Director, Capital Planning & Analysis

Posted Yesterday
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5 Locations
In-Office
90K-170K Annually
Senior level
Insurance
The Role
Lead capital planning and financial analysis for the enterprise, manage GAAP and statutory reporting, direct teams, improve processes and controls, provide financial guidance to business partners, present analysis to senior management, and drive finance-related projects and system improvements.
Summary Generated by Built In
Job Posting End Date: August 11

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 position provides strategic leadership to business partners across Unum Group and directs activities and influences business decisions/outcomes. The incumbent may have direct or indirect management responsibility for professional staff. The position will lead financial analyses with team members 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 complex issues. Responsibilities will include the development of, implementation of, and adherence to financial policies and procedures that will improve the overall operations, consistency, controls, process efficiency, and effectiveness of the enterprise.

Principal Duties and Responsibilities

  • Seek out and maintain cooperative, productive cross-functional partnerships throughout the global enterprise. 
  • Model positive change management, leading individuals and teams through new operating models and methodologies, creating opportunities for discussion and deliberation.
  • Build agility and resilience within teams and broader Finance organization to drive transformation.
  • Provide coaching and mentoring to assist individuals in achieving their full potential. Build bench strength and core competencies for the organization.
  • Seek out opportunities to increase business knowledge and create visibility within the organization.Maintain a comprehensive working knowledge of Unum Group’s finance functions, processes, reporting systems, and requirements.  
  • Directly or indirectly lead a team on accurate completion of all reporting, analysis, and manages the day to day activities of the team including the GAAP and statutory accounting, general ledger processes, and reporting for specified financial area.  
  • Direct maintenance of various systems and data assets that support the specific financial area(s) of responsibility.
  • Act as an expert consultant providing financial support to business areas regarding conformance to corporate policies and procedures, technical inquiries, planning and forecasting process, and various tax and accounting issues.
  • Review existing accounting, financial reporting and administrative processes and procedures in an effort to streamline activities to increase productivity.
  • Maintain compliance with corporate policies, procedures and controls and external regulatory requirements.
  • Lead business initiatives and projects.
  • Research, recommend, and implement new technical solutions to functional area(s) of responsibility. 
  • Present reporting and analysis to senior management. Proactively identify and research unusual trends and make recommendations. Lead detailed analyses and forecasts complex aspects of financial performance. 
  • Monitor industry trends and issues in support of business needs and assesses impacts.

Job Specifications

  • Bachelor’s degree, required
  • At least seven years relevant work experience in the finance department of large corporation.
  • Master’s degree, CPA, CMA or CFA certification preferred.
  • Comprehensive knowledge of finance at practical and policy levels and the technical skills required to support it.
  • Proficient in technology necessary to carry out responsibilities.
  • In-depth understanding and application of financial services and/or insurance sector accounting preferred.
  • Strong negotiation and partnership skills, across all levels of management, with ability to influence and challenge decisions and processes.
  • Ability to frame up issues, options, and solutions using financial data for business decision-making.
  • Experience navigating change in a positive manner with both individuals and teams.
  • Experience working with all corporate levels including senior management and external contacts.
  • Proven ability to work in fast-paced, detailed, and deadline-oriented environment by balancing multiple priorities and resources simultaneously.
  • Excellent conflict resolution and facilitation skills.
  • Operates with strong conceptual thinking rather than strictly in a 'rules' framework.

#LI-LR1

#LI-Onsite

~IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

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.

$89,900.00-$169,900.00

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

Skills Required

  • Bachelor's degree
  • At least seven years relevant finance experience in a large corporation
  • Direct or indirect management responsibility for professional staff
  • Comprehensive knowledge of finance at practical and policy levels
  • Experience with GAAP and statutory accounting, general ledger processes, and financial reporting
  • Proficient in technology necessary to carry out responsibilities (financial systems and reporting tools)
  • Strong negotiation and partnership skills with ability to influence across management levels
  • Ability to frame issues, options, and solutions using financial data for business decision-making
  • Proven ability to work in a fast-paced, detailed, and deadline-oriented environment
  • Excellent conflict resolution and facilitation skills
  • Experience navigating organizational change and leading transformation
  • Master's degree, CPA, CMA, or CFA certification
  • In-depth understanding and application of financial services and/or insurance sector accounting

Unum Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Unum and has not been reviewed or approved by Unum.

  • Healthcare Strength Benefits are described as starting day one and include medical coverage along with employer-provided life, short-term disability, and long-term disability. On-site amenities like a gym and café are also part of the health-and-extras package in some locations.
  • Retirement Support The retirement offering is positioned as a standout through a high employer 401(k) contribution. This retirement support is repeatedly framed as a key draw within the total rewards package.
  • Leave & Time Off Breadth Paid time off is characterized as generous, with additional personal days and company closure days also described. The time-off program is presented as broader than many peers on paper.

Unum Insights

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The Company
HQ: Chattanooga, TN
9,536 Employees

What We Do

Unum is a company of people serving people. A Fortune 500 company, we help millions of people gain affordable access to disability, life, accident, critical illness, dental and vision benefits through the workplace — benefits that help them protect their families, their finances and their futures. Our products and services meet the needs of a diverse workforce that includes four generations, growing ethnic diversity and changing family dynamics. A strong commitment to social responsibility is one of Unum's core values. In fact, we place particular emphasis on contributing to positive change in the communities in which we live and work. Helping our communities become better is a natural extension of the commitment we make each and every day to our customers — to help employers manage their businesses and employees protect their families and livelihoods. We look forward to sharing industry news, community involvement, recognition and other info we hope you find interesting and informative. We encourage your comments and feedback so we can be a valuable resource for you and get to know you a little better.

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