Associate Director, NAIC Financial Reporting

Sun Life Financial • Portland, OR

43d

About The Position

Sun Life Financial is seeking an experienced and detail-oriented Associate Director of NAIC Financial Reporting to manage our Life regulatory reporting processes. This key position will oversee the production of critical financial filings and manage a team of skilled professionals. This role will report to the Director of NAIC Financial Reporting.

Requirements

• Minimum of 7 years of experience in insurance accounting and regulatory reporting
• Bachelor's degree in Accounting, Finance, or a related field
• In-depth knowledge of NAIC statutory accounting principles
• Strong leadership and team management skills
• Excellent analytical and problem-solving abilities
• Superior attention to detail and accuracy
• Ability to manage multiple projects and meet strict deadlines
• Effective communication skills, both written and verbal
• Proficiency in Microsoft Office suite and financial reporting software

Nice To Haves

• CPA designation preferred

Responsibilities

• Manage and lead a team of 4 financial reporting professionals in the NAIC reporting department
• Oversee the production and timely submission of: 2 separate account filings (green books)
• 6 life filings (blue books)
• Ensure accuracy, completeness, and compliance of regulatory filings
• Develop and implement strategies to improve reporting processes and efficiency
• Collaborate effectively with cross-functional teams to gather necessary data and information
• Stay current with NAIC reporting requirements and industry best practices
• Provide guidance and expertise on complex accounting and reporting issues
• Represent Sun Life in interactions with regulators and auditors

Benefits

• At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
• Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.
• Enjoy a flexible, inclusive and collaborative work environment that supports career growth.
• We're proud to be recognized in our communities as a top employer.
• Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees