Financial Analyst

Sun Life

. Prepare accurate, complete, informative account reconciliations meeting Sun Life standards .

Posted 9/18/2026full-timeWaterloo • CanadaMid-LevelSenior💰 CA$58,000 - CA$93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account reconciliations, financial reporting, and internal controls, with a strong ability to analyze and resolve discrepancies. Proficient in using Microsoft Excel for data analysis and reporting, while effectively communicating and collaborating with stakeholders.

Highest-signal resume keywords

Account ReconciliationsFinancial ReportingInternal ControlsExcel ProficiencyCPA or Accounting Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ReconciliationsFinancial ReportingInternal ControlsExcel ProficiencyPivot TablesX/V-Look UpsAnalytical SkillsProblem-Solving SkillsReconciliation ToolsSAP

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsCollaboration SkillsSelf-Motivated

Tools & Technologies

Microsoft OfficeFrontierSAP

Certifications & Qualifications

CPAAccounting DesignationReliability Status Clearance

Industry Keywords

Audit SupportBusiness ProcessesControl-Process WalkthroughsTransformation of FunctionsCompliance

About the role

Key responsibilities & impact

Prepare accurate, complete, informative account reconciliations meeting Sun Life standards
Identify, investigate, and resolve reconciliation differences with business partners
Support internal and external audits, including retrieving audit samples and participating in control-process walkthroughs
Validate, improve, and document key business processes and controls
Identify opportunities to transform manual, high-volume, and/or complex functions
Participate in projects and ad-hoc requests as needed
Report to the Manager, Financial Controls

Requirements

What you’ll need

Minimum of 3+ years of experience in reconciliations, financial reporting and/or internal controls
Intermediate knowledge of Microsoft Office tools
Excel proficiency with Pivot Tables and X/V-look ups
Willingness to understand accounting flows from source-to-ledger and relate accounting to business processes and transactions
Excellent verbal and written communication, interpersonal and collaboration skills
Self-motivated, results-oriented and flexible to changing priorities and timelines
Proven technical, analytical, and problem-solving skills
Previous experience with Frontier or other reconciliation tools and SAP preferred
A CPA, other designation or diploma/degree in accounting is considered an asset
Must obtain Reliability Status Clearance, including a law enforcement inquiry and credit check
Must account for activities if lived or travelled outside Canada for 6 consecutive months during the last 5 years

Benefits

Comp & perks

Hybrid work environment
A friendly, collaborative, and inclusive culture
15 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs supporting mental, physical and financial health
Accommodation support in the application process for persons with disabilities