Job Description:Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, with primary focus on financial reporting, analysis, process improvement, budget management, and maintaining a strong control environment.
What will you do?- Prepare and analyze monthly, quarterly, and yearly financial statements
- Generate monthly financial packages and working capital reports (regulatory requirement)
- Support the annual budget and planning cycle
- Oversee all month-end, quarter-end, and year-end reporting, including SLGI reporting, seed capital, Canadian capital, and board reporting
- Manage quarterly proprietary AUM reporting for SLGIAM
- Oversee the quarterly ICFR package
- Coordinate audit requirements with internal and external auditors
- Supervise investment solutions industry surveys and sales reporting
- Prepare journal entries as needed
- Ensure strong control environment across the team
What do you need to succeed? - Accounting designation with 5+ years of equivalent work experience
- Advanced proficiency in Excel, Word, PowerPoint, and Outlook
- Strong report writing skills using relevant tools
- Excellent communication and interpersonal skills
- Strong organizational skills with ability to manage multiple priorities
- Detail-oriented with excellent analytical and problem-solving abilities
- Self-motivated and adaptable
Preferred: - Investment or insurance industry experience
- Experience with Oracle and SAP software systems
What's in it for you?- Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
- contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
- We're honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada
#LI-Hybrid
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Salary Range:80,000/80 000 - 128,000/128 000
Job Category:Finance
Posting End Date:23/07/2026
