Director, Financial Reporting & Analysis

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This Director role is a key leadership position within the Finance team supporting Sun Life’s Investment Solutions business unit. It combines accountability for end-to-end financial reporting and financial analysis for Sun Life Global Investments Asset Management Inc. (SLGI) subsidiary and legal entity reporting and assets under management (AUM) and sales reporting, including mutual funds, segregated funds, annuities, and guaranteed investments.
This role is ideal for a seasoned financial professional with a strong accounting and reporting background, who also brings a strategic mindset and business acumen to drive insights, performance, and continuous improvement. The Director leads a team of finance professionals and works closely with senior business leaders, auditors, regulators, and cross-functional partners.
 

What will you do?

Financial & Regulatory Reporting

• Lead the accurate and timely preparation of financial statements and regulatory filings for SLGI Asset Management Inc.

• Ensure compliance with IFRS and internal accounting policies, including full ownership of general ledger oversight, disclosures, notes, and supporting schedules.

• Oversee quarterly and annual Board reporting for SLGI Asset Management and collaborate with internal stakeholders to ensure data integrity and transparency.

• Manage internal and external audit relationships and coordinate responses, supporting evidence, walkthroughs, and resolution of findings.

• Maintain a strong internal control environment and lead the implementation of best practices in financial governance, risk mitigation, and audit readiness.

• Liaise with internal compliance and legal teams to ensure alignment with evolving regulatory requirements.

• Support capital and liquidity planning, intercompany transactions, and tax reporting requirements.

• Act as Finance SME on key projects, including regulatory changes, product launches, and strategic initiatives as required.

Financial Analysis

• Deliver high-quality financial analysis as required to support business planning, forecasting, and performance measurement.

• Analyze business performance across AUM growth, sales, redemptions, expenses, and profitability metrics.

• Working with the business, develop multi-year sales targets aligned with strategic levers and distribution strategies.

• Design and enhance strategic metric reporting (client, financial, market share, etc.) to support business growth.

• Support the financial planning processes (monthly forecasts, annual plans, and long-term business plans) for SLGI.

Team Leadership & Business Partnership

• Lead, coach, and develop a high-performing team of financial professionals with a strong culture of accountability, collaboration, and learning.

• Partner across the enterprise with Canadian Finance, Actuarial, Strategy, Compliance, HR, and Investment Solutions Analytics to align on financial deliverables and insights.

• Champion operational improvements, automation, and data integrity in financial reporting and analytics processes.

What Do You Need to Succeed?

• CPA designation

• Minimum 10 years of progressive experience in financial reporting and accounting, ideally within financial services, mutual funds, or asset management.

• In-depth knowledge of IFRS and strong familiarity with regulatory reporting and audit processes.

• Strong leadership skills with a track record of managing teams and developing talent.

• Excellent communication, presentation, and relationship management skills.

• Highly analytical with a passion for continuous improvement, process excellence, and delivering insights.

• Demonstrated experience in financial planning, budgeting, and variance analysis.

• Experience with MS Office, Oracle Financials, Tableau, and other BI/reporting tools an asset.

What's in it for you?

• Play a pivotal role in driving financial integrity and performance at one of Canada’s leading investment organizations.

• Collaborate with a purpose-driven, inclusive team focused on client outcomes and innovation.

• Access industry-leading benefits, including sabbatical and care days.

• Recognized as a Best Workplace and Most Trusted Executive Team by Great Place to Work® Canada.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life 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.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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