Director Finance

Jobvite, Inc.; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical

Dental

Pension

Life Insurance

Retiree Health Insurance

Job summary

Church Pension Group in Midtown Manhattan is seeking a Director Finance to lead FP&A for G&A and provide strategic financial oversight. You will drive budgeting, forecasting, cost allocation, and management reporting while partnering with cost centers and senior leadership.

Ideal candidates hold a BA/BS in Finance or Accounting, 10+ years in FP&A, and prefer experience in insurance, retirement benefits, or publishing. Hybrid work and robust benefits are offered.

Qualifications

• BA/BS in Finance or Accounting required; MBA preferred.
• 10+ years of financial planning and analysis experience.
• Experience in insurance, retirement benefits, or publishing is a plus.

Responsibilities

• Leads financial management related to G&A expenses, budgeting, forecasting, and reporting.
• Manages cost allocations and proposes guidance on financial metrics with leadership.
• Supports Finance Committee materials and standard reporting templates.
• Partners with Cost Center Managers to ensure timely, high-quality deliverables.
• Drives automation in financial reporting and standardizes processes.

Skills

Leadership

Teamwork

Financial modeling

Analytical thinking

Problem solving

Communication

Education

BA/BS in Finance/Accounting

MBA preferred

Tools

BI tools

FP&A tools

Job description

Church Pension Group (CPG) is a financial services organization that serves the Episcopal Church, located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.

The Finance team in the Corporate Finance department is responsible for budgeting, forecasting, and financial analysis to provide the management team with actionable insights for decision making. The Finance team is also responsible for financial oversight related to risk, capital and liquidity.

The Director Finance will report to the SVP Finance and be responsible for assisting with the organization’s financial planning and analysis which includes the preparation and monitoring of overall general and administrative expenses and financial management metrics .

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Leads financial management related to G&A expenses:
-Drives the budgeting, forecasting and monitoring and reporting of G&A expenses
-Manages the execution and analysis of cost allocations
-Proposes annual guidance on financial management metrics for G&A expenses to SVP Finance and CFO in collaboration with Cost Center Managers, including identifying and assessing performance against relevant benchmarks
-Drives continuous improvement in management reporting by leveraging technology and business intelligent tools

Supports Finance Committee / Board materials related to G&A expenses:
-Prepares and maintains standard reporting templates for the quarterly CFO and Finance Committee presentations related to G&A expenses
-Supports Financial Analysis team in reviewing G&A for the business budgets to ensure consistency across various business lines

Supports Finance team in establishing highly effective business partnering with Cost Center Managers:
-Collaborates with the Financial Analysis team in effectively troubleshooting issues that may delay providing information timely
-Ensures consistent quality and timely deliverables to Cost Center Managers in collaboration with the Financial Analysis team

Leads ad hoc analysis requested by management

Collaborates with SVP Finance and Financial Analysis team to standardize financial processes

Continuously identifies opportunities to drive automation in financial reporting

Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration.

QUALIFICATIONS

● Strong leadership and teamwork skills
● Experience with financial planning and reporting tools
● Strong financial modeling skills and experience with business intelligence tools
● Ability to manage and maintain quality control over large data sets
● Excellent analytical and critical thinking skills
● Effective and efficient problem-solving skills
● Logical and confident decision-maker
● Strong communicator at all levels of the organization with ability to influence broadly
● Ability to develop and maintain strong relationships throughout CPG
● Consultative, collegial, and collaborative working style to facilitate working relationships with key stakeholders

EDUCATION & EXPERIENCE

● BA/BS required, in Finance/Accounting preferred; MBA preferred
● Experienced in insurance, retirement benefits or publishing, preferred but not required
● 10+ years of financial planning and analysis work experience required

PHYSICAL DEMANDS

Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully.

WORK ENVIRONMENT

Currently, hybrid work environment, which requires working in CPG’s office Tuesdays through Thursdays and flexibility to work remotely on Mondays and Fridays. Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.

Salary Range: $130,000 - $160,000

Join us and Create A Better Future For Yourself!

Flexible Benefits available to eligible employees:

• Medical (including Vision)
• Dental

Core Benefits automatically provided to eligible employees:

• Employer funded defined benefit pension plan (five year vesting)
• Employee Life Insurance
• Spouse and Dependent Life Insurance
• Accidental Death and Dismemberment (AD&D) Insurance
• Short-Term Disability (STD) coverage
• Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
• Business Travel Accident Insurance
• Worker’s Compensation
• Employee Assistance Program
• Retiree health insurance (eligible after 10 years)
• Retiree life insurance

Elective Benefits available to eligible employees:

• 401(k) with matching contributions (immediate vesting)
• Flexible Spending Accounts (FSAs)
• Commuter Benefits
• New York’s 529 College Savings Program (NY State residents)

Educational Assistance Program available to eligible employees

Parental Leave available to eligible employees

Time Off available to eligible employees: Vacation, Sick, Personal and Holidays

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

In compliancewith federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas.

CPG is an equal opportunity employer. We are committed to fair hiring practices and do not discriminate against job applicants or employees based on any protected characteristics. We also celebrate diversity and are committed to creating an inclusive environment for all employees.

If you are a CPG employee, please use your CPG email address when creating your profile to apply.