Director, Insurance Accounting Securities - SLC Management

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

About SLC Management:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs. Our history of organic and strategic growth reflects this commitment with over (CA$303 / US$227) billion in assets under management.

SLC Management offers the best of two worlds to professionals looking for opportunity, a collaborative environment, challenge and growth. We are breaking ground with innovative solutions for a growing institutional client base of more than 1200 organizations. As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

Our teams live by a set of core beliefs that put our clients’ needs and goals first. We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to collaborate and those who are ready to lead.

Visit us at https://www.slcmanagement.com/inv

What you will do:

The Director, Insurance Accounting Securities is responsible for providing management oversight for the securities accounting and reporting for institutional insurance clients, as well as private wealth accounts on a STAT/GAAP basis. This role will require that the candidate possess the ability to operate within a deadline driven environment and deliver exceptional client service. Strong interpersonal skills are required due to frequent interaction with clients as well as all levels of Portfolio and Asset Management, IT and systems development, and various external vendors. This position also shares responsibility for the integrity and timeliness of financial data and for ensuring the safeguarding of assets through proper controls.

Duties will include the following:

• Provide direction, guidance and mentoring to a team consisting of 11 accounting professionals

• Ensure proper Statutory/GAAP accounting treatment of investment activity across multiple clients.

• Provide technical support and guidance on accounting records, policies and procedures

• Review and analyze client reporting, journal entries and Schedule D statutory reporting

• Assist in the onboarding and accounting conversion of new clients/accounts

• Provide operational assistance for strategic projects and initiatives, including but not limited to acquisitions, accounting and regulatory changes, new investment products and or system conversions/implementations.

• Provide accurate and timely responses to ad-hoc requests from various business units and clients.

• Interact with internal and external auditors to ensure compliance with regulatory requirements and internal controls.

• Identify, develop and implement process enhancements to the accounting and systems workflow

Required Education and Skills:

• Bachelor of Science in Accounting/Finance

• 10 years or more years of relevant accounting experience in the insurance or financial service industries

• Knowledge of Schedule D and Statutory reporting preferred

• CPA/MBA preferred

• Strong knowledge of CAMRA is a plus

• Proven relationship management with all members of the user community in a matrix environment

What you will need to succeed:

• Proven ability to multitask in a fast-paced changing environment a must.

• Communication Skills – contributes effectively to business discussions, presents technical information effectively to technical and non-technical audiences, and produces full and clear business reports.

• Business acumen and decision-making - Makes sound decisions and takes effective and timely action that fully reflects the business purpose implications and context of the work produced and/or managed. Makes and promotes sound decisions concerning matters with significant strategic or financial implications.

• Leadership Skills and Critical Thinking – Ability to assist with leading a team to meet the demands of a diverse constituent base and partners with other areas to resolve issues in an efficient and effective manner.

• Technical Skills - experience with pivot tables and VLOOKUP, Bloomberg, Black Rock Aladdin, CAMRA, PAM and other propriety systems a plus

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.