Financial Analyst at Sun Life in Waterloo, Ontario, CA

The Sun Life Health (SLH) business within Sun Life Canada is a leading provider of Group Benefits and Health Solutions. A market leader in the advancement of workplace mental health across Canada, through the introduction of new tools such as Virtual Care and Stress Management and Well-Being program providing members access to mental health and medical specialists 24/7. SLH is seeking a Financial Analyst to join its fast-paced and energetic Finance team. 
 
Reporting to the Manager, Financial Controls, the Financial Analyst will play a crucial role in executing and supporting control activities critical to the Sun Life Health business. 

What will you do? 

• Prepare account reconciliations ensuring they are accurate, complete, informative and meet Sun Life account reconciliation standards.   

• Identify, investigate, and resolve differences in reconciliations in collaboration with business partners. 

• Support internal and external audits.  This includes supporting retrieval of audit sample requests and participating in walkthrough meetings to discuss control processes. 

• Validate, improve, and document key business processes and controls; seizing on opportunities to transform current manual high volume and/or complex functions. 

• Participate in projects and ad-hoc requests as needed. 

 What do you need to succeed?  

• Minimum of 3+ years of experience in reconciliations, financial reporting and/or internal controls.  

• Intermediate knowledge of Microsoft Office tools (including Excel, Word, Access and PowerPoint). 

• A passion and willingness to understand accounting flows from source-to-ledger and relate accounting to business processes and transactions. 

• Excellent verbal and written communication, interpersonal and collaboration skills. 

• Self-motivated, results-oriented and flexible to changing priorities and timelines. 

• Proven technical, analytical, and problem-solving skills. 

• This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or travelled outside of Canada for 6-consecutive months during the last 5 years, and you must account for all activities during this time.

Preferred:

• Previous experience with Frontier (or other reconciliation tools), SAP .

• A CPA, other designation or diploma/degree in accounting is considered an asset. This role can be reported under the CPA experience verification pathway.

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives 

• A friendly, collaborative, and inclusive culture 

• We’re honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada