Director, Internal Controls & Reporting

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

The Opportunity:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.

The Director, Financial Reporting and Controls reports AVP, Reporting & Controls. This role is responsible for the following business objectives: Assist the AVP Reporting & Controls in coordinating and managing IFRS, Statutory (NAIC), USGAAP, and SOC-1 audits. Oversee the preparation of several NAIC and USGAAP financial statements. Assist in the establishment of the system of internal controls over financial reporting

How you will contribute:

• Coordinate annual IFRS, NAIC, and USGAAP financial audits, the annual SOC-1 control audits, as well as periodic regulatory/compliance audits.
• Act as primary liaison between the external auditors and Sun Life U.S business areas.
• Coordinate with business areas to create comprehensive audit packages, containing the external auditor's requests for quarters, interim and year-end.
• Identify process improvements to stream-line audit process and work with the appropriate parties to implement.
• Assist the AVP, Financial Reporting and Controls on accounting and reporting issues by researching the appropriate accounting literature and drafting an accounting memo to be reviewed by the independent auditors. 
• Oversee the compilation of annual, audited NAIC and USGAAP financial statements
• Work with U.S Business areas in establishing internal controls over financial reporting 
  • Monitoring the control environment for up-coming changes
  • Interacting with U.S Business areas to ensure controls are properly and consistently designed
  • Research control issues and subsequently work with Business areas and department management to understand and remediate exceptions.
  • Ensure an effective, collaborative relationship with the Corporate Internal Controls team 
• Manage a team of 6 staff, including teaching, mentoring, and developing talent.

What you will bring with you:

• Capable of quickly gaining a strong understanding of the operations and finances of the US Business Group and its integrated strategic plan.
• Strong accounting, analysis, and reporting skills and a deep understanding of GAAP, IFRS, NAIC, SOX 404, and SEC reporting rules and requirements, including those relevant to the insurance industry.
• Strong experience with Microsoft Office Suite (Word, Excel, and PowerPoint) as well as other financial software packages including SAP, Statement Pro, and Workiva applications.
• Outstanding written and oral communication skills; good listening capability; skilled at clearly and concisely communicating with all constituencies; can structure and effectively lead business meetings.
• Exceptional interpersonal skills; success at cultivating strong relationships with internal and external stakeholders and creating partnerships at all levels within the organization.
• Ability to coach and provide good development feedback.
• Unquestionable personal integrity, credibility and professionalism. Quickly builds confidence in others. Team player and understands his/her role in relationship to others.

Qualifications

• 8 to 10 years of progressively increasing experience in a large public institution, including responsibilities related to reporting, annual audits, regulatory compliance, Internal controls, and implementation of complex accounting guidance.
• BS in accounting, finance, or other similarly related field of study.
• CPA or CA professional designation with Big Four experience required

Salary: 135,100-202,700

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

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.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Finance

14/05/2025