Church Finance Secretary

SUMMARY DESCRIPTION: The Finance Secretary manages the day-to-day finances of the church. The position requires a basic understanding of budgets, accounts payable, accounts receivable, payroll, and other principals of church financial structure. Working with the Finance Chair, staff members, and church members, the Finance Secretary provides information regarding all aspects of the church financial picture. This is a full-time (40 hrs./wk.) salaried position. Compensation is $50,000 ($24/hr.). Reports to the Senior Pastor. Works with the Treasurer in support of the Treasurer’s assigned duties.

– Minimum four days in office. Working offsite for any balance of the 40 hours each week may be negotiated, with advance permission granted by the Senior Pastor.

- Provide regular church financial reports to the Finance Chairperson to send to the Finance Committee ahead of meetings. Attend Finance Committee Meetings (approximately eleven (11) meetings per year).

– Work with the Senior Pastor, Staff, and Finance Chair/Committee to build an effective church budget.

• Provide financial information to appropriate person(s) for each program area both in the budget building process and throughout the year to assure understanding of budget utilization.
• Aggregate information provided by staff into a format to be utilized by the team in building the proposed budget for the coming year.

– Complete church and KC/PDO (day school) payroll twice a month.

• Enter new employees into the online payroll module.
• Enter pay rates for each employee and required changes to the same; maintain complete confidentiality of all payroll information.
• Ensure accuracy and timeliness of federal tax deposits and 941 reporting.
• Complete all required payroll audits.
• Ensure accuracy of year-end payroll-related reporting, such as W2’s.

– Maintain the church accounts in a current status as directed by the Senior Pastor, Finance Chair, and appropriate church staff.

• Analyze invoices and bills received to determine amounts owed. Work with church staff and volunteers to determine who should authorize payment.
• Ensure that accurate checks are cut, copied, filed, and mailed in a timely manner.
• Maintain a record of w9s for independent contractors and file 1099s at year end.

- Perform regular reconciliation of accounts for all church financial accounts, including bank statements and other receivables/payables, ensuring that internal records match external statements and supporting documentation.

– Provide information and assistance during the annual church stewardship campaign.

• Provide giving record information to the Senior Pastor for analysis as requested.
• Work with the Stewardship Committee to facilitate follow-up on the initial request for support.

– Maintain accurate record of all donations made to the church.

• Maintain complete confidentiality of all donation information for donors.
• Enter donations into the church financial software in an accurate and timely manner.
• Provide donors with regular giving records through the use of the church donor software. Typically done semi-annually or by request of the Finance Committee, Senior Pastor, or the individual donor. Includes printing statements, letters, and financial status reports and preparing the same for mailing.
• Provide information on donations, gift levels, and other requests to the Senior Pastor as needed.
• Memorials and Honorariums -The Finance Secretary is to send the names and addresses of donors making Memorials/Honorariums, the name of the person(s) in memory or honor, where the donation is to go, and to whom the acknowledgement is to be sent and that person’s address to the Memorial Committee. The Memorial Committee sends the acknowledgements.

– Supervise deposits of all donations and other income into the church accounts.

• Train and manage all volunteers participating in the deposit process, including donation counters.
• Make all deposits in a timely manner.
• Maintain accurate records of all deposits.

– Prepare accurately and in a timely manner all required annual reports.

• Assist with Charge Conference: financial modules of Conference Check Out reflecting year-end financial status of the church; other reports as required throughout the year such as property insurance requirements and other Conference requested documents.
• Assist with Year End Closeout annually.
• Education and Experience– High School diploma with at least 5 years related experience. Candidates with higher education degrees and/or certifications are required to have at least two (2) years’ experience.
• Due to the confidentiality of this role, non-Wesley UMC members are preferred. Church experience is preferred.
• Skills –
• Proficiency in Excel, Word, Outlook, and Google network file sharing.
• Efficiency in database management, internet knowledge, and financial management.
• Detail-oriented and organizational skills.
• Ability to analyze data, particularly financial data.
• Fund accounting.
• Accounts payable and accounts receivable management.
• Attend financial software training as available and needed.
• Utilize the available online training offered by software vendors.
• Obtain training on the United Methodist church system related to donations, the connectional system, and other avenues of financial support provided to the United Methodist church as a whole (UMCOR).
• Obtain and maintain MinistrySafe certification and annual background checks.
• Vacation is per the Employee Manual.
• This position qualifies for a Church sponsored 3% 403b contribution.
• No health benefits are provided.

There is a “time off restriction” the first two weeks of January each year due to end of year close out reporting.

Pay: $50,000.00 per year

Benefits:

• 403(b)
• Flexible schedule
• Paid time off

Work Location: In person

Salary : $50,000