Financial Analyst

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. 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.

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Join our Group Retirement Services (GRS) team at Sun Life, Canada’s leading provider of defined contribution plans and de‑risking solutions for defined benefit pension plans. The GRS Annuity Accounting team is responsible for the accuracy of our financial operations supporting the defined benefits plans. The Financial Analyst (Tax) will produce annual annuity tax slips, issue tax slip amendments, manage tax remittances, process accounting entries and prepare tax filings and tax reconciliations.

As part of a dynamic team, you will help maintain strong financial discipline and robust internal controls, reporting to the Manager of Annuity Accounting. Your contributions will have a significant impact on our financial operations, ensuring transactions are recorded accurately in the general ledger. If you're detail‑oriented, passionate about accuracy, and ready to contribute to Canada's top retirement services provider, we invite you to join our team and make a real difference.

The role will be based in Toronto or Montreal.

• Manage the annual tax production process to issue annuitant tax slips and prepare amended tax slips for any adjustments and updates.
• Compare and reconcile prepared tax slips against government filings reports.
• Reconcile various tax slip types with general ledger account balance.
• Complete tax accounting entries and manual ad‑hoc journal entries.
• Complete weekly tax remittances and prepare tax sub‑filing reconciliations (5 per year).
• Reconcile various suspense and balance sheet accounts.
• Manage and create various weekly/monthly/quarterly/yearly internal management reports, including annuity reconciliations, annuitant count reports, and control/suspense account sign‑off.
• Consult with various business partners including Annuity Operations, Corporate Tax to handle inquiries and investigate individual annuitant transactions.
• Investigate, resolve and clear reconciling items in account reconciliations.
• Identify and implement process improvement opportunities on an ongoing basis.
• Maintain and create accounting business procedures documents.
• Assist with assigned tasks and complete ad‑hoc requests as required.

• Able to effectively operate at both a big‑picture high level, as well as deep in the details.
• Able to understand business and operation processes to identify key risks and controls.
• Proactive and self‑directed with excellent organizing, planning and time‑management skills.

• Post‑secondary degree in a related field and previous accounting experience (reconciliations, audit, internal controls, reporting, etc.).
• Knowledge in general Canadian and Quebec tax slip reporting is an asset.
• Knowledge of defined benefit annuity products or pension administration business is an asset.
• Experience with SAP or other accounting systems.
• Excellent written and communication skills with ability to influence.
• Moderate to advanced Excel skills and knowledge.
• Ability to work independently, manage time and adhere to strict deadlines.
• Team player, ability to multi‑task, detail‑oriented, strong commitment to quality.
• Solid problem solving and analytical skills with attention to accuracy and details.
• Develop strong working relationships with GRS Annuity Operations.
• Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French‑speaking colleagues or internal partners across Canada or worldwide.

• The opportunity to move…