CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU
Catholic Financial Life has an exciting opportunity for a qualified Senior Accountant to join our team! This role is critical to the accounting and finance teams and ideal for an intellectually curious problem-solver who thrives in challenge and seeks to join a high-functioning team. You will work closely with the Controller and Director of Financial Planning & Analysis to optimize effiency and effectiveness to streamline planning, processing and reporting. You will perform analysis of financial statements, assist in strategic initiatives, manage special projects from inception to completion and make independent judgements which have an impact on the Society. A high level of initiative, ownership of responsibilities, attention to detail and strong analytical skills are necessary. Your work will make a difference in our organization and to the members and communities we serve.
Senior accountants are expected to complete duties in a timely and accurate manner; effectively communicate detailed financial information clearly and concisely; maintain confidentiality; exhibit initiative and the ability to work both independently and as part of a team; read and interpret complex business correspondence and regulations. A senior accountant will posses advanced Excel skills, is detail-oriented, highly organized, able to work with minimal supervision and perform under pressure.
WHAT YOU’LL DO
As a Senior Accountant, you will help us grow and play an active role in the organization’s digital transformation. Responsibilities include:
- Financial statement preparation, audit requirements, account reconciliations, policy accounting and research applicable regulations for special situations and compliance
- Accounting and reporting for the Society’s charitable foundation
- Review reporting and financial statements for completeness and accuracy
- Collaborate on the Society’s regulatory and tax reporting
- Other roles and responsibilities as assigned
WHAT WE OFFER
- A generous base salary plus short-term incentive bonus eligibility
- Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan with company match
- Free parking in our Home Office structure
- Ability to work remote on Fridays
- On-site wellness amenities including our rooftop pool and workout room
- Wellness subsidy program
IDEAL CANDIDATE QUALIFICATIONS
- Bachelor’s degree; Accounting or Finance preferred
- 7-10 years of increasingly responsible experience, familiarity with the financial services industry a plus
- Certified Public Accountant (CPA) or candidate preferred.
- Accounting related software, advanced Excel skills, proficient in Miscrosoft Office
- Aptitude for accounting, financial analysis, and reporting
- Strong verbal and written communication skills
- Dynamic, passionate, and energetic professional with the desire to learn and grow within the organization
Successful candidates will use innovative thinking to leverage technology, prioritize tasks and work independently in a hands-on learning environment.
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
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:
- Serving God through serving others;
- Providing financial security; and
- Enhancing quality of life
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