Financial Manager

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Project Id

Project Description

This is a part-time position.

  • Responsible for the financial bookkeeping, monitoring expenditures according to the Financial Disbursement Policy, and reporting to the Finance Committee
  • Functions as part of the management team, proactively sharing ideas, and giving guidance on financial matters 
  • This position is under the direction of the Senior Pastor, Treasurer, and Finance Committee.

Essential Duties and Responsibilities: 

Maintains appropriate and accurate financial records, ACS Technologies OnDemand, Microsoft Office, Suite, QuickBooks, Paychex,

  • Records collections and receipts in the accounting records
  • Prepares and mails confidential quarterly giving statements to donors
  • Processes payments to vendors and others, including obtaining proper documentation and authorization
  • Assists in the Stewardship process and may attend Stewardship meetings
  • Assists in the preparation of the annual budget
  • Maintains vendor files
  • Balances and reconciles all accounts on a monthly basis
  • Ensures existence of verifiable audit trail for all financial transactions
  • Ensures loan progress payments are made
  • Prepares and makes weekly bank deposits
  • Processes year end 1099s, W-2s, etc.
  • Works with auditors as needed

Prepares payroll

  • Ensures proper state and federal filings
  • Updates payroll system accordingly
  • Ensures completion of IRS documentation
  • Verifies payment amounts are correct prior to payment

Report generation and distribution

  • Prepares weekly financial report for UPLift mission
  • Prepares monthly financial reports (Income Statements, Balance Sheet, Budget vs. Actual) for committees and staff
  • Completes appropriate IRS tax reports

Communication & Reporting

  • Provides timely responses to financial inquiries from committees, staff and the congregation
  • Reports on Capital Campaign progress
  • Attends Finance Committee meetings and reports on financial activity
  • Monitors and reports on investment activity including endowments, and prepares annual analysis for the amount to be expended from endowment funds

Human Resources

  • Maintains employee files with related payroll documentation
  • Ensures proper new hire and termination paperwork is completed, processed and maintains records
  • Manages employee benefits: Annual benefits enrollment, changes, etc.

Business Oversight

  • Serves as liaison with third party vendors and insurers
  • Maintains contracts and insurance records. Monitors for renewal, etc.
  • Reviews proposed contracts for financial feasibility

Skills, Knowledge & Abilities, Education, and Experience: 

  • Minimum high school diploma or equivalent; college courses or certifications in finance or bookkeeping preferred
  • Proficiency in bookkeeping or accounting – minimum 5 years of experience
  • Familiarity with processing and reporting stock donations
  • Confidentiality is a must
  • Must be detail-oriented, and number savvy
  • Must be able to graciously handle calls and questions from congregation, committee members and donors

Computer & Equipment Requirements

  • Proficient in QuickBooks and Excel
  • Working knowledge in Microsoft Office, Paychex
  • Experienced with accounting software - ACS Technologies OnDemand

Required education:

  • High school or equivalent

Required experience:

  • Bookkeeping/Accounting: 5 years

This Project is seeking consultants.

Project Location:
This is not a remote position.
This position does not require travel.

Project Salary - Hourly
Minimum Range In Dollars:
Maximum Range In Dollars:

Functional Expertise

  • Accounting/General Ledger
  • Bookkeeping

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