Director, Capital Planning – Analysis

Responsibilities

• Provide strategic leadership to business partners across Unum Group
• Direct activities and influence business decisions/outcomes
• Lead financial analyses with team members to inform business decisions
• Collaborate with subject matter experts and provide quality financial analytics
• Develop, implement, and adhere to financial policies and procedures
• Improve overall operations, consistency, controls, process efficiency, and effectiveness of the enterprise
• Maintain cooperative, productive cross-functional partnerships
• Model positive change management and lead teams through new operating models
• Build agility and resilience within teams and the Finance organization
• Provide coaching and mentoring to individuals for potential achievement
• Maintain knowledge of Unum Group’s finance functions, processes, reporting systems, and requirements
• Lead a team on accurate completion of reporting, analysis, and day to day activities
• Act as an expert consultant on financial support to business areas
• Review existing accounting, financial reporting, and administrative processes to streamline activities.
• Maintain compliance with corporate policies, procedures and controls and external regulatory requirements
• Lead business initiatives and projects
• Research, recommend, and implement new technical solutions
• Present reporting and analysis to senior management
• Proactively identify and research unusual trends and make recommendations
• Lead detailed analyses and forecasts of complex financial performance
• Monitor industry trends and issues supporting business needs and assessing impacts

• Bachelor’s degree, required
• At least seven years relevant work experience in the finance department of large corporation.
• Master’s degree, CPA, CMA or CFA certification preferred.
• Comprehensive knowledge of finance at practical and policy levels and the technical skills required to support it.
• Proficient in technology necessary to carry out responsibilities.
• In-depth understanding and application of financial services and/or insurance sector accounting preferred.
• Strong negotiation and partnership skills, across all levels of management, with ability to influence and challenge decisions and processes.
• Ability to frame up issues, options, and solutions using financial data for business decision-making.
• Experience navigating change in a positive manner with both individuals and teams.
• Experience working with all corporate levels including senior management and external contacts.
• Proven ability to work in fast-paced, detailed, and deadline-oriented environment by balancing multiple priorities and resources simultaneously.
• Excellent conflict resolution and facilitation skills.
• Operates with strong conceptual thinking rather than strictly in a 'rules' framework.

Demonstrates strategic leadership in financial analysis and decision-making, with a strong focus on compliance, process efficiency, and cross-functional collaboration. Possesses expertise in financial services and the ability to influence business outcomes through effective communication and change management.

• Financial Analysis
• Change Management
• Cross-Functional Collaboration
• Financial Reporting
• Compliance Management

• Financial Analysis
• Financial Reporting
• Financial Policies
• Process Efficiency
• Forecasting
• Data Analysis
• Technical Solutions Implementation
• Accounting Principles
• Financial Services Knowledge
• Budgeting

• Negotiation Skills
• Conflict Resolution
• Coaching and Mentoring
• Influencing Skills
• Agility and Resilience

• CPA
• CMA
• CFA
• Master's Degree

• Finance Department
• Insurance Sector Accounting
• Corporate Policies
• Regulatory Compliance
• Business Initiatives

• Financial Reporting Systems
• Analytical Tools
• Data Visualization Software
• Collaboration Platforms
• Accounting Software