Investment Back Office Manager

Unum•Chattanooga, TN

About The Position

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 area at Unum is adding an Investment Back Office Manager to the team! This is an expert level position responsible for providing leadership on highly complex activities and contributions across the finance organization. The incumbent may have direct or indirect management responsibility for professional staff. The position will lead our investments back office team. Responsibilities include trade settlement, custody reconciliations, derivatives margin calls, statutory state deposits, etc. Daily use of Bloomberg and Clearwater Analytics.

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.
At least 5+ years of comparable experience.
Strong understanding of the components of multiple financial statements and how they interact with one another.
Bloomberg and Clearwater Analytics experience.
Experience navigating change in a positive manner.
Has mastered solid customer service skills while working effectively with functional area, team and other resources to complete assigned work while broadening contacts in other functional areas.
Highly motivated individual able to take independent actions to solve problems/issues with limited involvement from manager.
Manages multiple projects simultaneously with minimal guidance from manager.
Strong communication and negotiation skills.
Adept at handling group dynamics
Intermediate to advanced EXCEL Skills

Nice To Haves

General ledger systems and reporting tools experience preferred
Proficient in Word and PowerPoint

Responsibilities

May supervise and/or manage work of staff.
May actively participate in the hiring, development, performance and compensation decisions affecting assigned staff.
Seek out and maintain cooperative, productive cross-functional partnerships throughout the global enterprise.
Model positive change management, leading individuals and teams through new operating models and methodologies, creating opportunities for discussion and deliberation.
Build agility and resilience within the team to drive transformation.
Provide coaching and mentoring to assist individuals in achieving their full potential.
Build bench strength and core competencies for the organization.
Seek out opportunities to increase business knowledge and create visibility within the organization.
Partner with Investment Management Team to fulfill back office duties as necessary
Ensure all trade settlements are completed
Manage Statutory State Deposit Process
Manage Daily Derivatives Collateral Process
Direct the team on accurate completion of all reporting, analysis, and manages the day to day activities of the team including the GAAP and statutory accounting, general ledger processes, and reporting for specified financial area.
Direct maintenance of various systems and data assets that support the specific financial area(s) of responsibility.
Act as consultant providing financial support to business areas regarding conformance to corporate policies and procedures, technical inquiries, planning and forecasting process, and various tax and accounting issues.
Review existing accounting, financial reporting and administrative processes and procedures in an effort to streamline activities to increase productivity
Maintain compliance with corporate policies, procedures and controls and external regulatory requirements.
Lead and/or participate in business initiatives and projects.
Present reporting and analysis to management.
Proactively identify and research unusual trends and make recommendations.
Lead and/or perform analyses and forecasts.
Reconcile and balance accounts related to the specific financial area(s) to maintain control and accuracy by identifying discrepancies and their cause and recommend corrective action.
Maintain integrity of data in various systems and data assets that support the specific financial areas of responsibility.
Analyze financial data, provide recommendations for appropriate action, and prepare related reports in consultation with business partner.
Direct resources and produce results to solve problems or issues.
Take ownership for the outcome of their team’s work as well as their own efforts.
Clearly communicate issues identified and recommend the most appropriate/effective solutions.
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.

Benefits

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