Co-op Financial Analyst at Sun Life

Location: Southwestern Ontario

Kickstart your career as a Co-op Financial Analyst at Sun Life in Waterloo. This opportunity provides hands-on experience with financial reporting and tax preparation for Segregated Funds.

Ideal for students graduating after April 2027, this four-month role is part of the Segregated Funds' Financial Management team within Group Retirement Services. You will prepare year-end tax forms and IFRS financial statements for over 300 segregated funds, thus gaining valuable experience in financial compliance and reporting. Additionally, you will enhance your critical thinking and professional judgment by analyzing internal controls and implementing improvements.

Key Responsibilities:

• Prepare tax forms for 300+ segregated funds

• Generate IFRS financial statements and note disclosures

• Produce audit working papers for year-end reporting

• Assist in monthly and quarterly corporate reporting

• Identify and improve deficiencies in control processes

Requirements:

• 2+ years of a post-secondary business degree

• Strong analytical and problem-solving skills

• Effective communication and teamwork abilities

• Detail-oriented and self-motivated

• Proficiency in Microsoft Excel

Build your financial expertise at Sun Life, contributing to real-world financial management within a collaborative team.
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