AVP, Business Planning

Primary Details

Time Type: Full time



Worker Type: Employee

The Opportunity: Develop and deliver financial reports by translating numbers into factual and insightful information using internal reporting, collaborating with team members, evaluating complex financial issues and recommending solutions to guide future organizational decisions and ensure alignment with business objectives.

• Location: Sun Prairie, Wisconsin
• Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week
• The starting salary for this role is between $124,000.00 and $186,000.00
  
  
  
  

Your new role

• Partner with product and business leaders to support development and preparation of long-term financial models, including gross written premium (GWP) and expense forecasting models to improve business planning, and other analysis to drive new initiatives
• Analyze recent performance and trends including monitoring and developing relevant key performance indicators (KPIs), to measure and monitor returns
• Lead and participate in cross-functional initiatives to ensure alignment across the business and create strong partnerships with business leaders in functional groups to provide advice regarding financial implications of business activities and make recommendations to strategically enhance financial performance
• Identify and implement financial planning and analysis initiatives to simplify and scale the business
• Organize and evaluate quantitative data to identify and explain trends, problems, and root causes
• Provide a framework to support new product and/or strategic initiatives evaluation
• Participates and assists the financial planning and analysis leadership in the development of the annual and long range plans, including participation in the design of the annual planning framework, helping to lead the business and financial plan development, strengthen the business forecasting, reviewing and participating in setting company objectives and action items for revenues and expenses
• Participate in merger and acquisition activities, including modeling and due diligence
• Serve as business partner and contributor to growth and remediation strategies
• Identify information gaps and bridge gaps through process design, and re-engineering as it relates to reporting and forecasting
• Facilitate the development of the management reporting framework to support the growth of the division and its strategic and operational segments, including the design of new reports to provide innovative information to manage the business more effectively
• Develop and maintain financials models with sensitivity analyses around internal and external factors ensure they support overall business objectives
• Work with senior management, financial leadership, product leaders, and business units to assess, identify, and prioritize performance reporting needs including key metrics.
• Prepare executive level presentations and communications with logical reasoning and data support
  
  
  
  

Required Education

• Bachelor's Degree or equivalent combination of education and work experience
  
  
  
  

Required Experience

• 7 years relevant experience
  
  
  
  

Preferred Competencies/Skills

• Build and establish constructive and cooperative working relationships and open lines of communication
• Manage data to be accurate, timely and accessible
• Collaborate with people at different levels within the organization to accomplish a common goal; escalate issues when necessary
• High degree of financial acumen and awareness of financial responsibility
• Communicate information in a clear, well-organized, and professional manner
• Prioritize interests of the company and community during decision-making
• Build and maintain professional networks and channels of communication inside the organization
• High attention to detail
• Complete tasks by taking decisive or quick action
• Motivational, inspirational and enthusiastic approach to team leading and management
• Utilize insightful judgment and subject matter expertise to make sound decisions
• Creativity and alternative, open thinking to generate and support new or better ways of doing things
  
  
  
  

Preferred Education

• Master's Degree
  
  
  
  

Preferred Experience

• Increasing experience consistent with line of business knowledge
• Finance and reporting experience
  
  
  
  

Preferred Licenses/Certifications

• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
• Chartered Financial Analyst (CFA)
  
  
  
  

Preferred Knowledge

• Advanced working knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
• Advanced knowledge of financial reporting
• Advanced knowledge products and concepts relating to the insurance industry
  
  
  
  

Compensation Package: The salary range for this role is provided above. This is the national range for location(s) listed. The salary offer will be decided based on the role's complexity, its location, and the candidate’s professional background, including their education and experience. Beyond the base salary, regular full-time and part-time employees will also be eligible for QBE’s annual discretionary bonus plan based on business and individual performance. We encourage all candidates to apply, even if their salary expectations fall outside of this range, as we are committed to finding the right fit for our team.

QBE Benefits: We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to:

• Hybrid Working – a mix of working from home and in the office
• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender-equal basis
• Competitive 401(k) program with company match up to 8%
• Well-being program including holistic wellbeing coaching, gym membership, confidential counselling, financial and legal advice
• Tuition Reimbursement for professional certifications, and continuing education
• Employee Network and Community – QBE actively supports six Employee Networks, and many ways to give back to your community
  
  
  
  

To learn more, click here: Benefits | QBE US.

Why QBE? What if you could have a positive impact – at work and in the world?



At QBE, we’re enabling a more resilient future – for our customers, communities, environment, and for our people. We’re building momentum to achieve something significant and know our people are at the center of our success.

Our industry offers interesting and varied careers where you can help people to protect what matters most. As part of the QBE team, you’ll get to spend every day working with people who are passionate, talented and kind. And our international scale means we’re big enough for your ambitions, yet small enough for you to make a real impact.

Join us now, so you can be part of our success – and we can be part of yours!

https://www.linkedin.com/company/qbe-north-america/

Commitment to Diversity

QBE is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with QBE, please inform our Talent Acquisition team to let us know the nature of your accommodation request and your contact information.

Equal Employment Opportunity:

QBE provides equal employment opportunities to applicants and employees without regard to race; color; gender; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; protected veteran status; or disability or any other legally protected status.

Supplementary information

Skills:

Analytical Thinking, Cost Management, Critical Thinking, Decision Making, Detail-Oriented, Financial Data Reporting, Financial Forecasting, Financial Management, Financial Regulation, Intentional collaboration, Managing performance, Personal Initiative, Process Improvements, Risk Management, Stakeholder Management

How to Apply:

To submit your application, click "Apply" and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.