Senior Associate, Expense Management - 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:

• Support development of annual headcount budget

• Support development and maintenance of notional headcount allocation process

• Lead project to streamline and drive automation of headcount reporting

• Support initiative to expand scope of reporting to include deeper understanding of affiliate people related expenses

WHAT YOU WILL DO:

• Support development of annual budget for people related expenses including the development of “what if” scenarios to support decision making

• Reconciliations of actual to budget on a quarterly basis; preparation of forecasts to support management decision making

• Provide support for the preparation of quarterly reporting on headcount reporting metrics including support roll forwards

• Support the development of monthly and quarterly management reporting packages to communicate expense results

• Allocation models for people related expenses

• Updating and refinement as needed for annual budget setting process across business groups to ensure accuracy and reasonableness of allocations

Ad-hoc project related

• Support an initiative to review current processes to report on headcount, with a focus on enhancements to drive further automation leveraging system tools (e.g. Hyperion/SAP)

• Lead a review & design of a potentially new automated allocation process, considering potential system enhancements and client requirements

• Enhance and build out consolidated reporting across the broader SLC platform leveraging existing and potential additional information from affiliates

WHAT YOU WILL NEED TO SUCCEED:

• Strong written and verbal communication skills

• Strong interpersonal influencing and team- work activity

• Attention to detail at multiple layers in expense management framework

• Advanced skills in Microsoft office

• Knowledge of SAP, Hyperion strongly preferred

• Strong project management and prioritization skills

• Accounting designation (CPA, CA, CMA, CGA) or 5 years of equivalent work experience particularly in accounting or Finance

• Proficient with financial reporting systems and tools - MS Office products, Hyperion and./or SAP

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.