Senior Associate, Accounting and Controls – Management

Sun Life

. Coordinate and complete monthly and quarterly finance functions, including accounting close, chart of value requests, reconciliations, reporting, and analytics .

Posted 9/15/2026contractToronto • CanadaSenior💰 CA$60,000 - CA$97,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial reporting, accounting processes, and compliance, with a strong focus on analytical reviews and process efficiencies. Proficient in SAP and financial reporting systems, with a solid foundation in governance and financial controls.

Highest-signal resume keywords

Bachelor’s Degree in FinanceProfessional Accounting Designation (CPA, CA, CMA, CGA)Experience with SAPStrong Verbal and Written Communication SkillsProficiency in Microsoft Office, Including Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingAccounting Close ProcessesAnalytical ReviewsProcess DocumentationVariance InvestigationCompliance ReportingGovernance and Financial ControlsJournal EntriesExcess Minimum Capital CalculationsAudit Coordination

Soft Skills

Problem-Solving SkillsTime-Management SkillsAttention to DetailRelationship BuildingSelf-Starter

Tools & Technologies

SAPPower BITableauMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

CPACACMACGA

Industry Keywords

FinanceReportingAsset ManagementRegulatory ComplianceFinancial Institution

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Coordinate and complete monthly and quarterly finance functions, including accounting close, chart of value requests, reconciliations, reporting, and analytics
Support SLC projects and initiatives by preparing and posting journal entries in SAP
Ensure balances are accurate and aligned with reporting and accounting requirements
Assist in preparing legal entity financial statements
Perform detailed analytical reviews and investigate variances
Support compliance and regulatory reporting, including excess minimum capital calculations and participation fees
Support audits by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders
Collaborate with SLC teams to operationalize new processes and prepare process documentation
Identify and implement process efficiencies, including automation
Establish and maintain robust governance and financial controls
Support legal entity accounting, reporting, control processes, and Management Equity Plan data inputs
Support monthly and quarterly accounting and reporting close processes and various SLC initiatives

Requirements

What you’ll need

Bachelor’s degree with 5-7 years of experience in finance or reporting-related functions, combined with a finance background
Professional accounting designation (CPA, CA, CMA, CGA) strongly preferred
Strong verbal and written communication skills
Ability to summarize detailed information for relevant stakeholders
Self-starter able to drive progress and execute assigned deliverables
Strong problem-solving and time-management skills
Keen attention to detail and an inquiring mindset
Ability to build and maintain strong relationships at all organizational levels
Strong experience using financial reporting systems and tools
Experience with SAP preferred
Ability to operate in a rapidly changing environment and work under pressure
Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
Experience with Power BI and/or Tableau is an asset
Experience working at a financial institution, especially in asset management, is a valuable asset
Some overtime required during peak reporting periods
Successful candidates must declare personal investment accounts and securities investments and seek preclearance for future transactions, including household members’ transactions

Benefits

Comp & perks

Excellent benefits and wellness programs supporting mental, physical and financial well-being
Generous vacation and sick time
Market-leading maternity, parental and adoption leave top-up program
Partially-paid sabbatical program
Pension, stock and savings programs with an employer-paid match
Flexible work environment
Career growth and development opportunities
Variety of career paths and networking potential
Award-winning workplace culture
Discretionary annual incentive award based on individual and overall business performance