Assistant Manager - Finance (Financial Reporting and Controls)

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Position Overview

We are seeking a detail-oriented, self-motivated Financial Reporting and Controls Analyst to join our Financial Reporting and Controls team. This full-time position reports to the Associate Director, Financial Reporting and Controls and plays a critical role in supporting IFRS and NAIC financial statement audits, managing external auditor requests, and ensuring reporting deadlines are met.

• Experience- 8+ years’ experience
• Region supporting – US
• Shift Timings: 3:30 pm- 12:00 am (require flexibility basis business requirement 5:30 pm-2 am)
• Work Arrangement: Hybrid, 2 days per week from the office, in line with the requirements of the business group
• Role Type: Individual Contributor

The ideal candidate will thrive in a fast-paced environment, manage competing priorities effectively, and demonstrate strong communication skills and attention to detail.

This role primarily supports U.S. Eastern Time business hours and requires flexibility to meet critical reporting and audit deadlines.

Key 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 effectively 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

Required Qualifications

• Minimum 8+ years of relevant job experience

• Strong critical thinking and problem-solving skills, with comfort working with data, reconciliations, and reporting detail

• Highly organized and detail-oriented with proven 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, sound judgment, and the ability to work independently while also collaborating effectively across functions

• Strong written and verbal communication skills

• Reliable and conscientious approach to deadline-driven work

Preferred Qualifications

·       Bachelor's degree in accounting, finance, or 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 (Excel and Word)

• Experience with Workiva preferred

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