Senior Financial Analyst

Posted Yesterday
4 Locations
In-Office
64K-120K Annually
Senior level
Insurance
The Role
Senior individual contributor supporting inforce management and reporting for Group Dental. Build and maintain reporting/monitoring tools, analyze financial and operational data to inform pricing and renewals, collaborate with actuarial/underwriting/product teams, ensure data integrity, improve reporting processes, and present actionable recommendations to management.
Summary Generated by Built In
Job Posting End Date: August 15

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 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

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 comparable work experience (degree required after September 2015).
  • CPA, CMA or CFA certification.
  • Three to six years comparable work experience.
  • Experience navigating change positively.
  • Highly motivated, able to take independent actions to solve problems with limited manager involvement.
  • Ability to manage multiple projects simultaneously with minimal guidance.
  • Strong communication, presentation, and negotiation skills with all levels of management.
  • Ability to link business processes, drivers, and changes to financial results and trends.
  • Intermediate to advanced Excel skills.
  • Proficient in Word and PowerPoint.
  • Alteryx and Tableau skills.
  • Understanding of general insurance concepts.

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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