UPC Insurance

Director, Financial Planning & Analysis

Job Locations US-FL-St. Petersburg


Summary: The Director of FP&A for United Insurance Holdings Corp. (UIHC) leads the annual budget and forecast/projection cycles, inclusive of monthly/quarterly variance and management reporting, as well as other important financial management, analysis and oversight functions of the Company.  This is a critical role with high visibility internally working directly with the CFO, CEO, Board of Directors and most department leaders as well as externally with shareholders, regulators, investment bankers, and other service professionals.  As a trusted member of the senior management team, this position is expected to provide value-adding decision-making support in an accurate and timely manner while also supporting investor relations considerations/analysis.  The key result areas will be balanced between 1) budgeting, forecasting & modeling, 2) financial analysis & planning, 3) management reporting and 4) investor relations.


Essential Duties/Responsibilities:

The Director of FP&A for UIHC:

  1. Works with finance and business leaders to develop and memorialize UPC’s strategic plan. Collaborates with senior executives and business leaders for planning of strategic growth initiatives and setting organizational growth targets.
  2. Facilitates and guides the company through the budgeting, planning and forecasting processes to ensure that the integrated view is achieved across all disciplines including variance and trend analysis.
  3. Provides CFO with summary reports on key results and trends for projections areas (GAAP, STAT Capital, RBC, etc.).
  4. Assists in the development of material for periodic board updates (actuals/projections).
  5. Partners with corporate areas on strategic projects and M&A transactions.
  6. Provides insightful analysis to senior finance management and business leadership, including scenario modeling/”what if” analysis on a proactive and ad-hoc basis.
  7. Collaborates with CFO and other senior executives on the messaging and presentation materials for quarterly analyst calls and other investor presentations/road shows, including driving the development of the presentation material and accurate and timely supporting information.
  8. Assists with press/earnings releases and capital markets initiatives.
  9. Creates and maintains a high-performance culture and an engaged work environment by attracting, motivating, developing and retaining staff to drive initiatives and achieve successful results.
  10. Makes timely, tough and pragmatic decisions regarding people, processes, systems, and structure.

Supervisory Responsibilities:

  1. Develops and maintains an effective team through the selection, training, motivation and review of team personnel.
  2. Provides guidance and direction to FP&A employees to assist them in their professional development.
  3. Reviews work performed by FP&A staff and related analysis within Finance as needed. 


Education and/or Experience: Bachelor’s Degree in accounting, MIS, Economics or Finance required. MBA or Chartered Financial Analyst (CFA) preferred. Over ten years of progressively responsible experience in financial and SEC reporting, strategic planning, quantitative analysis primarily in the insurance industry. Five to seven years of management and leadership experience.


Other Abilities/Skills: Comfort with budgets, forecasting, modeling, benchmarking, financial analysis and providing support to aid in decision making. Demonstrated management, leadership and problem-solving skills. Ability to translate large amounts of data and information into strategic and actionable insights and business recommendations.



To perform the job successfully, an individual should demonstrate the following behaviors:

  • Motivation/Initiative: Motivated and curious, willing to ask questions, research issues and take on challenging projects/assignments; creative, brings new ideas to the table, exhibits self-confidence.  Has strong achievement motivation and tenacity. 
  • Administrative Skills: Possesses ability to organize and follow-through on multiple tasks, recognizes and attends to important details with accuracy and efficiency, effectively prioritizes work of staff members. Works to complete goals, tasks and plans, anticipates potential problems and analyzes alternative solutions.
  • Interpersonal Style: (Interpersonal Skills, Communication, Teamwork); develops/ maintains effective working relationships; listens attentively to others; communicates ideas clearly (written & verbal); relates to people in an open/ sincere manner; participates effectively in meetings; assists in finding solutions as well as identifying problems; communicates appropriately with supervisor, managed staff and co-workers. Able to manage other individuals and maintain calm and reliable demeanor in the face of challenges.
  • Self-Management: (Adaptability/Flexibility, Stress Tolerance, Autonomy); adapts readily to changes in routine; works effectively in stressful situations; needs limited guidance and direction; is comfortable working in a fast-paced environment; is reliable and dependable; is results-oriented; maintains productivity and composure under pressure; views problems as opportunities to create solutions.
  • Thinking Skills: Diagnoses problems efficiently; gathers sufficient input before making decision or plans; makes timely decision, quickly determines sources of problem, identifies information needed to solve problem and analyzes alternative solutions, communicates issues and decisions effectively to team. 
  • Customer Orientation: Sensitive & responsive to internal and external customer needs; demonstrates skills in customer services and satisfaction; maintains a positive attitude, willing to listen to customer problems and seeks solutions; stays in tune with changing needs of customers.

Required Skills:

Oral communication skills                      Project Management

Written communication skills                Proficiency in MS Office Programs

Math Aptitude                                         Effective Time Management

Organization                                            Team-oriented

Professionalism                                      Quantitative Analysis


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