Manager, Financial Reporting & Analysis, SLGI

Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, focusing 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 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.

Compensation & Benefits

• Base Pay range: $80,000 – $128,000.
• 20 vacation days per year.
• Flexible benefits from day one.
• Pension plan participation starts immediately.
• Post‑employment earning potential with Sun Life automatic and matching contributions.
• Flexible hybrid work model.
• Professional development opportunities.

Posting End Date: 23/07/2026.