Senior Associate, Financial Planning & Analysis - SLC Management

SLC Management; Toronto; Hybrid; CAD 80,000 - 128,000; Full time

Benefits offered by this job

Excellent benefits

Pension and savings plans with company

Flexible hybrid work arrangement

Career development opportunities

Inclusive, collaborative culture

Award-winning workplace culture

Job summary

SLC Management, a growing global asset manager and Sun Life subsidiary, invites applications for a Senior Associate, Financial Planning & Analysis to support the Sun Life General Investment Account.

You will work on quarterly processes such as credit review, IFRS 9 ECL, and provide technical accounting guidance while leveraging data to inform senior management.

Qualifications

• Experience in financial services with investments and/or insurance.
• Strong communication and change-management skills, with a team mindset.
• Ability to influence management using thorough data analysis.
• Ability to work independently and meet tight reporting deadlines.
• Excellent attention to detail and problem-solving abilities.
• Experience handling large data sets and process improvement.

Responsibilities

• Support quarterly credit cycle reporting, including agendas, minutes, and executive materials.
• Provide technical accounting guidance for transactions relating to the General Investment Account.
• Assist with IFRS 9 Expected Credit Loss (ECL) processes and downstream reporting.
• Perform ad-hoc investigations to answer cross-department queries.
• Maintain the control environment and support quarterly audit requirements.
• Lead continuous improvement projects to boost team efficiency.

Skills

Investments knowledge

Analytical skills

Communication skills

Independent worker

Attention to detail

Team player

Education

CPA / CFA / MBA preferred

Tools

SAP

WEBI

Tableau

Aladdin

Excel

PowerPoint

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

This is a 12-month contract opportunity.

WHAT IS IN IT FOR YOU

We are seeking a Senior Associate, Financial Planning & Analysis to join the FP&A team supporting the Sun Life General Investment Account. The role will involve supporting quarterly processes such as the credit review cycle, IFRS 9 expected credit losses, and providing technical accounting guidance on certain transactions as they relate to the General Investment Account. The Senior Associate will leverage data and analytical tools to provide valuable insights to senior management while helping to maintain an effective control environment.

WHAT YOU WILL DO

• 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.

WHAT YOU WILL NEED TO SUCCEED

• 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.

PREFERRED SKILLS

• Professional finance designation (CPA, CFA, or MBA).
• 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.).

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 preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category

Finance

Salary Range

80,000/80 000 - 128,000/128 000

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].