Lead- Finance (Operational Accounting)

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:

As an Lead - Finance, you will support the accuracy and integrity of US Finance by monitoring cash clearing, control and suspense accounts, investigating unmatched transactions, preparing reconciliations and journal entries, and resolving issues with Business Unit partners. This role is ideal for an accounting professional who combines precision, ownership and strong control discipline with the ability to work effectively across a global finance environment.

Other details:

• 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

Preferred skills

• Experience in insurance, employee benefits, group benefits, stop-loss or another regulated financial-services environment.
• Exposure to Frontier or a comparable ledger, sub-ledger, reconciliation or account-control platform.
• Experience supporting premium, claims, commissions, receivables, cash application or operational accounting processes.
• Experience working in a shared-service, global capability centre or cross-border stakeholder environment.
• Strong Microsoft Excel skills and an interest in automation, root-cause analysis, process standardization and control improvement.

Qualifications

• 7+ year of relevant experience
• Bachelor’s degree in accounting, Finance, Commerce or a related discipline; a professional accounting qualification, or progress toward one, is an advantage.
• Experience in operational accounting, general accounting, balance-sheet reconciliation, cash accounting, financial control or a comparable finance operations role.
• Practical knowledge of cash clearing, control and suspense account reconciliation, including investigation and ageing of reconciling items.
• Working knowledge of manual journal preparation, supporting documentation and balance-sheet clearing concepts.
• Strong analytical skills, attention to detail and ability to work accurately with transaction-level data.
• Ability to manage multiple priorities and recurring daily or month-end deadlines while maintaining accuracy and control.
• Clear written and verbal communication skills, including the ability to follow up, constructively challenge and explain accounting issues to stakeholders.

Responsibilities

• Monitor cash clearing and control accounts, including relevant accounts maintained outside Frontier, and identify unmatched, offsetting, aged or unusual transactions.
• Investigate outstanding transactions, determine likely root causes, obtain supporting information, and coordinate timely resolution with Business Unit partners.
• Prepare accurate monthly balance-sheet reconciliations with complete supporting documentation and clear explanations of reconciling items.
• Prepare standard and approved non-standard manual journal entries with appropriate support and approvals.
• Review business activity and reports to identify patterns, breaks or control concerns, and escalate issues with clear facts, impact and recommended next steps.
• Manage assigned mailboxes and workflow requests, respond within agreed timelines and proactively communicate progress.
• Follow established accounting procedures, approval requirements and evidence standards while maintaining organized, audit-ready workpapers.
• Identify opportunities to simplify recurring work, improve data quality, strengthen controls and reduce avoidable manual effort.

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Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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