Job Description
:Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, with primary focus on financial reporting, analysis, process improvement, budget management, and maintaining a strong control environment.
What will you do?
Prepare and analyze monthly, quarterly, and yearly financial statements
Generate monthly financial packages and working capital reports (regulatory requirement)
Support the annual budget and planning cycle
Oversee all month-end, quarter-end, and year-end reporting, including SLGI reporting, seed capital, Canadian capital, and board reporting
Manage quarterly proprietary AUM reporting for SLGIAM
Oversee the quarterly ICFR package
Coordinate audit requirements with internal and external auditors
Supervise investment solutions industry surveys and sales reporting
Prepare journal entries as needed
Ensure strong control environment across the team
What do you need to succeed?
Accounting designation with 5+ years of equivalent work experience
Advanced proficiency in Excel, Word, PowerPoint, and Outlook
Strong report writing skills using relevant tools
Excellent communication and interpersonal skills
Strong organizational skills with ability to manage multiple priorities
Detail-oriented with excellent analytical and problem-solving abilities
Self-motivated and adaptable
Preferred:
Investment or insurance industry experience
Experience with Oracle and SAP software systems
What's in it for you?
Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
contributions.
The opportunity to move along a variety of career paths with amazing networking potential
Flexible hybrid work model
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative, and inclusive culture
We’re honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada
Manager, Financial Reporting & Analysis, SLGI • Sun Life Waterloo King
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