Sunlife

Intermediate Financial Analyst

Waterloo OntarioFull timePosted 6 days ago
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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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Location: hybridThe Investment Solutions Controls team helps maintain a strong control environment for the Individual Wealth business by ensuring accounting transactions from administration systems to the General Ledger are accurate, timely, and complete. The team also monitors cash controls and supports accounting and reporting for Investment Solutions.We are a performance-driven organization focused on building a development-oriented and inclusive culture grounded in our Core Values: being client obsessed, valuing each other, acting with speed, and demonstrating an owner’s mindset. In this role, you will help advance our purpose, contribute to meaningful outcomes, and grow in a rewarding environment that empowers you to succeed in a competitive landscape.Reporting to the Director, the Intermediate Financial Analyst supports complex reconciliation activities, investigates exceptions, and helps maintain a strong financial control environment within the Investment Solutions Controls team. Key responsibilities include managing feeder tolerance tables, handshake reports, error investigations, audit support, journal entries, wires, ICFR processes and General Ledger close activities. The ideal candidate is collaborative, client-focused, efficiency-minded, and open to innovation.What will you do?Core Accounting and ReconciliationsDeliver daily, month-end, quarter-end, and year-end accounting requirements, including reconciliations, analysis, and reportingInvestigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, partnering with internal stakeholders to support timely resolutionAnalyze accounting transactions and feeder system outputs to confirm completeness and accuracy in the General LedgerMonitor accounting reports, resolve errors, and maintain strong financial disciplinePrepare and approve manual journal entries and daily wiresProvide regulatory, external, and internal audit support by supplying requested document...