Associate Director, NAIC Financial Reporting

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

Sun Life Financial is seeking an experienced and detail-oriented Associate Director of NAIC Financial Reporting to manage our Life regulatory reporting processes. This key position will oversee the production of critical financial filings and manage a team of skilled professionals. This role will report to the Director of NAIC Financial Reporting.

Key Responsibilities

• Manage and lead a team of 4 financial reporting professionals in the NAIC reporting department

• Oversee the production and timely submission of:

  • 2 separate account filings (green books)

  • 6 life filings (blue books)

• Ensure accuracy, completeness, and compliance of regulatory filings

• Develop and implement strategies to improve reporting processes and efficiency

• Collaborate effectively with cross-functional teams to gather necessary data and information

• Stay current with NAIC reporting requirements and industry best practices

• Provide guidance and expertise on complex accounting and reporting issues

• Represent Sun Life in interactions with regulators and auditors

Qualifications

• Minimum of 7 years of experience in insurance accounting and regulatory reporting

• Bachelor's degree in Accounting, Finance, or a related field

• CPA designation preferred

• In-depth knowledge of NAIC statutory accounting principles

• Strong leadership and team management skills

• Excellent analytical and problem-solving abilities

• Superior attention to detail and accuracy

• Ability to manage multiple projects and meet strict deadlines

• Effective communication skills, both written and verbal

• Proficiency in Microsoft Office suite and financial reporting software

Salary Range: $112,300 - $168,500

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations 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 thebrightside@sunlife.comto request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

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.

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