Director of Financial Sales Planning & Forecasting


New Haven, CT, US, 06510

Category:  Insurance

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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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The Director, of Financial Sales Planning & Forecasting is a critical role supporting the Field Management leadership team. This position is responsible for identifying and creating business strategies and initiatives to operate efficiently and effectively by evaluating and preparing budgets, tracking cost commitments and containment, and monitoring KPIs and outcomes. This position will be responsible for the Field Management financials including providing clear and concise communication of business and financial results to Field Management decision makers and Knights of Columbus leadership on a regular basis. This role will work with the Field Management senior business leaders to develop an operating budget and sales plan and create quarterly tracking and forecasts.


Critical skills for success include delivering results while maintaining a detailed focus on individual tasks, ability to take ownership and meet deadlines, effectively building relationships and influencing others, identifying issues and sound recommendations for remediation, exhibiting a genuine willingness and desire to continuously build on insurance and product knowledge and contributing to the successful management of a significant operation within Field Management.

Core Responsibilities


· Responsible for partnering with business leaders in sales / underwriting, accounting / finance and actuarial to complete strategic and annual budget plans and projections.

· Work closely with KofC field and regional teams to create production plans at a geographical and line of business level. Plans need to include detailed assumptions supporting new business including expected strategic initiatives that are in development or underway in order to achieve sales / manpower goals and objectives.


· Provide detailed forecasts and analysis each quarter projecting current and future quarter results based on market knowledge and commitments as determined by the Field Management business leaders and the field force.

· Develop commentary explaining the business drivers causing the forecast variances to plan and prior year.

Financial Analysis and Results Tracking

· Track and Evaluate Field Management financial results. Developing detailed financial reviews and analysis.

· Ensure the accuracy and completeness of Field Management financial results.

· Creating reports providing key metrics that help users understand the financial results.

· Understand variances across all key metrics (e.g. sales results, operating expenses, vendor costs, field costs, etc) in financial results from forecast, plan, and prior year.

· Develop reports and commentary that help measure progress on Field Management goals and results across financial and operational key performance indicators.

Expense Management

· Work with Field Management business leaders to budget and manage expenses.

· Build detailed expense plans with business leaders to determine how funds are utilized and oversee commitments made.

· Incorporate within the monitoring and assessment activities all expense types that are incurred or charged to the Sales organization both within the Home Office and the field

· Work with IT and Finance to understand how IT capital and operating expense dollars are being utilized.

· Develop cost benefit and return on investment analyses for new or proposed initiatives or projects.

· Manage Field Management headcount budget and support department leaders with regular reporting and analysis.

Data and Systems

· Involvement in system changes or new system builds to ensure that all operational, finance and accounting needs are being properly handled.

· Responsible for streamlining reporting & dashboards, processes, systems and tools in support of planning & forecasting objectives.

Skills Qualifications


· Must demonstrate an orientation to results

· Ability to work effectively and independently with other disciplines and all levels of management/staff throughout the organization

· Expert knowledge of Excel

· Good communication skills both oral and written.

· Strong analytical skills



· Four-year degree in Business with an Accounting/Finance major (preferred).

· 7 years of accounting and finance experience.

· Experience with Insurance with Life Insurance preferred.

· Insurance accounting/financial knowledge understanding (preferred).

· Prior exposure to Sales Organizations both within the Home Office and with external sales force


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 $104,500-172,400. 

Physical Demands

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

Authorization to work in the United States is required

This position is not eligible for visa sponsorship. 

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


Nearest Major Market: New Haven
Nearest Secondary Market: Hartford