The Finance Manager is responsible for all financial matters of the parish including maintenance of all bookkeeping records (ledgers, payroll, accounts receivable and payable), current financial information on all investment funds, preparation of financial reports and presentation materials for parish Finance Committee meetings, development and tracking of the parish budget; annual reporting to parishioners, and compliance with all government and ADSF reporting requirements
Minimum job requirements: B.S. in Accounting and 4-5 years accounting experience. Working knowledge of Microsoft Excel or PowerPoint software for chart making. Demonstrated experience supporting a budget planning and execution cycle. Demonstrated examples of strong team collaboration behavior. Strong presentation skills. Effective communicator and influencer
Position Information Requisition Number 2017-1249Staff Job Title Parish Finance Manager Job Location Main Campus - Hilltop Salary Type Non Exempt Minimum Hire-In Rate (for OPE positions only) Job Type Part-Time Union Type Non Union Travel No Travel Work Environment Office Job Summary The Finance Manager is responsible for all financial matters of the parish including maintenance of all bookkeeping records (ledgers, payroll, accounts receivable and payable), current financial information on all investment funds, preparation of financial reports and presentation materials for parish Finance Committee meetings, development and tracking of the parish budget; annual reporting to parishioners, and compliance with all government and ADSF reporting requirements. This is an exempt part-time position, approximately 25 hours/week. Job Responsibilities 1. All parish bookkeeping tasks, currently performed in Quickbooks. Responsible for paying all invoices due, keeping track of payables and receivables, recording deposits, bank reconciliations, and customized reporting as requested to parish staff and parishioners responsible for various accounts. 2. Proactively communicates a payment calendar to contractors, choir, musicians, and other individuals and sends reminders when documentation of hours worked is due. Accommodates reasonable requests for off-cycle payments. 3. Works with volunteers who count collections income and enters weekly collections data into Parish Soft. 4. Reconciles investment accounts on a monthly basis and updates in Quickbooks accordingly. Ensures we have details from both Schwab and any Investment Managers to ensure accounts are correct. Tracks and reports investment performance vs. benchmarks and highlights potential deviations for discussion with Finance & Investments Committee. 5. Requests funds from appropriate accounts for Social Ministries Committee spending (semi-annually), Manresa Gallery reimbursement (semi-annually), and transfer of funds to Pastor Liquidity Fund and Maintenance Liquidity Fund, as needed. Monitors levels in Social Ministries Fund and Maintenance Fund to ensure compliance with restrictions. 6. Completes monthly report and insights to the parish Finance & Investments Committee including preparation of summary charts highlighting results, deviations from budget, and the reasons. Attends Finance & Investment Committee meetings as needed (usually 4 or 5 per year). 7. Works with USF to ensure that monthly invoices for payroll, telephone, postage, work orders, billings from events management and Bon Appetit catering are correct and are categorized correctly in Quickbooks. 8. Leads the parish budget setting and management process from working drafts to final, establishing a calendar with checkpoints and clarity on required inputs. Provides historical data and consistently formatted input templates for capturing spending proposals and for documenting assumptions by staff functional area and by commission. Prepares summary charts for budget planning discussions with parish staff, commissions and committees. 9. Tracks actual spending vs. budget in Quickbooks and reports deviations monthly. Provides staff with detailed reports of income and expense accounts on a quarterly basis, or as needed to enable accountability for budget. 10. Works with the Senior Director of Operations to develop a capital budget and spending plan aligned with the operating budget and available income from investment funds. Tracks and reports a management view of spending and an accounting view as required. 11. Work with the parish auditor, currently DZH Phillips, to complete an annual review, providing all financial information requested. 12. Completes required Archdiocese of San Francisco annual report - usually in September. Ensures accuracy of submission and compliance with all ADSF reporting requirements. Proactively communicates with ADSF finance staff to address any questions and ensure integrity of the submission. 13. Ensures compliance with all government regulations. Keeps W-9’s in good order and files 1099’s in January. Files California Domestic Corporation form - biannually. Files California State Tax report to the Board of Equalization Annually and San Francisco Business Registration for St. Ignatian Counseling Institute for Family Life. 14. Understands our insurance liability exposure and proactively solicits a review at least annually. 15. Facilitates financial management of sacramental income, votive candle revenue, bookstore, events, and other sources of parish income. 16. Helps promote the use of the church as a venue for concerts, recordings and cultural events. Manages event contracts, ensuring that deposits, proof of liability coverage, and payments are received in a timely manner. Works with sacristans, event coordinators and USF public safety to ensure events are managed smoothly. 17. Seeks to simplify parish administrative procedures. Develops relationships with other parishes to understand best practices and recommends potential improvements in work-flow, processes and tools. Minimum Requirements • Minimum job requirements: B.S. in Accounting and 4-5 years accounting experience. • Working knowledge of Microsoft Excel or PowerPoint software for chart making. • Demonstrated experience supporting a budget planning and execution cycle. • Demonstrated examples of strong team collaboration behavior. • Strong presentation skills. Effective communicator and influencer. Additional Knowledge, Skills, and Abilities • Familiarity with parish operations and management tools. • Familiarity with Archdiocesan reporting requirements. This role is an internal customer service function supporting the parish staff and lay leadership to make optimal financial decisions to fulfill the mission of the Parish. The person filling this role should proactively offer advice, assistance and insight to resolve issues, locate documentation, respond to questions, and investigate discrepancies. This role helps inform others to empower and ensure accountability by the appropriate functional owners. Special Instructions to Applicants To apply, send email to Gary Price ( firstname.lastname@example.org ) and attach your resumé and cover letter. Job Open Date 06/02/2017 Job Close Date Posted until Filled No About USF The University of San Francisco is located in the heart of one of the world’s most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. Its diverse student body enjoys direct access to faculty, small classes and outstanding opportunities in the city itself. USF is San Francisco’s first university, and its Jesuit Catholic mission helps ignite a student’s passion for social justice and a desire to “Change the World From Here.” For more information, visit www.usfca.edu . EEO Policy The University is an equal opportunity institution of higher education. The University does not discriminate in employment, educational services and academic programs on the basis of an individual’s race, color, religion, religious creed, ancestry, national origin, age (except minors), sex, gender identity, gender expression, sexual orientation, marital status, medical condition (cancer-related and genetic-related) and disability, and the other bases prohibited by law. The University reasonably accommodates qualified individuals with disabilities under the law. Fair Chance Ordinance Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. For more information visit: http://sfgov.org/olse/fair-chance-ordinance-fco .
Please click here, if the Job didn't load correctly.
Please wait. You are being redirected to the Job in 3 seconds.