Sunlife · Waterloo, On, CanadaPrepare for this interview
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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 & Controls team is responsible for ensuring the timeliness, accuracy, and completeness of accounting transactions from administration systems through to the General Ledger for the mutual fund dealership business. This includes supporting trust and operating bank account activities, reconciliations, cash control monitoring, and financial reporting processes. Reporting to the Manager, Dealer Accounting & Controls, the Financial Analyst is responsible for performing detailed and complex reconciliation work, investigating exceptions, and supporting a strong financial control environment across Dealer Accounting processes. This role focuses on the accurate execution of accounting, reconciliation, and control activities, with an emphasis on issue identification, analysis, and timely resolution in a deadline-driven environment. What will you do? Core Accounting & Reconciliations Prepare complex balance sheet, bank, trust, and suspense account reconciliations, ensuring items are identified, investigated, and resolved on a timely basis Perform detailed analysis of accounting transactions and feeder system outputs to ensure completeness and accuracy in the General Ledger Prepare and post journal entries with appropriate supporting documentation and a strong focus on accuracy and control Investigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, working with internal stakeholders to support timely resolution Support month-end, quarter-end, and year-end deliverables, including reconciliations, analysis, and reporting requirements Support internal, external, and regulatory audit requests by providing accurate and timely information Team Support & Process Discipline Follow established procedures and controls to ensure consistent execution of daily, monthly, and ad hoc accounting activities Escalate exceptions, control concerns, and unresolved reconciling items promptly to support issue resolution and risk management Build effective working relationships with internal stakeholders and team members to support collaboration and service delivery Maintain accurate supporting documentation and contribute to up-to-date procedural materials to support consistency and cross-training What do you need to succeed? Post-secondary education in accounting, finance, or a related discipline Relevant experience in accounting, reconciliations, or financial analysis roles Understanding of account reconciliations, journal entries, and basic financial controls Strong attention to detail and ability to investigate and resolve exceptions with accuracy Proficiency in Microsoft Excel and strong analytical and organizational skills Preferred Skills: Financial services, mutual fund, or trust accounting experience Knowledge of accounting systems and operational platforms such as SAP, Univeris, or similar tools Strong communication and problem-solving skills Ability to manage multiple priorities and deliver accurate work in a deadline-driven environment What's in it for you? Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year Flexible Benefits from the day you join to meet the needs of you and your family Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions. The opportunity to move along a variety of career paths with amazing networking potential Flexible hybrid work model Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives A friendly, collaborative, and inclusive culture We're honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada #LI-Hybrid 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 inclus
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