Director, SLC Finance - SLC Management at SLC Management | Ontario, CAN | Rezi

Director, SLC Finance - SLC Management at SLC Management

Director, SLC Finance - SLC Management

SLC Management · Ontario, CAN

3 weeks ago

Director, SLC Finance - SLC Management

SLC Management · Ontario, CAN

a month ago
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About the Role

The Director, SLC Finance is a key member of the Finance team, responsible for supporting financial accounting and reporting, cash management, and providing inputs into legal entity and Management Equity Plan (MEP) reporting. This role offers a strong opportunity to build relationships across Sun Life and gain exposure to a broad range of finance activities, including accounting, reporting, and analytics, as the business continues to grow.

Responsibilities

  • Oversee the quarterly MEP cash disbursement process including preparation and coordination of board materials, bank disbursements and legal entity accounting for capital transactions.
  • Lead the Equity Pick Up accounting process including review of journal entries in SAP, ensuring balances are accurate and aligned with reporting and accounting requirements.
  • Build and manage an intercompany reconciliation and settlement process.
  • Support operationalization of accounting models and ledger set-up.
  • Ensure that an adequate control environment is maintained for SLC and coordinate with SLC’s subsidiaries to support a stable control environment, including quarterly ICFR processes for the accounting close.
  • Support reporting and analytics for SLC’s financial results, includes trending of financial information to gain insights into management reporting.
  • Collaborate with various SLC teams, learn new accounting requirements, provide accounting insights, and assist with issue resolutions.
  • Drive automation initiatives, identifying opportunities to eliminate manual processes and implement digital solutions.
  • Support and lead various strategic SLC initiatives, such as SLC Legal Restructuring Project, SAP GL updates and enhancements, etc.

Requirements

  • Bachelor’s degree with experience in finance or reporting related functions (7+ years) combined with a finance background.
  • Professional accounting designation (CPA, CA, CMA, CGA).
  • Strong verbal and written communication skills, with an ability to summarize detailed information to relevant stakeholders.
  • Self-starter with ability to drive progress and execute on assigned deliverables.
  • Strong problem solving and time management skills and able to handle conflicting priorities while driving desired results.
  • Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements.
  • Ability to build and maintain strong relationships with individuals at all levels of the organization.
  • Strong experience with the effective use of financial reporting systems and tools.
  • Aptitude to coach and mentor more junior level staff.
  • Ability to operate in an environment experiencing rapid change, and work under pressure to meet demanding response times, while paying strict attention to detail.
  • Some overtime will be required during peak reporting periods (month end and quarter ends).
  • 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.

Skills

  • Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word
  • Experience with SAP
  • Experience with Power BI
  • Experience with Tableau
  • Experience with working at a Financial Institution especially in the Asset Management space

Location

  • Hybrid

Work Type

  • Hybrid
  • Full-time

Experience Level

  • 7+ years

Education Level

  • Bachelor’s degree
  • Professional accounting designation (CPA, CA, CMA, CGA)

Salary/Compensations

  • 110,000 - 180,000
  • Discretionary annual incentive award based on individual and overall business performance

Benefits

  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
  • Generous vacation and sick time
  • Market-leading maternity, parental and adoption leave top up program
  • Partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match

About the Company

  • 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.
  • We help our clients meet their long-term income and capital appreciation goals and our people bring this vision to life.
  • Collaborative, Innovative and Inclusive.
  • We foster 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 will play a role in fulfilling our purpose and making a difference.
  • Growth-Oriented.
  • 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.
  • 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

Equal Opportunity

  • 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.