• 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

• Manage accounts payable and vendor payment workflows • Generate customer invoices and support collections efforts • Prepare domestic and international wire transfers for Controller/CFO approval • Serve as a primary point of contact for vendor payment inquiries • Assist with cash tracking and short-term cash flow reporting • Maintain accurate financial records across systems and spreadsheets • Identify opportunities to improve finance processes and controls

• Help drive financial performance by leading the analysis, forecasting, and planning of North America working capital across the supply chain, with a primary focus on inventory and accounts payable • Partner closely with Supply Chain, Planning, Procurement, Operations, and Finance leadership to translate operational plans into financial insights, forecasts, and actions • Own North America inventory and accounts payable reporting, variance analysis, and performance management, delivering actionable insights into trends, risks, and opportunities to improve working capital performance • Lead the annual budgeting process, quarterly forecasting, and month-end variance reviews for inventory and accounts payable, ensuring alignment to financial targets and business objectives • Develop clear, concise, and insightful presentations and reports for senior leadership, highlighting key findings, business risks, and recommendations related to supply chain working capital performance • Collaborate with Planning teams to ensure Integrated Business Planning outputs are accurately reflected in financial forecasts and aligned across the broader P&L • Support the development of accurate inventory projection models for strategic business units across North America • Design, implement, and continuously enhance recurring financial and operational reporting to support senior leadership decision-making