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Waterloo Intermediate Financial Analyst Role

Sun Life

southwestern ontario, on, Canada Full-time June 27, 2026
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Vacancy Description

Step into the role of Intermediate Financial Analyst with the Segregated Funds' Financial Management team in Waterloo. Focus on financial reporting, fund valuation, and accounting controls that impact over 600 funds.
This position involves working closely with the Accounting and Controls team, managing reconciliations, preparing financial statements, and coordinating audits. Develop your skills while providing direction to junior analysts and identifying areas for improvement in the control processes.
Key Responsibilities:
• Manage monthly reconciliations to ensure accuracy
• Prepare essential financial, regulatory, and compliance reports
• Consult on accounting models with SFFM Operations
• Coordinate audits and maintain supporting documentation
• Oversee year-end tax processing and financial reporting
Requirements:
• Relevant post-secondary degree
• Excellent analytical and problem-solving skills
• Knowledge of segregated fund valuation
• Strong co...

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