Senior Budget Analyst

Location:

New Haven, CT, US, 06510

Category: Finance, Data & Analytics

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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We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

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 $85,400 - $140,900.

Authorization to work in the United States is required

This position is not eligible for visa sponsorship

Overview

The Senior Budget Analyst is responsible for assisting in preparing and monitoring of financial information on a day-to-day and planning (budgets, forecasts,) basis, supporting financial tools and financial models, preparing schedules, analysis and reporting, customer engagement on inquires on financial results and providing guidance, and other activities as requested. The Senior Budget Analyst will be responsible for supervising the Financial Analyst positions.

Core Responsibilities

Assist in preparing, analyzing, reporting, and monitoring/controlling of financial materials for cost center owners including engagement of various internal and external personnel on defined and ad-hoc basis.
Develop a sustainable process for monitoring and communication to assist in control of the financial results.
Analyze and communicate results of comparative financial results to various internal and external personnel.
Support and contribute to the development and enhancements of the financial management process, financial tools, and financial models.
Interact with various levels of internal and external personnel for inquiries and providing guidance.
Lead the analysis of expense trends to support analysis, reporting, and communication with recommendations

Skills Qualifications

Required:

Substantial and demonstrable financial skills used in monitoring and reporting on financial management.
Strong organizational and coordination skills to support multi-tasking
Effective oral, listening and written communication skills
Effective interpersonal skills; ability to work collaboratively
Team player with strong analytical and problem-solving skills
Detail oriented
Sound judgment

Systems/Technical Knowledge:

Ingenium, Life70
QuickBooks
Microsoft Office, including Word, Excel and Access
SAP tools for transactional and planning

Education

Required:

Bachelor's Degree in Accounting, Finance, or related discipline, or the equivalent combination of education, professional training, or work experience
3-5 years of insurance industry experience and/or data analysis experience

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