Financial Specialist

knightsofc•New Haven, CT

3d•$88,000 - $149,500•Hybrid

About The Position

Conducts financial analysis and reporting to support insurance operations, nonprofit organizations, and investment management entities. Responsibilities include expense planning, forecasting, and monitoring through analysis of financial results, identification of key variance drivers, and preparation of recurring reports for stakeholders. Partners with Finance, Accounting, and internal and external teams investigate expense activity, address inquiries, and support annual budgeting and forecasting processes within a dynamic systems environment.

Requirements

Strong attention to detail with a high level of accuracy in financial analysis and reporting
Solid analytical and financial modeling skills with the ability to interpret and explain results
Effective organizational skills with the ability to manage multiple priorities and deadlines
Strong written and verbal communication skills, including the ability to clearly present financial information and recommendations
Proven interpersonal skills and ability to work collaboratively across various internal and external stakeholders
Strong problem-solving skills with the ability to investigate and resolve variances and discrepancies
Proficiency in Microsoft Office Products, including intermediate to advanced Excel (e.g., data analysis, formulas, pivot tables); Word and PowerPoint
Experience with large-scale ERP systems (e.g., SAP or similar) preferred
Working knowledge of applications, supporting data, and maintenance.
BS in Accounting or Finance
3-5 years insurance industry experience or equivalent combination of training and experience
Authorization to work i the United States is required.

Nice To Haves

Experience with large-scale ERP systems (e.g., SAP or similar)

Responsibilities

Collaborate closely with the Associate Director to offer comprehensive support for expense management, budget, forecasting, and other critical financial planning activities.
Perform monthly and quarterly variance analysis on assigned expense lines, identifying key drivers of fluctuations and summarizing findings for management reporting.
Support the development of annual budgets and periodic forecasts by analyzing trends, validating assumptions with business partners, and updating financial models.
Collaborate with internal departments to research and resolve expense-related questions, providing clear explanations, and improving understanding of financial results.
Work with stakeholders to identify and support accruals, including reviewing large or unusual transactions to ensure expenses are recorded in the proper period.
Extract, analyze, and maintain financial data using applications tools such as SAP and Excel; assist in improving reporting processes and data accuracy as part of ongoing system enhancements.
Respond to ad hoc requests and participate in projects aimed at improving financial processes, reporting efficiency, and overall expense management.
Other duties assigned as required by business needs.

Benefits

13 paid holidays per year
vacation
paid sick leave
flexible workweek schedules
Certifications
designation
tuition reimbursement
401(k) retirement savings plan with matching company contributions
cash balance retirement plans fully funded by the company
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
a pre-tax Health Savings Account with employer contributions
Long-term disability insurance
Dental insurance
Vision insurance
Health club membership reimbursement
Employee Assistance Program