Senior Financial Analyst
UnumAbout the role
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Performance Based Incentive Plans
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans.
And that’s just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:
This is a senior level individual contributor position that performs moderately complex analysis related to inforce premium and persistency. The position will provide financial analyses working individually or with others that serve to inform and ground business decisions and will collaborate with subject matter experts, provide quality financial analytics, and exercise judgment to drive optimum solutions for various financial and business issues. Responsibilities may include the development of, implementation of, and adherence to financial policies and procedures that will improve operations, consistency, controls, process efficiency, and effectiveness of the functional area.Principal Duties and Responsibilities
- Report and analyze inforce premium and persistency trends across a number of Unum US product lines.
- Reconcile and balance accounts related to the specific financial area to maintain control and accuracy by identifying discrepancies and their cause and recommendations for corrective action.
- Use knowledge and skills to make appropriate recommendations for efficiencies and to enhance productivity.
- Maintain integrity of data in various systems and data assets that support the specific financial areas (e.g. accounting, planning, and administrative systems).
- Analyze financial data, provide recommendations for appropriate action, and prepare related reports in consultation with business partner
- Conduct special studies and lead projects.
- Demonstrate ability to utilize resources and produce results to solve problems or issues with minimal support.
- Accept responsibility for outcome of his/her own efforts.
- Partner effectively with business management (typically at an officer level) to provide solutions that deliver business value.
- Communicate issues identified, proactively recommend the most appropriate/effective resolutions and present effectively to management.
- Maintain a strong, specialized working knowledge of Unum’s products, services and business processes including, his/her specific business area, the issues and technical skills required to support the area.
- Mentor and oversee work of less experienced team members.
Job Specifications
- Bachelor’s degree or comparable work experience at Unum that well prepares and qualifies the individual for the specific work to be performed. After September 2015 a Bachelor’s degree is required.
- CPA, CMA or CFA certification preferred.
- Three to six years comparable work experience.
- Strong understanding of the components of multiple financial statements and how they interact with one another
- Experience navigating change in a positive way.
- Has mastered solid customer service skills while working effectively with functional area, team and other resources to complete assigned work while broadening contacts in other functional areas.
- Highly motivated individual able to take independent actions to solve problems/issues with limited involvement from manager.
- Manage multiple projects simultaneously with minimal guidance from manager.
- Strong communication, presentation, and
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