Director of Financial Planning and Analysis
Catholic Financial Life has an exciting opportunity available for a Director of Financial Planning and Analysis to join our team! The Director of Financial Planning and Analysis will lead and own the day-to-day financial planning and analysis (FP&A) functions and financial data management processes at Catholic Financial Life. This pivotal role will be accountable for collaborative, cross-functional efforts to drive relevant, flexible and efficient financial planning and analysis to support organizational goals and key business. This hire will be responsible for the management and utilization of financial tools used to evaluate business performance including the company’s financial reporting, forecasting and annual operating plan. Additionally, the FP&A Director will lead and coordinate the Society’s annual budget process, working directly with leadership to provide financial modeling, analyses and recommendations. The ideal candidate must have well-developed mathematical and analytical skills, working knowledge of financial analysis techniques, strong communication skills and the ability to manage multiple, simultaneous projects.
WHAT WE OFFER
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row.
Catholic Financial Life is an Equal Opportunity Employer
We're a faith-based membership organization, which puts Catholic values in action by: