Description:
Sun Life Financial is looking for a Finance Operations Analyst to oversee AR/Billing analysis and reconciliations. This role ensures financial transactions comply with company policies and involves working closely with internal teams and clients.
Key Responsibilities:
- Lead AR/Billing SME for New Business Implementations (NBI)
- Conduct financial reconciliations to ensure accuracy in transactions
- Collaborate with the 820 Payment Analyst for issue resolution
- Communicate financial matters across teams and clients
- Identify and address implementation and reconciliation roadblocks
- Work closely with Accounting, FP&A, and Client Engagement leadership
- Support the Bad Debt Reserve process
- Participate in client implementations and system upgrades/testing
- Provide AR/Billing reporting and analysis
- Identify process improvement opportunities
- Train internal teams on finance operations
- Assist in audit requests and finance projects
Qualifications:
- Associates Degree in Finance or Accounting or relevant experience
- Proficient in Microsoft Excel
- Strong problem-solving, analytical, and troubleshooting skills
- Ability to prioritize tasks and escalate issues when necessary
- Team player with strong accountability
Benefits:
- Generous vacation and sick time
- Paid parental, family, and adoption leave
- 401(k) with employer match & employer-funded retirement account
- Medical, life insurance, and disability benefits
- Flexible work environment
- Recognized as a "Top 10" employer by Boston Globe’s "Top Places to Work