Sun Life Global Solutions
Sun Life Global Solutions | Lead- Finance (Operational Accounting)
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Job Highlights
Responsibilities
- Here, you’ll be encouraged, empowered and challenged to be your best self.
- 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.
- 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.
- 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.
- You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.
- Work Arrangement: Hybrid, 2 days per week from the office, in line with the requirements of the business group.
- 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.
- Identify opportunities to simplify recurring work, improve data quality, strengthen controls and reduce avoidable manual effort.
- Follow established accounting procedures, approval requirements and evidence standards while maintaining organized, audit-ready workpapers.
Requirements
- 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.
- 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.
- Experience in insurance, employee benefits, group benefits, stop-loss or another regulated financial-services environment.
About the company
Sun Life Financial Inc.
Sun Life goes back to 1865, when Matthew Hamilton Gault founded the Sun Insurance Company of Montreal. The group is now headquartered in Toronto, and its parent, Sun Life Financial Inc., is listed on the Toronto, New York and Philippine stock exchanges as SLF. It offers life and health insurance, group benefits and wealth and asset management, the last mainly through MFS Investment Management and SLC Management. In India it is the Aditya Birla Group's partner in Aditya Birla Sun Life Insurance and Aditya Birla Sun Life AMC. Sun Life Global Solutions, known as Sun Life Asia Service Centres until 2023, is the group's global capability centre. Its India arm began in 2006 and works from Gurugram and Bengaluru on technology, operations, finance, investment operations, actuarial, legal and HR work for Sun Life's businesses in Canada, the US and Asia.
Its finance openings in India are in Gurugram and sit at lead level, covering operational accounting and controllership for the wider Sun Life group. The operational accounting role asks for at least seven years of relevant experience. Postings ask for a bachelor's degree in accounting, finance, commerce or a related subject, and the controllership role names CA, MBA, M.Com, B.Com or BBA. A professional accounting qualification, or progress towards one, is counted as an advantage.
