Posted in

Senior Financial Analyst – Financial Reporting

Senior Financial Analyst – Financial Reporting

CompanySun Life
LocationToronto, ON, Canada, Kitchener, ON, Canada
Salary$78000 – $128000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • Professional Accounting designation (CPA) with 2-4 years of experience in financial services
  • Experience and knowledge of financial and regulatory reporting for Deposit-Taking Institutions
  • Experience in an SAP ledger environment
  • Strong organizational skills with ability to prioritize and manage work to effectively meet deadlines
  • Detail oriented with strong analytical and problem-solving skills

Responsibilities

  • Prepare monthly and annual financial statements under IFRS for the Trust entity, including all note disclosures
  • Prepare and analyze weekly and monthly regulatory reporting requirements within established deadlines, including (but not limited to) Basel Capital Adequacy Reporting (BCAR)
  • Prepare journal entries, client statements and account reconciliations
  • Assist with regulatory, external and internal audits, by ensuring that requested supporting documents and explanations are provided
  • Assist with preparation of quarterly reporting packages and presentations for senior management and Board of Directors
  • Actively support the team in the day-to-day finance functions and support projects, and ad hoc requests
  • Assist with accounting and financial reporting for Individual Wealth business as needed

Preferred Qualifications

  • Proficiency in Power BI, Power Query or Tableau
  • Continuous improvement mindset, identifying opportunities to leverage technology to streamline or automate processes and create efficiencies
  • Strong interpersonal, communication, and presentation skills