Director, SLC Finance - SLC Management

Sun Life Capital Management

$110K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or related field with 7+ years of relevant experience
  • Professional accounting designation (CPA, CA, CMA, or CGA)
  • Strong communication skills for summarizing detailed information
  • Self-starter able to drive progress on deliverables
  • Problem-solving and time management abilities to handle conflicting priorities
  • Attention to detail and a mindset for process improvements
  • Experience using financial reporting systems and tools

Responsibilities

  • Oversee quarterly MEP cash disbursement process including board materials and bank disbursements
  • Lead the Equity Pick Up accounting process and ensure journal entry accuracy in SAP
  • Manage intercompany reconciliation and settlement processes
  • Support the operationalization of accounting models and ledger set-up
  • Maintain a robust control environment and support ICFR processes for accounting closes
  • Provide insights through reporting and analytics of SLC's financial results
  • Drive automation initiatives to streamline processes and implement digital solutions

Benefits

  • Opportunity to work for a growing global asset manager
  • Excellent wellness programs supporting mental, physical, and financial well-being
  • Employer-matched pension, stock, and savings programs
  • Flexible work environment with a collaborative culture
  • Career path flexibility and strong networking opportunities
  • Award-winning workplace culture and recognition for mental health initiatives
Full Job Description
Job Description:

Reporting to the Senior Director, SLC Financial Reporting and Capital Management, the Director, SLC Finance is a key member of the Finance team, responsible for supporting financial accounting and reporting, cash management, and providing inputs into legal entity and Management Equity Plan (MEP) reporting. This role also has matrix line reporting to the Senior Director, SLC Accounting & Controls.

The Director will collaborate closely with SLC and Corporate Finance teams to deliver timely, accurate management information and reporting to senior leadership. This role offers a strong opportunity to build relationships across Sun Life and gain exposure to a broad range of finance activities, including accounting, reporting, and analytics, as the business continues to grow.

WHAT YOU WILL DO:

  • Oversee the quarterly MEP cash disbursement process including preparation and coordination of board materials, bank disbursements and legal entity accounting for capital transactions.
  • Lead the Equity Pick Up accounting process including review of journal entries in SAP, ensuring balances are accurate and aligned with reporting and accounting requirements.
  • Build and manage an intercompany reconciliation and settlement process.
  • Support operationalization of accounting models and ledger set-up.
  • Ensure that an adequate control environment is maintained for SLC and coordinate with SLC's subsidiaries to support a stable control environment, including quarterly ICFR processes for the accounting close.
  • Support reporting and analytics for SLC's financial results, includes trending of financial information to gain insights into management reporting.
  • Collaborate with various SLC teams, learn new accounting requirements, provide accounting insights, and assist with issue resolutions.
  • Drive automation initiatives, identifying opportunities to eliminate manual processes and implement digital solutions.
  • Support and lead various strategic SLC initiatives, such as SLC Legal Restructuring Project, SAP GL updates and enhancements, etc.


WHAT YOU WILL NEED TO SUCCEED:

  • Bachelor's degree with experience in finance or reporting related functions (7+ years) combined with a finance background.
  • Professional accounting designation (CPA, CA, CMA, CGA).
  • Strong verbal and written communication skills, with an ability to summarize detailed information to relevant stakeholders.
  • Self-starter with ability to drive progress and execute on assigned deliverables.
  • Strong problem solving and time management skills and able to handle conflicting priorities while driving desired results.
  • Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements.
  • Ability to build and maintain strong relationships with individuals at all levels of the organization.
  • Strong experience with the effective use of financial reporting systems and tools.
  • Aptitude to coach and mentor more junior level staff.
  • Ability to operate in an environment experiencing rapid change, and work under pressure to meet demanding response times, while paying strict attention to detail.
  • Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with SAP, Power BI, and/or Tableau will be an asset.
  • Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.


Notes/Unique Requirements:
  • Some overtime will be required during peak reporting periods (month end and quarter ends).


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 Work4 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
110,000/110 000 - 180,000/180 000

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.

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