Financial Analyst

About the Role

The Finance organization is seeking a Financial Analyst to support Net Investment Income. This position performs intermediate-level financial analysis and/or accounting specializing in one area of Finance. The position will provide financial analyses working individually or with others that serve to inform and ground business decisions. Responsibilities may include leadership and/or participation in the development of, implementation of, and adherence to financial procedures that will improve operations, consistency, controls, process efficiency, and effectiveness of the functional area.

Key Responsibilities

• Participate in regular monthly/quarterly financial cycles.
• Prepare, verify, reconcile, and balance accounts related to the specific financial area to maintain control and accuracy over accounting and reporting by identifying discrepancies and their cause and recommendations for corrective action.
• Prepare more complex financial analysis for designated area and routine reports for manager.
• Demonstrate understanding of analysis by applying knowledge and anticipating issues and demonstrate ownership of assigned tasks or processes.
• Make recommendations regarding the process of creating the assigned complex analytics as well as recommendations regarding the results of the analytics.
• Maintain various systems and data assets that support the specific financial areas (e.g., accounting, planning, and administrative systems). Assumes ownership of the data in the system or assets related to the assigned analysis.
• Partner with business areas to provide requested analysis, information, and data.
• Maintain a specialized working knowledge in assigned tasks and analysis of Unum’s products, services and business processes including, his/her specific business area, the issues and technical skills required to support the area.

Requirements & Tech Stack

• Bachelor’s degree or comparable work experience (After September 2015, a Bachelor’s degree is required).
• Zero to three years of comparable experience.
• Basic understanding of the components of multiple financial statements and how they interact with one another.
• Ability to respond quickly and positively to change.
• Developing customer service/teamwork skills within job area.
• Highly motivated individual able to take direction from managers and developing skills to solve problems with little guidance from managers.
• Ability to prioritize work while working on multiple projects keeping track of and meeting due dates.
• Demonstrate strong communication skills related to job.
• Basic to intermediate EXCEL skills.
• Word and PowerPoint proficiency.
• General ledger systems and reporting tools experience preferred.
• Exhibit customer service skills in working with functional area team and other resources to complete assigned work.