Associate Director,Finance Job Toronto area,Ontario Canada,Finance & Banking

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.

Associate Director, Finance