The incumbent will report back to the Affiliate
Director, Marketable Securities, Accounting, Reporting & NAIC. As a member
of the workforce, this position may have full accountability for weekly, month-to-month,
quarterly and annual monetary accounting, reporting, and audit deliverables as
assigned. This position additionally consists of offering technical experience and help for
our numerous enterprise companions. The
profitable candidate will be capable of handle their duties independently, present
management on a technical foundation, and present sensible options to points
Chargeable for making certain an enough management setting is
maintained for the accounting, pricing, and reporting processes the group
helps. This consists of account reconciliations to the company ledger
for various bases of accounting.
Answerable for aiding with the rollout of any new/modifications in
accounting rules (i.e. IFRS) to funding varieties to make sure the
right accounting is generated.
Full accountability for making certain assigned marketable securities
footnote and disclosure necessities meet regulatory reporting requirements for
IFRS and NAIC.
Work together and talk with numerous enterprise models in analyzing
the accounting outcomes for fastened revenue and fairness securities and within the
evaluation of latest product roll-outs or initiatives.
Act as a lead and present steerage and evaluation of deliverables as
mandatory for the staff within the preparation of inner and exterior audit
necessities (SOX, IFRS, NAIC & inner controls).
Chargeable for aiding present employees on daily
Put together shows to management on monetary outcomes and
help junior employees with their sections.
Take part within the on boarding of latest enterprise by making certain all
features impacting the group are coated and that the group is ready with
mandatory procedures and reconciliations.
Help with day by day pricing course of and carry out monthend evaluation
together with market worth trending and numerous valuation memos.
Venture work can be required as the necessity arises, together with
proactively figuring out alternatives and making suggestions for
course of enhancements.
Evaluate peer work as assigned and present help to Affiliate
Director as wanted.
Coordinate monthend and audit deliverables for the staff.
Liable for offering help with oversight and testing
of all system upgrades to make sure no accounting or reporting performance
Accounting/Finance designation (MBA or CPA) or Eight-10 years of equal work expertise notably in accounting or auditing.
Wonderful consideration to element and robust organizational expertise.
Capability to offer management to different staff members.
Robust verbal and written communication expertise.
Capacity to resolve points independently with numerous enterprise companions and determine course of enchancment alternatives.
Capability to prioritize a number of duties.
Expertise working with giant knowledge units and presenting to management.
Information and expertise with report writing instruments.
Capability to work independently with minimal supervision and meet tight reporting deadlines on deliverables.
Funding accounting expertise, ideally inside the insurance business
IFRS & NAIC information/expertise
PAM or Oracle information/expertise
Sun Life Financial Wellesley
One Sun Life Government Park
Sep 9, 2016, 10:59:00 PM
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