• Perform monthly reporting and analysis on USGAAP results and related reporting and disclosures including analysis flux of business results related accounts for month-end close reporting and budget to actual • Prepare annual financial statements with detailed workpapers • Assist with new accounting standards and transaction implementation and agreements: perform detailed research and draft position and implementation memos • Perform contract reviews and coordinate with team for implementation needed • Maintain accounting compliance by understanding current and proposed US GAAP regulations and recommending new procedures especially those related to Insurance industry standards and revenue recognition • Work with external consultants and accounting firms on financial and tax audits including managing and coordinating audit deliverables • Identify operational inefficiencies and areas for improvement, formulate and take action on recommendations in order to scale effectively • Take part in various ad hoc projects and analyses and Finance projects and initiatives as required • Help to manage G/L and other financial systems • Ability to travel if needed

• Preparing, analyzing, and briefing financial reporting and pricing analyses and other measurements of performance • Managing accounting lines and expenditures, including monthly/quarterly financial statements and accruals, and coordinating SLA creation and ongoing monitoring • Creating and maintaining cost-based and market-based pricing models for Business Enterprise services, ensuring models reflect actual costs, forecasted demand and costs, and strategic opportunities (synergies or efficiencies) • Work closely with Controllers and Finance staff, breaking down products and services into cost pools (labor, materials, overhead, and indirect expenses), and tracking expenses to derive annual forecasts • Manipulating financial reporting submissions and pricing models in Excel to align with Business Enterprise budgets and long-term financial plans • Identifying inefficiencies in pricing and billing processes, and recommending improvements

• Proactively contact existing Sun Life Group Retirement Savings plan members to discuss asset retention. • Conduct primarily phone consultations with video meetings as needed, to understand client goals and needs. • Recommend appropriate savings, investment, and insurance solutions based on client needs. • Build meaningful relationships with Group Retirement Savings plan members by delivering professional, personalized advice. • Stay current on Sun Life products, industry trends, and regulatory expectations. • Take ownership of sales activity, client follow-up, and results while contributing to a high-performing team culture.

• Support and resolve IFS Finance cases across GL, AP, AR, Fixed Assets and lease accounting, Group consolidation, Tax reporting, Project Accounting, Business planning, and Cash Management • Configure and validate financial posting rules, voucher types, and period controls • Troubleshoot project actuals, WIP recognition, and revenue recognition issues • Troubleshoot erroneous postings, batch invoicing failures, and reconciliation discrepancies • Assist with payroll extract and integration issues touching the finance layer • Support workflow and financial automation queries • Manage period-end and year-end close support activities • Document case resolutions, root-cause analyses, and knowledge base articles • Produce clear, professional client-facing case updates and status communications • Participate in continuous improvement activities and enhancement delivery