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Intermediate Financial Analyst

Sun Life Financial
Location 📍 southwestern ontario, Canada
Posted 📅 June 19, 2026
Work Type ⏰ Full-time

Position Overview

Job Overview

Intermediate Financial Analyst – Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance. This role is based in Waterloo and reports to the Accounting and Controls team.

Key Responsibilities

  • Coordinate and sign‑off on monthly reconciliations to support account balance sign‑off and internal control environment.
  • Prepare monthly, quarterly, and annual financial and regulatory compliance reports.
  • Provide consultative support to the SFFM Operations Team on accounting models and reconciling items.
  • Collaborate with internal and external auditors to plan audits and coordinate supporting documentation.
  • Lead year‑end tax processing in coordination with GRS Tax and SFFM Operations.
  • Contribute to audited financial statements for the Segregated Funds Annual Report.
  • Identify control environment deficiencies and implement process improvements.

Quali...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
southwestern ontario, Canada