About The Position

Sun Life is seeking a detail-oriented, self-motivated Financial Reporting and Controls Analyst to join its Financial Reporting and Controls team. The full-time individual-contributor role supports IFRS and NAIC financial statement audits, coordinates external auditor requests, prepares financial statements and supporting schedules, and helps ensure reporting deadlines are met. The position supports the U.S. region and reports to the Associate Director, Financial Reporting and Controls. The role requires managing competing priorities and large volumes of documentation in a fast-paced, deadline-driven environment. It primarily supports U.S. Eastern Time business hours and requires flexibility to meet critical reporting and audit deadlines. The work arrangement is hybrid, with two days per week in the office, in line with the business group's requirements. Regular shift hours are 3:30 p.m. to 12:00 a.m., with flexibility to work 5:30 p.m. to 2:00 a.m. based on business requirements.

Requirements

  • Minimum 8 years of relevant job experience.
  • Strong critical-thinking and problem-solving skills, including comfort working with data, reconciliations, and reporting detail.
  • Highly organized and detail-oriented, with the ability to manage multiple priorities, large volumes of documentation, competing stakeholder requests, and deadline-driven deliverables in a fast-paced environment.
  • Self-starter with strong initiative and sound judgment, able to work independently and collaborate effectively across functions.
  • Strong written and verbal communication skills.
  • Reliable and conscientious approach to deadline-driven work.

Nice To Haves

  • Bachelor's degree in accounting, finance, or a related field.
  • Insurance and/or financial services industry experience.
  • Experience working in medium-to-large organizations with multiple divisions.
  • Experience supporting external financial statement audits and responding to auditor requests.
  • Advanced proficiency with Microsoft 365, including Excel and Word.
  • Experience with Workiva.

Responsibilities

  • Manage and coordinate external auditor testing requests, including tracking deliverables, gathering supporting documentation, and facilitating timely, complete responses.
  • Prepare financial statements and related supporting schedules, ensuring accuracy, completeness, and compliance with applicable reporting requirements.
  • Communicate with cross-functional teams to collect data, resolve issues, and ensure deadlines are met.
  • Identify opportunities to enhance reporting and control processes through standardization, improved documentation, and workflow efficiencies.
  • Support ad hoc projects and initiatives related to financial reporting, controls, audits, and process improvement.
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