Finance Analyst at Solstice, focusing on financial planning and analysis. Responsible for data analysis, reporting, and strategic insights to enhance financial health.
About the role
- Senior Financial Analyst at Unum providing financial analysis to inform business decisions. Collaborating with subject matter experts and mentoring less experienced team members.
Responsibilities
- Report and analyze inforce premium and persistency trends
- Reconcile and balance accounts related to the financial area
- Make appropriate recommendations for efficiencies
- Maintain integrity of data in various systems
- Analyze financial data and prepare related reports
- Conduct special studies and lead projects
- Produce results to solve problems with minimal support
- Communicate issues identified and recommend resolutions
- Maintain specialized working knowledge of Unum’s products
- Mentor and oversee work of less experienced team members
Requirements
- Bachelor’s degree or comparable work experience
- CPA, CMA or CFA certification preferred
- Three to six years comparable work experience
- Strong understanding of financial statements
- Experience navigating change positively
- Mastered customer service skills
- Highly motivated individual with independent problem-solving abilities
- Manage multiple projects with minimal guidance
- Solid communication, presentation, and negotiation skills
- Intermediate to advanced EXCEL Skills
- General ledger systems and reporting tools experience preferred
- Experience in Tableau, Alteryx or other Finance Core Platforms is a plus
- Experience in financial forecasting and modeling is a plus
Benefits
- 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
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