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.
