Senior Financial Analyst

Sun Life Financial; Waterloo; On-site; CAD 78,000 - 128,000; Full time

Job summary

Join a forward-thinking company as a Senior Financial Analyst, where you'll be empowered to make impactful contributions to financial reporting and compliance. This role requires a CPA with strong analytical skills and a passion for process improvement. Collaborate with diverse teams to enhance financial controls and support strategic projects, all while ensuring adherence to International Financial Reporting Standards. Enjoy a dynamic work environment that values your unique perspective and fosters professional growth. With flexible benefits and a commitment to employee well-being, this is an exciting opportunity to advance your career in finance.

Benefits

Flexible Benefits

Career Path Opportunities

Inclusive Work Environment

Recognition for Employee Well-being

Qualifications

• 4-6 years of related industry experience with a CPA designation.
• Strong communication and relationship management skills.

Responsibilities

• Ensure timely financial reporting & regulatory processes for Retail Advice & Solutions.
• Develop strong partnerships with Actuarial team members for financial analysis.

Skills

Communication Skills

Analytical Skills

Decision Making

Operational Expertise

Process Improvement

Education

CPA Designation

Tools

SAP

Tableau

MS Excel

MS PowerPoint

MS Word

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

Job Description:

The Senior Financial Analyst will be part of the Retail Advice & Solutions Reporting and Controls team and will be responsible for financial reporting & regulatory processes. This will encompass all of the accounting, analytical and reporting processes involved with ensuring our portfolio is in compliance with International Financial Reporting Standards (IFRS) and that all internal and external reporting requirements are met. The need to support in depth analysis and clearly define and communicate resolutions requires an advanced level of technical proficiency, analytical insight and operational efficiency.

The Senior Financial Analyst can expect to work with a variety of different groups including Retail Advice & Solutions Finance & Actuarial, Canadian Operations, Canadian Finance, Regulators, Audit and Tax.

What will you do?

• Responsibility for complete, accurate, and timely financial reporting & regulatory processes for Retail Advice & Solutions within the Canadian business group
• Responsibility for preparation and analysis of quarterly earnings analysis, as well as accountability to provide additional explanations and interpretations of issues as required
• Continue to enhance financial controls framework under IFRS 17 reporting including development of key disclosure analysis roll forwards and Finance ‘Green Button’ submissions
• Provide leadership and support for strategic projects and ad-hoc requests, including interpretation of requests and development of processes and controls to incorporate the results of projects and initiatives into controlled and efficient reporting processes
• Reporting and analysis to satisfy audit requirements and support the control environment, as well as supporting a continuous improvement working environment
• Develop strong partnership with Actuarial team members to investigate and explain key drivers for financial results

What do you need to succeed?

• CPA designation with 4-6 years of related industry experience
• Excellent communication and relationship management skills to service all members of the user community. This involves effective oral and written communication of technical information for technical and non-technical audiences
• Strong operational expertise in reporting and systems competencies with a focus on continual process improvement and the ability to leverage automation to ensure efficient and effective operational processes
• Ability to organize, prioritize and make decisions that require innovative thinking
• Strong experience with the effective use of financial reporting systems and tools
• Excellent PC Skills (MS Excel, Power Point, Word)

Assets:

• Knowledge of Insurance accounting, as well as regulatory rules for Insurance with the ability to translate into practical applications
• Experience with SAP and Tableau

Notes/Unique Requirements:

• Some overtime will be required during peak reporting periods (month and quarter ends)

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

07/04/2025