Director Finance

Church Pension Group Services Corporation
life insurance, 401(k)
United States, New York, New York
19 East 34th Street (Show on map)
Jul 09, 2025
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 AVP Finance and be responsible for assisting with the organization's financial planning and analysis which includes preparation of the combined financial reporting package and the quarterly Finance Committee / Board materials. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Leads the preparation of the combined financial reporting package for senior management: Prepares and distributes reporting calendar and communicates deliverables Collaborates with the Finance team on the reporting requirements Liaises with Accounting on reporting requirements Collaborates with Finance Director Technology to develop and maintain financial reports in the financial planning tool Performs initial review of the reporting package Drives continuous improvement in management reporting by leveraging business intelligent tools Supports AVP Finance with the preparation of the Finance Committee / Board materials: Prepares and maintains standard reporting templates for the quarterly CFO and Finance Committee presentations Collaborates with Director Finance Technology in developing and maintaining standard financial reports required for Finance Committee / Board Performs initial review of the materials to ensure consistency and accuracy Supports Finance team in establishing highly effective business partnering with the Business Unit Managers: Collaborates with the Financial Analysis team in effectively troubleshooting issues that may delay providing information timely Collaborates with AVP Finance and Financial Analysis team in identifying and developing analysis (i.e., trend analysis) based on KPIs identified by the business Leads ad hoc analysis requested by management Collaborates with AVP 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. Other duties may be assigned. QUALIFICATIONS Strong leadership and teamwork skills Experience with financial planning and reporting tools Strong financial modeling skills and experience with business intelligence tools 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: $120,000 - $150,000 Join us and Create A Better Future For Yourself! Flexible Benefits available to eligible employees: Medical (including Vision) Dental Supplemental 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 Maternity/Paternity 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. EOE: Minorities/Female/Disability/Vet/Sexual Orientation If you are a CPG employee, please use your CPG email address when creating your profile to apply.