🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
Financial Analyst, SLC Financial Reporting and Capital Management - SLC Management Experience: 2 to 5 years Location: Toronto, Ontario, Canada Skills: Microsoft Office, Excel, PowerPoint, Word, SAP, Longview, Workiva, financial reporting systems Company Overview 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 worlds 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 owners 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. Job Description WHAT IS IN IT FOR YOU: Reporting to the Associate Director, SLC Financial Reporting and Capital Management, the Financial Analyst, SLC Financial Reporting and Capital Management, serves as a member of the SLC Finance team and supports key aspects of the reporting cycle for SLC (including its affiliates) including preparing the monthly income package, balance sheet analytics, Quarterly Financial Review (QFR), seed investments summary, and external disclosures. The ideal candidate will be a self-driven individual who takes ownership and pride in their work, keen attention to detail, and a passion for working with new technology and processes. WHAT YOU WILL DO: Management Reporting Support the preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package and quarterly balance sheet analytics. Prepare and load Longview adjustments and configurations. Assist with preparation of the Quarterly Financial Review (QFR) deck, such as build out of tables, charts, and other visuals. Lead and coordinate the Quality Assurance (QA checks) for the QFR, ensuring data integrity and consistency across the package. Assist in preparation of external reporting materials including producing the Supplementary Financial Information package, Management Discussion & Analysis (MD&A;), and Earnings New Release (ENR) for SLC. Cash Reporting & Other Monitor cash balances and extract/classify cash activities for SLC legal entities from various financial institutions. Support seed investment reporting, including tracking returns and assessing profitability. Support regulatory compliance reporting requirements for Office of the Superintendent of Financial Institutions (OSFI). Manage and oversee reporting hierarchies, ensuring accurate data flow and alignment across different reports. Process Improvement & Strategic Initiatives Support ad-hoc strategic projects and initiatives as assigned, contributing to cross-functional business objectives. Identify and analyze process improvement opportunities within reporting functions, providing data-driven recommendations to reduce manual effort and enhance operational efficiency. WHAT YOU WILL NEED TO SUCCEED: Bachelors degree with experience in finance or reporting related functions (2-5 years) combined with a finance background. Obtained or working towards obtaining professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred. Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements. Self-starter with ability to drive progress and execute on assigned deliverables. Ability to organize, prioritize, and manage varying deadlines. Experience with the effective use of financial reporting systems and tools. Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with SAP, Longview, Workiva will be an asset. Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset. NOTE: Some overtime will be required during peak reporting periods (month and quarter ends). Why SLC Management Chance to work for a growing global institutional asset .