Financial Specialist

TL;DR

Financial Specialist (Finance): Conducting financial analysis, expense planning, and forecasting to support insurance operations with an accent on variance analysis and financial modeling. Focus on collaborating with internal stakeholders to ensure data accuracy and improving reporting processes within a dynamic ERP environment.

Location: Must be based in or able to commute to New Haven, CT, US (Hybrid role)

Salary: $88,000 – $149,500

Company

A tax-exempt Catholic fraternal benefit society providing financial security through insurance and investment products while supporting charitable missions.

What you will do

• Collaborate with the Associate Director on expense management, budgeting, and forecasting activities.
• Perform monthly and quarterly variance analysis on expense lines to identify key drivers.
• Validate financial assumptions and update models for annual budgets and periodic forecasts.
• Research and resolve expense-related inquiries from internal departments.
• Extract and maintain financial data using SAP and Excel to support system enhancements.
• Participate in ad hoc projects to improve reporting efficiency and expense management.

Requirements

• Authorization to work in the United States is required (no visa sponsorship).
• BS in Accounting or Finance.
• 3-5 years of experience in the insurance industry or equivalent.
• Proficiency in Microsoft Office, specifically intermediate to advanced Excel.
• Strong analytical, financial modeling, and communication skills.
• Ability to work in a hybrid environment in New Haven, CT.

Nice to have

• Experience with large-scale ERP systems such as SAP.

Culture & Benefits

• Comprehensive health insurance options including HSA with employer contributions.
• 401(k) retirement savings plan with company matching and fully funded cash balance plans.
• Generous time off including 13 paid holidays, vacation, and sick leave.
• Professional development support including tuition reimbursement and certification funding.
• Parental leave benefits including childbirth and adoption support.
• Work-life balance focus with flexible workweek schedules.