You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll 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, you’ll 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:
The Segregated Funds’ Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuations, trading in underlying mutual funds, accounting control, and financial reporting for over 500 segregated funds.
The Accounting & Controls team within SFFM consists of three individuals. They are accountable for the key controls on the valuation of the funds, reconciliations, reporting to Canadian Finance and Corporate, financial statements and notes for the Funds on our core investment platform, the coordination of various audits, and the compilation of taxable income for the Funds to support plan member tax reporting. The Manager, Segregated Fund Accounting & Controls leads this team and reports to the Director, SFFM.
What will you do?
Responsible for the production of the GRS Segregated Funds Annual Report in English & French which includes managing the audit engagement with the external audit firm and ensuring the report complies with IFRS standards
Ensure appropriate financial reporting policies and processes are in place to support the internal control environment
Ensure corporate reporting requirements and deliverables are met on a timely basis
Responsible for the integrity, and financial close process, of the asset side of the Segregated Fund general ledger on a monthly basis
Ensure various accounting reconciliations are completed in compliance with Company standards and guidelines
Assist with the investigation of accounting reconciling items to ensure they are resolved
Responsible for providing tax information for each segregated fund to GRS Taxation which feeds member tax reporting and segregated fund trust returns
Participate in any adhoc projects which may include developing business requirements or system IT enhancements, testing, implementation and post implementation review
Development of accounting models and processes for unique funds and situations
Cultivate a positive and collaborative team environment
Responsible for the ongoing training and development of staff through mentoring and coaching
What do you need to succeed?
Professional accounting designation (CPA, CMA, CGA, CA) with 5 years of demonstrated success in a people manager role
Ability to work independently and with minimal supervision
Adaptable to changing priorities
Strong analytical and problem solving skills
Experience in financial reporting and managing audit engagements
Strong interpersonal and communication skills with the ability to influence and lead others
Highly motivated with the ability to consistently seek out improvements to current processes (continuously seeking to add value)
Investment Finance and/or Fund Accounting experience
Knowledge and experience with SAP is an asset
What’s in it for you?
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Great Place to Work® Certified in Canada and the US.
Named 2021 “Best Places to Work” by Glassdoor
Canada Award for Excellence for Mental Health at Work – 2021
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
#LI-Hybrid
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 factors. In 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 [email protected]
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
74,100/74 100 – 120,800/120 800
Job Category:
Finance
Posting End Date:
03/03/2023
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