The VP - Financial Planning & Analysis (FP&A) plays a key business advisory role supporting decision making at a senior level highlighting key financial issues and risks to be considered. As the FP&A Director/Head you will provide insight and challenge to ensure business leaders develop agree and deliver on strategically aligned and financially disciplined plans.
Responsibilities:
- Leads the annual and long-term planning forecasting and business strategic analysis for the enterprise
- Conducts financial analysis modeling forecasting and reporting efforts ensuring timeliness accuracy and efficient financial operations
- Collaborates with team members and business leaders to prepare monthly and quarterly reporting packages with insights that drive business decisions
- Provides insightful financial analysis highlighting key performance drivers trends and potential risks to senior management
- Builds strong relationships and becomes a trusted advisor with functional business partners throughout the organization supporting teams to define and execute against short-term and long-term goals
- Fosters a culture of financial discipline and data-driven decision-making throughout the organization
- Reviews analysis results develops insightful suggestions for investment cost reduction and leads strategic business decisions
- Continuously improves and automates financial management processes and analytical tools needed to deliver reporting and budgeting
- Leads and mentors the FP&A team fostering a culture of high performance collaboration and professional growth
- Provides materials for and communicates with a variety of audiences including executive leadership UFGs board of directors and employees
Qualifications:
Education and certifications:
- Bachelor of Science degree Accounting Finance or related field
- MBA preferred
- CPA or CMA preferred
Experience:
- Minimum 15 years of professional experience including 7 years in a leadership role
- Experience developing and leading financial modeling forecasting and data analysis processes
- Strong understanding of accounting principles
- Property casualty insurance experience preferred
Knowledge skills & abilities:
- Exceptional communication skills (verbal and written) and the ability to communicate financial information effectively to non-finance stakeholders
- Demonstrated ability to contribute to strategic planning and decision-making at the executive level
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and translate it into actionable strategies
- Excellent attention to detail an exceptionally high degree of initiative and adaptability
- Demonstrated intellectual curiosity ability to see gaps in existing plans
- Ability to assimilate information and make recommendations based on a combination of factors
- Strong management skills and the ability to lead a team
Working Conditions:
- General office environment
- Occasional travel to branch offices and industry events as needed
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. It is not designed to contain or be interpreted as a comprehensive list of all duties responsibilities and skills required. Additional task and requirements may be assigned as necessitated by business need. UFG retains the right to modify the description of this job at any time.
Required Experience:
Exec