Financial Analyst

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:

Join our Group Retirement Services (GRS) team at Sun Life Canadas leading provider of defined contribution plans and de-risking solutions for defined benefit pension plans. GRS Annuity Accounting team is responsible for the accuracy of our financial operations supporting the defined benefits plans. The Financial Analyst (Tax) will produce annual annuity tax slips issue tax slip amendments manage tax remittances process accounting entries and prepare tax filings and tax reconciliations. As part of a dynamic team you will help maintain strong financial discipline and robust internal controls reporting to the Manager of Annuity Accounting Your contributions will have a significant impact on our financial operations ensuring transactions are recorded accurately in the general ledger. If youre detail-oriented passionate about accuracy and ready to contribute to Canadas top retirement services provider we invite you to join our team and make a real difference.

The role will be based in Toronto or Montreal.

What will you do

• Manage the annual tax production process to issue annuitant tax slips and prepare amended tax slips for any adjustments and updates.

• Compare and reconcile prepared tax slips against government filings reports.

• Reconcile various tax slip types with general ledger account balance.

• Complete tax accounting entries and manual ad hoc journal entries

• Complete weekly tax remittances and prepare tax sub-filing reconciliations (5 per year)

• Reconciliation of various suspense and balance sheet accounts

• Manage and create various weekly/monthly/quarterly/yearly internal management reports including annuity reconciliations annuitant count reports and control/suspense account sign off

• Consult with various business partners including Annuity Operations Corporate Tax to handle inquiries to investigate individual annuitant transactions.

• Investigate resolve and clear reconciling items in account reconciliations.

• Identify and implement process improvement opportunities on an ongoing basis

• Maintain and create accounting business procedures documents.

• Assist with assigned tasks and complete ad hoc requests as required.

What are the core competencies

• Able to effectively operate at both a big picture high level as well as deep in the details

• Able to understand business and operation processes to identify key risks and controls.

• Proactive and self-directed with excellent organizing planning and time management skills.

What you need to succeed

• Post-secondary degree in a related field and previous accounting experience (reconciliations audit internal controls reporting etc.)

• Knowledge in general Canadian and Quebec tax slip reporting is an asset.

• Knowledge of defined benefit annuity products or pension administration business is an asset.

• Experience with SAP or other accounting systems.

• Excellent written and communication skills with ability to influence.

• Moderate to advanced Excel skills and knowledge.

• Ability to work independently manage time and adhere to strict deadlines.

• Team player ability to multi-task detail-oriented strong commitment to quality.

• Solid problem solving and analytical skills with attention to accuracy and details.

• Develop strong working relationships with GRS Annuity Operations.

• As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

Whats in it for you

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• Were honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee well-being fostering a positive work culture and achieving excellence in mental health

*LI-MS

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life 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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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