Unum Group

Senior Financial Analyst

Unum Group$63K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience required; CPA, CMA, or CFA preferred
  • 3-6 years of relevant work experience
  • Strong experience with data analysis and financial reporting
  • Proven ability to manage multiple projects independently
  • Intermediate to advanced skills in Excel; proficiency in Word and PowerPoint
  • Familiarity with Alteryx and Tableau is a plus
  • Solid understanding of general insurance concepts

Responsibilities

  • Develop and maintain reporting tools for managing the Group Dental block
  • Analyze financial data to identify trends and inform pricing strategies
  • Collaborate with various internal teams to enhance reporting alignment
  • Oversee the annual renewal program for financial alignment
  • Continuously improve reporting processes for efficiency and accuracy
  • Ensure data integrity across financial systems and reporting platforms
  • Provide actionable recommendations to improve productivity

Benefits

  • Comprehensive healthcare benefits including health, vision, and dental
  • Short and long-term disability insurance
  • Performance-based incentive plans
  • Paid time off
  • 401(k) retirement plan with employer match and additional contributions
Full Job Description
Job Posting End Date: August 15

General Summary:

This senior-level individual contributor role supports inforce management and reporting for the Group Dental block. The position delivers actionable financial insights and collaborates with internal partners to develop reporting and monitoring tools that influence Dental pricing strategies. It combines financial analysis with a focus on enhancing operational efficiency, consistency, and data-driven decision-making across the business.

Principal Duties and Responsibilities
  • Develop and maintain reporting and monitoring tools to support inforce management of the Group Dental block.
  • Analyze financial and operational data to identify trends, risks, and opportunities that inform pricing decisions.
  • Collaborate with internal stakeholders-including actuarial, underwriting, and product teams-to align reporting with business needs.
  • Oversee the annual renewal program, partnering with operational teams to ensure smooth implementation and alignment with financial goals.
  • Continuously improve reporting processes to enhance efficiency, accuracy, and usability.
  • Ensure data integrity and consistency across financial systems and reporting platforms.
  • Use knowledge and skills to make appropriate recommendations for efficiencies and to enhance productivity.
  • 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.
  • 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.


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.
  • Experience navigating change in a positive way.
  • 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 negotiation skills with all levels of management. Adept at handling group dynamics.
  • Ability to link understanding of business processes, business drivers, and changes to other areas and financial results and trends.
  • Intermediate to advanced EXCEL Skills
  • Proficient in Word and PowerPoint
  • Alteryx and Tableau skills preferred
  • Understanding of general insurance concepts
  • Develop and maintain reporting and monitoring tools to support inforce management of the Group Dental block.
  • Analyze financial and operational data to identify trends, risks, and opportunities that inform pricing decisions.
  • Collaborate with internal stakeholders-including actuarial, underwriting, and product teams-to align reporting with business needs.
  • Oversee the annual renewal program, partnering with operational teams to ensure smooth implementation and alignment with financial goals.
  • Continuously improve reporting processes to enhance efficiency, accuracy, and usability.
  • Ensure data integrity and consistency across financial systems and reporting platforms


#LI-AS3

~IN1

The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$63,500.00-$120,000.00

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.

Company:
Unum

About Unum Group

Since their founding in 1848, Unum has been known for breaking new ground in the business of benefits. Integrity, determination, innovation and leadership were at the core of their company 165 years ago, and they are just as relevant to their business today. Just as long-lasting has been their commitment to being there when people need us most, a simple but compelling philosophy that began before the Civil War during a time when investing in insurance to protect yourself from the financial effects of illness and injury was a radical idea. They persevered during the fledgling insurance landscape then, and we're equally committed today to educating consumers about the value of financial protection benefits. Take a look below at Unum and its predecessor companies throughout the years.

Unum Group Careers

Join the Unum Group team today and be part of a company that values innovation, leadership, and diversity. As a leading provider of financial protection benefits in the United States and the United Kingdom, Unum Group offers unparalleled job opportunities in a variety of professional fields.

Work You’ll Do

At Unum Group, you will contribute to a culture that supports the growth and development of its employees through targeted diversity training and robust career advancement opportunities. Our team is committed to creating an inclusive environment where every team member’s skills and ideas are valued.

Explore Professional Growth

Unum Group is not just a company; it's a place where you can shape your future. Whether you're looking for an internship, ready to lead at the managerial level, or anywhere in between, Unum has a position that will match your skills and ambitions. We are dedicated to fostering leadership and innovation at every level of our organization.

Join Our Dynamic Team

Our team at Unum Group thrives on collaboration and the free exchange of ideas. We believe that diversity fuels innovation and we strive to create a workplace where all employees can achieve their professional goals. With a focus on continuous improvement and employee empowerment, Unum offers a dynamic work environment designed to develop top-tier professionals.

Benefits and Culture

Unum Group is committed to offering competitive benefits that enhance the lives of our employees and their families. From health and wellness to financial and retirement planning, our benefits are designed to promote a healthy, fulfilling life both inside and outside of work. Our culture emphasizes work-life balance, community involvement, and the well-being of our employees.

Career Development Opportunities

Invest in your future with Unum Group’s comprehensive career development programs. From professional development workshops to leadership training, we provide the tools and resources necessary for personal and professional growth. Our commitment to career development ensures that our employees are well-equipped to meet the challenges of today’s job market.

Innovative Hiring Process

Our hiring process is designed to identify and attract the best talent. From the initial resume submission to the final interview, each step is an opportunity to showcase your unique abilities and learn more about the Unum culture. We value straightforward communication and transparency, ensuring that all candidates understand what it takes to be a part of our team.

Networking and Community

At Unum Group, networking doesn’t end with the job interview. We encourage our employees to continue building professional relationships and sharing insights through our internal networking platforms. This connectivity allows for ongoing professional development and community building across the company.

Join Unum Group

Discover the exciting career opportunities waiting for you at Unum Group. Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Ready to start your journey with us? Explore job openings, read more about our company culture, and apply today to become part of something great.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await at Unum Group.

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Learn more about Unum Group
Size
10,100 employees
Market Cap
$8 billion
Industry
Net Income
$793 million
Founded
1848
5 Year Trend
+1.6%
Revenue
$13.1 billion
NASDAQ

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