Sun Life

Manage financial planning and analysis activities, including forecasting, KPI analysis, and strategic reporting, collaborating with various teams to support business growth. | Requires 5+ years of analytical experience, financial or accounting degree, and familiarity with financial systems; industry experience in insurance preferred. | Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: In this position you will be a member of the Employee Benefits Finance team working in a financial planning and analysis role. This role will manage 1 Senior Financial Analyst. The team is responsible for supporting the Employee Benefits business unit in managing its financial results and supporting its objectives in achieving sustainable, profitable business growth. How you will contribute: • Manages the preparation and review of the following FP&A packages: product level P&L analysis, financial forecasts, capital/ROE analysis, KPIs, Strategic and Business Plans, key financial metrics for Monthly and Quarterly Business Reviews, and other strategic analysis. • Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners. • Provides financial results deliverables and key drivers against budget and forecast that are reconciled, easy to read and analyze and help to identify risks and recommendations for the businesses. • Partners with the Actuarial Projections and Analytics, Group Accounting, Valuation, Pricing and Expense Management teams, plus a range of other key stakeholders, to prepare forecasts and analyze results. • Ensures the content, messaging and delivery of financial reporting packages are appropriate and meets all required timelines. • Collaborates with various teams during the business and strategic planning cycle and in-year target setting forecast processes through active project management, influence, and insightful presentations. • Oversees the quarterly and annual SOX-controlled Goodwill testing process. • Drives or supports projects as required, including providing finance support for strategic initiatives and business case development, and other financial analysis and modelling. • Collaborates on initiatives that drive the changing agenda for Finance by participating in various projects involved in operational and financial optimization of systems and processes. • Provides key insight and is influential in driving key systems enhancements to improve financial processes and reporting. • Actively identifies and implements best practices, technologies and tools to support the modernization of the finance function What you will bring with you: • Advanced knowledge of Microsoft applications (Excel, Powerpoint, Word) • Experience with SAP as well as Oracle General Ledger financial reporting hierarchies and associated reporting tools (EFDW/AFO, Essbase/Smartview, Hyperion Financial Reporting, Tableau). • Excellent interpersonal and communication skills are required as this position has direct contact with business groups including senior leaders. • Ability to work independently, provide leadership and effectively support team including providing coaching for senior analysts on the team. • Ability to work with a variety of team members and function in a dynamic environment. • Problem solving skills with a natural curiosity for root cause analysis to identify key levers of financial performance. • Analytical thinking skills to design/orchestrate use of financial and business analytics for decision making. • Strong prioritization and organization skills; capable of and committed to meeting financial reporting deadlines in a high-performance environment. Qualifications • Bachelor's degree in finance or accounting; MBA preferred but not required • 5+ years of analytical experience • Insurance industry experience is preferred. • Prior staff management experience Salary: Salary Range: $112,300 - $168,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Finance Posting End Date: 19/02/2026

Supports the Employee Benefits business unit by managing financial reporting, analysis, and strategic planning to drive profitable growth. | Requires 5+ years of analytical experience with industry-specific knowledge, leadership skills, and familiarity with financial systems like SAP and Oracle. | Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: In this position you will be a member of the Employee Benefits Finance team working in a financial planning and analysis role. This role will manage 1 Senior Financial Analyst. The team is responsible for supporting the Employee Benefits business unit in managing its financial results and supporting its objectives in achieving sustainable, profitable business growth. How you will contribute: • Manages the preparation and review of the following FP&A packages: product level P&L analysis, financial forecasts, capital/ROE analysis, KPIs, Strategic and Business Plans, key financial metrics for Monthly and Quarterly Business Reviews, and other strategic analysis. • Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners. • Provides financial results deliverables and key drivers against budget and forecast that are reconciled, easy to read and analyze and help to identify risks and recommendations for the businesses. • Partners with the Actuarial Projections and Analytics, Group Accounting, Valuation, Pricing and Expense Management teams, plus a range of other key stakeholders, to prepare forecasts and analyze results. • Ensures the content, messaging and delivery of financial reporting packages are appropriate and meets all required timelines. • Collaborates with various teams during the business and strategic planning cycle and in-year target setting forecast processes through active project management, influence, and insightful presentations. • Oversees the quarterly and annual SOX-controlled Goodwill testing process. • Drives or supports projects as required, including providing finance support for strategic initiatives and business case development, and other financial analysis and modelling. • Collaborates on initiatives that drive the changing agenda for Finance by participating in various projects involved in operational and financial optimization of systems and processes. • Provides key insight and is influential in driving key systems enhancements to improve financial processes and reporting. • Actively identifies and implements best practices, technologies and tools to support the modernization of the finance function What you will bring with you: • Advanced knowledge of Microsoft applications (Excel, Powerpoint, Word) • Experience with SAP as well as Oracle General Ledger financial reporting hierarchies and associated reporting tools (EFDW/AFO, Essbase/Smartview, Hyperion Financial Reporting, Tableau). • Excellent interpersonal and communication skills are required as this position has direct contact with business groups including senior leaders. • Ability to work independently, provide leadership and effectively support team including providing coaching for senior analysts on the team. • Ability to work with a variety of team members and function in a dynamic environment. • Problem solving skills with a natural curiosity for root cause analysis to identify key levers of financial performance. • Analytical thinking skills to design/orchestrate use of financial and business analytics for decision making. • Strong prioritization and organization skills; capable of and committed to meeting financial reporting deadlines in a high-performance environment. Qualifications • Bachelor's degree in finance or accounting; MBA preferred but not required • 5+ years of analytical experience • Insurance industry experience is preferred. • Prior staff management experience Salary: Salary Range: $112,300 - $168,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Finance Posting End Date: 19/02/2026

Lead and oversee medical advisory operations, develop medical standards, and provide strategic clinical guidance. | Requires MD, active unrestricted medical license, 5+ years of clinical experience, and ABMS certification, which you do not possess. | Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: The Medical Director serves as the clinical and strategic leader for the organization's medical advisory operations. This physician ensures the highest standards of medical accuracy, clinical insight, and operational effectiveness across the company's services to shape medical strategy and ensuring the highest quality guidance for members navigating complex healthcare decisions. The Medical Director does not provide direct patient care, but instead provides oversight, clinical judgment, and expert guidance to support advisors, members, research teams, and clinical relations How you will contribute: Strategic Development & Collaboration • Collaborate with organizational leadership to expand and manage Medical Advisory Board and provider referral network • Collaborate with the Chief Medical Officer (CMO) on innovative ways to increase member engagement, and realized value to drive membership renewal and persistency • Collaborate with executive leadership to refine the company's medical strategy, product development, service enhancements, content standards, and client deliverables • Stay current with emerging medical trends, therapies, and technologies relevant to advisory services • Assist in shaping PinnacleCare's value proposition and differentiation in the market place Clinical Leadership & Advisory • Provide medical advisory direction and management • Serve as a senior escalation point for complex, high-acuity, and sensitive clinical cases • Recommend appropriate physician specialties and centers of excellence based on individual member medical needs • Provide phone support for members with complex, multi-system medical conditions when necessary • Supervise the remote second opinion program for members and develop frameworks and criteria to guide when a second opinion or further evaluation is indicated Team Management & Leadership • Manage the physician chart review team • Oversee medical services team and coordinate PinnacleCare physician on-call program • Mentor, coach, and support assistant medical directors Quality Assurance & Standards • Lead development of medical review processes, clinical standards, and quality assurance programs • Partner with director of research on content and accuracy of medical intelligence research reports • Evaluate and recommend appropriate centers of excellence and subspecialty referrals Education & Training • Provide medical education curriculum for advisors and team leaders and when necessary with members for critical new or evolving medical information (ie epidemics, breakthroughs) • Mentor interns assigned to PinnacleCare for clinical content projects What you will bring with you: • Ability to work with a diverse range of people • MD from an accredited medical school with active, unrestricted U.S. medical licensure • Min 5 years of clinical experience • Certification by an ABMS board • Active and unrestricted medical license • Strategic thinker with strong attention to detail • Empathetic communicator able to bridge clinical and lay perspectives • Collaborative leader who thrives in a multidisciplinary, fast-paced environment • Committed to medical accuracy, ethical standards, and continuous improvement • Proficiency with Microsoft office Suite • Strong problem-solving, organizational and analytical skills Salary: $162,700-$244,100 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Medical Services Posting End Date: 15/02/2026 Sun Life Financial is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Sun Life Financial is committed to building a diverse and inclusive company culture. Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter – for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

Manage and resolve client inquiries related to employee benefits, coordinate with stakeholders, assist with claims and benefit administration, and provide training and reporting to improve client experience. | 4+ years related experience with knowledge of group insurance products, disability and leave administration, strong customer service and communication skills, and proficiency in Microsoft Office. | Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Location: On-site at Client Office in La Crosse, Wisconsin The opportunity: In the role of Dedicated Client Liaison, you will be responsible for the intake and resolution of inquiries, issues, and/or general service requests related to the Client’s employee benefits package, including life insurance, short- and long-term disability, applicable PFMLs, and voluntary supplemental benefits as well as other services provided by Sun Life to the Client. The position is accountable for bringing all customer issues to resolution accurately, efficiently and in full communication to all appropriate individuals and teams at Sun Life. You will partner with various stakeholders such as the payroll department, human resources, benefits department, managers, and other personnel as needed to field questions and provide training/information regarding the services for the Client. How you will contribute: The essential functions of the role include but are not limited to the following: • Develop and maintain relationships with Client staff, vendors, consultants, Sun Life contacts, as well as team members in other offices. • Master knowledge of the Client’s in force Sun Life benefits and integrate knowledge into benefit plans, internal processes, and products to address the needs of the Client. • Manage and resolve all inquiries, issues, and concerns to the satisfaction of the person/group inquiring. • Coordinate with relevant stakeholders to ensure accurate processing of employee benefits. • Assist with benefit claims submission and monitor claim progression, providing status updates as needed. • Process and respond to Employer Verification Forms related to Short-Term Disability (STD) and Minnesota Paid Family and Medical Leave (MN PFML) claims. • Participate in various Client team meetings to answer questions regarding Sun Life’s benefits. • Proactively share insight and guidance on benefit administration, disability coverages, paid leave administration, and other plan management with Client’s HR/benefits team members and when applicable, employees. • Understand and potentially operate within Client’s administration systems to gather employee status information. • Maintain strict confidentiality and discretion when handling sensitive information, including Protected Health Information (PHI) and other confidential data, in compliance with HIPAA and Client organizational policies. • Create and deliver Client-facing training and/or presentations, including developing visual content, structuring information for clarity and impact, etc.. • Analyze and leverage available reports, conduct thorough audits, and effectively communicate relevant information to clients in a clear, concise, and easily digestible format. • Perform root cause analysis and proactively communicate with Sun Life service team regarding trends, needs, and employee level experience to continuously improve the Client experience. • Identify and implement ways to make the benefit administration process more understandable for employees. • Identify areas for Sun Life to bolster performance of the services and meaningful ways to measure and value the Client relationship. • Define and expand the scope of this role to best support the Client's evolving needs. What you will bring with you: • Bachelor’s degree (preferred) and a minimum of 4+ years of related work experience. • Ability to navigate and demonstrate sensitivity to the dynamic of being a Sun Life employee dedicated to the Client’s worksite. • In-depth knowledge of group insurance products/processes and paid leave administration programs, particularly knowledge on upcoming MN PFML. • Experience administering disability (STD/LTD) benefit programs. • A deep understanding of the leave of absence process, including eligibility requirements, documentation, and coordination with other benefits. • Excellent customer services skills and superior written and oral communication skills. • Strong self-motivation, adaptability, and initiative while supporting team efforts. • Ability to work with a diverse range of people and handle difficult customer service situations. • A strong understanding of systems and technology, including proficiency in Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook. • Thorough understanding of utilizing reports and basic data analysis to support benefit administration. At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Salary: 56,100-84,200 Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Absence / Leave Management Posting End Date: 29/09/2025