Jill Helling, CPA, MSA, CPCU, AIAF has a diverse work experience spanning various roles and industries. Jill began their career as an Accounting Intern at ESP International in 2003. After that, they worked at CliftonLarsonAllen as a Staff Accountant from September 2006 to July 2007, and later as a Senior Accountant from July 2007 to November 2013. At CliftonLarsonAllen, they specialized in performing financial statement audits for nonprofit organizations and community banks.
In 2013, Jill joined UFG Insurance as a Financial Reporting professional, where they were responsible for statutory and SEC financial reporting, employee benefit plan reporting, and multi-year financial statement projects. Jill also assisted in the conversion of UFG's claim system. From August 2015 to January 2018, they worked as a Business Analyst, focusing on automation projects for UFG's accounting department, and later transitioned to the role of a Business Analyst for the OASIS project, a multi-year implementation of the Guidewire suite of software.
Since October 2018, Jill has held the position of Program Manager at UFG Insurance. In this role, they manage a portfolio of agile delivery teams responsible for implementing Guidewire's PolicyCenter and Rating, Billing, Smart Communications, and conversion efforts within the OASIS program. Jill also oversees UFG's legacy commercial underwriting system. Currently, Jill serves as the IT Strategy Director at UFG Insurance, responsible for IT's strategy, customer-centricity, and financial responsibility. Jill collaborates with UFG's Enterprise Strategy Office and technical product managers to ensure IT's alignment with strategic initiatives while facilitating measurable quarterly IT priorities and metrics.
Jill Helling, CPA, MSA, CPCU, AIAF completed their Bachelor of Arts (BA) degree in Accounting and Management from Luther College, which they attended from 2001 to 2005. Following this, they pursued a Master of Science (MS) degree in Accountancy from the University of St. Thomas - Opus College of Business, earning their degree in the year 2006.
In terms of certifications, Jill obtained the Certified Public Accountant (CPA) designation from the American Institute of Certified Public Accountants in August 2007. Jill also holds the Chartered Property Casualty Underwriter (CPCU) certification from The Institutes, earned in 2018. Furthermore, they have obtained multiple certifications related to Agile project management, including the PMI Agile Certified Practitioner (PMI-ACP) certification from the Project Management Institute and the Certified Scrum Product Owner (CSPO) certification from Scrum Alliance, both obtained in August 2021. Additionally, Jill acquired the SAFe Agilist Certification from Scaled Agile, Inc. in January 2021. Lastly, they hold the Associate in Insurance Accounting and Finance (AIAF) certification, although specific information regarding the institution or date of acquisition is unavailable.
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