Financial Analyst

at  Sun Life

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:

The Financial Analyst role will assist with annual planning, monthly forecasting and budgeting. They will be looked upon to provide strong analytical input and support with financial reporting including financial modelling and forecasting for one of GRS’s main product segments. The successful candidate may also be engaged in the completion of important internal and external surveys and benchmarking activities.

WHAT WILL YOU DO?

• Support the monthly and quarterly financial statement close process leading to quarterly AVP and VP sign offs.
• Support the monthly and quarterly assets under administration (AUA) reporting.
• Cashflow and Trust reporting including reconciliation and process improvements.
• Support the Business Development team with various RFP’s.
• Assist with timely and accurate monthly and quarterly report production, providing key input and analysis. May own the creation of several key outputs looked upon by management and leaders to help gauge expense or broader financial performance.
• Investigate and effectively communicate issues with the creation and distribution of reports. Assist in the resolution of these issues.
• Communicate and collaborate with key partners such as Canadian Finance, Expense Management, Savings Accounting, Pricing, Fund Operations, and others.
• Develop and improve financial tools and reporting processes to support strategic initiatives and evolving reporting requirements.
• Develop current competencies while showing leadership behaviors within the Reporting & Analysis team by:
• Demonstrating an understanding of how the team and business area contributes to the business unit;
• Uses basic knowledge of the business to address common and short-term business issues;
• Seeks feedback from business partners and peers to identify opportunities to improve operational efficiency and effectiveness; and
• Begins to build general management knowledge and applies it to common business issues