Senior Financial Operations Specialist

7 days ago


Waterloo, Ontario, Canada Sun Life Full time
Job Description

We are seeking a skilled Senior Financial Operations Specialist to join our team at Sun Life. This role will play a critical part in the management of financial operations for our diverse clientele, including Insured, Policyholder-administered and Administrative Services only Group Benefit clients.

Responsibilities:
  • Code self-administered premiums by benefit and billing group.
  • Audit the integrity of lives, volumes, rates, premiums, and taxes submitted by policy-administered clients.
  • Review terminated policies and perform final financial reviews.
  • Set up ASO cases on the mainframe system.
  • Compare ASO agreements to actual case setups to ensure accurate billing.
  • Process claims adjustments and related accounting transactions for claim write-offs and stop-loss.
  • Manage collection of outstanding receipts, premiums, and ASO deposits while meeting daily, weekly, and monthly deadlines.
Requirements:
  • Bilingualism (French, English) is required to handle client calls across Canada and worldwide.
  • Excellent customer focus to handle difficult client-related issues.
  • Strong time management skills to meet daily deadlines.
  • Ability to work well under pressure to manage departmental project initiatives with customized deadlines.
  • Proficiency in Excel, including experience with Macros.
  • Knowledge of Group Benefits and administration of Self-Administered and ASO practices is an asset.
  • Good knowledge of accounting principles for Insured and ASO arrangements is an asset.
Why Work with Us?

Sun Life offers a supportive and inclusive culture, flexible benefits, and a hybrid work arrangement that allows you to choose between working from home or in the office. You'll also have access to 15 days of vacation per year and opportunities for career growth and development.



  • Waterloo, Ontario, Canada University of Waterloo Full time

    OverviewThe University of Waterloo is a non-profit corporation comprised of various funds and companies, each with unique financial complexities. As a Senior Financial Operations Specialist, you will be responsible for providing financial management, accounting, and advisory services to assigned funds and companies.


  • Waterloo, Ontario, Canada Sun Life Financial CA Full time

    As a Senior Structured Credit Specialist with Sun Life Financial CA, you will play a key role in managing a privately structured portfolio of lease and loan receivables, approaching $3.5 billion across 30 facilities.About the RoleYou will oversee portfolio management activities, including decisions pertaining to funding, structuring, credit review, legal...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job Description:As a Senior Specialist, Large Complex Claims Management, you will be responsible for managing a portfolio of large complex claims, including large CGL claims. Your key responsibilities will include:Coaching and mentoring junior staff to ensure they have the necessary skills and knowledge to manage complex claims effectively.Engaging all...


  • Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Management Specialist to join our team at Dykstra Financial Management Inc. The successful candidate will be responsible for providing accurate and timely financial management services, including bookkeeping, accounting, and financial reporting.Key Responsibilities:Bookkeeping: Maintain accurate and...


  • Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    We are seeking a highly skilled Financial Management Specialist to join our team at Dykstra Financial Management Inc. The ideal candidate will have a strong background in accounting and bookkeeping, with experience in calculating and preparing cheques for payroll, fixed assets, and depreciation. The successful candidate will also have excellent computer and...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionThe Senior Analyst - Internal Financial Controls plays a pivotal role in ensuring the integrity of our company's financial systems and processes. As a key member of the Definity Financial team, this position is responsible for assessing and supporting the ongoing development of various compliance activities, including Regulatory Compliance...


  • Waterloo, Ontario, Canada Elby Professional Recruitment Inc Full time

    Financial Operations SpecialistElby Professional Recruitment Inc is seeking a Financial Operations Specialist to join their team. The ideal candidate will have 3+ years of experience in operational accounting, preferably in the manufacturing industry. The role will involve monthly reconciliations, AR/AP recs, and supporting the coordination of the budgeting...


  • Waterloo, Ontario, Canada CB Canada Full time

    Job Summary:CB Canada is seeking a skilled Financial Services Operations Specialist to join our team. As a key member of our operations team, you will be responsible for processing electronic payments, loan and cheque deposits, and outgoing payments, including RFTS and cheque requests. You will also initiate outgoing wires and complete internal transfers....


  • Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior People Operations SpecialistJob Summary:The Senior People Operations Specialist is a key role within the HR team at Sun Life, responsible for providing first-level escalation support for complex inquiries and functional operational and transactional processing support for various HR functions.Key Responsibilities:Provide exceptional...


  • Waterloo, Ontario, Canada CB Canada Full time

    Financial Reporting Manager RoleWe are seeking a highly skilled Financial Reporting Manager to join our team at CB Canada. This role involves managing month-end activities, preparing and updating financial records, and presenting reports to senior leadership and the board.About the JobThe ideal candidate will have 5+ years of accounting experience, with a...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job SummaryWe are seeking a skilled Data Insights Specialist to join our team at Definity Financial. As a key member of our reporting and insights team, you will play a critical role in uncovering valuable insights from data and presenting them in a compelling and actionable way.About the RoleIn this high-impact position, you will work closely with...


  • Waterloo, Ontario, Canada Definity Financial Corporation Full time

    Job SummaryThis role involves independent carriage of a full caseload of Accident Benefits litigation, including priority and loss transfer disputes. As a Senior Litigation Specialist, you will have the opportunity to handle interesting and complex files and provide advice to the Claims department on Accident Benefits litigation strategy and file...


  • Waterloo, Ontario, Canada Sun Life Full time

    Job Overview:The Senior People Operations Specialist is a critical role at Sun Life, responsible for providing first-level escalation support for complex inquiries and functional operational processing support for various functions, including Workforce Operations, Benefits Operations, Talent Acquisition Operations, Payroll Operations, Compensation...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job OverviewDefinity Financial is seeking a skilled professional to develop and implement an aligned incident management capability across Claims Operations and Technology Services.Key ResponsibilitiesCollaborate with Claims Senior Leadership to prioritize incidents and enhancements across all Claims operational platforms.Develop and maintain a comprehensive...


  • Waterloo, Ontario, Canada Equitable Full time

    Senior Financial Analyst, ITAt Equitable, we are seeking a Senior Financial Analyst to join our IT Infrastructure team. This role is responsible for the financial initiatives and insights of all IT expenses throughout the organization.The ideal candidate will have a minimum of three years of experience in an IT financial analysis and planning role, with a...


  • Waterloo, Ontario, Canada Equitable Full time

    Senior Financial Analyst, ITAt Equitable, we are seeking a Senior Financial Analyst to join our IT Infrastructure team. This role is responsible for the financial initiatives and insights of all IT expenses throughout the organization.The ideal candidate will have a minimum of three years of experience in an IT financial analysis and planning role, with a...


  • Waterloo, Ontario, Canada Ogilvie Financial Services Inc. Full time

    Company Overview: At Ogilvie Financial Services Inc., we strive to provide exceptional support to our clients and team members alike. Our HR department plays a crucial role in ensuring the smooth operation of our daily activities.About the Role: We are seeking an experienced Executive Support Specialist to join our team. As an integral part of our HR...


  • Waterloo, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Overview:At Company 1 - The Manufacturers Life Insurance Company, we are seeking a highly motivated and analytical individual to join our team as a Senior Risk Management Specialist - Operations. This role is a key part of our Operational Risk Management Framework, focusing on identifying, capturing, and articulating key risks.About the Role:The successful...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Definity Financial is the parent company to some of Canada's most long-standing and innovative insurance brands.About the RoleOur ambition is to be one of Canada's leading and most innovative property and casualty insurance companies.We are seeking a talented professional to join our team in the Mergers and Acquisitions Integration Management Office.As a key...


  • Waterloo, Ontario, Canada Manulife Financial Corporation Full time

    Delivering Financial Solutions and AdviceAs a senior member of the Manulife Investment Management (MIM) Advisor Group, you will play a key role in delivering financial and investment solutions and advice to clients across the wealth spectrum. Your expertise in wealth and retirement planning will enable you to provide tailored solutions to meet the unique...