What are the responsibilities and job description for the Bookkeeper position at Roman Catholic Diocese of Tucson and Affiliated...?
OUR LADY OF THE MOUNTAINS ROMAN CATHOLIC PARISH
Job Description
Job Title: Bookkeeper Status: Part time
Exemption Status: Non-Exempt
Department/Location: Our Lady of the Mountains Parish / Sierra Vista, AZ
Primary Function: Under the direction of the Pastor & Business Manager, as a non-profit bookkeeper is responsible for performing a variety of bookkeeping and accounting duties for the parish and school. The Employee shall be a minister of the Gospel and Catholic Teaching behaviorally while at work and in his/her personal life, “…Live in a manner worthy of the call you have received.” (Eph. 4:1)
Essential Duties and Responsibilities:
- Recognize and support the unique Catholic Mission of the Diocese by speaking, acting, and instructing consistent with the teachings of the Roman Catholic Church. The employee may not espouse, in word or deed, any doctrine inconsistent with the teachings of the Roman Catholic Church.
- Give evidence of living Gospel values by being an active member of a faith community and being open to the importance of a personal faith journey; strive to model the teaching of Jesus by attitude and example.
- Shall abide by Catholic principles in the individual’s professional and private life and shall govern his/her professional and private life in strict accordance with Catholic morals and principles to demonstrate complete adherence to Catholic moral strictures.
- Strong working knowledge of QuickBooks.
- Strong working knowledge of Microsoft Excel and Word.
- Ability to learn and maintain “ParishSoft” online Giving Program.
- Responsible for Accounts Receivables and Accounts Payables.
- Accounts Payables are paid in a timely manner and all discounts are taken.
- Keep books and accounting records of financial transactions for parish.
- Record weekly collections and other cash receipts.
- Prepare financial reports, profit & loss statements; 403 (b) reports; maintain accounting records.
- Perform balance sheet and other reconciliations as necessary.
- Reconcile diocesan saving accounts with parish records.
- Reconcile vendor accounts with parish records.
- Maintain and account for petty cash funds.
- Prepare industrial insurance information; prepare and maintain records; enroll employees in benefit programs.
- Maintain required property and other insurance records.
- Maintain donor records.
- Prepare operating and capital budgets for review and approval.
- Oversee the financial aspects of the Parish and school fundraisers as required.
- Arrange for special licensing as required by state or local authorities.
- Process payments to vendors and others, maintain vendor files.
- Work collaboratively with the pastor, business manager and parish secretary; provide information and support as requested.
- Ensure existence of verifiable audit trail for all financial transactions
- Assist with incoming phone calls and office visitors.
- Perform other duties as assigned.
Physical/Mental Requirements: Requires coordination and manual dexterity, normal mental and visual ability; ability to lift as required in a normal office environment.
Required Activities: Walking; sitting, standing, stooping, reaching, talking, hearing, carrying, and keyboarding.
Basic Qualifications:
- Must have a working knowledge of and a strong commitment to the mission of the Diocese and Catholic Church; must be in full communion with the Catholic Church.
- Excellent communications skills, verbal and written; excellent human relations and interpersonal skills.
- Exercise courtesy to fellow employees, parishioners, and the public.
- Must be a self-starter; well organized; perform multiple tasks simultaneously and work with a sense of urgency.
- Ability to maintain confidentiality.
- Ability to work collaboratively in a team environment; punctuality is always a must; ability to travel locally as required; weekend and overtime work may be required.
- Proficiency in computer technology to include word-processing, spreadsheets and 10 key calculators.
- Professional bearing; clean and neat personal appearance.
- Ability to pass the Diocese of Tucson Bookkeeping Test.
- Ability to successfully pass a background, criminal history, and credit history check.
Education and Experience:
- Bachelor’s degree in finance or accounting or equivalent experience
- 3-5 years experience as a bookkeeper or accountant in a medium to large firm or equivalent experience
Other/Preferred Skills
- Experience in the use of Quick Books
- Bi-lingual (English/Spanish) preferred.
Covenants of Employment:
Our Lady of the Mountains is a Roman Catholic religious organization and that all employees are expected to respect and conduct themselves in accordance with the values, teachings, and morals of the Roman Catholic Church and by Arizona state law. Under the “Zero Tolerance Policy”, no one will be knowingly assigned or retained to serve at Our Lady of the Lady of the Mountains when that person is determined to have engaged in the abuse of a minor or to have violated boundaries in dealing with minors.