01Overview
Finance Data Operations & Business Intelligence Analyst
Experience: Not Available to Not Available years
Location: Toronto, Ontario, Canada
Skills: Data Analytics, Automation, Microsoft Excel, Power Query, Macros, Data Transformation, Data Quality Checks, Power BI, GenAI, LLMs, Analytical Skills, Organizational Skills
Company Overview
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the worlds leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owners mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description
WHAT'S IN IT FOR YOU:
The Finance Data Analytics & Insight team supports Finance planning and reporting by owning critical data processes and delivering analytics that inform decision-making. This role is ideal for someone who enjoys Data and Analytics, is interested in Finance, and is motivated by automationsystematically reducing manual effort, strengthening controls, and improving scalability through smart design and tooling. Joining a Data Analytics & Insights team that supports Finance planning and reporting by owning critical data processes and delivering analytics that inform decisionmaking. Being part of a collaborative, inclusive culture where process improvement and automation are encouraged and valued. Building your skills through continuous learning, including exposure to Copilot, GenAI, and modern Finance data practices. Receiving mentorship and exposure to highimpact Finance work in a fastpaced alternative asset management environment. Gaining handson experience owning an endtoend monthly data process and contributing to Finance reporting and insights.
WHAT YOU WILL DO:
Automation, Efficiency & Continuous Improvement
Proactively identify recurring, manual, or error-prone Finance processes and redesign them using automation-first thinking.
Build and maintain automated Excel based workflows (e.g., Power Query, structured templates, controlled macros where appropriate) to streamline data ingestion, transformation, validation, and reconciliation.
Develop reusable data transformation logic and standardized import templates that reduce month-over-month effort and variability.
Embed automated data quality checks, exception logic, and validation controls directly into workflows to strengthen accuracy and auditability.
Support SLC Finance GenAI / Copilot productivity initiatives, including:
Identifying and implementing high value automation and augmentation use cases
Partnering with Finance and IT to test, document, and operationalize solutions
Contributing to enablement (e.g., onboarding support, sharing sessions, lunch & learns)
Use Copilot and automation tools to accelerate documentation, learning, and process transitions, ensuring knowledge is captured and reusable.
Monthly Phase 1 Data Intake, Transformation & Planning Platform
Ingestion Coordination of third-party data submissions, including receipt tracking, completeness checks, version control, and timely follow-up.
Transform, standardize, and reconcile incoming datasets using scalable, repeatable workflows to import templates (e.g., mapping, formatting).
Execute and continuously improve automated validation routines (exception checks, variance analysis, tie outs to prior periods), ensuring issues are surfaced early and transparently.
Maintain and enhance runbooks, control checklists, and process documentation, emphasizing clarity, repeatability, and reduced reliance on manual intervention.
Monthly Phase 2 Analytics, Reporting & Business Intelligence
Refresh and maintain Finance and leadership reporting outputs, prioritizing automation of refresh cycles and standardized analytical views.
Maintain Power BI
