Financial Analyst, SLC Financial Reporting and Capital Management - 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 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.

WHAT IS IN IT FOR YOU:

Reporting to the Associate Director, SLC Financial Reporting and Capital Management, the Financial Analyst, SLC Financial Reporting and Capital Management, serves as a member of the SLC Finance team and supports key aspects of the reporting cycle for SLC (including its affiliates) including preparing the monthly income package, balance sheet analytics, Quarterly Financial Review (QFR), seed investments summary, and external disclosures. The ideal candidate will be a self-driven individual who takes ownership and pride in their work, keen attention to detail, and a passion for working with new technology and processes.

WHAT YOU WILL DO:

Management Reporting

• Support the preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package and quarterly balance sheet analytics.

• Prepare and load Longview adjustments and configurations.

• Assist with preparation of the Quarterly Financial Review (“QFR”) deck, such as build out of tables, charts, and other visuals.

• Lead and coordinate the Quality Assurance (“QA checks”) for the QFR, ensuring data integrity and consistency across the package.

• Assist in preparation of external reporting materials including producing the Supplementary Financial Information package, Management Discussion & Analysis (“MD&A”), and Earnings New Release (“ENR”) for SLC.

Cash Reporting & Other

• Monitor cash balances and extract/classify cash activities for SLC legal entities from various financial institutions.

• Support seed investment reporting, including tracking returns and assessing profitability. 

• Support regulatory compliance reporting requirements for Office of the Superintendent of Financial Institutions (“OSFI”).

• Manage and oversee reporting hierarchies, ensuring accurate data flow and alignment across different reports.

Process Improvement & Strategic Initiatives 

• Support ad-hoc strategic projects and initiatives as assigned, contributing to cross-functional business objectives.

• Identify and analyze process improvement opportunities within reporting functions, providing data-driven recommendations to reduce manual effort and enhance operational efficiency.

WHAT YOU WILL NEED TO SUCCEED:

• Bachelor’s degree with experience in finance or reporting related functions (2-5 years) combined with a finance background.

• Obtained or working towards obtaining professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred.

• Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements.

• Self-starter with ability to drive progress and execute on assigned deliverables

• Ability to organize, prioritize, and manage varying deadlines.

• Experience with the effective use of financial reporting systems and tools.

• Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with SAP, Longview, Workiva will be an asset.

• Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.

NOTE: Some overtime will be required during peak reporting periods (month and quarter ends).

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Finance

Salary Range

60,000/60 000 - 97,000/97 000

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

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

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.