Senior Associate, Finance Data Analytics & Insights - SLC Management

Sun Life Financial; Toronto; On-site; CAD 80,000 - 128,000; Full time

Job summary

SLC Management, Toronto-based, seeks a Senior Associate in Finance Data Analytics & Insights to bridge business and data infrastructure, delivering executive-ready analytics and timely reporting. You will own data underpinning external reporting and drive management metrics for leadership.

You will build Power BI dashboards, lead automation initiatives, and collaborate with IT and finance teams, while coaching junior staff.

Qualifications

• Bachelor's degree or higher in a related field.
• 4–7 years of experience in finance, analytics, or FP&A.
• Experience with asset management or financial services preferred.
• Proven dashboard development in BI/visualization tools (Power BI).
• Ability to work with SQL and data warehouse platforms.

Responsibilities

• Bridge finance and business stakeholders with data and reporting solutions.
• Own finance and non-finance data for external reporting and reconciliation.
• Produce and improve the management reporting package for leadership.
• Deliver executive-ready analytics and insights beyond data dumps.
• Build and maintain Power BI dashboards and self-serve reporting.
• Support FP&A systems and data platforms, including data warehouse migration.
• Identify automation opportunities and apply GenAI to workflows.
• Maintain strong controls and provide clear executive communications.
• Mentor and develop junior team members; manage multiple projects.

Skills

Power BI

SQL

Data modeling

Excel

Python

VBA

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Computer Science

Tools

Snowflake

OneStream

Anaplan

Hyperion

SQL Server

Job description

Job 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 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. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description:

We are seeking a Senior Associate, Finance Data Analytics & Insights to join our Toronto-based finance data team. This role sits at the centre of SLC Management's finance data vision and acts as the bridge between the business and our data infrastructure — translating what leaders need into how data is structured, governed, and reported, and then turning that data into executive‑ready analytics and insight. The successful candidate will own data that underpins accurate and timely external financial and non‑financial reporting, generate the management reporting and metrics our leadership team uses to run and optimize the business, and lead initiatives to automate and streamline our end‑to‑end finance data operations. This is deliberately a well‑rounded mandate. We are looking for someone with genuine business acumen and an understanding of alternative asset management, who is equally comfortable in a room with senior leaders and in the details of a data model. The role carries direct management accountability, including coaching and development. We welcome candidates from a range of backgrounds — finance, data and analytics, engineering, investment banking, private equity, or consulting.

What you will do:

• Business partnership and translation — Act as the bridge between finance and business stakeholders and our data and technology teams, gathering requirements, defining use cases, and translating business questions into data and reporting solutions that actually get used
• Data management and integrity — Own and maintain the finance and non‑finance data that underpins external reporting, including data structure, classifications, lineage, quality checks, and reconciliation across business units
• Management reporting — Produce and continuously improve the management reporting package and metrics used by the SLC leadership team, including alignment of classifications and streamlining of the package
• Analytics and insight generation — Move beyond reporting to identify trends, variances, and drivers; deliver clear, executive‑ready analysis and recommendations rather than data dumps
• Visualization and BI — Build, enhance, and maintain Power BI dashboards and self‑serve reporting; support rollout and adoption across business units
• FP&A systems and data platforms — Support implementation and ongoing use of enterprise planning and data platforms, including the migration of our data warehouse and implementation of future FP&A enterprise tools
• Automation and GenAI — Identify and implement opportunities to automate and streamline finance data operations end‑to‑end, including the application of GenAI‑based approaches such as a chatbot enabling leaders to engage directly with our finance data repository
• Controls environment — Maintain a strong controls mindset over finance data, ensuring accuracy, completeness, auditability, and appropriate review across reporting processes
• Executive communication — Prepare clear, well‑structured presentations and written analysis for senior finance and business leaders
• Cross‑functional collaboration — Maintain strong working relationships with affiliate finance teams, SLC IT, Sun Life IT, and SLC Finance functions
• People leadership — Manage, coach, and develop junior team members, setting clear standards for analytical quality and attention to detail
• Project delivery — Run and support multiple concurrent initiatives against tight timelines, sequencing work and keeping stakeholders informed

What you will need to succeed:

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Computer Science, or a related field
• Approximately 4–7 years of relevant experience; we welcome varied backgrounds including corporate finance or FP&A, data and analytics, engineering, investment banking, private equity, or management consulting
• Experience in or demonstrated understanding of asset management, alternative investments, or financial services is strongly preferred
• Demonstrated experience building and maintaining dashboards and reporting in a BI/visualization tool, ideally Power BI
• Comfort working with databases and structured data environments (e.g., SQL, data warehouse platforms such as Snowflake); hands‑on experience with enterprise FP&A or planning tools (e.g., OneStream, Anaplan, Hyperion) is an asset
• Practical experience applying generative AI tools (e.g., Microsoft 365 Copilot or comparable platforms) to improve analysis, reporting, or productivity is preferred; genuine curiosity to apply them more rigorously is essential
• Coding exposure (e.g., Python, SQL, VBA, or similar) is helpful but not strictly required — we care more about aptitude and willingness to learn
• Strong proficiency in Excel and PowerPoint is required, including the ability to build executive‑quality presentation materials
• Experience preparing analysis or materials for senior stakeholders
• Prior mentorship or people leadership experience is an asset
• CPA, CFA, or relevant data/analytics certifications are a nice to have, not a requirement

Preferred Skills:

• Business acumen — a strong understanding of alternative asset management is critical; knows how the business makes money, what drives AUM, fees, and margin, and why a given number matters to a leader
• Data translation — able to move fluidly between a business conversation and a data model, and to explain technical concepts in plain language to non‑technical audiences
• Intellectual curiosity — asks why, digs into root causes, and proactively seeks to understand the business, the data, and new tools
• Technology focus — genuinely energized by technology and continuously looking for better, faster, more reliable ways to do things
• Generative AI fluency — comfort applying GenAI to analytical, reporting, and workflow problems, with the judgement to validate outputs and apply appropriate controls
• Analytical rigour — structured problem solver who works accurately with large and imperfect datasets and can defend their conclusions
• Streamlining and automation – ability to engineer process transformation and automation of key workflows
• Exceptional attention to detail — produces accurate, internally consistent, reporting‑grade work; understands that this data feeds external disclosure
• Communication and presentation — strong written and verbal skills, with the ability to build compelling, executive‑ready materials and present with confidence to senior stakeholders
• Self‑starter — takes ownership, sets their own direction, and drives work to completion without close supervision
• Works through ambiguity — comfortable with open‑ended problems, incomplete information, and evolving requirements; frames the problem and moves forward
• Controls mindset — instinctively builds in checks, documentation, and review
• Collaboration and influence — builds credibility across finance, technology, and business unit teams and influences without direct authority
• Coaching — invests in developing junior talent and raising the standard of the work around them
• Integrity and discretion — handles confidential and market‑sensitive information with professionalism

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 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 and much more 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 #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments SLC Management is a regulated business, and this means that there are certain financial reporting and trading pre‑clearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek pre‑clearance on future transactions including those of household members.

Job Category: Finance

Salary Range 80,000/80000 - 128,000/128000 We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We will make reasonable accommodations to known physical or mental limitations. 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 [e-mail]. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far‑reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers