Senior Associate, SLC Financial Reporting and Capital Management - SLC Mana

at  SLC Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

JOB DESCRIPTION:

What Is in It for You:
Reporting to the Senior Director, SLC Financial Reporting and Capital management, the Senior Associate, Finance, serves as a member of the SLC Finance team and is responsible for supporting the development and implementation of new reporting processes post SLC legal entity restructuring and key aspects of the reporting cycle for SLC (including its affiliates) including management reporting via various reporting systems (Longview, SAP, Power BI, Snowflake) and legal entity reporting. In addition, the individual will partner closely with the SLC Accounting team to assist with accounting operations and entries as required, while acting as a liaison to bridge general ledger details to impact on reporting. The ideal candidate will be a self-driven individual who takes ownership and pride in their work, have an inquiring mindset with a passion for working with new technology and processes, and ability to navigate through ambiguity.

SALARY RANGE

78,000/78 000 - 128,000/128 000
The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible 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.
We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Reporting Initiatives

• Responsible for development of new reports for both management reporting and financial statement reporting after legal entity restructuring, including periodic preparation of the reports on a go forward basis.
• Partner closely with the Snowflake project working group to migrate existing reporting from Longview onto the Snowflake system.
• Engage in future projects to enhance existing reporting processes through implementation of digital solutions (ie. Power BI, Workiva etc);

Management Reporting

• Preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package, including inputting relevant Longview adjustments.
• Preparation of the QFR (Quarterly Financial Report) deck, with visuals and analytics such as trending and variance analysis (i.e. year over year, quarter over quarter etc.);
• Active contributor to the Balance Sheet analytics to enable visibility into balance sheet items across total SLC.
• Assist with the preparation of the cash actuals and capital forecast by understanding flow of cash and cash transactions across legal entities.
• Reporting for seed investments including planning and forecast, tracking returns and profitability, and variance analysis (i.e. actual vs. forecast, year over year, quarter over quarter etc);

Legal Entity Reporting

• Prepare financial statements, regulatory reports, and relevant analytics for various legal entities managed by SLC.

Accounting

• Support monthly and quarterly finance functions for SLC’s affiliate businesses, including the accounting close, chart of value requests, intercompany processes, and controllership functions.
• Collaborate with various SLC teams, learn new accounting requirements, provide accounting insights, and assist with issue resolutions.