Lead- Finance (Operational Accounting)

Sun Life

1d • Hybrid

About The Position

The Lead - Finance supports the accuracy and integrity of US Finance by monitoring cash clearing, control and suspense accounts; investigating unmatched transactions; preparing reconciliations and journal entries; and resolving issues with Business Unit partners. The role calls for precision, ownership and strong control discipline, alongside the ability to work effectively across a global finance environment.

This is an individual-contributor position with a hybrid arrangement: two days per week in the office, in line with business-group requirements. Shift hours are 3:30 p.m.–12:00 a.m., with flexibility required based on business needs for a 5:30 p.m.–2:00 a.m. shift.

Requirements

• 7+ years of relevant experience.
• Bachelor’s degree in accounting, Finance, Commerce or a related discipline.
• Experience in operational accounting, general accounting, balance-sheet reconciliation, cash accounting, financial control or a comparable finance operations role.
• Practical knowledge of cash clearing, control and suspense account reconciliation, including investigation and ageing of reconciling items.
• Working knowledge of manual journal preparation, supporting documentation and balance-sheet clearing concepts.
• Strong analytical skills, attention to detail and ability to work accurately with transaction-level data.
• Ability to manage multiple priorities and recurring daily or month-end deadlines while maintaining accuracy and control.
• Clear written and verbal communication skills, including the ability to follow up, constructively challenge and explain accounting issues to stakeholders.

Nice To Haves

• Professional accounting qualification, or progress toward one.
• Experience in insurance, employee benefits, group benefits, stop-loss or another regulated financial-services environment.
• Exposure to Frontier or a comparable ledger, sub-ledger, reconciliation or account-control platform.
• Experience supporting premium, claims, commissions, receivables, cash application or operational accounting processes.
• Experience working in a shared-service, global capability centre or cross-border stakeholder environment.
• Strong Microsoft Excel skills and an interest in automation, root-cause analysis, process standardization and control improvement.

Responsibilities

• Monitor cash clearing and control accounts, including relevant accounts maintained outside Frontier, and identify unmatched, offsetting, aged or unusual transactions.
• Investigate outstanding transactions, determine likely root causes, obtain supporting information, and coordinate timely resolution with Business Unit partners.
• Prepare accurate monthly balance-sheet reconciliations with complete supporting documentation and clear explanations of reconciling items.
• Prepare standard and approved non-standard manual journal entries with appropriate support and approvals.
• Review business activity and reports to identify patterns, breaks or control concerns, and escalate issues with clear facts, impact and recommended next steps.
• Manage assigned mailboxes and workflow requests, respond within agreed timelines and proactively communicate progress.
• Follow established accounting procedures, approval requirements and evidence standards while maintaining organized, audit-ready workpapers.
• Identify opportunities to simplify recurring work, improve data quality, strengthen controls and reduce avoidable manual effort.

What This Job Offers

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