Finance Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Financial Operations, Accounting, Treasury & Donation Administration

• Manage day-to-day accounting, treasury, and financial administration activities, including processing financial transactions, maintaining banking documentation, monitoring cash balances, and ensuring complete and accurate financial records.
• Prepare and maintain account reconciliations, accounting schedules, transaction logs, and supporting documentation to facilitate financial reporting, audits, regulatory compliance, and effective financial governance.
• Support monthly, quarterly, and annual financial close activities, including analysis of account balances, investigation of reconciling items, and coordination with Finance stakeholders to maintain reporting integrity.
• Ensure accurate accounting treatment, recording, administration, and stewardship of donations, grants, donor funds, and other Foundation transactions, including compliance with donor restrictions and approved funding purposes.
• Ensure compliance with Finance policies, accounting standards, regulatory requirements, and reporting guidelines, while supporting donor engagements, Foundation activities, and other operational finance requirements as assigned.

Financial Reporting and Budget Management

• Prepare financial and management reports, analyses, reconciliations, and schedules to support management, Board, donor, regulatory, and audit requirements.
• Support budgeting, forecasting, financial planning, and strategic decision-making through timely financial analysis and insights.
• Monitor financial performance against approved budgets and provide variance analyses and recommendations.
• Prepare financial information required for management reviews, Board reporting, and donor stewardship requirements.
• Identify financial trends, risks, opportunities, and emerging issues requiring management attention and appropriate action.

Partner Funding and Grant Stewardship

• Review financial aspects of program proposals, partner funding requests, and grant budgets to assess reasonableness, financial viability, and compliance with approved funding arrangements.
• Monitor utilization of grants and project funds and provide recommendations on budget performance and funding utilization.
• Evaluate project expenditures, review supporting documentation, and validate compliance with approved budgets and donor requirements.
• Coordinate with partner organizations on financial matters, including funding discussions, clarifications, and resolution of financial issues.
• Participate in partner visits and perform financial reviews, validation procedures, and funding compliance assessments as necessary.

Financial Regulatory Compliance and Audit Support 

• Maintain compliance with applicable accounting, tax, regulatory, and statutory requirements and ensure timely completion of required submissions.
• Maintain books of accounts, supporting records, and compliance documentation in accordance with Foundation policies and regulatory requirements.
• Prepare schedules, reconciliations, and supporting documentation required for internal and external audits.
• Coordinate with auditors, regulators, and internal stakeholders to address information requests and reporting requirements.
• Monitor compliance obligations, identify potential risks, and escalate issues requiring management attention.

Internal Controls and Risk Management

• Maintain and strengthen financial controls, policies, and procedures to safeguard Foundation assets and resources.
• Document finance processes and support implementation of audit recommendations, corrective actions, and business continuity requirements.
• Identify opportunities to improve, standardize, and automate finance processes to enhance efficiency and reduce operational risk.
• Maintain process documentation and knowledge repositories to strengthen business continuity, support cross-training, reduce key-person dependency, and facilitate transition of selected outsourced activities where appropriate.
• Participate in broader Finance initiatives, system enhancements, automation opportunities, and process improvement projects that support capability development and organizational priorities.

Job Category:

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