The role is responsible for the full monthly, quarterly, and annual financial closing process. It is responsible for assisting in developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements. This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, and year-end audit preparation. This role will have direct contact with Catholic United Financials, Director of Finance & Accounting, the SVP-Treasurer, as well as other Catholic United staff.

Catholic United is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future, and generously impacting parishes, schools and communities.

What you get to do:

• Prepare end to end Annual/Quarterly Statement reporting for the NAIC with assistance of other team members.
• Complete monthly close and completing all month end activities – meeting required SLAs. Including sharing the results of the narrative of the results to various audiences.
• Responsible for completion of the monthly reconciliation of the balance sheet accounts, including timely clearing reconciling items.
• Work with the Director of Finance & Accounting to ensure a clean and timely year-end audit, including preparation of schedules and analysis
• Support the Director of Finance & Accounting with special projects and workflow process improvements.
• Responsible for completion of the organization’s Form 990.
• Work with our tax reporting provider for year-end 1099 reporting.
• Obtain and maintain a thorough understanding of our financial reporting and general ledger structure.
• Proactively collaborate with the Appointed Actuary and External Auditors.
• Collaborate with the other finance department members to support overall department goals and objectives.

What we need to see in you:

• Bachelor’s degree in Accounting or equivalent work experience.
• 5 to 7 years progressive experience in General Ledger Accounting.
• Ability to thrive in a fast-paced setting
• Must have strong experience with Microsoft Office products, especially Excel.
• Effective ability to communicate using clear and concise oral and written communication and presentation skills
• Ability to read, analyze and interpret financial reports.
• Strong verbal and written communication skills, including clear and concise communication with non-accounting professional
• Strong interpersonal skills, including internal and external service skills.
• Strong team player

What we prefer to see from you:

• Experience in the insurance industry
• Experience with EAS & BizNet
• FLMI certification
• CPA credentials
• Self-starter and works independently managing multiple cross-functional teams, business processes and/or projects in tandem.
• Ability to be direct as well as diplomatic and build win-win agreements
• Strong analytical decision-making, influence, and communication skills.
• Commitment to positive team dynamics, client satisfaction, and creating a diverse, equitable and inclusive environment.
• Action oriented with the ability to think and respond quickly to change.
• Willingness to continuously learn and be open to feedback to improve individual performance.
• Demonstrated ability to drive change / process improvement.
• Ability to achieve results by influencing in a cross-functional matrix environment.
• Results-oriented and quality-focused and possesses an appropriate sense of urgency and attention to detail in managing multiple cross-functional projects simultaneously, while operating in a fast-paced business environment.

What you can expect to get from us:

• Satisfaction in working in a faith filled organization driven by a strong mission-based desire to give back to our communities and schools
• Full benefits available including medical, dental, vision, life, and you can even insure your pet
• Competitive pay with work-life balance
• Every Friday our official workday ends at 12:30 - yes, a long weekend every weekend!
• A generous PTO and paid holiday package
• The stability of a non-profit organization that has been around since 1878, poised for growth
• Everyone here makes a difference, every day