Financial Analyst

SunLife

Waterloo, Canada
Base: 58,000 - 93,000; bonus/equity: discretionary...
Hybrid
Financial reporting and analysis
Monthly account reconciliations
Strong ms excel skills
You will be responsible for preparing financial statements, reconciliations, and reports to support the financial management of investment funds

Job Summary

  • You will be responsible for preparing financial statements, reconciliations, and reports to support the financial management of investment funds.
  • The role offers a hybrid work environment, flexible benefits, and access to wellness programs supporting mental, physical, and financial health.
  • Sun Life is recognized as a Best Workplace multiple years in a row and values diversity and inclusion in its workforce.

Matching Summary

You will be responsible for preparing financial statements, reconciliations, and reports to support the financial management of investment funds.

Salary

Base: 58,000 - 93,000; Bonus/Equity: Discretionary incentive plans; Benefits: Flexible benefits, pension, stock and savings programs

Skills & Requirements

Must-have

  • Financial reporting and analysis
  • Monthly account reconciliations
  • Strong MS Excel skills
  • Data summarizing and reconciling
  • Support internal and external audits

Nice-to-have

  • Collaborative and inclusive culture
  • Hybrid work environment
  • Experience with SAP and Hyperion
  • Good communication skills
  • Problem-solving and analytical skills

Key Requirements

  • 1 to 2 years mutual funds experience
  • 1 to 2 years accounting experience
  • Experience working with large data sets
  • Progress towards CPA designation preferred
  • Experience with journal entries and fee calculations

Work Rights

Not specified

Tailored Resume

Cover Letter