Finance Associate

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. Will handle certain bookkeeping functions for the church, prepare accurate and timely financial reports, statements and analytical financial reports on a regular/special request basis, maintain payroll and insurances; and support the annual audit of church records.

Essential Duties:

Payroll

• Maintains payroll records for the church office (including Saint Luke’s Day School)
• Work as our contact with our payroll partner preparing Payroll and journal entries
• Posts all taxes, maintains year end reporting, W2.
• Distributes 403b contributions

Human Resources:

• Maintains expertise in good human resource practice and acts as a resource for Business Administrator, Personnel Committee Chairman and staff.
• Assists Business Administrator in 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 administrative contact for the Health, Dental and Workers Comp Insurance.
• Acts as administrative contact with benefit partners such as 403b benefit.

Budget and Monthly Reports

• Works with Business Administrator and finance team member to prepare annual budget for approval by the Finance Committee and Vestry.
• Prepares regular monthly and special request reports for the Business Administrator, Treasurer, Finance committee Building Committee Chairman, Personnel Committee Chairman, and Vestry.
• Assist all ministry directors with budget and payable information as requested
• Provides financial analytical reports for Business Administrator
• Prepares financial packets for monthly Saint Luke’s finance committee meetings, Saint Luke’s Day School board meetings.
• Under the direction of the Business Administrator prepares materials and daily reports for stewardship and other fundraising campaigns.

Pledges and Gifts

• Serves as finance team member backup maintaining all pledge and contribution records providing monthly reports as needed and issues quarterly and year-end statements.
• Processes stock transfer gifts, sending an acknowledgment in receipt of gift and maintains list of yearly stock letters.
• Manages the acknowledgements of special donations.
• Maintains file on bequests and living wills.
• Receives and answers queries concerning financial matters from staff, committees, and parishioners.

Receipts

• Serves as backup to finance team member for the process of bookkeeping for all funds received placing in appropriate bank accounts and posting deposits to general ledger. Performs check edits.

Payables

• Serves as backup to finance team member for accounts payable process of checking for signature from approved invoices or vouchers, posts and mailing of checks.
• Serves as backup to finance team member preparing applications for credit accounts on behalf of church; securing proper signatures as needed.
• Serves as backup to finance team member maintaining the daily ledger account balance.
• Serves as backup to finance team member with 1099 year end reporting.
• Serves as backup to finance team member securing and maintain W-9 vendor’s Certificate of Liability Insurance forms
• Serves as backup to finance team member maintaining Alabama State Sales Use and Tax Exemption Certificates spreadsheet and assist with annual renewals and mailing of forms to all vendors.

Other

• Provides administrative support to the Saint Luke’s Foundation and Investment Manager of the Foundation account.
• Participates in and supports the annual church audit and completes the parochial reports for the Episcopal Diocese.
• Serves as backup to finance team member reconciling monthly bank statements for the general fund, designated accounts and checking, loan and investment accounts.
• Acts as administrative contact with Church Property and Auto Insurance.
• Serves as backup to finance team member in maintaining the Columbarium receivables and expenses
• The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. 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, procedures, and principles.
• Knowledge of applicable laws, codes, and regulations.
• Proficient in Shelby Accounting software preferred.
• Demonstrate proficiency in computer skills including Microsoft 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