Associate Director, Finance

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:

This role serves as a key finance subject matter expert for Sun Life Private Wealth Bermuda, supporting financial accounting, reporting, and governance activities. The incumbent is responsible for delivering accurate and timely financial close processes, IFRS reporting, Bermuda Monetary Authority filings, and internal reporting to Regional and Corporate stakeholders. The role also coordinates internal and external audits and helps maintain a strong Internal Control over Financial Reporting (ICFR) environment. Working closely with teams across Finance, Actuarial, Product Development, and other business functions, the position ensures compliance with regulatory and reporting requirements while supporting finance transformation initiatives. Success in the role requires strong technical accounting expertise, effective stakeholder management, and the ability to collaborate across multiple functions and levels of the organization.

Required Competencies, Skills, and Abilities

• Strong organizational skills, with demonstrated ability to manage competing priorities and meet reporting deadlines.
• Experience using financial reporting systems, including SAP.
• Highly proficient in Microsoft Office applications, particularly Excel, Word, SharePoint, and PowerPoint.
• Strong written and verbal communication skills, with the ability to engage effectively with finance, actuarial, audit, and business stakeholders.
• Capability to leverage AI-enabled tools to improve efficiency and outcomes.
• Positive, reliable, and collaborative approach, with the ability to deliver independently and as part of a team.

Minimum Qualifications and Experience

• Degree in accounting, finance, or a related field of study.
• CPA, ACCA, CA, or equivalent professional accounting designation required.
• Big Four audit or advisory experience preferred.
• Minimum of 7 years of related experience, preferably in a life insurance environment within a medium-to-large organization with multiple divisions or lines of business.
• Strong accounting, analytical, and financial reporting skills, including a strong understanding of IFRS 17.
• Experience with Bermuda Solvency Capital Requirement reporting for a Class C or higher life insurer required.
• Knowledge of SAP General Ledger functionality is an asset.

Key Duties and Responsibilities

• Lead and support the monthly, quarterly, and year-end financial close process, including monitoring close timelines and deliverables.
• Own the preparation and coordination of quarterly and annual Bermuda Monetary Authority regulatory filings.
• Prepare quarterly and annual IFRS financial statements and related reporting deliverables.
• Manage external audit for statutory and IFRS audits, including information requests, audit queries, and overall audit process tracking.
• Maintain and strengthen the Internal Control over Financial Reporting environment, including investigation of control issues and coordination of remediation activities with stakeholders.
• Prepare financial analysis and reporting insights for management, auditors, and internal stakeholders.
• Collaborate with business and support functions to deliver finance requirements, resolve reporting matters, and support enterprise initiatives.
• Assess accounting treatment for new product offerings and related reporting implications based on distinct product attributes.
• Perform additional duties and ad hoc projects as required.

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Sun Life Private Wealth, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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 [email protected].

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.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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