Carreras corporativas en Milwaukee | Catholic Financial Life

Director of Financial Planning and Analysis

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

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.

RESPONSIBILITIES

Lead and coordinate the Society’s annual budget process
Provide the CFO, senior management and project teams and task forces information to aid in decision making and management presentations including but not limited to
- technical accounting and financial support (GAAP, STAT & compliance)
- financial modeling and analyses
- industry and market trend analyses
- interpretation and recommendations
Provide financial analyses related to P&L, profitability, budgets, forecasting, reporting, ad hoc analysis for new business case development and custom financial analyses
Develop and maintain spreadsheets and statistical models for financial analysis
Partner with all other departments developing forecasting models to enhance or develop their financial acumen, implement and track progress of action plans and corporate initiatives
Measure subsequent ROI of corporate initiatives and other projects
Represent the CFO on various committees, project teams and task forces
Complete audits of the Fraternal chapters

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
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
"Summer Fridays" all year round with the Friday's work day ending at 1:30 p.m.

QUALIFICATIONS

Bachelor’s Degree in Accounting or Finance with 3+ years of Finance/Accounting experience
CPA preferred
Master’s or MBA preferred
Well-developed mathematical and analytical skills, working knowledge of financial analysis techniques and modeling
Clear and concise verbal and written communication skills
Takes initiative and able to work independently
Capable of prioritizing work and multi-tasking

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

Apply Now

Regional Sales Director - Texas (Houston/Austin/San Antonio/Dallas/Fort Worth Area)

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Catholic Financial Life has an exciting opportunity available for a Payroll Coordinator to join our team! This individual will be responsible for processing all associate and advisor payrolls and benefits. The ideal candidate must be organized, detailed oriented and have a passion to provide superior customer service to Catholic Financial Life associates and advisors.

WHAT YOU’LL DO

As a Payroll Coordinator, you will:

Be responsible for processing and maintaining associate and advisor payrolls, including reviewing and processing additions and changes to the payroll system:
- Changes in salary, benefits, tax withholdings, Garnishment/Tax Levy compliance/payments, Spousal/Child Support compliance/payments,
Be responsible for enrollment and maintenance of associate and advisor benefit plans, including:
- 401(k) Plan maintenance and 401(k) Plan Annual Compliance Testing
- Reviewing and payment of monthly benefit bills
Respond to inquiries regarding benefits plans
Ensure that appropriate documentation is prepared and completed for processing new hire transactions and existing participant changes, including New Hire Reporting Compliance and COBRA Compliance
Prepare censuses for renewal of group plans as well as negotiation of health, dental, life and LTD plans
Complete Salary Surveys
Ensure that the general ledger accounts related to benefits and payroll balance
May also be responsible for:
- Reviewing and approving checks
- Review, log and report Back-up Withholding
- Other general accounting tasks as needed

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
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Summer hours
Wellness subsidy program

QUALIFICATIONS

Bachelor’s degree preferred
3+ years of Payroll experience
Clear and concise verbal and written communication skills
Curious, self-motivated, independent
Ability to thrive in a fast-paced environment

Successful candidates will be able to handle accounting duties in a timely and accurate manner, be an effective communicator, organized, detail oriented and able to work independently. Candidate must be skilled in effectively prioritizing work. Excellent communication skills are required with the ability to work well in a team environment.

About Catholic Financial Life

Apply Now

Social Media Coordinator

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

The Social Media Coordinator will be responsible for helping to plan, produce and manage all things social media. This role will be focused on increasing Catholic Financial Life’s social media presence, followers and engagement, generating leads, improving our digital experience and increasing brand awareness.

WHAT YOU’LL DO

As a Social Media Coordinator, you will:

Oversee and coordinate Catholic Financial Life’s social media platforms
Execute a social media strategy that strengthens our brand and builds engagement with target audiences
Work closely with the Manager of Corporate Communications and Events to develop social media campaigns that help to achieve corporate marketing goals
Write, schedule and publish unique and compelling daily social content across our accounts, including Facebook, LinkedIn, Twitter and others, with a strong focus on driving traffic and conversion, growing qualified audience and boosting engagement
Write engaging blogs and other digital content
Develop and maintain the social media editorial calendar for Catholic Financial Life’s corporate platform and Catholic Financial Life’s advisor and broker editorial calendar
Manage Meltwater Platform
Prepare and report monthly social media analytics
Plan, produce and execute social media advertising
Keep up to date on social media trends and best practices
Provide Facebook and LinkedIn training for our advisors and brokers

QUALIFICATIONS

Bachelor’s Degree in Marketing or Communications or equivalent work experience
At least 1-3 years of professional experience managing a variety of social media platforms, including Facebook, Twitter, LinkedIn and Instagram
Excellent oral and written communication skills
A sharp focus and eye for detail and consistency
Financial services background desirable
Familiar with AP style

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
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

About Catholic Financial Life

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

Apply Now

Director of Digital Initiatives

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Do you have a passion to shape the digital future? Do you believe in the power of creating targeted, and personalized digital experiences that are engaging and achieve real business results? Are you interested in working for a values-centered, mission-focused organization? Do you want to be a part of a growing, dynamic and creative organization? Catholic Financial Life (CFL) has an exciting opportunity available for a Director of Digital Initiatives to join our team! This position reports directly to the CFL Chief Operating Officer. You will bring a strategic mindset to the CFL digital landscape. You will be a key leader in our continued digital transformation!

WHAT YOU’LL DO

Provide expertise in the prioritization, sequencing, and delivery of digital initiatives, including Web, Member Portal, Agent Portal, CRM and Direct to Consumer sales solutions
Evaluate, acquire, and leverage digital technology and vendors to deliver a seamless omni-channel experience to members, prospects and CFL associates, advisors and brokers
Educate CFL stakeholders regarding industry best practices, evolving customer digital preferences and industry technology trends
Collaborate with teams across the organization including sales, marketing, IT and operations to deliver a relevant, impactful digital experience
Evolve digital experiences and manage product lifecycles consistent with changing market expectations, research and brand voice and develop a clear line of sight to experience performance, product metrics and operational support required to meet business objectives
Be a thought-leader, evangelize and drive collaborative, user-centered approaches to defining and solving problems
Become a trusted advisor to the COO and CFL leadership team

QUALIFICATIONS

5 - 10 years of digital technology selection and delivery experience
A history of success in the delivery of digital roadmap components
A proven track record of high performance in a results-oriented environment
Excellent communication skills that can be dynamically adjusted to different situations and audiences
A desire to set and high expectations for the organization and then strive to exceed those expectations
Ability to thrive in a fast-paced environment
A relentless passion to drive the evolution and continuous improvement of the organization and its customer relevance

A successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels.

Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.

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
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

About Catholic Financial Life

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

Apply Now

Member Services / Claims Customer Service Representative

CATHOLIC FINANCIAL LIFE — ALWAYS WITH YOU

Do you have a passion to help others? Catholic Financial Life (CFL) has an exciting opportunity available for a Customer Service Representative to join our team! As a Customer Services Representative at Catholic Financial Life, you will be part of our Insurance Services Department. You will be primarily responsible for delivering exceptional member experiences (EMEs) to our customers (members, advisors and brokers). You will report to the Member Services and Claims Directors and be a part of the Catholic Financial Life family. As an ideal candidate, you will have a passion to provide superior customer service to CFL members, advisors and associates. Beyond delighting our members, you will be an active participant in our digital member services center transformation!

WHAT YOU’LL DO

Active participation in our member services and claims call centers - directing and handling calls as appropriate
Handling member inquiries, which involve transaction processing or inquiries.
Generating correspondence and forms when applicable.
Proactively resolving member services and claims issues and ensuring action steps are communicated with members and appropriate CFL teams
Reviewing generated reports and completing necessary processing
Completing various projects as assigned
Active communication with members, advisors and associates regarding the status of member services
Provide proactive support and input into the digital re-engineering/transformation of operational processes within Member Services and Claims Operations to help facilitate company growth, improve organizational efficiency and reduce turnaround time

QUALIFICATIONS

2 - 5 years of life insurance operations experience, preferably in an area that deals directly with customers
Experience in a digital customer services environment
A proven track record of high performance
Excellent communication skills that can be dynamically adjusted to different situations and audiences
A desire to set high expectations for yourself and then strive to exceed those expectations
Ability to thrive in a fast-paced environment
Proven ability to improve processes that you are responsible for

The successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels.

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
Free parking in our Home Office structure
On-site wellness amenities including our rooftop pool and workout room
Wellness subsidy program
Ability to work remote on Friday
Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

About Catholic Financial Life

Catholic Financial Life is an Equal Opportunity Employer

Our Mission...

We're a faith-based membership organization which puts Catholic values in action by: