AVP – Financial Planning & Analysis

UFG Insurance

. Partner with the VP of FP&A to establish and execute the enterprise FP&A agenda, operating rhythm, planning priorities, and leadership deliverables .

Posted 10/9/2026full-timeRemote • United StatesLead💰 $154,858 - $204,236 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in financial planning and analysis, including enterprise planning, forecasting, and strategic financial analysis. Proven ability to lead finance transformation initiatives and develop high-performing finance teams while effectively communicating complex financial insights to senior leadership.

Highest-signal resume keywords

Enterprise PlanningFinancial ModelingStrategic Financial AnalysisLeadership DevelopmentProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingManagement ReportingCost ManagementData Quality ImprovementAnalytical SolutionsGAAP Accounting PrinciplesFinancial Performance PrinciplesAdvanced AnalyticsArtificial Intelligence

Soft Skills

Influencing Senior LeadersCross-Functional AlignmentClear CommunicationProblem-SolvingTalent Development

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointPower BIAlteryxTableauEnterprise Planning PlatformsAI-Enabled Productivity Tools

Industry Keywords

FP&ACorporate FinanceStrategic FinanceFinancial ServicesProperty and Casualty Insurance

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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
Coordinate assumptions, timelines, deliverables, and management reviews
Review financial results, forecasts, business cases, staffing requests, and investment proposals
Oversee management reporting, executive analysis, and financial materials for the CFO, executive leadership, and governance forums
Serve as a senior financial advisor to business unit and functional leaders
Lead 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 analytical solutions
Develop FP&A talent through coaching, succession planning, cross-training, and 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

Requirements

What you’ll need

Bachelor's degree in finance, Accounting, Economics, Business Analytics, or a related field required
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
Strong command of financial, accounting, operational, and business performance principles
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
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
Strong leadership and talent-development skills
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
Property and casualty insurance or broader financial services experience preferred

Benefits

Comp & perks

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