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:
Location: We support US virtual working arrangements in the contiguous 48 states.
At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.
The opportunity:
The Account Reconciliation Analyst will be reporting to the Director, State Filings, Financial Reporting. As the Account Reconciliation Analyst, you will be responsible for the preparation and timely submission of the Company’s management reporting for the account reconciliation process. You will collaborate and manage relationships with multiple business and support units throughout Sun Life.
How you will contribute:
Produce reports used to review account assignments
Work with other Business Groups to research and assign accounts to the appropriate Accountability Groups
Generate and distribute account reconciliation reporting templates to various Accountability Groups for completion in accordance with the distribution schedules for three different accounting bases
Analyze completed templates for accuracy prior to consolidating reconciliation data and statistics into a report for use by Senior Management
Partner with Business Units to reconcile state specific data for multiple companies and populate templates that are required as part of the annual financial statements
Act as a back-up resource to the State Filings team for critical tasks related to the regulatory filing process
Participate in state insurance department triennial examinations
Lead or assist with special projects
What you will bring with you:
BS/BA in Accounting or Finance, or related major preferred
5+ years of job-related experience
Proficient with Microsoft 365 applications, specifically Excel
Experience with SAP Analysis for Excel a plus
Strong understanding of account reconciliations and related tasks and procedures
Self-motivated and the ability to work independently
Highly organized, detail oriented, and able to organize tasks to meet tight deadlines
Ability to communicate clearly and concisely, both written and verbal
Possess excellent interpersonal and relationship building skills
Business knowledge and experience related to the insurance and/or financial services industry
Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
Life is brighter when you work at Sun Life
Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture
Great Place to Work® Certified in Canada and the U.S.
Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
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.
If you are a California resident, the salary range for this position is:
Southern region: $64,800 – 97,200 annually
Central region: $68,300 – 102,500 annually
Northern region: $73,000 – 109,600 annually
If you are a Colorado resident, the salary range for this position is $61,800 – 92,800 annually.
If you are a New York resident, the salary range for this position is $73,000 – 109,600 annually.
If you are Washington resident, the salary range for this position is $68,300 – 102,500 annually.
The full range minimum and maximum listed in the job posting is tied to the GCF level and job family.
We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.
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.
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Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation 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 recruitingUS@sunlife.com to request an accommodation.
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.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
Job Category:
Posting End Date:
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.
