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Investment Associate_Finance & Operation
Full time @Sunlife Financial posted 1 year ago in Accounting & Regulatory Reporting , in Client Services & Operation Support Shortlist Email JobJob Description
About the Position:
The Associate, Finance and Operations is an integral member of the Finance & Operations Team and will play a pivotal role in performing day-to-day accounting duties, preparing budgets and forecasts, improving management reports using advanced Excel functions for data analysis, and conducting budget variance analysis. The successful candidate will possess a positive attitude, strong problem-solving skills, and exceptional attention to detail, along with excellent time-management abilities. Additionally, the Associate will be responsible for maintaining effective communication with members of the Finance team and managing multiple deadlines to support our corporate financial operations.
Key Responsibilities:
- Maintain accurate corporate accounting records, including preparing and posting journal entries, account reconciliations, and financial statements along with related working papers.
- Coordinate and complete assigned month-end close processes within the deadline. These processes involve revenue and expenses accruals, expense allocation, foreign exchange translation, and consolidation.
- Reconcile balance sheet accounts, identifying and promptly resolving discrepancies.
- Assist in reviewing, reconciling, and assessing subsidiary entities’ books.
- Prepare a monthly operating expenses report for cost center owners.
- Compile month-end and quarter-end management and regulatory reporting packages.
- Review invoice coding for accuracy and assist with accounts payable (A/P).
- Calculate and file corporate HST (Harmonized Sales Tax).
- Prepare year-end audit supporting working papers and support the annual financial audit.
- Contribute to the continuous process improvements in operating processes and reporting.
- Participate in system implementation and projects as required.
Job Requirements:
Education and Experience:
- University degree or college diploma in Accounting, Business, or a related discipline.
- 2+ years of accounting experience.
- Strong skills in Excel and Word, including pivot tables and advanced Excel functions.
- Experience with accounting systems.
- Experience with Yardi is an asset.
Qualifications:
- Excellent attention to detail and organizational skills.
- Dependable, self-directed, and able to complete assigned work with limited supervision.
- Ability to prioritize and manage multiple priorities within timelines and escalate issues on a timely basis.
- Excellent verbal and written communication, and effective interpersonal skills.
- Diligent in completing assigned work and proactively follow up when needed to ensure outstanding information or actions are complete.
- Eager to learn and expand your skillset, and comfortable adapting to changing responsibilities in a fast-paced environment.
- Ability to evaluate problems and always seek process improvement opportunities and automation wherever possible.
- Demonstrates a high degree of integrity, diplomacy, and discretion.