Senior Director, Financial Planning & Analysis - 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.

WHAT IS IN IT FOR YOU:

We are seeking a Senior Director, Financial Planning & Analysis to join the FP&A team supporting the Sun Life General Investment Account. The role will involve leading quarterly processes such as credit review cycle, IFRS 9 expected credit losses, and earnings on surplus reporting. The Senior Director will lead the SLC Finance FP&A team by leveraging data and analytical tools to provide valuable insights to senior management while helping to maintain an effective control environment.

WHAT YOU WILL DO:

• Leading the quarterly credit cycle reporting process, including preparation of agendas, summarizing executive materials, facilitating credit calls with the Front Office and other teams, and ensuring compliance with relevant IFRS accounting standards.

• Manage the IFRS 9 Expected Credit Loss (ECL) process, summarizing the incremental change in ECL, and ensuring accurate P&L for downstream reporting and external disclosures.

• Leading the monthly global earnings on surplus reporting and analysis processes, including coordinating quarterly forecasting and annual business plan preparation. Presenting valuable insights to senior management.

• Manage ad-hoc investigations to answer queries from various teams and cross-departments.

• Responsible for maintaining the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.

• Leading applicable continuous improvement projects (including the investigation of leveraging Artificial Intelligence) to improve team efficiency and provide added value to internal clients.

WHAT YOU WILL NEED TO SUCCEED:

• 7 or more years’ at progressively more senior levels within the financial services industry with a working understanding of investments and/or insurance.

• Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.

• Demonstrated ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.

• Ability to prioritize multiple tasks and find solutions to meet tight reporting deadlines on deliverables.

• Excellent attention to detail and strong problem-solving skills.

• Strong verbal and written communication skills and an ability to facilitate discussions with senior management.

• Experience working with large data sets and building processes.

• Experience leading a team and building a culture of continuous improvement.

PREFERRED SKILLS:

• Professional finance designation (CPA, CFA, or MBA).

• IFRS knowledge/experience.

• Investment accounting experience, preferably within the asset management or insurance industry.

• Working knowledge of SAP (or other ledger system), WEBI, Tableau, Power BI.

• Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).

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.