UFG is currently hiring a Manager, Financial Systems & Data who will be responsible for the day-to-day leadership, prioritization, and execution of Finance systems and data operations supporting Accounting, Financial Reporting, Treasury, FP&A, Reinsurance, and related Finance functions.
This role ensures Finance-owned systems, reporting workflows, reconciliations, data processes, and controls operate reliably and effectively while supporting accounting close, regulatory reporting, management reporting, and modernization initiatives. The Manager serves as the primary operational liaison between Corporate Finance, Information Technology, Data Services, and business stakeholders.
The position provides leadership and oversight for Financial Systems and Financial Data analysts, establishes structured intake and prioritization processes, manages operational execution across multiple work streams, and supports the department's transition from a generalist operating model toward dedicated Systems, Data, and Reporting capabilities.
This position enables the Director of Financial Systems & Data to focus on long-term strategy, enterprise alignment, governance initiatives, modernization efforts, and organizational growth by ensuring daily operations run smoothly and predictably.
Essential Duties & Responsibilities:
Financial Systems Operations
- Oversee day-to-day administration, support, and operational effectiveness of Finance-owned applications including General Ledger, reporting, planning, treasury, reinsurance, and related Finance platforms
- Ensure system configurations, workflows, security access, and controls support business requirements and regulatory obligations
- Coordinate issue resolution, production support activities, and escalation management with IT and application vendors
- Maintain operational runbooks, configuration documentation, and process inventories
- Monitor system performance, recurring support issues, and operational risks
Financial Data Operations & Reporting Enablement
- Oversee daily, monthly, and quarterly finance data processes supporting accounting close and reporting activities
- Ensure data integrity across operational systems, data warehouses, reporting environments, and the General Ledger
- Coordinate reconciliation processes and resolution of data discrepancies and exceptions
- Support delivery of financial reporting datasets, recurring extracts, and analytical data needs
- Partner with Finance stakeholders to ensure data availability, consistency, and reliability for decision-making
Change Management & Continuous Improvement
- Coordinate Finance participation in system upgrades, releases, enhancements, defect remediation, and modernization initiatives
- Ensure appropriate testing, validation, and user acceptance processes are completed for Finance-impacting changes
- Manage intake, prioritization, and execution of system, data, reporting, and process improvement requests
- Identify opportunities to reduce manual processes, strengthen controls, improve efficiency, and increase automation
- Support implementation and stabilization of new technologies, integrations, and reporting capabilities
Operational Leadership & Work Management
- Establish and maintain structured intake, prioritization, and workload management processes across Systems, Data, and Reporting activities
- Balance resources across production support, recurring operational requirements, audit requests, project work, and enhancement initiatives
- Maintain visibility into work status, risks, dependencies, and capacity constraints
- Develop operational metrics and reporting to support resource planning and prioritization decisions
- Ensure clear ownership exists for systems, reports, data elements, reconciliations, and controls
Governance, Risk & Compliance
- Ensure Finance systems and data processes support SOX, GAAP, statutory reporting, and insurance regulatory requirements
- Oversee documentation and evidence collection supporting audits and internal control activities
- Ensure appropriate role-based security, access controls, change controls, and segregation of duties are maintained
- Support audit requests, remediation activities, and regulatory inquiries
- Participate in business continuity and disaster recovery planning for Finance systems and critical data processes
- Partner with Corporate Data Governance and Data Services teams to support established governance standards and policies
Leadership & Collaboration
- Lead, coach, and develop Financial Systems and Financial Data team members
- Establish performance expectations, development plans, and operational accountability
- Provide workload direction, prioritization guidance, and performance feedback
- Serve as the day-to-day operational liaison between Corporate Finance, Technology, Data Services, Internal Audit, and business stakeholders
- Build strong partnerships with Accounting, Treasury, FP&A, Reinsurance, Financial Reporting, and other Finance functions
- Foster a culture focused on accountability, operational excellence, continuous improvement, and customer service
Job Specifications:
Education:
- Bachelor’s degree in accounting, Finance, Information Systems, Data Analytics, Business Administration or related field
Experience:
- 8+ years of experience in financial systems, financial data operations, accounting operations, reporting, finance technology, or related disciplines
- 3+ years of people leadership, project leadership, or operational leadership experience preferred
- Insurance or financial services experience strongly preferred
- Experience supporting financial close, regulatory reporting, internal controls, and audit requirements preferred
Knowledge, skills & abilities:
- Strong understanding of accounting close, financial reporting, and Finance operational processes
- Experience working with financial systems, reporting platforms, data warehouses, and data marts
- Familiarity with ERP, General Ledger, budgeting, reporting, treasury, or reinsurance applications
- Understanding of system administration, integrations, testing, change management, and production support practices
- Working knowledge of SQL, reporting tools, BI platforms, or data validation techniques preferred
- Understanding of reconciliations between operational systems and the General Ledger
- Familiarity with SOX, access controls, segregation of duties, and audit requirements
- Strong analytical, organizational, and problem-solving skills
- Ability to manage competing priorities in a deadline-driven environment
- Strong communication and stakeholder management capabilities
- Process-oriented mindset focused on reliability, accuracy, accountability, and continuous improvement
Working Conditions:
- General office environment
- Travel Requirements: Infrequent travel, only as needed
Pay Transparency Statement:
UFG Insurance is committed to fair and equitable compensation practices. The base salary range for this position is $123,865 - $163,368 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.
Bachelor's degree in accounting, finance, information systems, data analytics, business administration or related field; 8+ years in financial systems, data operations, accounting, reporting, or finance technology; 3+ years people leadership preferred; insurance or financial services experience preferred.
Key Responsibilities
- leading financial systems
- overseeing data operations
- managing change initiatives
Skills & Tools
SQL, ERP, General Ledger
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 123,865 – 163,368 / year
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About UFG Insurance
An insurance company offering comprehensive total rewards and financial services. — Industry: Finance