Operations Business Analyst II - Finance Enablement

Posted Yesterday
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4 Locations
In-Office
64K-120K Annually
Mid level
Insurance
The Role
Leads business analysis for complex finance transformation initiatives supporting financial planning and analysis teams. Responsibilities include eliciting and documenting requirements, assessing processes, designing solutions, analyzing data, developing prototypes, supporting agile ceremonies, managing operational readiness, resolving complex problems, and facilitating stakeholder alignment. The role also mentors junior analysts and helps translate business needs into implementable technology solutions.
Summary Generated by Built In
Job Posting End Date: November 05

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:

Our Finance organization at Unum is seeking an Operations Business Analyst II. The Finance organization at Unum is focused on delivering value to our partners and stakeholders. We are accomplishing that goal through a transformation program which brings people, process and data together to deliver trusted insights that drive Unum’s growth. To achieve that vision, the individual in this role will be tasked with assessing current state finance processes, defining requirements, designing solutions and supporting adoption efforts. This business analyst will primarily focus on supporting our transformation for financial planning and analysis teams.


This position is responsible for leading the business analysis effort for business initiatives/projects of a specified operational area that are mid to large in size with a high level of complexity. This position is responsible for working with the agile team and key leadership roles to generate dialogue with organizational partners that facilitates value-driven decision making and prioritization. Employees at this level are expected to use advanced elicitation techniques with little to no oversight to assess and define current state processes, determine requirements and deliver data-driven recommendations for target state. They understand agile ways of working and the deliverables associated with each stage of a mid to larger size initiative. They use innovative and critical thinking skills applied to business process and needs to ensure digital infrastructure meet business value.


 

Principal Duties and Responsibilities

  • Lead, facilitate and drive large, highly complex and/or cross functional requirement elicitation and validation sessions by working with finance partners to ensure a complete, correct, prioritized, unambiguous, verifiable and comprehensive collection of requirements.
  • Determine appropriate requirement elicitation technique(s). Meet broad and/or cross functional business vision/needs by asking questions, offering alternatives and exploring all sides of an issue to understand the true business need.
  • Document procedures and create operational readiness plans.
  • Understand the purpose of business functions; including most significantly, the processes through which work is accomplished and value delivered.
  • Assist with project management gaps, including developing project plans, conducting agile ceremonies, and ensuring timely turnover of deliverables.
  • Develop moderate to complex prototypes to help visually illustrate requirements.
  • Identify, analyze and drive resolution of large, complex problems while partnering with project management team to influence final solutions.
  • Pull together data from multiple disparate sources, analyze; assess impacts when a change is proposed to a system and put together a cohesive solution/presentation/next steps that integrates into the big picture for the current project and the company’s strategic direction.
  • Think beyond the current project and envision how the solution being developed could be leveraged for future endeavors.
  • Own and guide the process of effectively translating complex business, system or non-functional requirements into clear, concise, traceable functional requirements and documenting them in a comprehensive repository within the business requirements document/functional specification document.
  • Manage, lead, and participate in discussions and documents meetings. Clearly articulate and/or present difficult, complex, multi-faceted ideas and information and respond to questions from functional and cross-functional groups at all levels within the organization
  • Use established cooperative, productive working relationships across the organization to influence, negotiate and recognize/resolve potential conflict/challenging situations in advance.
  • Organize efficiently, with appropriate sense of urgency to meet deliverables on time; delegates/drives others to act, notifies management when schedule cannot be met; recommend and implement alternatives/solutions to minimize delay.
  • Teach/mentor junior analysts on basic and advanced elicitation techniques and how to develop simple to advanced artifacts as well as delegates tasks and shares general information to help build their skills.
  • May perform other duties as assigned.

Job Specifications

  • Bachelor’s degree or equivalent experience
  • 4+ years of systems and business analysis experience
  • Extensive/superior/proven knowledge of:
    • Requirement gathering, work decomposition, change management processes
    • Project management process
    • Agile methodology and ways of working
  • Strong ability to understand technical vernacular and have intelligent conversations with organizational partners to translate business needs into technology solutions that can be implemented
  • Intermediate to advanced understanding of databases and SQL
  • Experience working in a finance or finance transformation capacity for life and health insurance or related financial services.
  • Extensive experience estimating business efforts and acting as a business liaison on mid to long-range planning and analysis sessions for large, complex, and/or cross-functional projects
  • Gather, track, and analyze data sources for process that require a substantial technical understanding
  • Self-starter, adapts and works effectively within a rapidly changing business and technical environment
  • Strong mentoring skills
  • Understands team dynamics – what works/what doesn't
  • Ability to deal with ambiguity on large and complex projects and able to coach other BA’s and/or SME’s through ambiguous project situations
  • Demonstrated ability to promote the benefits of change and act as a catalyst for change within the organization
  • Effective facilitation skills to drive requirement sessions and conduct presentations to large groups of individuals at all levels within the organization
  • Positive, professional and confident in resolving issues and negations with other areas.
  • Highly effective communication skills, both verbal and written. Through effective diagnosis, apply appropriate communication mediums (e-mail, conference calls, PowerPoint, Microsoft Office, Microsoft Visio, etc.) to achieve intended goal.
  • Possess strong listening and comprehension skills.
  • Excellent consultative and advisory skills

#LI-AS3

~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.

$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

Skills Required

  • Bachelor's degree or equivalent experience
  • 4+ years of systems and business analysis experience
  • Knowledge of requirements gathering, work decomposition, and change management processes
  • Knowledge of project management processes
  • Knowledge of Agile methodology and ways of working
  • Ability to understand technical terminology and translate business needs into implementable technology solutions
  • Intermediate to advanced understanding of databases and SQL
  • Experience in finance or finance transformation within life and health insurance or related financial services
  • Experience estimating business efforts and serving as a business liaison for complex projects
  • Experience gathering, tracking, and analyzing data sources requiring substantial technical understanding
  • Ability to work effectively in a rapidly changing business and technical environment
  • Strong mentoring skills
  • Ability to manage ambiguity on large and complex projects and coach other business analysts or subject matter experts
  • Ability to promote change and act as a catalyst for organizational change
  • Effective facilitation and presentation skills
  • Strong communication skills, verbal and written
  • Strong listening and comprehension skills
  • Excellent consultative and advisory skills

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.

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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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