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 Business Analyst- Finance will be responsible for the compilation, analysis, reconciliation, and report preparation of diverse accounts and projects. The position evaluates existing and potential product/service markets to develop and implement plans producing recommendations and solutions for new strategies and services for The Church Pension Group.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Leverage business intelligence tools and create dashboard reports
Assist in developing financial models and analyze them to support strategic initiatives
Support management team and the department leads with data driven analysis
Perform the timely and concise compilation, analysis, reconciliation and report preparation for very diverse accounts and projects. This includes application of analytical / technical presentation skills
Interpret and apply policies and procedures to ensure compliance to the applicable regulatory authorities and corporate standards, policies, and guidelines; interfacing with Corporate Accounting on a need to inform and need to know basis
Assist in the evaluation of all operating methods, procedures and support data, helping in the development and implementation of changes / modifications
Oversee and participate in special assignments, projects and taskforces assigned to the area. Provide technical guidance and assistance to others and inform the department’s management of progress and / or problems.
Analyze the functions and activities of an operating unit to determine ways in which performance could be enhanced by better management systems, controls, and procedures; specific business systems to meet information processing objectives.
Evaluates alternate solutions (customized systems, commercially available software packages, or modification to existing system) to identify the option that maximizes benefits given cost, schedule, and risk constraints.
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.

QUALIFICATIONS to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Excellent interpersonal and communication skills
Superior, effective and efficient analytical, critical thinking, and problem-solving skills
Strong knowledge of GAAP, GAAS, SAP, state and federal laws and/or cash management, banking environments and investment application and accounting. Strong knowledge of workflows and internal accounting controls. Ability to assist in the development and execution of financial and strategic plans within corporate standards, policies and guidelines. Strong knowledge of the industry and internal business operations.
Strong decision-making, negotiation, business communications, analytical, organizational and interpersonal skills. Strong knowledge of and ability to develop relationships with other functional areas (i.e. , legal, systems, actuarial, etc.) and external business contacts.
PC Skills

EDUCATION and/or EXPERIENCE

BA/BS or ABA in a financial discipline is preferred. MBA is helpful but not required. Combination of work and experience will be considered
5+ yrs of relevant financial 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: $93,000 - $120,000

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

Parental Leave available to eligible employees

Time Off available to eligible employees: Vacation, Sick, Personal and Holidays

In compliance with 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.

Church Pension Group Services Corporation

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Business Analyst - Finance