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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis and investment accounting, with a strong focus on IFRS compliance and data-driven decision-making. Proficient in leveraging analytical tools to enhance reporting accuracy and support continuous improvement initiatives.
Highest-signal resume keywords
Investment Accounting ExperienceIFRS Knowledge/ExperienceProfessional Finance Designation (CPA, CFA, or MBA)Experience Working with Large Data SetsWorking Knowledge of SAP or Other Ledger Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisTechnical Accounting GuidanceECL Process ManagementData AnalysisProcess Improvement
Soft Skills
Interpersonal SkillsCommunication SkillsChange ManagementProblem-Solving SkillsAttention to Detail
Tools & Technologies
SAPWEBITableauAladdinMicrosoft ExcelMicrosoft AccessMicrosoft PowerPoint
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Financial ServicesInvestmentsInsuranceCredit Cycle ReportingControl Environment
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Support the Sun Life General Investment Account as part of the FP&A team
- Support quarterly credit cycle reporting, including preparing agendas, taking minutes, summarizing executive materials, and ensuring accounting-standard compliance
- Provide technical accounting guidance for complex transactions
- Assist with the IFRS 9 Expected Credit Loss process and summarize ECL changes
- Ensure accurate capture of ECL results in the P&L and downstream reporting
- Perform ad-hoc investigations for queries from various teams and departments
- Maintain the control environment and support quarterly audit requirements
- Lead continuous improvement projects to improve team efficiency and add value to internal clients
- Leverage data and analytical tools to provide insights to senior management
Requirements
What you’ll need- Experience in the financial services industry with a working understanding of investments and/or insurance
- Excellent interpersonal, communication, change management, and influencing skills
- Ability to make recommendations to management and influence business decisions based on thorough analysis and available data
- Ability to work independently with minimal supervision and meet tight reporting deadlines
- Excellent attention to detail and strong problem-solving skills
- Strong verbal and written communication skills
- Ability to prioritize multiple tasks
- Experience working with large data sets and building/improving processes
- Professional finance designation (CPA, CFA, or MBA) preferred
- Investment accounting experience, preferably within the asset management or insurance industry
- IFRS knowledge/experience
- Working knowledge of SAP or other ledger systems, WEBI, Tableau, and Aladdin
- Proficiency in Microsoft Office tools, including Excel, Access, and PowerPoint
- Successful candidates must declare personal investment accounts and securities investments and seek preclearance on future transactions, including household members' transactions
Benefits
Comp & perks- Excellent benefits and wellness programs
- 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
- Networking potential
- Discretionary annual incentive award based on individual and overall business performance