CNO Financial Group

Financial Planning and Analysis

• Conducts strategic initiative reporting for Bankers Life, Washington National, and Colonial Penn.
• Supports business case development for Consumer Division Growth Strategy initiatives.
• Assist with the development of key management deliverables, including Rating Agency presentations, QBR materials, internal business reviews, etc.
• Work closely with technology and DP&A CoE team members to improve the timeliness, accuracy, and availability of data used in various operational and strategic reports and dashboards.
• Work closely with Consumer Division business partners to continuously improve processes, policies, and procedures and internal control standards to ensure "One Source of Truth" reporting.
• Maintains documentation for key financial reporting and operations processes and models.
• Performs Budget/Forecast validation and process support as required.

Senior Analyst, Consumer Group Finance

Business Operations

• Process complex applications and post-issue transactions, ensuring accuracy and adherence to established procedures.
• Provide support and guidance to offshore processing teams by answering questions and clarifying complex issues.
• Manage and resolve escalated cases, investigating root causes and implementing effective solutions.
• Assist with updating procedures and documentation as needed.
• Assist with inventory management activities, by reviewing work queues and automated processes.
• Aid in identifying opportunities for process improvements, providing feedback to enhance the efficiency, accuracy, and overall effectiveness of business operations.

Business Operations Coordinator

Business Development Rep

• Oversee all BLS/AS communications in alignment with firm protocols and regulatory standards
• Act as the firm’s Marketing Principal (Series 24) with final approval authority for all firm and field representative/advisor communications
• Review FR/FA-created communications to assess intent, usage, and potential risk to the firm
• Facilitate the approval process for new vendors, including contract sourcing
• Partner with CNO marketing teams and internal stakeholders to support blog and social media content
• Manage and maintain digital content across BLAS Digital Presence, BSPN, SharePoint, and other platforms
• Develop and implement standards and best practices for content creation
• Collaborate with BLS/AS leadership to improve systems and processes related to public communications
• Oversee firm-level mailings, electronic communications, and bi-monthly newsletters
• Support training and development efforts by partnering with the Field Development Group on onboarding and educational content
• Coordinate key events and committees

Senior Business Development Analyst

Application Engineer

• Design, implement, and maintain scalable, resilient software solutions through a mix of third-party PaaS/SaaS applications and in-house, custom developed solutions
• Diagnose and resolve issues related to application functionality, integration, reliability, and efficiency through systematic analysis
• Author clean, maintainable, and well-documented code following industry best practices and internal standards
• Oversee code quality of developers and engineers for the assigned scope of applications
• Assess and implement optimizations for applications that improve performance, stability, and scalability to support business growth
• Research and integrate emerging technologies, frameworks, and methodologies to enhance system capabilities
• Produce technical specifications, diagrams, and process documentation for knowledge sharing
• Partner with product managers, architects, application vendors, developers, QA engineers, and infrastructure teams to deliver robust solutions aligned with business objectives

Consultant

• Serving as a subject matter expert (SME) through mastery of at least one enterprise function/business unit
• Leading system design requirements for the complex and critical systems in multiple business areas.
• Independently evaluating system requests of significant complexity and leading/conducting analysis needed to define the scope, sizing and requirements to implement system technology requests.
• Formulating and defining systems scope and objectives through research and fact-finding combined with an understanding of applicable business solutions and business requirements
• Working as a liaison among stakeholders in order to elicit, organize, evaluate and validate requirements for changes to IT systems.
• Serving a knowledge expert on the creation and maintenance of highly technical documentation for new and existing systems; reviewing business requirements with various business and technology stakeholders.
• Mentoring and coaching more junior System Analysts and Consultants and coordinates the activities within business function.
• Serving as a primary consultant on systems serving large and highly complex projects.
• Recommending new system functionality, new products, and new capabilities; leading new product development.
• Collaborating with project members to develop and model specifications, diagrams and flowcharts
• Using a high degree of technical acumen to troubleshoot systems and system clusters; frequently leads relatively complex triage groups.

Senior Systems Analysis Consultant

Business Intelligence Analyst

• Providing reporting and financial statement analysis support.
• Preparing periodic financial statements and regulatory filings.
• Preparing journal entries and reconciliations with support that provides adequate audit evidence.
• Providing documentation and analysis that supports financial statements.
• Explaining significant fluctuations between actual results and plan.
• Preparing complex calculations and analysis critical to financial statements.
• Documenting processes and controls.
• Preparing disclosures required in regulatory filings.
• Leading assigned strategic projects and initiatives.
• Communicating and presenting information to various levels within the organization.
• Contributing to the maintenance of strong internal control environment.
• Collaborating with FP&A, Tax and investments teams.

Senior Accounting & Financial Reporting Analyst

Artificial Intelligence

• Independently evaluating complex system requirements to execute on needed configurations/implementations
• Formulating and defining systems scope and objectives through research and fact-finding combined with an understanding of applicable business requirements and solutions
• Working as a liaison among HR areas and other internal stakeholders in order to elicit, organize, evaluate and validate requirements for changes to systems
• Reviewing business requirements and system outcomes with stakeholders accordingly
• Managing Workday releases, updates and testing
• Leading HRIS projects and has accountability for ongoing activities
• Using a high degree of technical acumen to solve unique or complex HRIS problems
• Recommending new system functionality and/or configuration and typically leads upgrade planning; performing major system enhancements and supports new product development
• Training, mentoring, and acting as a technical resource for colleagues with less experience
• Influencing the organizational objectives of HRIS and providing input into operational plans that support the execution of HR Services/Operations strategies
• Working independently, receiving minimal guidance on assignments requiring high technical complexity and coordination
• Serving as a team leader and liaison for large projects with high visibility within HR and very limited oversight from the HRIS manager
• Troubleshoot integration issues and design long term solutions
• Test enhancements and regression test Workday releases to ensure system functionality properly works, report defects and collaborate with peers to ensure the issues were fixed
• Lead change in an effective manner while considering user needs, compliance policies and regulatory procedures
• Periodically audit existing security and report concerns to leadership along with suggested next steps

HRIS Workday Compensation Consultant

Data Engineer

• Designing enterprise information architecture under limited direction to store, move, transform, deliver, integrate, and manage data.
• Contributing to the growth of the Data Architecture practice by identifying common patterns and developing frameworks for all data management disciplines.
• Executing the data strategy and vision in alignment with business goals by utilizing the modeling standards, guidelines, best practices, and approved modeling techniques.
• Modeling the future state of the data architecture and provides best practices and guidelines.
• Reviewing proposed data models in packaged or commercial applications for business applicability.
• Contributing significantly to data integration, business intelligence (BI), and enterprise information management programs.
• Establishing metrics to track and measure the value of data architecture initiatives (e.g., model reuse, project cost impact, data consistency improvements).
• Identifying significant data assets based on business impact, decision impact, risk mitigation, or organizational relevance.
• Ensuring critical information assets are represented in the enterprise information architecture (EIA) and comply with its design guidelines.

Senior Data Architect

• Responsible for maintaining and operating the system by which management reviews and analyzes key internal controls over financial reporting (ICFR)
• Lead supplemental statutory control procedures in support of management’s assessment regarding compliance with the NAIC’s Model Audit Rule and other statutory reporting requirements
• Collaborate with actuarial, finance, and internal audit teams to assess emerging risks and ensure comprehensive SOX and MAR controls coverage
• Work closely with the office of the CAO to determine planning materiality, in-scope financial statement accounts, related business processes, associated risks of financial misstatement, and key ICFR controls
• Maintain updated control documentation (narratives, flowcharts, risk control matrices)
• Coordinate with external auditor to ensure effective and efficient audit, minimizing intrusion to business operations
• Oversee the annual walkthrough process

Manager, Financial Controls

Sales

• Engage with new and existing customers through inbound and outbound interactions, delivering life insurance solutions.

Phone Sales and Service Evening Agent

• Attend union conferences, benefit fairs, and strategic events to represent Optavise and generate qualified leads.
• Cultivate in-market relationships with existing clients, including union leaders, benefit administrators, and affiliated organizations.
• Provide feedback from the field to inform strategy, product positioning, and service delivery improvements.
• Facilitate delivery of sales training and learning and development content, including, but not limited to, in-person classroom instruction, live virtual training, and in-market field demonstration for OCA Field Managers.
• Build and maintain working relationships with stakeholders to understand business goals to identify development needs and solutions, and to ensure initiatives are aligned.
• Implement project plans for program development to attain desired outcomes and accomplish objectives including ideation, stake-holder inclusion, project management, budget oversight and change management.