Associate Director, Finance (Contract) - SLC Management

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 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s 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 owner’s 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.

JR00105220 Associate Director, Finance - SLC Management

This is a 20-month, fixed-term assignment

What is in it for you:

Reporting to the Senior Director, SLC Financial Reporting and Capital management, the Associate Director, Finance, serves as a member of the SLC Finance team and is responsible for supporting the development and implementation of new reporting processes post SLC legal entity restructuring and upon migration to new Snowflake reporting system. In addition, the individual will be supporting key aspects of the reporting cycle for SLC (including its affiliates) including preparing the monthly income package, QFR, seed investments summary, balance sheet analytics, cash reporting & forecasting and the Supplementary Financial Information package.

The ideal candidate will be a self-driven individual who takes ownership and pride in their work, have an inquiring mindset with a passion for working with new technology and processes, and ability to navigate through ambiguity.

What you will do:

Reporting Initiatives

• Responsible for development of new reports for both management reporting and financial statement reporting after legal entity restructuring, including periodic preparation of the reports on a go forward basis
• Partner closely with the Snowflake project working group to migrate existing reporting from Longview onto the Snowflake system
• Engage in future projects to enhance existing reporting processes through implementation of digital solutions (ie. Tableau / Power BI, Workiva etc);

Management Reporting

• Preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package, including inputting relevant Longview adjustments
• Preparation of the QFR (Quarterly Financial Report) deck, with visuals and analytics such as trending and variance analysis (i.e. year over year, quarter over quarter etc.);
• Responsible for preparing external reporting materials including producing the Supplementary Financial Information package for SLC and submitting through Workiva
• Lead the Balance Sheet analytics across the reporting team to enable visibility into balance sheet items across total SLC
• Lead the preparation of the cash actuals and capital forecast by understanding flow of cash and cash transactions across legal entities

Other Reporting

• Reporting for seed investments including planning and forecast, tracking returns and profitability, and variance analysis (i.e. actual vs. forecast, year over year, quarter over quarter etc);
• Partner with SLC financial accounting team and lead the preparation of the non-underlying items schedule

What you will need to succeed:

• Bachelor’s degree with experience in finance or reporting related functions (5-7 years) combined with a finance background.
• Professional accounting designation (CPA, CA, CMA, CGA) will be strongly preferred.
• Strong verbal and written communication skills, with an ability to summarize detailed information to relevant stakeholders
• Self-starter with ability to drive progress and execute on assigned deliverables
• Strong problem solving, financial analysis and conceptual skills
• Keen attention to detail with an inquiring mindset to strive for process efficiencies and improvements
• Ability to organize, prioritize, and manage varying deadlines
• Strong experience with the effective use of financial reporting systems and tools.
• Aptitude to coach and mentor more junior level staff
• Proficiency in Microsoft Office tools including Excel, PowerPoint, and Word; Experience with SAP, Oracle, Power BI, and/or Tableau will be an asset.
• Experience with working at a Financial Institution especially in the Asset Management space will be a valuable asset.

Additional Requirement:

• Some overtime will be required during peak reporting periods (month and quarter ends)

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Salary Range

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible 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.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. 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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.