Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

MAIN ACCOUNTABILITIES:

• Preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund manager to the distribution amounts recorded on the sub-ledger.
• Preparation of over 200 segregated fund financial statements through use of an Excel template.
• Perform other year-end tax and financial statement functions.
• Provide assistance with monthly and quarterly reporting requirements as time permits.

QUALIFICATIONS:

• Working towards a post-secondary degree in business.
• Completion of at least 2 years of a post-secondary business degree program with an intention to pursue the CPA designation.
• Strong communication and interpersonal skills with the ability to work in a team environment.
• Detail-oriented with strong analytical and problem solving skills.
• Self-motivated and adaptable.

The Segregated Funds’ Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuation, accounting control, and financial reporting for over 500 Segregated Funds.
The Financial Analyst – Co-op will be responsible for the preparation of year-end tax and financial statement reporting for SFFM. This role will provide the student with knowledge of segregated funds within an insurance company. In addition it will provide exposure to preparing IFRS financial statements and notes within the segregated funds’ annual report and reconciliations.
This role will be based in Waterloo.