Director, Financial Reporting & Analysis at Sun Life
Waterloo, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

23 Oct, 25

Salary

105000.0

Posted On

23 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

JOB DESCRIPTION:

This Director role is a key leadership position within the Finance team supporting Sun Life’s Investment Solutions business unit. It combines accountability for end-to-end financial reporting and financial analysis for Sun Life Global Investments Asset Management Inc. (SLGI) subsidiary and legal entity reporting and assets under management (AUM) and sales reporting, including mutual funds, segregated funds, annuities, and guaranteed investments.
This role is ideal for a seasoned financial professional with a strong accounting and reporting background, who also brings a strategic mindset and business acumen to drive insights, performance, and continuous improvement. The Director leads a team of finance professionals and works closely with senior business leaders, auditors, regulators, and cross-functional partners.

Responsibilities

Financial & Regulatory Reporting

  • Lead the accurate and timely preparation of financial statements and regulatory filings for SLGI Asset Management Inc.
  • Ensure compliance with IFRS and internal accounting policies, including full ownership of general ledger oversight, disclosures, notes, and supporting schedules.
  • Oversee quarterly and annual Board reporting for SLGI Asset Management and collaborate with internal stakeholders to ensure data integrity and transparency.
  • Manage internal and external audit relationships and coordinate responses, supporting evidence, walkthroughs, and resolution of findings.
  • Maintain a strong internal control environment and lead the implementation of best practices in financial governance, risk mitigation, and audit readiness.
  • Liaise with internal compliance and legal teams to ensure alignment with evolving regulatory requirements.
  • Support capital and liquidity planning, intercompany transactions, and tax reporting requirements.
  • Act as Finance SME on key projects, including regulatory changes, product launches, and strategic initiatives as required.

Financial Analysis

  • Deliver high-quality financial analysis as required to support business planning, forecasting, and performance measurement.
  • Analyze business performance across AUM growth, sales, redemptions, expenses, and profitability metrics.
  • Working with the business, develop multi-year sales targets aligned with strategic levers and distribution strategies.
  • Design and enhance strategic metric reporting (client, financial, market share, etc.) to support business growth.
  • Support the financial planning processes (monthly forecasts, annual plans, and long-term business plans) for SLGI.

Team Leadership & Business Partnership

  • Lead, coach, and develop a high-performing team of financial professionals with a strong culture of accountability, collaboration, and learning.
  • Partner across the enterprise with Canadian Finance, Actuarial, Strategy, Compliance, HR, and Investment Solutions Analytics to align on financial deliverables and insights.
  • Champion operational improvements, automation, and data integrity in financial reporting and analytics processes.
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