Todd Brooks

WORK HISTORY

EDUCATION

ABOUT TODD BROOKS

As a seasoned finance and investments professional, I bring a unique blend of expertise in investment finance, accounting, and technical reporting. With over 15 years of experience at Sun Life Financial, I have led high-performing teams, streamlined investment accounting processes, and driven financial reporting excellence under IFRS, US GAAP, and statutory frameworks.My career has been defined by my ability to bridge the gap between investment strategy and financial operations, ensuring compliance while optimizing processes for efficiency and accuracy. I have successfully supported the management of large institutional portfolios, implemented new accounting standards, and developed robust control frameworks to mitigate financial risk.Beyond technical proficiency, I am passionate about leadership and collaboration, having managed teams that support investment reporting, fund accounting, and regulatory compliance. My ability to engage cross-functional stakeholders and drive process improvements has contributed to the success of multiple high-impact projects, including the implementation of IFRS standards and the creation of an investment funds reporting datastore.I hold the CPA (US & Canada), CFA, CIPM, and CGMA designations, reflecting my deep commitment to professional excellence and continuous learning. I thrive in dynamic environments where strategic thinking, financial acumen, and innovation come together to create value for organizations and their stakeholders.