Manager, Financial Reporting & Analysis, SLGI

Overview

Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, with primary focus on financial reporting, analysis, process improvement, budget management, and maintaining a strong control environment.

Responsibilities

• Prepare and analyze monthly, quarterly, and yearly financial statements
• Generate monthly financial packages and working capital reports (regulatory requirement)
• Support the annual budget and planning cycle
• Oversee all month-end, quarter-end, and year-end reporting, including SLGI reporting, seed capital, Canadian capital, and board reporting
• Manage quarterly proprietary AUM reporting for SLGIAM
• Oversee the quarterly ICFR package
• Coordinate audit requirements with internal and external auditors
• Supervise investment solutions industry surveys and sales reporting
• Prepare journal entries as needed
• Ensure a strong control environment across the team

Qualifications

• Accounting designation with 5+ years of equivalent work experience
• Advanced proficiency in Excel, Word, PowerPoint, and Outlook
• Strong report writing skills using relevant tools
• Excellent communication and interpersonal skills
• Strong organizational skills with ability to manage multiple priorities
• Detail-oriented with excellent analytical and problem-solving abilities
• Self-motivated and adaptable

Preferred

• Investment or insurance industry experience
• Experience with Oracle and SAP software systems

What’s in it for you

• Time off with 20 vacation days per year
• Flexible benefits from day one to meet you and your family’s needs
• Pension plan participation starts immediately with automatic enrollment and employer contributions
• Opportunity to move along a variety of career paths with networking potential
• Flexible hybrid work model
• Professional development aligned with our purpose to help Clients and Employees achieve lifetime financial security
• Collaborative and inclusive culture

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