Financial Control Specialist

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Dealer Accounting & Control team is responsible for ensuring the timeliness, accuracy and completeness of accounting transactions from the administration systems through to the General Ledger. This includes cash controls monitoring, accounting and reporting related to the Dealer business. The Financial Control Specialist will be responsible for ensuring that all work is complete and accurate, identifying and escalating any issues and offering alternatives for a solution. The successful candidate should possess a natural willingness to support the team in the accomplishment of all objectives, strive to understand client's needs, create efficiencies and support innovation. The Financial Control specialist will have the opportunity to create process improvements and procedures documentation.

*** This is a 6-month fixed term role. ***

What will you do?

• Trust Accounting functions for the Dealer back office

• Reconcile various suspense and balance sheet accounts; reconcile all related bank accounts for Dealer products

• Complete manual journal entries

• Monitor daily accounting reports and error corrections; error tracking and trending to increase accuracy and create process improvements

• Responsible for money movement between various systems and bank accounts

• Balance accounting feeder files sent from the administration system to the General Ledger

• Provide consultation to business partners to ensure standard accounting practices are being followed so control issues do not occur

What do you need to succeed?

• Post-secondary degree in Finance/ accounting and some experience in accounting functions

• Strong Microsoft Excel skills

• Ability to handle conflicting priorities and meet stringent deadlines

• Strong communication and organizational skills

• Ability to operate effectively as a team member as well as independently with limited supervision

• Solid problem-solving skills, analytical skills and attention to accuracy and detail

• Adaptable, pro-active, and positive approach toward change

Preferred skills

• Experience leading or supporting process improvement

• Mutual fund industry experience

• Familiar with SAP general ledger systems, Frontier, and/or Univeris

Notes/Unique requirements

• Overtime will be required during peak periods (month-end and RRSP season)

• This is currently a hybrid position

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• A friendly, collaborative, and inclusive culture

• We're honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work® Canada

• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights' 2024

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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