Director, Control & Financial Transformation - Investment Solutions

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

Job Description:

About Sun Life:

Sun Life is a leading international financial services organization providing wealth, health, and retirement solutions to individuals and corporate customers. Our Investment Wealth business unit offers Canadians a diverse lineup of mutual funds, portfolio solutions, and guaranteed investments.

About the Role:

As Director of Financial Control for Investment Solutions, you will play a crucial role in maintaining a robust controls environment to support financial reporting and monitoring for our Individual Wealth business. Reporting to the AVP of Financial Reporting & Controls, you will provide expert guidance on new initiatives and offer accounting interpretations and advice on complex transactions.

This role will focus on working with your team to streamline and automate our financial accounting and control processes, continuing to transform the accounting and control function to optimize the use of new financial technology and automate at an accelerated pace as we look to modernize the business for timely, accurate reporting and a shortened close cycle.

Key Responsibilities:

• Lead the establishment and maintenance of the first line of defense (1LOD) control and governance framework, including monthly GL reconciliation review and attestation.
• Oversee and provide strategic direction for the control environment, collaborating with internal auditors, ICFR testing teams, external auditors, and regulators.
• Advise on new initiatives from a Financial Controls perspective, considering impacts on legal entity financial reporting, bank reconciliation, and ICFR controls.
• Drive process improvements and lead special projects, including SAP upgrades.
• Evaluate and enhance internal controls, investigating the cause of weaknesses and ensuring appropriate action plans are developed and implemented.
• Effectively manage and develop a high-performing team, fostering a culture of continuous improvement.

Qualifications:
• CPA designation with experience in Investment and/or Financial Services
• Accounting or financial reporting experience
• Expertise in Internal Controls over Financial Reporting (SOX 404)
• Strong leadership and communication skills
• Strategic thinking with a process improvement mindset
• Ability to thrive in a rapidly changing environment
• Strong organizational and prioritization skills
• Experience working with large data sets
• Familiarity with Sun Life's internal administration systems (Prism, Ingenium, LA)
• Proficiency in SAP, Tableau, AFO, and Workiva

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What We Offer:
• A performance-driven organization focused on fostering an inclusive, development-focused culture
• Opportunities for growth and professional development
• A rewarding work environment where you can make a meaningful impact
• Competitive compensation and benefits package

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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