Financial Planning and Analysis

• Manage and lead a team of 4 financial reporting professionals in the NAIC reporting department
• Oversee the production and timely submission of 2 separate account filings (green books) and 6 life filings (blue books)
• Ensure accuracy, completeness, and compliance of regulatory filings
• Develop and implement strategies to improve reporting processes and efficiency
• Collaborate effectively with cross-functional teams to gather necessary data and information
• Stay current with NAIC reporting requirements and industry best practices
• Provide guidance and expertise on complex accounting and reporting issues
• Represent Sun Life in interactions with regulators and auditors

Associate Director, Financial Reporting

Financial Operations Advisor

Rotational Financial Analyst

Senior Manager, Strategic Planning, Network Strategy & Provider Experience

Investment Accountant

Financial Consultant