Financial Specialist

Overview

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that supports its members and their families through various insurance and investment products. It donates profits to charities and supports pro-life causes.

Responsibilities

• Conduct financial analysis and reporting to support insurance operations, nonprofit organizations, and investment management entities.
• 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.

Skills

• 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
• Proven interpersonal skills and ability to work collaboratively across various internal and external stakeholders
• Strong written and verbal communication skills, including the ability to clearly present financial information and recommendations
• 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

Qualifications

• 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 - $110,000.

Physical Demands

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