Director – Internal Controls & Reporting

Director – Internal Controls & Reporting

Requirements

• Strong accounting, analysis, and reporting skills and a deep understanding of GAAP, IFRS, NAIC, SOX 404, and SEC reporting rules and requirements, including those relevant to the insurance industry.
• Strong experience with Microsoft Office Suite (Word, Excel, and PowerPoint) as well as other financial software packages including SAP, Statement Pro, and Workiva applications.
• Outstanding written and oral communication skills; good listening capability; skilled at clearly and concisely communicating with all constituencies; can structure and effectively lead business meetings.
• Exceptional interpersonal skills; success at cultivating strong relationships with internal and external stakeholders and creating partnerships at all levels within the organization.
• Ability to coach and provide good development feedback.
• Unquestionable personal integrity, credibility and professionalism. Quickly builds confidence in others. Team player and understands his/her role in relationship to others.
• 8 to 10 years of progressively increasing experience in a large public institution, including responsibilities related to reporting, annual audits, regulatory compliance, Internal controls, and implementation of complex accounting guidance.
• BS in accounting, finance, or other similarly related field of study.
• CPA or CA professional designation with Big Four experience required.

Responsibilities

• Coordinate annual IFRS, NAIC, and USGAAP financial audits, the annual SOC-1 control audits, as well as periodic regulatory/compliance audits.
• Act as primary liaison between the external auditors and Sun Life U.S business areas.
• Coordinate with business areas to create comprehensive audit packages, containing the external auditor’s requests for quarters, interim and year-end.
• Identify process improvements to streamline audit process and work with the appropriate parties to implement.
• Assist the AVP, Financial Reporting and Controls on accounting and reporting issues by researching the appropriate accounting literature and drafting an accounting memo to be reviewed by the independent auditors.
• Oversee the compilation of annual, audited NAIC and USGAAP financial statements.
• Work with U.S Business areas in establishing internal controls over financial reporting, including monitoring the control environment for up-coming changes, interacting with U.S Business areas to ensure controls are properly and consistently designed, researching control issues and subsequently working with Business areas and department management to understand and remediate exceptions, and ensuring an effective, collaborative relationship with the Corporate Internal Controls team.
• Manage a team of 6 staff, including teaching, mentoring, and developing talent.

Preferred Qualifications

No preferred qualifications provided.