Sun Life

Operations

• Research and resolve complex data exchange issues
• Test H&T EDX files with Trading Partners for new employer groups
• Support renewal cases with changes to their feed structure
• Production and File Coding support for the Data Operations Specialist
• Participate with the broker, policyholder, and trading partner on all status calls, including kick off calls
• Managing the H&T implementation walk through calls, completing regular case follow-ups including reporting status and communicating when activities are complete or in jeopardy of being delayed
• Collaborate with Sun Life team members, the client and broker on expectation management and work effectively with all involved Sun Life and installation teams from start to finish of the new product and file feed installation
• Be the point of contact for the broker and policyholder for all feed questions during the implementation
• Ensure smooth transition to production from testing
• Participate in building training content and facilitating training to our field partners and home office staff regarding our data electronic capabilities.

Operations Consultant

Vice President

• Identify, assess and execute implementation of strategies to optimize financial performance
• Manage and advise on various deep dives in collaboration with business areas to analyze profitability
• Collaborate with internal and external partners to identify and execute value-enhancing opportunities
• Conduct financial analysis and due diligence on acquisition and disposition opportunities

AVP, In-Force Management and Business Optimization

Accounting Manager

• Prepare the monthly accounting processes in support of the IFRS and NAIC financial accounting close for all Group products, including the preparation of journal entries as well as analysis and reporting of results.
• Work collaboratively with other departments within the Company to ensure accuracy of the supporting data used to record transactions to the ledger.
• Perform monthly account reconciliations and work with the various departments to clear open reconciling items.
• Assist in the completion of NAIC financial reporting deliverables. Including preparation of IFRS and NAIC claim roll forward.
• Contribute to the compilation of audit requests.
• Research data requests and provide supporting details on account balances.
• Recommend systems and business process changes/improvements to support the processing of accurate financial data.
• Participate in ad-hoc requests.

Senior Accounting Analyst

Analyst

• Review fee related documents and agreements to ensure fees in administration and billing system are accurate
• Ensure accurate and timely review of fee setups and updates on the administration and/or client billing systems
• Maintain the client billing system to ensure client details are accurate
• Assist with manual fee processes including fee collection uploads and accounting entries
• Prepare and maintain fee schedules to support amounts invoiced to clients
• Provide superior customer service to internal business partners on fee related enquiries
• Maintain the integrity of the fee control environment and assist with calculations for resolution
• Assist with ad hoc project related work impacting system updates

Senior Fee Analyst

Bilingual

• Manage daily requests from assigned advisor contacts ensuring the service and quality objectives are attained and exceeded on a consistent basis
• Set up regular meetings with advisor offices to provide value add feedback and to gain a strong understanding of their practices and processes
• Investigate complex inquiries received by our advisors
• Handle advisor escalated issues by phone or email within established SLA
• Communicate well with all Dealer partners, across all locations, to ensure a consistent advisor experience
• Analyze common issues identified and provide feedback to the field training team and assigned advisors

Bilingual Advisor Satisfaction Specialist

Financial Crime

• Own the enterprise model governance framework for FC detection models
• Lead independent validation across NS, TM, and CRR models
• Assess conceptual soundness, data integrity, and model assumptions
• Execute validation techniques (back-testing, sensitivity, benchmarking)
• Evaluate key performance metrics (e.g., false positives, alert conversion)
• Ensure alignment with global regulatory standards and model risk principles
• Produce clear, defensible validation reports for senior management and regulators
• Lead ongoing model calibration to reflect evolving financial crime risks
• Optimize thresholds to balance detection effectiveness and efficiency
• Establish model performance monitoring frameworks and KPIs/KRIs
• Identify model drift, data issues, and emerging risk typologies
• Recommend model enhancements, recalibration, or redevelopment
• Oversee data sourcing, lineage, and controls supporting FC models
• Define and enforce data quality standards (accuracy, completeness, timeliness)
• Leverage analytics to identify model gaps and emerging risks
• Ensure end-to-end traceability from data to model outputs
• Promote advanced analytics (AI/ML) with strong explainability standards
• Support adoption of model interpretability tools where appropriate
• Act as primary lead for regulatory and audit interactions on FC models
• Provide subject matter expertise on model validation practices
• Support regulatory exams and remediation initiatives
• Ensure findings are documented, prioritized, and tracked to closure
• Define and evolve the FC model validation strategy and governance framework
• Lead the roadmap for analytics and model validation capabilities
• Present recommendations to executive governance forums (e.g., Model Committees)
• Balance detection, operational impact, and regulatory expectations in decisions
• Drive enterprise alignment across regions and stakeholders
• Promote a culture of independence, challenge, and continuous improvement

Director, Financial Crime Analytics, Model Validation

Medical Director

• Manage a professional clinical team responsible for consulting with internal partners, clients, and brokers to identify opportunities where Sun Life Health Care Capabilities can support members, improve access to care, and help clients achieve better financial and health outcomes.
• Lead the team in identifying members and client populations that may benefit from Sun Life Health Care Capabilities, including Clinical 360, Clinical 360+, care navigation, specialty care support, and other solutions that optimize health and reduce avoidable costs.
• Monitor Quality Assurance (QA) reviews regularly and provides staff coaching related to quality measures and feedback.
• Sets performance goals to drive individual performance; reviews staff through the use of performance review tools and provides regular coaching and performance, growth and developmental feedback.
• Provides career development and training opportunities.
• Makes decisions on personnel actions such as hiring, terminations, promotions, salary increases.
• Supports individuals in the identification and implementation of innovative solutions or efficiencies.
• Creates collaborative relationships across Distribution, Client Services, Product, Claims, Operations, vendor partners, and other Health and Risk Solutions teams to support a coordinated service model for clients and brokers.
• Serves as a leading contributor to special projects, operational readiness, and change management activities that advance Sun Life’s health capabilities strategy, improve broker and client engagement, and support measurable outcomes.
• Understands client, broker, member, and business needs and fosters an interdisciplinary clinical operating model that connects clinical expertise, relationship management, and health capability execution.
• Develops and reinforces servicing approaches that clarify roles, improve response consistency, and strengthen broker and client confidence in Sun Life’s ability to deliver health-focused value.
• Maintains operating expenses within budget.
• Ensures Key Performance Indicators are met.
• Other duties as assigned.

Associate Director, Clinical Services

• Prepare and review complex federal and state income tax returns and provisions, including oversight of fixed assets and tax depreciation processes, with a focus on improving accuracy, standardization, and efficiency across entities
• Drive tax process and technology transformation initiatives, including identifying automation opportunities, improving data flows, redesigning workflows, and enhancing reporting and operational efficiency across the tax function
• Lead or contribute to tax technology initiatives, including implementation, enhancement, or optimization of tax and finance systems
• Research US tax theory, apply rules to specific domestic and cross-border transactions, and summarize conclusions in non-technical terms
• Ensure compliance with Sarbanes-Oxley internal control requirements
• Interact with personnel from all areas of the Company, both in the US and Internationally, in order to obtain and understand complex financial data
• Assist in responding to inquiries from federal and state tax auditors
• Provide support and a point of contact for external auditors
• Provide support and effectively manage the internal audit process
• Assist with forecasting and projections both for scenario testing/quarterly deliverables
• Assist in international reporting (5471, 5472, etc.) and partnership returns
• Review tax the accounts reconciliations
• Processing intercompany tax payments and other intercompany reporting
• Prepare tax provisions in Longview software, including consolidation of US data
• Prepare quarterly and annual Federal and SALT income tax provisions for life entities for IFRS and NAIC financial statements
• Prepare separate tax provisions and notes for U.S. GAAP and statutory financial statements and assist with related financial statement audits
• Assist with external audit
• Assist managing financial reporting interaction with Corporate Tax, U.S. Finance and other business units

Senior Tax Analyst

Consultant

• Develop partnerships with HR Business Partners and provide ongoing comprehensive support and advice for compensation programs and client group initiatives
• Analyze market competitiveness of compensation and incentive programs and conduct complex research to inform program enhancements and decision-making
• Manage medium to large compensation-related projects, developing and implementing effective solutions
• Lead the review, design, and governance of sales incentive plans for assigned client groups in partnership with stakeholders
• Provide guidance on complex compensation issues, considering business needs, best practices, and organizational values while ensuring compliance with relevant regulations
• Lead compensation support for assigned groups during annual performance/compensation cycle and market reviews, partnering closely with HR Business Partners to provide meaningful and business aligned outcomes
• Proactively identify opportunities for improvement in compensation practices and contribute to skills development within the HR community
• Conduct job evaluations at multiple levels and degrees of complexity
• Develop clear and compelling materials to support compensation initiatives, as needed, demonstrating the ability to communicate effectively across varying levels and audiences
• Maintain a thorough understanding of compensation design, practices, and industry trends

Senior Compensation Consultant

Communications

• Provide communications support for senior business partners across Finance, Legal, Government Affairs & Public Policy, Compliance, and Sun Life Asset Management by writing and editing presentations, speeches, briefing/media materials, web content and developing other communications materials.
• Provide communication and project management support for executive meetings and events, including town halls and coffee chats, ensuring aligned messaging, visually engaging presentation materials, and seamless delivery.
• Use communications channels strategically to engage employees and stakeholders, tailoring content and visuals to the platform and audience, including social media.
• Develop recommendations that strengthen existing partnerships and foster new relationships between business partners to further corporate priorities.
• Build positive media relations that will further Sun Life’s reputation and business priorities through the identification of key media opportunities and generation of proactive and timely pitching ideas.
• Manage internal distribution of company messages through our global email platform and the company’s intranet.
• Analyze effectiveness of communication programs and strategies, reporting on results.

Senior Communications Specialist

Recruitment

• Lead the execution of the Dean Connor Inclusion Scholarship Program
• Partner with internal stakeholders to strengthen inclusive talent attraction strategies
• Monitor program effectiveness and recommend enhancements based on feedback
• Drive the planning and co-deliver high-impact programming for student engagement
• Identify opportunities to enhance the student value proposition and network
• Manage and evolve corporate social media presence and brand-building initiatives
• Serve as liaison to the Early Career Accelerator Program
• Partner with recruitment teams to support hiring initiatives across multiple business lines
• Represent Sun Life at campus recruitment events and networking opportunities
• Develop and maintain strong relationships across business units and HR teams
• Oversee program documentation, reporting, and operational processes for consistency

Program Specialist, Talent Acquisition – Early Careers

Data Analyst

• Ensure the accurate and timely completion of all baseline reporting, ad-hoc requests and project initiatives.
• Operationalize reporting and related processes to monitor and assess the success of the campaigns
• Work directly with business audiences to structure analytical problems and approaches
• Conduct analyses that identify/assess business opportunities and address key business challenges.
• Enable leaders to make timely data-driven product, market-development, and distribution decisions.

Senior Data Analyst

Underwriter

• Review and analyze medical, lifestyle and financial information to evaluate eligibility and risk for applications for Life and Critical Illness Insurance products.
• Conduct risk assessment, make and communicate decisions for each application.
• Build strong relationships with our clients and advisors and deliver an exceptional service experience.
• Negotiate better decisions from reinsurers when applicable, following internal rules.
• Identify areas of opportunities and bring forward recommendations for solutions through our Brighter Way program.
• Focus on continuous improvement, teamwork, and professional development.

Senior Underwriting Consultant

• Lead the pricing of Individual Life Term & Health product portfolio
• Analyze financial and pricing impact of product features and benefits
• Ensure compliance with Product Design and Pricing Operating Guideline
• Review profitability of products and influence financial levers
• Partner with key business partners to ensure product positioning
• Develop and maintain robust risk management processes

AVP, Health & Term Pricing

Financial Planning and Analysis

• Manage internal and external audits, including report preparation
• Coordinate and attend internal control walkthrough meetings with relevant individuals from within the business unit and the external auditors
• Coordinate and support the quarterly attestation process
• Coordinate the write-off process and support reporting
• Business continuity planning and disaster recovery
• Coordinate access reviews
• Support the Financial Controls team as needed