Audit Consultant, Financial Operations

About this role

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.

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.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

Location: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our leaders are expected to foster connection and teamwork by being present in the office 2 to 3 days per week.

The Opportunity  

The Audit Consultant plays a critical role in ensuring premium accuracy, financial integrity, and client accountability across Sun Life's Group Benefits business. This role conducts premium audits, analyzes census and billing data,   identifies   premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances.  

With a focus on   both self-administered and list-billed , t his role supports   Employer Benefits,   S top   L oss,   S upplemental   H ealth, and   N ational   A ccount clients as assigned.  

What   you will   do :  

• Analyze census, billing, eligibility, contract, and premium remittance data to   validate   that premium paid aligns to policy provisions and rating methodologies.  

• Use contract and premium calculation knowledge to explain audit outcomes, resolve questions, and help clients, brokers, and TPAs improve the accuracy of future premium remittance.  

• Investigate premium discrepancies, calculation issues,   monthly variance or flux items, and document findings clearly for internal review and client communication.  

• Recreate premium calculations and   validate   premium statement creation for Self-Bill API clients   to   identify   client misunderstandings   or plan design set up disconnects.  

• Review and support approval processes for   high dollar   refunds   and   revenue adjustments .  

• Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.  

• Use Excel, reporting tools, and large data sets to analyze premium activity,   monitor   inventory,   identify   recurring root causes, summarize outcomes, and support audit readiness.  

• Drive continuous improvement by   identifying   reporting gaps, automation opportunities, process defects, and client education needs that improve accuracy, efficiency, and client experience.  

• Support company initiatives, special projects, and evolving audit priorities as assigned.  

What   you will   bring with you:  

• Bachelor's degree in Accounting , Finance, Business, Economics, Mathematics, or related field preferred; equivalent insurance or premium administration experience may be considered.  

• 1 to 3+ years of experience in accounting, audit, financial analysis, billing, premium administration, or insurance operations preferred.  

• Knowledge of Group Benefits, Stop Loss, Supplemental Health, or related insurance products preferred.  

• Client-centered mindset with proven ability to collaborate effectively with peers, clients, brokers, and cross-functional partners   through email,   phone   or chat .  

• Strong analytical and financial investigation skills, including ability to combine information from policy, census, payroll, eligibility, billing, and payment sources.  

• Advanced Excel   proficiency , including pivot tables, lookups, formulas, data validation, and comfort working with large data sets; Power Query or similar data transformation experience preferred.  

• Strong attention to detail,   organization   and ability to document conclusions clearly.  

• Strong written and verbal communication skills, including   ability   to explain complex financial findings in plain language.  

• Ability to work independently, manage competing priorities, and follow through on complex investigations within expected timelines.  

• Demonstrated commitment to continuous improvement, problem solving, learning, and positive team collaboration.  

Salary: $53,000 - 80,700 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, qualification, 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, ba

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