Director Finance

Church Pension Group Services Corporation; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Pension plan

Life Insurance

AD&D Insurance

STD/LTD

401(k) with matching

FSAs

Commuter Benefits

Educational assistance

Job summary

Church Pension Group Services Corporation in New York, NY, seeks a seasoned Director of Finance to guide budgeting, forecasting, and GA expenses analysis within the Corporate Finance team. Responsibilities include cost allocations, metric guidance, and enhancing management reporting with BI tools.

The role requires 10+ years FP&A experience, strong leadership, and collaboration with Cost Center Managers. Hybrid in-office schedule, salary $130,000–$160,000, with a robust benefits program.

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 with ability to influence.
• Develop and maintain strong relationships throughout CPG.
• Consultative, collegial and collaborative working style.

Responsibilities

• Leads budgeting, forecasting and monitoring and reporting of G&A expenses.
• Manages the execution and analysis of cost allocations.
• Proposes annual guidance on metrics for G&A expenses with Cost Center Managers.
• Drives continuous improvement in management reporting using BI tools.
• Prepares and maintains standard reporting templates for CFO/Finance Committee on G&A.
• Supports budget reviews to ensure consistency across business lines.
• Collaborates with Cost Center Managers to partner with the Finance team.
• Troubleshoots issues to timely information delivery with Financial Analysis.
• Ensures quality and timely deliverables with the Financial Analysis team.
• Leads ad hoc analyses and standardizes financial processes with SVP Finance.

Skills

Leadership/Teamwork

Financial planning

Financial reporting tools

Financial modeling

Business intelligence

Data quality control

Analytical thinking

Problem solving

Decision making

Communication

Relationship building

Stakeholder engagement

Education

BA/BS

MBA preferred

Tools

Financial planning tools

BI tools

Job description

Department: Corporate Finance

Job Type: Regular Full Time

Education Level: BA/BS

Required Years Experience: 10

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

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

Educational Assistance Program available to eligible employees

Parental Leave available to eligible employees

Parental Leave available to eligible employees

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

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 compliance with 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.