seek to automate manual tasks while collaborating with business partners.

This hybrid role offers vacation, benefits, and a clear path for growth at Sun Life.

Qualifications

• 3+ years in reconciliations, financial reporting or internal controls.
• Excel with Pivot Tables and X/V-lookups.
• Understand accounting flows from source-to-ledger.
• Strong communication and collaboration skills.

Responsibilities

• Prepare account reconciliations that are accurate and complete.
• Identify, investigate and resolve differences with business partners.
• Support internal and external audits and walkthroughs.
• Validate, improve and document key processes and controls.
• Participate in projects and ad-hoc requests as needed.

Skills

Reconciliations

Financial reporting

Internal controls

Excel

Communication

Education

CPA asset

Tools

Frontier

SAP

Job 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

The Sun Life Health (SLH) business within Sun Life Canada is a leading provider of Group Benefits and Health Solutions. A market leader in the advancement of workplace mental health across Canada, through the introduction of new tools such as Virtual Care and Stress Management and Well-Being program providing members access to mental health and medical specialists 24/7. SLH is seeking a Financial Analyst to join its fast-paced and energetic Finance team.

Reporting to the Manager, Financial Controls, the Financial Analyst will play a crucial role in executing and supporting control activities critical to the Sun Life Health business.

What will you do?

• Prepare account reconciliations ensuring they are accurate, complete, informative and meet Sun Life account reconciliation standards.
• Identify, investigate, and resolve differences in reconciliations in collaboration with business partners.
• Support internal and external audits. This includes supporting retrieval of audit sample requests and participating in walkthrough meetings to discuss control processes.
• Validate, improve, and document key business processes and controls; seizing on opportunities to transform current manual high volume and/or complex functions.
• Participate in projects and ad-hoc requests as needed.

What do you need to succeed?

• Minimum of 3+ years of experience in reconciliations, financial reporting and/or internal controls.
• Intermediate knowledge of Microsoft Office tools (Excel proficiency with Pivot Tables and X/V-look ups).
• A passion and willingness to understand accounting flows from source-to-ledger and relate accounting to business processes and transactions.
• Excellent verbal and written communication, interpersonal and collaboration skills.
• Self-motivated, results-oriented and flexible to changing priorities and timelines.
• Proven technical, analytical, and problem-solving skills.

Preferred Skills:

• Previous experience with Frontier (or other reconciliation tools), SAP.
• A CPA, other designation or diploma/degree in accounting is considered an asset. This role can be reported under the CPA experience verification pathway.

Unique Requirements:

This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or travelled outside of Canada for 6-consecutive months during the last 5 years, and you must account for all activities during this time.

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named " Best Places to Work " by Glassdoor, 2021 and 2023

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