Parish Financial Administrator
Non Proft Organization
Company Overview
Trinity Episcopal Church is seeking a Parish Financial Administrator that will provide the qualified candidate the opportunity to work professionally in a religious organization in service to parish members and the larger community. Responsibilities include, but are not limited to, the administration and fulfillment of all tasks related to full charge accounting and complete payroll processing keeping in compliance with the Episcopal Manual of Business Methods in Church Affairs. This position’s human resources responsibilities include, but are not limited to, the onboarding and offboarding of new and departing employees and administering employee benefits and maintain related records.
Position
The position reports directly to the Rector and works with the Church Treasurer as it relates to church financial responsibilities. Confidentiality is a must as the successful candidate will handle sensitive information with strict discretion and possess the interpersonal skills required to be a team player in collaborating effectively with staff, parishioners, outside vendors and the public community to support our parish’s values and vision. The position will work directly with The Episcopal Diocese of Texas and Church Pension as related to the fulfillment of the responsibilities of this position.
Responsibilities
General Accounting and Budgeting
- Keep all financial records up to date.
- Reconcile all bank accounts and credit card statements monthly.
- Monitor and maintain cash flow.
- Assist in maintain and revising written accounting procedures in the areas of cash processing, general ledger, accounts payable, payroll and fiscal oversight.
- Perform other necessary and related work as may be assigned.
Accounts Receivable/Payable
- Oversee the Monday morning counters of offerings and deposits and making all related entries into the accounting system.
- Verify, deposit, and post facilities use income (any income unrelated to donations and contributions.
- Enter and pay regular bills in a timely manner, ensuring appropriate authorization and documentation. This includes the oversight of those bills paid electronically and preparation of weekly checks, obtaining signatories and mailing.
Payroll
- Processing bi-weekly payroll through ADP by calculating and submitting employees’ time, and posting all related journal entries into the accounting system.
- Onboarding and off boarding new/terminated employees in ADP payroll system.
- Update employee’s information in ADP as required, including personal information, changes in compensation, etc.
Pledges and Contributions
- Obtain and record pledges made during the annual stewardship drive.
- Keep accurate and current records of congregation pledges and contributions.
- Enter contributions to the Building Fun, Special Funds, and Donor Designated Funds.
- Prepare and send out semi-annual and annual giving reports to contributors.
- Keep confidential all financial contribution information.
Reporting
- Prepare monthly financial reports to the Finance Committee, Treasurer and Rector. Provide financial reports to Program Budget Managers as needed.
- Attend monthly Finance Committee meetings when required.
- Prepare for the annual audit, Parochial Report and Parish Annual Meeting.
- Work closely with the Finance Committee to prepare, support and implement the annual budget.
Personnel
- Maintain personnel files, taking great care to keep information confidential and secure at all times.
- Medical and Pension Benefits:
- Processing of employment, enrollment, and change related forms for new hire, termination and/or retirement personnel and submitted to the Diocese of Texas and Church Pension as appropriate.
- Submit and record monthly contributions to Clergy and Lay employees’ Pension Plans.
- Submit and record any HAS contributions to an employee’s medical benefit plan.
- Medical and Pension Benefits:
- Provide annual 1099’s to all contractors as needed.
- Ensure employees have logins with ADP to have access to their personal payroll records, including W2’s; assisting employees with as needed.
- Be a liaison between employee and Diocese of Texas and Church Pension.
Qualifications
- Bachelor’s degree in Accounting or Business Administration is preferred.
- At least three years of Accounting Experience, preferably with a solid understanding of fund-based accounting. A working knowledge of fund-based accounting software such as Realm, ACS Technologies, etc. is a plus.
- Proficiency in computer skills including MS Word, Excel.
- Working knowledge and practical experience of accounting policies and procedures as related to General Accepted Accounting Principles.
- Superb interpersonal and communication skills using sold judgment in managing sensitive situations using discretion, tact, diplomacy and graciousness.
- Sensitivity to diversity in all its form with the ability to related to people of different backgrounds and across all levels of the church and community.
- Detail oriented with strong organizational skills and the ability to manage competing priorities and meet deadlines.
- Working knowledge of benefits administration is a plus.
- Ability to display sensitivity, tact and responsiveness in various situations and maintain a high level of confidentiality.
- Ability to work closely with committees and volunteers.