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About the Role

The Investment Solutions Controls team ensures the accuracy, timeliness, and completeness of accounting transactions from administration systems to the General Ledger. The team also monitors cash controls and supports accounting and reporting for Investment Solutions. In this role, you will support complex reconciliation activities, investigate exceptions, and help maintain a strong financial control environment.

Responsibilities

Deliver daily, month-end, quarter-end, and year-end accounting requirements, including reconciliations, analysis, and reporting
Investigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, partnering with internal stakeholders to support timely resolution
Analyze accounting transactions and feeder system outputs to confirm completeness and accuracy in the General Ledger
Monitor accounting reports, resolve errors, and maintain strong financial discipline
Prepare and approve manual journal entries and daily wires
Provide regulatory, external, and internal audit support by supplying requested documentation and explanations
Design and deploy practical process enhancements and leverage automation to drive productivity
Follow established procedures and controls to consistently execute daily, monthly, and ad hoc accounting activities
Escalate exceptions, control concerns, and unresolved reconciling items promptly to support issue resolution and risk management
Build effective working relationships with internal stakeholders and team members to support collaboration and service delivery
Maintain accurate supporting documentation and contribute to current procedural materials that support consistency and cross-training

Requirements

Bachelor’s degree, or equivalent experience, in Accounting, Finance, or a related field
2–3 years of progressive accounting and/or financial reporting experience
Strong attention to detail, with the ability to investigate and resolve exceptions accurately
Owner’s mindset, including being self-directed, adaptable, proactive, and collaborative in a changing environment
Strong interpersonal, communication, and presentation skills

Skills

Proficiency in Excel and Copilot
Working knowledge of internal controls and financial close processes
Experience with reporting tools or systems is an asset

Location

hybrid

Work Type

hybrid

Experience Level

Intermediate

Education Level

Bachelor’s degree
CPA designation, or equivalent qualification

Salary/Compensations

58,000 - 93,000

Benefits

Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled
Sun Life automatic and matching contributions
Recognition for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

About the Company

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.
We are a performance-driven organization focused on building a development-oriented and inclusive culture grounded in our Core Values: being client obsessed, valuing each other, acting with speed, and demonstrating an owner’s mindset.
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Orderof Excellence for Mental Health at Work®
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

Equal Opportunity

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.