Intermediate Financial Analyst ensuring accurate accounting transactions and financial controls within Investment Solutions. Collaborating with internal stakeholders for reconciliations, reporting, and audits in a hybrid work model.
Responsibilities
Deliver daily, month-end, quarter-end, and year-end accounting requirements, including reconciliations, analysis, and reporting
Investigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, partnering with internal stakeholders to support timely resolution
Analyze accounting transactions and feeder system outputs to confirm completeness and accuracy in the General Ledger
Monitor accounting reports, resolve errors, and maintain strong financial discipline
Prepare and approve manual journal entries and daily wires
Provide regulatory, external, and internal audit support by supplying requested documentation and explanations
Design and deploy practical process enhancements and leverage automation to drive productivity
Follow established procedures and controls to consistently execute daily, monthly, and ad hoc accounting activities
Escalate exceptions, control concerns, and unresolved reconciling items promptly to support issue resolution and risk management
Build effective working relationships with internal stakeholders and team members to support collaboration and service delivery
Maintain accurate supporting documentation and contribute to current procedural materials that support consistency and cross-training.
Requirements
Bachelor’s degree, or equivalent experience, in Accounting, Finance, or a related field, with 2–3 years of progressive accounting and/or financial reporting experience
Strong attention to detail, with the ability to investigate and resolve exceptions accurately
Owner’s mindset, including being self-directed, adaptable, proactive, and collaborative in a changing environment
Strong interpersonal, communication, and presentation skills
CPA designation, or equivalent qualification
Knowledge of administration systems such as Prism, Ingenium, and LA is an asset
Proficiency in Excel and Copilot, with working knowledge of internal controls and financial close processes; experience with reporting tools or systems is an asset.
Benefits
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
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.
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