Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Senior Associate, Finance Data Analytics & Insights - SLC Management role.

Rezi rewrites your resume against SLC Management's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Associate, Finance Data Analytics & Insights - SLC Management posting at SLC Management — free, in seconds.

About the Role

We are seeking a Senior Associate, Finance Data Analytics & Insights to join our Toronto-based finance data team. This role sits at the centre of SLC Management's finance data vision and acts as the bridge between the business and our data infrastructure. The successful candidate will own data that underpins accurate and timely external financial and non-financial reporting, generate management reporting and metrics for leadership, and lead initiatives to automate and streamline finance data operations. This role requires genuine business acumen, an understanding of alternative asset management, and the ability to engage with senior leaders and data models. The role carries direct management accountability, including coaching and development.

Responsibilities

Act as the bridge between finance and business stakeholders and our data and technology teams, gathering requirements, defining use cases, and translating business questions into data and reporting solutions.
Own and maintain the finance and non-finance data that underpins external reporting, including data structure, classifications, lineage, quality checks, and reconciliation across business units.
Produce and continuously improve the management reporting package and metrics used by the SLC leadership team.
Identify trends, variances, and drivers; deliver clear, executive-ready analysis and recommendations.
Build, enhance, and maintain Power BI dashboards and self-serve reporting; support rollout and adoption across business units.
Support implementation and ongoing use of enterprise planning and data platforms, including data warehouse migration and future FP&A enterprise tools.
Identify and implement opportunities to automate and streamline finance data operations end-to-end, including the application of GenAI-based approaches.
Maintain a strong controls mindset over finance data, ensuring accuracy, completeness, auditability, and appropriate review across reporting processes.
Prepare clear, well-structured presentations and written analysis for senior finance and business leaders.
Maintain strong working relationships with affiliate finance teams, SLC IT, Sun Life IT, and SLC Finance functions.
Manage, coach, and develop junior team members, setting clear standards for analytical quality and attention to detail.
Run and support multiple concurrent initiatives against tight timelines, sequencing work and keeping stakeholders informed.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Computer Science, or a related field.
Approximately 4–7 years of relevant experience.
Experience in or demonstrated understanding of asset management, alternative investments, or financial services is strongly preferred.
Demonstrated experience building and maintaining dashboards and reporting in a BI/visualization tool, ideally Power BI.
Comfort working with databases and structured data environments (e.g., SQL, data warehouse platforms such as Snowflake).
Hands-on experience with enterprise FP&A or planning tools (e.g., OneStream, Anaplan, Hyperion) is an asset.
Practical experience applying generative AI tools (e.g., Microsoft 365 Copilot or comparable platforms) to improve analysis, reporting, or productivity is preferred.
Coding exposure (e.g., Python, SQL, VBA, or similar) is helpful but not strictly required.
Strong proficiency in Excel and PowerPoint is required, including the ability to build executive-quality presentation materials.
Experience preparing analysis or materials for senior stakeholders.
Prior mentorship or people leadership experience is an asset.
CPA, CFA, or relevant data/analytics certifications are a nice to have, not a requirement.
Strong understanding of alternative asset management is critical.
Ability to move fluidly between a business conversation and a data model, and to explain technical concepts in plain language to non-technical audiences.
Proactively seeks to understand the business, the data, and new tools.
Comfort applying GenAI to analytical, reporting, and workflow problems, with the judgement to validate outputs and apply appropriate controls.
Structured problem solver who works accurately with large and imperfect datasets and can defend their conclusions.
Ability to engineer process transformation and automation of key workflows.
Produces accurate, internally consistent, reporting-grade work.
Strong written and verbal skills, with the ability to build compelling, executive-ready materials and present with confidence to senior stakeholders.
Takes ownership, sets their own direction, and drives work to completion without close supervision.
Comfortable with open-ended problems, incomplete information, and evolving requirements.
Instinctively builds in checks, documentation, and review.
Builds credibility across finance, technology, and business unit teams and influences without direct authority.
Invests in developing junior talent and raising the standard of the work around them.
Handles confidential and market-sensitive information with professionalism.
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

Finance
Data Analytics
Data Insights
Business Partnership
Data Management
Data Integrity
Management Reporting
Analytics
Insight Generation
Visualization
Business Intelligence (BI)
Power BI
FP&A Systems
Data Platforms
Data Warehouse
Automation
Generative AI (GenAI)
Controls Environment
Executive Communication
Cross-functional Collaboration
People Leadership
Project Delivery
SQL
Snowflake
OneStream
Anaplan
Hyperion
Microsoft 365 Copilot
Python
VBA
Excel
PowerPoint
Asset Management
Alternative Investments
Financial Services
Alternative Asset Management
Data Translation
Intellectual Curiosity
Technology Focus
Analytical Rigour
Streamlining
Attention to Detail
Communication
Presentation
Self-starter
Works through Ambiguity
Controls Mindset
Collaboration
Influence
Coaching
Integrity
Discretion

Location

Toronto

Work Type

Hybrid
In-office
Virtual

Experience Level

Senior Associate
4-7 years relevant experience
Prior mentorship or people leadership experience is an asset

Education Level

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Computer Science, or a related field
CPA, CFA, or relevant data/analytics certifications are a nice to have

Salary/Compensations

80,000 - 128,000

Benefits

Excellent benefits and wellness programs
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
Discretionary annual incentive award

About the Company

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.
We have a growing institutional client base of more than 1400 organizations.
We have 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.
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.
SLC Management is a regulated business.

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.