You must be pursuing a business degree, have completed 2 years, aim for CPA, and be detail-oriented with strong analytical skills. Proficiency in Excel and strong communication are essential.

You will prepare tax forms for segregated funds, reconcile tax info, create financial statements in Excel, and assist with year-end and quarterly reporting as needed.

Canada

Waterloo

Large

Sun Life Financial is a leading international financial services organisation providing insurance, wealth, and asset management solutions to individuals and businesses. The company's ultimate goal is to empower its clients to achieve lifetime financial security and well-being. Sun Life's purpose is to help people live healthier lives, protect what matters most to them, and prepare for a financially secure future. Through innovative products and personalised advice, Sun Life aims to make a positive difference in the lives of its customers and communities.

Finance

Sun Life

<div>
 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.
 
 Job Description:
 <h1 class="jobSectionHeader"> Financial Analyst – Co-op</h1>
 
 Role Summary:
 
 The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuation, accounting control, and financial reporting for over 500 Segregated Funds.
 The Financial Analyst – Co-op will be responsible for the preparation of year-end tax and financial statement reporting for SFFM. This role will provide the student with knowledge of segregated funds within an insurance company. In addition it will provide exposure to preparing IFRS financial statements and notes within the segregated funds’ annual report and reconciliations.
 
 This role will be based in Waterloo.
 
 Main Accountabilities:
 
 <ul>
 <li>Preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund manager to the distribution amounts recorded on the sub-ledger.</li>
 <li>Preparation of over 200 segregated fund financial statements through use of an Excel template.</li>
 <li>Perform other year-end tax and financial statement functions.</li>
 <li>Provide assistance with monthly and quarterly reporting requirements as time permits.</li>
 </ul>
 
 Qualifications:
 
 <ul>
 <li>Working towards a post-secondary degree in business.</li>
 <li>Completion of at least 2 years of a post-secondary business degree program with an intention to pursue the CPA designation.</li>
 <li>Strong communication and interpersonal skills with the ability to work in a team environment.</li>
 <li>Detail-oriented with strong analytical and problem solving skills.</li>
 <li>Self-motivated and adaptable.</li>
 </ul>
 
 Assets:
 
 <ul>
 <li>Proficient with Microsoft Excel.</li>
 </ul>
 
 We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
 
 The Base Pay range is for the primary location for which the job is posted for. The Base Pay which you will be considered for will vary depending on the Campus program you are selected for.
 
 Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance
 
 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.
 
 Job Category: Temporary Employee
 
 Posting End Date: 13/09/2024
</div>


 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.
 
  Job Description:
  Financial Analyst – Co-op
 
  Role Summary:
 
 The Segregated Funds' Financial Management (SFFM) team within Group Retirement Services Finance is responsible for the daily valuation, accounting control, and financial reporting for over 500 Segregated Funds.
 The Financial Analyst – Co-op will be responsible for the preparation of year-end tax and financial statement reporting for SFFM. This role will provide the student with knowledge of segregated funds within an insurance company. In addition it will provide exposure to preparing IFRS financial statements and notes within the segregated funds’ annual report and reconciliations.
 
 This role will be based in Waterloo.
 
  Main Accountabilities:
 
 
  Preparation of tax forms for over 300 segregated funds, which includes reconciling tax information provided by the fund manager to the distribution amounts recorded on the sub-ledger.
  Preparation of over 200 segregated fund financial statements through use of an Excel template.
  Perform other year-end tax and financial statement functions.
  Provide assistance with monthly and quarterly reporting requirements as time permits.
 
 
  Qualifications:
 
 
  Working towards a post-secondary degree in business.
  Completion of at least 2 years of a post-secondary business degree program with an intention to pursue the CPA designation.
  Strong communication and interpersonal skills with the ability to work in a team environment.
  Detail-oriented with strong analytical and problem solving skills.
  Self-motivated and adaptable.
 
 
  Assets:
 
 
  Proficient with Microsoft Excel.
 
 
 We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
 
 The Base Pay range is for the primary location for which the job is posted for. The Base Pay which you will be considered for will vary depending on the Campus program you are selected for.
 
 Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance
 
 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.
 
  Job Category: Temporary Employee
 
  Posting End Date: 13/09/2024


Student, Financial Analyst (Winter 2025)

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Sun Life

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