Assistant Manager - US Reporting

Sun Life

3d • Hybrid

About The Position

We are seeking a detail-oriented, self-motivated Compliance Analyst to join our State Filings team. This full-time position, State Filings and plays a critical role in ensuring timely and accurate submission of state regulatory filings for multiple Life and Health companies. The successful candidate will thrive in a fast-paced environment managing high-volume tasks under tight deadlines while demonstrating strong analytical capabilities and independent judgment.

Requirements

• Minimum 5+ years of relevant job experience
• Self-starter with strong initiative and demonstrated ability to work independently
• Proficiency with numerical analysis and strong comfort working with data and metrics
• Reliable and dependable with consistent follow-through on commitments
• Excellent critical thinking and problem-solving skills with ability to think creatively and outside the box
• Strong multitasking capabilities with proven ability to prioritize competing demands
• Highly organized and detail-oriented with proven ability to meet tight deadlines
• Demonstrated capacity for independent thinking and sound judgment
• Outstanding communication and interpersonal skills
• Accountable and conscientious approach to deadline-driven work

Nice To Haves

• Bachelor's degree in accounting, Finance, or related field
• Compliance background or regulatory experience
• Insurance and/or financial services industry experience
• Experience working in medium-to-large organizations with multiple divisions
• Advanced proficiency with Microsoft 365 (Excel and Word)
• Familiarity with StatementPRo (formerly EFreedom), SERFF, or OPTins platforms

Responsibilities

• Prepare and submit state-specific regulatory filings with accuracy and timeliness
• Monitor and manage year-end close schedules to ensure complete and timely data filing
• Process invoice payments and manage remittance submissions to meet due dates
• Develop and deliver independent analysis and ad hoc reporting as required
• Review filing work for team members during quarter-end and throughout the fiscal year
• Identify process inefficiencies and propose innovative solutions to streamline workflows
• Build and maintain collaborative partnerships with business and support units
• Execute special projects and ad hoc initiatives as assigned, leveraging independent thinking and creative problem-solving approaches

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level