Financial Specialist

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church's teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

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Overview

Conducts financial analysis and reporting to support insurance operations, nonprofit organizations, and investment management entities. Responsibilities include expense planning, forecasting, and monitoring through analysis of financial results, identification of key variance drivers, and preparation of recurring reports for stakeholders. Partners with Finance, Accounting, and internal and external teams investigate expense activity, address inquiries, and support annual budgeting and forecasting processes within a dynamic systems environment.

Core Responsibilities

• • Collaborate closely with the Associate Director to offer comprehensive support for expense management, budget, forecasting, and other critical financial planning activities.
  • Perform monthly and quarterly variance analysis on assigned expense lines, identifying key drivers of fluctuations and summarizing findings for management reporting.
  • Support the development of annual budgets and periodic forecasts by analyzing trends, validating assumptions with business partners, and updating financial models.
  • Collaborate with internal departments to research and resolve expense-related questions, providing clear explanations, and improving understanding of financial results.
  • Work with stakeholders to identify and support accruals, including reviewing large or unusual transactions to ensure expenses are recorded in the proper period.
  • Extract, analyze, and maintain financial data using applications tools such as SAP and Excel; assist in improving reporting processes and data accuracy as part of ongoing system enhancements.
  • Respond to ad hoc requests and participate in projects aimed at improving financial processes, reporting efficiency, and overall expense management.
  • Other duties assigned as required by business needs.

Skills Qualifications

Required :

• Strong attention to detail with a high level of accuracy in financial analysis and reporting
• Solid analytical and financial modeling skills with the ability to interpret and explain results
• Effective organizational skills with the ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills, including the ability to clearly present financial information and recommendations
• Proven interpersonal skills and ability to work collaboratively across various internal and external stakeholders
• Strong problem-solving skills with the ability to investigate and resolve variances and discrepancies

Systems/Technical Knowledge:

• Proficiency in Microsoft Office Products, including intermediate to advanced Excel (e.g., data analysis, formulas, pivot tables); Word and PowerPoint
• Experience with large-scale ERP systems (e.g., SAP or similar) preferred
• Working knowledge of applications, supporting data, and maintenance.

Education

Required:

• BS in Accounting or Finance
• 3-5 years insurance industry experience or equivalent combination of training and experience

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,000 - $149,500.

Authorization to work i the United States is required.

This position is not eligible for visa sponsorship.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.
KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.

Professional Development: Certifications, designation, and tuition reimbursement.

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program