Director, External Reporting and Analysis

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Advance your career by joining a team who are as energetic, curious, and driven as you are!

The individual in this role is a key contact on the External Reporting and Analysis team that delivers our core messaging to Senior Management, the Board of Directors, and ultimately to investors. Keys to success include effective collaboration and communication with all levels of management across the organization, being highly motivated with strong analytical and problem-solving skills, and the ability to challenge the status quo.

Reporting to the AVP, External Reporting and Analysis, this role is responsible for leading the development and production of our external Earnings News Release, Management’s Discussion & Analysis, Supplementary Financial Information Package, and Annual Information Form. This role will work closely with various business partners to understand key analytical insights, allowing them to dive into complex issues to develop key messaging for external stakeholders and our leadership team. This role will also support the continued digitization of financial information and the transformation of our reporting process through effective deployment of technology.

We provide an environment where individual contributions are rewarded, teamwork is encouraged, objectives are clearly defined and where our core values are front and centre.

What will you do:

• Accountable for leading the input to and drafting of our external Earnings News Release, Management’s Discussion and Analysis, Supplementary Financial Information Package, and the Annual Information Form, on both a quarterly and annual basis

• Provide analytical insights about Sun Life’s results and develop compelling and clear messaging for external consumption, while simplifying complex technical topics

• Translate internal business drivers and messages into appropriate external disclosures taking into consideration the needs of external stakeholders including SEC, OSC, OSFI and IFRS requirements

• Support the leadership team and other stakeholders to proactively identify, understand, and explain key messages, trends, and variances

• Monitor and benchmark key trends, issues, and best practices for public disclosure across our peers in the Financial Services and Insurance industries to continually enhance our external communication

• Monitor to ensure compliance with regulatory requirements are being met (including those from IFRS, OSC continuous disclosure requirements and SEC)

• Ensure strong internal controls and processes are in place

• Lead special projects and strategic initiatives to improve business processes within the reporting cycle or enhancements to our key metrics and narrative

• Lead and develop a team of financial professionals with the goal of increasing talent and providing opportunities to grow and acquire additional skill sets

What do you need to succeed:

• Professional accounting designation (CPA) with 7+ years of related industry experience

• Strong leadership skills with an ability to work across multiple functions and business groups and influence without authority

• Excellent written and verbal communication skills with the ability to transform complex issues into simple and concise messaging

• Strong technical, analytical, research, and problem-solving skills and acute attention to detail

• Experience and knowledge of SEC, OSC, OSFI and IFRS requirements for external disclosures

• Collaborative working style with strong interpersonal, influencing, and stakeholder engagement skills to partner with employees/leaders at all levels in the organization

• Creative and innovative with the ability to recommend and implement improved processes

• Proficiency with Wdesk (or other similar external disclosure platform) and SharePoint/Office365 is an asset

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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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