Vice President Shared Transactional Services
Listed on 2026-09-27
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Management
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Finance & Banking
Church Pension Group (CPG) is a financial services organization that serves the Episcopal Church, located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.
The VP Shared Transactional Services leads and manages the end-to-end processes for the Corporate Finance Shared Services Functiondrivingeffectiveandefficientservice.
Thefunctionsincludedinthisareaare Payroll,Accounts Payable,Disbursements,Treasury Operations and Business System Analysis
include the following.
Otherdutiesmay be assigned.
- Engages and influences the team:
- Identifies training needs of these resources and recommends and assists in the on-going development of individual training plans
- Assists individuals in identifying potential future roles and helping to create development plan that aids the individual in attaining these future roles
- Develops succession plans to identify future potential resources for positions within the team and for the position of VP
- Prepares the annual budget for the costs associated with the Shared Services areas
- Provides day-to-day guidance to the managers of the team to ultimately deliver complete, accurate and timely processing of transactions and the goals and objectives of the team
- Directs and has immediate responsibility for all practices and policies
- Leads the establishment of and has direct responsibility for customer service levels.
- Leads the development of customer service levels
- Ensures service levels are periodically measured and results are communicated and reviewed with customers
- Ensures timely and effective troubleshooting of customer service issues (internal and external customers)
- Consistently identifies opportunities for improving service levels, resulting in improved efficiency and effectiveness of services.
- Directs the development and review process for standard report production and exception monitoring.
- Collaborates with Business Partners to determine reporting needs
- Establishes and maintains a strong internal control environment
- Implements processes that ensure adequate segregation of responsibilities
- Develops & leads a monthly close process ensuring that transactions are recorded timely, appropriately supported and processed accurately. Coordinates with the VP General Accounting to ensure timely and accurate postings to the General Ledger
- Drives continuous improvement; leads team to identify improvements for effectiveness and efficiencies
- Standardizing, streamlining, and automating processes
- Manages key vendor relationships for the function
- Complies with CPG’s standard vendor management processes and policies
- Manages internal and external audit reviews and requests
- Responsible as lead contact for the functional area
- Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration
- Assists in Company-wide projects as requested
Toperformthisjobsuccessfully,anindividualmustbeabletoperform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Strong leadership, supervisory and teamwork skills
- Proven track record of process change management to improve its efficiency and effectiveness
- Experience with Oracle Fusion Financials or similar toolset
- Ability to communicate clearly and concisely orally and in writing
- General knowledge of accounting as it relates to the Shared Services functional areas
- BS/BA Degree preferred; but not required
- Minimum ten years of experience in leadership of Accounts Payable / Disbursements and/or Payroll areas
Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully.
WORK ENVIRONMENTCurrently, hybrid work environment, which requires working in CPG’s office Tuesdays through Thursdays and flexibility to work remotely on Mondays and Fridays. Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to…
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