Sun Life Québec · 3 weeks ago
Financial Analyst
Montreal, Quebec, Canada
Full-time
Hybrid
Entry, Mid Level
$58K/yr - $93K/yrSun Life Québec is Canada’s leading provider of defined contribution plans and de-risking solutions for defined benefit pension plans. The Financial Analyst (Tax) will manage tax production processes, ensure accuracy in financial operations, and contribute to maintaining strong financial discipline within the organization.
Insurance
Responsibilities
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)
Reconciliation of 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 to 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
Qualification
Required
Post-secondary degree in a related field and previous accounting experience (reconciliations, audit, internal controls, reporting, etc.)
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
Preferred
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
Benefits
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment.
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
The opportunity to move along a variety of career paths with amazing networking potential
Company
Sun Life Québec
La Financière Sun Life est une organisation de services financiers de premier plan qui aide ses clients à atteindre la sécurité financière à toutes les étapes de leur vie.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase