Senior Financial Analyst
Unum Atlanta, Georgia, United States · $64K–$120K/yr
Insurance · 1,001-5,000 employees
About the role
The role supports inforce management and reporting for the Group Dental block by delivering actionable financial insights and monitoring tools. It involves collaborating with internal stakeholders to inform pricing strategies and overseeing the annual renewal program.
What they look for
Requirements
Candidates must have a bachelor's degree and three to six years of comparable work experience. Proficiency in Excel is required, with preference given to those holding CPA, CMA, or CFA certifications.
Benefits
Full description
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
Similar roles
-
Financial Analyst
Bodell Construction Company Salt Lake City, Utah, United States
-
Financial Analyst
Inspira Financial Oak Brook, Illinois, United States
-
Senior Finance Analyst
American Packaging Corporation Columbus, Wisconsin, United States
-
Senior Financial Analyst
Google Sunnyvale, California, United States · $141K–$205K/yr
-
Senior Financial Analyst
Calibrant Energy United States
-
Finance Analyst
AbCellera Vancouver, British Columbia, Canada · CA$78K–CA$98K/yr