Financial Analyst - Investment Back Office
About The Position
This role supports back-office investment activity across the full trade lifecycle, including trade entry in investment accounting platforms such as Bloomberg and Clearwater, broker confirmation, allocation, custody reporting, and trade settlement. The role also supports reporting, compliance, pricing, and other core operational processes, while contributing to ongoing transformation initiatives focused on improving workflows, enhancing data quality, supporting automation, and identifying opportunities to leverage technology and AI to increase efficiency, strengthen controls, and reduce manual effort across Investment Operations.
Requirements
- 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.
- Zero to three years of comparable experience
- Basic understanding of the components of multiple financial statements and how they interact with one other
- Ability to respond quickly and positively to change.
- Developing customer service/teamwork skills within job area.
- Highly motivated individual able to take direction from managers and developing skills to solve problems with little guidance from managers.
- Ability to prioritize work while working on multiple projects keeping track of and meeting due dates.
- Demonstrate strong communication skills related to job.
- Basic to intermediate EXCEL Skills
- Proficient in Word and PowerPoint
- Exhibit customer service skills in working with functional area team and other resources to complete assigned work.
Nice To Haves
- General ledger systems and reporting tools experience preferred
Responsibilities
- Participate in regular monthly/quarterly financial cycle.
- Prepare, verify, reconcile, and balance accounts related to the specific financial area to maintain control and accuracy over accounting and reporting by identifying discrepancies and their cause and recommendations for corrective action.
- Prepare more complex financial analysis for designated area and routine reports for manager.
- Demonstrate understanding of analysis by applying knowledge and anticipating issues and demonstrate ownership of assigned tasks or processes.
- Make recommendations regarding the process of creating the assigned complex analytics as well as recommendations regarding the results of the analytics.
- Maintain various systems and data assets that support the specific financial areas (e.g. accounting, planning, and administrative systems).
- Assumes ownership of the data in the system or assets related to the assigned analysis.
- Partner with business areas to provide requested analysis, information, and data.
- Maintain a specialized working knowledge in assigned tasks and analysis of Unum’s products, services and business processes including, his/her specific business area, the issues and technical skills required to support the area.
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
- healthcare benefits (health, vision, dental)
- insurance benefits (short & long-term disability)
- performance-based incentive plans
- paid time off
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
