Director of Finance

Position Summary:

Responsible for applying accounting principles and procedures in performing all duties related to the finances of the Church having applicable knowledge of tax, law and regulations. The Director of Finance will oversee the finance department managing bookeeping functions for the church, and will prepare accurate and timely financial reports, statements and analytical financial reports on a regular/special request basis, maintain contribution records; maintain payroll and insurances; and support the annual audit of church records.

Essential Duties:

Pledges and Gifts

• Maintains all pledge and contribution records providing monthly reports as needed and issues quarterly and year-end statements.
• Under direction of the Parish Administrator prepares materials for stewardship and other fundraising campaigns.
• Processes stock transfer gifts and sends acknowledgement in receipt of gift.
• Manages the acknowledgements of special donations, gifts and memorials to families and donors and communicates them to the Parish Administrator and Rector.
• Maintains file on bequests and living wills.
• Receives and answers queries concerning financial matters from staff, committees, and parishioners.

Receipts

• Manages the process of bookkeeping for all funds received placing in appropriate bank accounts and posting deposits to general ledger.

Payables

• Manages the accounts payable process of checks for signature from approved invoices or vouchers, posts and mailing of checks.
• Prepares applications for credit accounts on behalf of church; secures proper signatures as needed.
• Manages the daily ledger account balance.
• Works with Parish Administrator to approve major purchases of equipment, software, furniture, etc.

Payroll

• Maintains payroll records for the church office (including Saint Luke’s Day School)
• Works with Finance Administrative Assistant to prepare all payroll and payroll-related expense posting to Shelby System and General Operating Checking Account.
• Posts all taxes, maintains year end reporting, W2, 1099 reporting
• Will explore processing payroll through an outsource company.

Budget and Monthly Reports

• Works with Parish Administrator to prepare annual budget for approval by the Finance Committee and Vestry.
• Prepares regular monthly and special request reports for the Parish Administrator, Treasurer, Finance committee Building Committee Chairman, Personnel Committee Chairman, and Vestry.
• Manages the Columbarium receivables and expenses.
• Manages the Saint Luke’s real estate receivables and expenses with outsource property management firm.
• In conjunction with the Parish Administrator maintains the relationship of banking and investment relationships.

Human Resources:

• Maintains expertise in good human resource practice and acts as a resource for Parish Administrator, Personnel Committee Chairman and staff.
• Assists Parish Administrator maintaining human resource records including personnel files, compensation and benefit records, tax records, performance related records, etc.
• Maintains records for benefits to staff employees. Acts as a contact for the Health, Dental and Workers Comp Insurance.
• Manages relationships with benefit partners such as 403b benefit.

Other

• Prepares financial packets and attends monthly finance committee meetings.
• Provides support to the Saint Luke’s Foundation Chairman and Investment Manager of the Foundation account.
• Participates in and supports the annual church audit and completes the parochial reports for the Episcopal Diocese.
• Reconciles monthly bank statements for the general fund, designated accounts and checking, loan and investment accounts.
• With the Parish Administrator, oversees the maintenance, upgrading, training etc. of the Shelby software.
• Works with Parish Administrator maintaining a yearly calendar outlining when infrequent expenditures such as taxes, insurances, maintenance agreements, are due.
• Assists Parish Administrator with the maintainance of Church Property Insurance.
• The above statements are intended to describe the general nature and level of work being performed by people assigned to this They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Job Skills and Requirements:

• Accounting degree or business equivalent.
• Knowledge of accepted accounting practices and principles.
• Knowledge of auditing practices and procedures
• Knowledge of applicable laws, codes and regulations
• Profiecient in Shelby Accounting software preferred.
• Demonstrate proficiency in computer skills including Microssoft Office Suite Products, Power Point, Excel, and Adobe Acrobat.
• A commitment to good interpersonal relationships, teamwork, and support of all church ministries.
• A commitment to confidentiality with church records.
• A demonstrated Christian faith commitment with understanding of Non Profit service/outreach.

Job Type: Full-time

Required education:

• Bachelor’s

Required experience:

• Accounting: 3 years
• Finance: 2 years