Vice President Shared Transactional Services
Church Pension Group · New York, NY · 1 mo ago
HybridBusiness Development$230k–$265k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, etc.
We need to parse the description.
First part: "Description Department: Corporate Finance Job Type: Regular Full Time Education Level: BA/BS or combination of education and experience 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 VP Shared Transactional Services leads and manages the end-to-end processes for the Corporate Finance Shared\ Services Function driving effective and efficient service. The functions included in this area are Payroll, Accounts Payable, Disbursements, Treasury Operations and Business System Analysis."
We can treat that as About the role (or maybe a summary). The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need headings exactly those strings? It says e.g., so we can use those headings. We'll include sections that have content.
We need Responsibilities: The essential duties and responsibilities list. We'll extract bullet points.
Qualifications: The qualifications section includes: Strong leadership..., Proven track record..., Experience with Oracle Fusion Financials..., Ability to communicate..., General knowledge of accounting..., Education and/or experience: BS/BA Degree preferred; but not required; Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
Skills: Might be overlapping with qualifications; but we can separate skills: Strong leadership, supervisory and teamwork skills; Proven track record of process change management; Experience with Oracle Fusion Financials or similar toolset; Ability to communicate clearly and concisely orally and in writing; General knowledge of accounting as it relates to the Shared Services functional areas.
Requirements: maybe the education and experience? But we already have qualifications. The instruction says we can have both Requirements and Qualifications sections. We need to decide what goes where. Usually Requirements are mandatory (education, years experience). Qualifications are preferred skills. We'll put education and experience in Requirements. Qualifications can be the skills list.
Skills: maybe we can combine with Qualifications? But we need to avoid thin sections. We'll try to have: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We have Schedule: hybrid work environment, Tues-Thurs in office, remote Mon/Fri.
Pay: Salary Range: $230,000 - $265,000.
Benefits: list of benefits.
We need to preserve all substantive info. So include all bullet points from responsibilities, qualifications, benefits.
We must not include boilerplate like EEO, visa, etc. Also remove duplicated lines.
Let's extract responsibilities list from "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may Be Assigned." Then list:
- Engages and influences the team:
- Identifies training needs of these resources and recommends and assists in the on-going development of individual training plans
- Assists individuals in identifying potential future roles and helping to create development plan that aids the individual in attaining these future roles
- Develops succession plans to identify future potential resources for positions within the team and for the position of VP
- Prepares the annual budget for the costs associated with the Shared Services areas
- Provides day-to-day guidance to the managers of the team to ultimately deliver complete, accurate and timely processing of transactions and the goals and objectives of the team
- Directs and has immediate responsibility for all practices and policies
- Leads the establishment of and has direct responsibility for customer service levels.
- Leads the development of customer service levels
- Ensures service levels are periodically measured and results are communicated and reviewed with customers
- Ensures timely and effective troubleshooting of customer service issues (internal and external customers)
- Consistently identifies opportunities for improving service levels, resulting in improved efficiency and effectiveness of services.
- Directs the development and review process for standard report production and exception monitoring.
- Collaborates with Business Partners to determine reporting needs
- Establishes and maintains a strong internal control environment
- Implements processes that ensure adequate segregation of responsibilities
- Develops & leads a monthly close process ensuring that transactions are recorded timely, appropriately supported and processed accurately. Coordinates with the VP General Accounting to ensure timely and accurate postings to the General Ledger
- Drives continuous improvement; leads team to identify improvements for effectiveness and efficiencies
- Standardizing, streamlining, and automating processes
- Manages key vendor relationships for the function
- Complies with CPG’s standard vendor management processes and policies
- Manages internal and external audit reviews and requests
- Responsible as lead contact for the functional area
- 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
- Assists in Company-wide projects as requested
We need to format as
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need headings exactly those strings? It says e.g., so we can use those headings. We'll include sections that have content.
We need Responsibilities: The essential duties and responsibilities list. We'll extract bullet points.
Qualifications: The qualifications section includes: Strong leadership..., Proven track record..., Experience with Oracle Fusion Financials..., Ability to communicate..., General knowledge of accounting..., Education and/or experience: BS/BA Degree preferred; but not required; Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
Skills: Might be overlapping with qualifications; but we can separate skills: Strong leadership, supervisory and teamwork skills; Proven track record of process change management; Experience with Oracle Fusion Financials or similar toolset; Ability to communicate clearly and concisely orally and in writing; General knowledge of accounting as it relates to the Shared Services functional areas.
Requirements: maybe the education and experience? But we already have qualifications. The instruction says we can have both Requirements and Qualifications sections. We need to decide what goes where. Usually Requirements are mandatory (education, years experience). Qualifications are preferred skills. We'll put education and experience in Requirements. Qualifications can be the skills list.
Skills: maybe we can combine with Qualifications? But we need to avoid thin sections. We'll try to have: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We have Schedule: hybrid work environment, Tues-Thurs in office, remote Mon/Fri.
Pay: Salary Range: $230,000 - $265,000.
Benefits: list of benefits.
We need to preserve all substantive info. So include all bullet points from responsibilities, qualifications, benefits.
We must not include boilerplate like EEO, visa, etc. Also remove duplicated lines.
Let's extract responsibilities list from "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may Be Assigned." Then list:
- Engages and influences the team:
- Identifies training needs of these resources and recommends and assists in the on-going development of individual training plans
- Assists individuals in identifying potential future roles and helping to create development plan that aids the individual in attaining these future roles
- Develops succession plans to identify future potential resources for positions within the team and for the position of VP
- Prepares the annual budget for the costs associated with the Shared Services areas
- Provides day-to-day guidance to the managers of the team to ultimately deliver complete, accurate and timely processing of transactions and the goals and objectives of the team
- Directs and has immediate responsibility for all practices and policies
- Leads the establishment of and has direct responsibility for customer service levels.
- Leads the development of customer service levels
- Ensures service levels are periodically measured and results are communicated and reviewed with customers
- Ensures timely and effective troubleshooting of customer service issues (internal and external customers)
- Consistently identifies opportunities for improving service levels, resulting in improved efficiency and effectiveness of services.
- Directs the development and review process for standard report production and exception monitoring.
- Collaborates with Business Partners to determine reporting needs
- Establishes and maintains a strong internal control environment
- Implements processes that ensure adequate segregation of responsibilities
- Develops & leads a monthly close process ensuring that transactions are recorded timely, appropriately supported and processed accurately. Coordinates with the VP General Accounting to ensure timely and accurate postings to the General Ledger
- Drives continuous improvement; leads team to identify improvements for effectiveness and efficiencies
- Standardizing, streamlining, and automating processes
- Manages key vendor relationships for the function
- Complies with CPG’s standard vendor management processes and policies
- Manages internal and external audit reviews and requests
- Responsible as lead contact for the functional area
- 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
- Assists in Company-wide projects as requested
We need to format as - for any list of duties/requirements/benefits. So each bullet becomes
- . For sub-bullets? The list includes some with colon like "Engages and influences the team:" then sub-bullets. We could treat "Engages and influences the team:" as a heading? But instruction: Use
- for any list of duties/requirements/benefits. So we can flatten: each line as
- . Might lose hierarchy but okay.
We'll produce
with each duty as - . Ensure we keep the text.
Qualifications/Skills: We'll have Qualifications section with list: Strong leadership, supervisory and teamwork skills; Proven track record of process change management to improve its efficiency and effectiveness; Experience with Oracle Fusion Financials or similar toolset; Ability to communicate clearly and concisely orally and in writing; General knowledge of accounting as it relates to the Shared Services functional areas.
Requirements: Education and/or experience: BS/BA Degree preferred; but not required; Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
We could also include Education Level: BA/BS or combination of education and experience from top. But we already have that.
We'll include Requirements as list: BS/BA Degree preferred (but not required); Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
Maybe also include "Regular Full Time" but that's job type; not needed.
Benefits: list from "Flexible Benefits Available To Eligible EmployeesMedical (including Vision)Dental Core Benefits Automatically Provided To Eligible EmployeesEmployer funded defined benefit pension plan (five year vesting)Employee Life InsuranceSpouse and Dependent Life InsuranceAccidental Death and Dismemberment (AD&D) InsuranceShort-Term Disability (STD) coverageLong-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)Business Travel Accident InsuranceWorker’s CompensationEmployee Assistance ProgramRetiree health insurance (eligible after 10 years)Retiree life insurance Elective Benefits Available To Eligible Employees401(k) with matching contributions (immediate vesting)Flexible Spending Accounts (FSAs)Commuter BenefitsNew York’s 529 College Savings Program (NY State residents) Educational Assistance Program available to eligible employeesParental Leave available to eligible employeesTime 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."
We need to split into items. We'll create
with each benefit as - . We'll need to parse the run-on text.
Let's extract benefits:
Core Benefits Automatically Provided To Eligible Employees:
- Medical (including Vision)
- Dental
- 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
- Discretionary annual incentive program (subject to rules, award depends on individual and organizational performance)
We'll include all.
Pay: Salary Range: $230,000 - $265,000.
Schedule: hybrid work environment, Tues-Thurs in office, remote Mon/Fri.
Now produce HTML.
We must not include any extra text outside HTML. No markdown fences.
Let's craft:
About the role
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 VP Shared Transactional Services leads and manages the end-to-end processes for the Corporate Finance Shared Services Function driving effective and efficient service. The functions included in this area are Payroll, Accounts Payable, Disbursements, Treasury Operations and Business System Analysis.
Responsibilities
- Engages and influences the team: Identifies training needs of these resources and recommends and assists in the on-going development of individual training plans
- Assists individuals in identifying potential future roles and helping to create development plan that aids the individual in attaining these future roles
- Develops succession plans to identify future potential resources for positions within the team and for the position of VP
- Prepares the annual budget for the costs associated with the Shared Services areas
- Provides day-to-day guidance to the managers of the team to ultimately deliver complete, accurate and timely processing of transactions and the goals and objectives of the team
- Directs and has immediate responsibility for all practices and policies
- Leads the establishment of and has direct responsibility for customer service levels
- Leads the development of customer service levels
- Ensures service levels are periodically measured and results are communicated and reviewed with customers
- Ensures timely and effective troubleshooting of customer service issues (internal and external customers)
- Consistently identifies opportunities for improving service levels, resulting in improved efficiency and effectiveness of services
- Directs the development and review process for standard report production and exception monitoring
- Collaborates with Business Partners to determine reporting needs
- Establishes and maintains a strong internal control environment
- Implements processes that ensure adequate segregation of responsibilities
- Develops & leads a monthly close process ensuring that transactions are recorded timely, appropriately supported and processed accurately.
- for any list of duties/requirements/benefits. So we can flatten: each line as
- . Might lose hierarchy but okay.
We'll produce
- with each duty as
- . Ensure we keep the text.
Qualifications/Skills: We'll have Qualifications section with list: Strong leadership, supervisory and teamwork skills; Proven track record of process change management to improve its efficiency and effectiveness; Experience with Oracle Fusion Financials or similar toolset; Ability to communicate clearly and concisely orally and in writing; General knowledge of accounting as it relates to the Shared Services functional areas.
Requirements: Education and/or experience: BS/BA Degree preferred; but not required; Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
We could also include Education Level: BA/BS or combination of education and experience from top. But we already have that.
We'll include Requirements as list: BS/BA Degree preferred (but not required); Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
Maybe also include "Regular Full Time" but that's job type; not needed.
Benefits: list from "Flexible Benefits Available To Eligible EmployeesMedical (including Vision)Dental Core Benefits Automatically Provided To Eligible EmployeesEmployer funded defined benefit pension plan (five year vesting)Employee Life InsuranceSpouse and Dependent Life InsuranceAccidental Death and Dismemberment (AD&D) InsuranceShort-Term Disability (STD) coverageLong-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)Business Travel Accident InsuranceWorker’s CompensationEmployee Assistance ProgramRetiree health insurance (eligible after 10 years)Retiree life insurance Elective Benefits Available To Eligible Employees401(k) with matching contributions (immediate vesting)Flexible Spending Accounts (FSAs)Commuter BenefitsNew York’s 529 College Savings Program (NY State residents) Educational Assistance Program available to eligible employeesParental Leave available to eligible employeesTime 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."
We need to split into items. We'll create
- with each benefit as
- . We'll need to parse the run-on text.
Let's extract benefits:
Core Benefits Automatically Provided To Eligible Employees:
- Medical (including Vision)
- Dental
- 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
- Discretionary annual incentive program (subject to rules, award depends on individual and organizational performance)
We'll include all.
Pay: Salary Range: $230,000 - $265,000.
Schedule: hybrid work environment, Tues-Thurs in office, remote Mon/Fri.
Now produce HTML.
We must not include any extra text outside HTML. No markdown fences.
Let's craft:
About the role
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 VP Shared Transactional Services leads and manages the end-to-end processes for the Corporate Finance Shared Services Function driving effective and efficient service. The functions included in this area are Payroll, Accounts Payable, Disbursements, Treasury Operations and Business System Analysis.
Responsibilities
- Engages and influences the team: Identifies training needs of these resources and recommends and assists in the on-going development of individual training plans
- Assists individuals in identifying potential future roles and helping to create development plan that aids the individual in attaining these future roles
- Develops succession plans to identify future potential resources for positions within the team and for the position of VP
- Prepares the annual budget for the costs associated with the Shared Services areas
- Provides day-to-day guidance to the managers of the team to ultimately deliver complete, accurate and timely processing of transactions and the goals and objectives of the team
- Directs and has immediate responsibility for all practices and policies
- Leads the establishment of and has direct responsibility for customer service levels
- Leads the development of customer service levels
- Ensures service levels are periodically measured and results are communicated and reviewed with customers
- Ensures timely and effective troubleshooting of customer service issues (internal and external customers)
- Consistently identifies opportunities for improving service levels, resulting in improved efficiency and effectiveness of services
- Directs the development and review process for standard report production and exception monitoring
- Collaborates with Business Partners to determine reporting needs
- Establishes and maintains a strong internal control environment
- Implements processes that ensure adequate segregation of responsibilities
- Develops & leads a monthly close process ensuring that transactions are recorded timely, appropriately supported and processed accurately.
- . We'll need to parse the run-on text.
Let's extract benefits:
Core Benefits Automatically Provided To Eligible Employees:
- Medical (including Vision)
- Dental
- 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
- Discretionary annual incentive program (subject to rules, award depends on individual and organizational performance)
We'll include all.
Pay: Salary Range: $230,000 - $265,000.
Schedule: hybrid work environment, Tues-Thurs in office, remote Mon/Fri.
Now produce HTML.
We must not include any extra text outside HTML. No markdown fences.
Let's craft:
- . Ensure we keep the text.
Qualifications/Skills: We'll have Qualifications section with list: Strong leadership, supervisory and teamwork skills; Proven track record of process change management to improve its efficiency and effectiveness; Experience with Oracle Fusion Financials or similar toolset; Ability to communicate clearly and concisely orally and in writing; General knowledge of accounting as it relates to the Shared Services functional areas.
Requirements: Education and/or experience: BS/BA Degree preferred; but not required; Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
We could also include Education Level: BA/BS or combination of education and experience from top. But we already have that.
We'll include Requirements as list: BS/BA Degree preferred (but not required); Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas.
Maybe also include "Regular Full Time" but that's job type; not needed.
Benefits: list from "Flexible Benefits Available To Eligible EmployeesMedical (including Vision)Dental Core Benefits Automatically Provided To Eligible EmployeesEmployer funded defined benefit pension plan (five year vesting)Employee Life InsuranceSpouse and Dependent Life InsuranceAccidental Death and Dismemberment (AD&D) InsuranceShort-Term Disability (STD) coverageLong-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)Business Travel Accident InsuranceWorker’s CompensationEmployee Assistance ProgramRetiree health insurance (eligible after 10 years)Retiree life insurance Elective Benefits Available To Eligible Employees401(k) with matching contributions (immediate vesting)Flexible Spending Accounts (FSAs)Commuter BenefitsNew York’s 529 College Savings Program (NY State residents) Educational Assistance Program available to eligible employeesParental Leave available to eligible employeesTime 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."
We need to split into items. We'll create