Financial Analyst

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

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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