AVP - Financial Planning & Analysis

UFG is currently hiring for an AVP, Financial Planning & Analysis to report to the VP of Financial Planning & Analysis and serve as a senior leader within Corporate Finance. This role acts as a strategic deputy to the VP, translating enterprise strategy into financial plans, operating priorities, and actionable business insights. The AVP provides leadership across planning, forecasting, management reporting, expense and resource governance, and strategic financial analysis in support of executive-level decision-making.

The AVP leads day-to-day execution of the FP&A operating agenda, develops FP&A talent, strengthens business partnerships, and advances the function's analytical, reporting, and process capabilities. The role represents FP&A in selected leadership forums and may serve as the primary delegate for the VP of FP&A.

Essential Duties & Responsibilities:

• Partner with the VP of FP&A to establish and execute the enterprise FP&A agenda, operating rhythm, planning priorities, and leadership deliverables.
• Lead enterprise planning, forecasting, long-range planning, and strategic financial analysis, including coordination of assumptions, timelines, deliverables, and management reviews.
• Review financial results, forecasts, business cases, staffing requests, and investment proposals to improve decision quality, resource allocation, and accountability.
• Oversee management reporting, executive analysis, and financial materials for the CFO, executive leadership, and governance forums, ensuring clear communication of trends, risks, opportunities, and recommended actions.
• Serve as a senior financial advisor to business unit and functional leaders by translating strategic objectives into measurable financial and operational plans.
• Provide leadership over enterprise expense analysis, spending visibility, cost management, financial discipline, and expense allocation governance.
• Lead strategic analysis related to growth, profitability, operating leverage, productivity, organizational capacity, benchmarks, external trends, and business optimization.
• Advance FP&A transformation through planning and reporting modernization, process standardization, automation, data quality improvement, and broader use of analytical solutions.
• Develop FP&A talent by setting clear expectations, coaching assigned Directors, Managers, and Analysts, and building bench strength through succession planning, cross-training, and effective capacity deployment.
• Coordinate cross-functional financial priorities with Accounting, Treasury, Enterprise Analytics, Human Resources, Procurement, Accounts Payable, and other teams.
• Represent FP&A in selected leadership forums, serve as delegate for the VP of FP&A when appropriate, and lead special projects or continuous improvement efforts based on business need.

Job Specifications:

Education:

• Bachelor's degree in finance, Accounting, Economics, Business Analytics, or a related field required; MBA, CPA, or other relevant advanced credential preferred.

Experience:

• 12+ years of progressive experience in FP&A, corporate finance, strategic finance, or related fields, including significant leadership responsibility.
• Demonstrated experience leading enterprise planning, forecasting, management reporting, and strategic financial analysis processes.
• Experience leading managers and developing high-performing finance teams.
• Property and casualty insurance or broader financial services experience preferred.

Knowledge, skills & abilities:

• Strong command of financial, accounting, operational, and business performance principles, including the ability to connect strategy, operational drivers, and financial outcomes; knowledge of statutory and GAAP accounting principles preferred.
• Proven ability to influence senior leaders, constructively challenge assumptions, build cross-functional alignment, and communicate complex analysis in a clear, executive-ready manner.
• Advanced analytical, financial modeling, strategic thinking, and problem-solving capabilities, with sound judgment, executive presence, and strong attention to detail.
• Demonstrated ability to lead finance transformation, process improvement, planning and reporting modernization, and adoption of technology-enabled analytical solutions.
• Ability to evaluate and responsibly apply artificial intelligence, automation, data visualization, and advanced analytics tools to improve FP&A productivity, forecasting, insight generation, reporting quality, and decision support.
• Strong leadership and talent-development skills, with a track record of building capable, collaborative teams and managing competing priorities through ambiguity and demanding deadlines.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI, Alteryx, Tableau, enterprise planning platforms, AI-enabled productivity tools, or similar financial and analytical technologies preferred.

Pay Transparency Statement:

UFG Insurance is committed to fair and equitable compensation practices. The base salary range for this position is $175,000 - $225,000 annually, which represents the typical range for new hires in this role. Individual pay within this range will be determined based on a variety of factors, including relevant experience, education, certifications, skills, internal equity, geography and market data. 

In addition to base salary, UFG Insurance offers a comprehensive total rewards package that includes:

• Annual incentive compensation
• Medical, dental, vision & life insurance
• Accident, critical Illness & short-term disability insurance
• Retirement plans with employer contributions
• Generous time-off program
• Programs designed to support the employee well-being and financial security.

This pay range disclosure is provided in accordance with applicable state and local pay transparency laws.