Financial Administrator

Hours per week: 21-23

Position Summary:

St. Joseph Catholic Parish is seeking Financial Administrator to join its team. The Financial Administrator will be responsible for the financial records, reporting, accounts payable, accounts receivable, to ensure timely and accurate record keeping. The individual in this role follows the Diocesan Guidelines for record keeping and compliance, works with the Diocese and is responsible for payroll and acts as Human Resources liaison for the parish. Works with the Pastor and Finance Chair concerning the administration and use of parish funds. Works with building maintenance volunteers who manage parish facilities.

Key Responsibilities:

• Financial Responsibilities: 
  • Maintains accounting ledger/files/spreadsheets for all income and expenses of the parish.
  • Works with ACS Technologies Software to allocate contributions correctly and administrates all user accounts.
  • Works with vendors to maintain online giving flow. Administrator of Abundant.
  • Keeps track of monthly EFT contributions to the parish.
  • Works with coordinator scheduling volunteers for collecting, counting, and depositing the collection.
  • Handles accounts receivable and payable (AR/AP).
  • Tracks loan/mortgage payments and amortization schedules.
  • Establishes accounts as needed for tracking income/expenses as authorized, working within Diocesan guidelines.
  • Works with ministries to allocate, maintain donations and assists with any information needed.
  • Maintains contact with Diocesan Business and Finance Office, especially with Parish Auditor.
  • Works with Finance Chair to ensure internal audit of financial records.
  • Prepare yearly 1099s.
  • Prepare sales tax refunds for Parish twice a year.
  • Submits offertory report as required by the Diocese.
  • Prepares Tax Contribution Statements as needed.
  • Administrates payroll through UKG (UltiPro) for employees, coordinating with Human Resources as needed.
  • Allocates expenses accordingly for financial reporting and church accounting purposes.
  • Maintains the financial spreadsheets and databases.
  • Works in conjunction with the Development Office and BAA chair at the parish level to process all donations received.
  • Prepares Letters and Contribution Statements as needed.
  • Prepare all monthly, quarterly, and annual financial reports for the parish and Diocese.
  • Submits quarterly and annual financial reports to the Diocese.
  • Prepare the Annual Budget and upon approvals submit to the Diocese.
• Administrative/Facilities/Plant Management/General Responsibilities:
  • Works with Pastor, Pastor designate, and Diocese for new hire, change in employee status and terminations and assists employees with payroll issues.
  • Provide financial reports to Finance Council Chair for presentation at Pastoral Council meetings.
  • Work with building maintenance volunteers who manage parish facilities and properties to provide a clean, safe, and suitable environment for resident clergy, parishioners, and staff.
  • Works with Pastor and Facilities/Plant volunteers ensuring contracts and approvals are properly submitted for approval as required by Diocesan guidelines.
  • Attends Finance Council meeting, giving support to financial questions and information.
  • Prepare agenda and attend staff meetings.
  • Serve as a helpful resource to parish organizations when needed.
  • Function as parish liaison to the diocese in areas of responsibility.
  • Performs other duties as required.
• Required Knowledge, Skills, Abilities: 
  • Accounting and finance principles and practices with preference to non-profits.
  • Budget management.
  • Reasonable facilities maintenance skills.
  • Knowledge of personnel policies and procedures.
  • Ability to communicate effectively with staff and volunteers.

Minimum Requirements:

• Bachelor’s degree or equivalent business experience, as well as knowledge of generally accepted accounting principles.
• 3-5 years of accounting experience.
• Must be proficient with using Microsoft Office Suite, QuickBooks, ACS or equivalent software.
• Proficient developing standards, analyzing information, dealing with complexity, reporting research results, data entry skills, attention to detail, confidentiality.
• Lift of boxes of financial records for storage may be required. (approximately 10-15 lbs.)
• Employment is contingent upon applicant satisfactorily passing criminal background and refence checks.
• Must complete diocese-sponsored Safe Environment Training.