Senior Associate, Management Equity Finance

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

Benefits offered by this job

Excellent benefits and wellness

Generous vacation and sick time

Maternity/parental leave top up

Pension, stock and savings programs

Flexible work environment

Job summary

SLC Management, a part of Sun Life Financial, is seeking a Finance professional to manage and optimize the Management Equity Plan (MEP). The role focuses on governance, financial controls, and stakeholder communication across legal entities.

In this 12-month contract, you will design and implement an integrated MEP tool, work with external advisors, and deliver quarterly reporting with clear, executive-ready insights. CPA preferred; Toronto-based with strong cross-functional collaboration.

Qualifications

• 5+ years of experience in finance or tax roles, ideally within asset management or financial services.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.
• Experience with financial reporting and compliance.
• Experience with system implementation and process design.
• Ability to manage external vendors and cross-functional teams.
• Excellent communication skills and the ability to influence senior stakeholders.

Responsibilities

• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Collaborate with cross-functional teams to develop and document repeatable processes for MEP operationalization
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations
• Combine business analysis and process optimization skillsets to optimize MEP operationalization

Skills

Financial analysis

Stakeholder communication

Vendor management

System implementation

Data translation

Education

CPA designation

Tools

ERP systems

Job description

Job Description

This role is initially structured as a 12 month contract.

WHAT IS IN IT FOR YOU

Reporting to the Senior Director, Compensation Finance, you will support the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP). This role is highly visible and plays a critical part in ensuring accurate financial reporting, compliance, and stakeholder communication across SLC’s legal entities and ownership structures.

WHAT YOU WILL DO

• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Collaborate with cross-functional teams to develop and document repeatable processes for MEP operationalization
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations
• Combine business analysis and process optimization skillsets to optimize MEP operationalization

WHAT YOU WILL NEED TO SUCCEED

• 5+ years of experience in finance or tax roles, ideally within the asset management or financial services sector
• CPA or equivalent designation strongly preferred
• Strong analytical and problem-solving skills, with the ability to translate complex data into simple terms and actionable insights
• Experience with financial reporting and compliance
• Experience with system implementation and process design
• Ability to deal with ambiguity and develop a course of action
• Proven ability to manage external vendors and cross-functional teams
• Excellent communication skills and the ability to influence senior stakeholders

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]. 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