#BeUMC | Learn More About The United Methodist Church

Financial Specialist


8/26/2022

JOB TITLE: Financial Specialist FLSA STATUS: Exempt PAY GRADE: $36,000 - $63,000 EXPECTATION FOR ALL EMPLOYEES Supports the organization's mission, vision, and values by exhibiting the following behaviors: excellence and competence, collaboration, innovation, respect, teamwork, commitment to our community, and accountability and ownership. Will possess a demonstrated Christian faith commitment. PURPOSE OF THE POSITION Financial Specialist is primarily responsible for compiling and analyzing information for the organization. Creates, analyzes, and generates monthly, quarterly, and annual reports and ensures financial information has been recorded accurately from the congregation, processing invoices for payment, processing payroll, and responsible for all month and year-end close processes. Suggests recommendations to senior staff to influence the financial health and operation of the church. SCOPE This employee shall report directly to the Director of Operations and Administration. This employee shall work with the Treasurer and the Chairman of Finance Committee to ensure the effective operation of the church's financial systems, as well as develop policies and procedures that are in accordance with general accepted accounting principles. RESPONSIBILITIES • Enters and posts contribution envelops, checks, and all online contributions into Accounting Software on a weekly basis • Generates and mail/email quarterly contribution statements after review by the Treasurer or Finance Chair • Oversees requisition processes, including applying sound financial judgment in paying vendors and executing contracts on behalf of the church • Manages and maintains the Image Freeway system for processing requisitions • Act as liaison with auditors for the preparation of the Year-End Close and any financial audit activity • Safeguards and maintains control of all critical financial systems, information and tools • Assists the Treasurer in helping to maintain a positive cash flow for the Church at all times • Ensures that all financial records are maintained in accordance to established internal audit procedures • Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. • Executes the preparation of financial summaries for presentation to the Finance Committee, Church Council and other entities as directed • Prepares In-Kind Gift letters for special donations as needed • Collects and processes monies for events, sale of merchandise, etc. • Maintains SecureGive Donations and payment management • Records all Cash Receipts Journal Entries properly and timely, as well as reconciling any payments (online or otherwise) with external Accountant • Provides monthly reconciliation of Capital Campaign Account or any other special account that may be established • Generates ad-hoc reports on the Capital Campaign or any other special account that has been established for Church Leadership Team review as directed • Prepares all correspondence as it relates to the financial matters of St. James UMC • Develops (queries) and generates weekly financial reports for distribution to Pastor, Director of Operations and Administration, Treasurer, and Chairman of Finance Committee • Processes orders for Ministry Heads, including booking of airfare/hotel for travel, etc. • Enters Approved Budget into Financial Software System at Year-End • Reviews and reconciles credit card statements for card-holders within the Leadership Team • Assists with the completion of all Conference and District Year-End Reporting • Makes all necessary Journal Entries and enter Direct Deposits into Financial Software, from the period-end closing bank statement, within 5 days of receipt • Trains Ministry Heads and ensure training material/documentation is kept current KNOWLEDGE, SKILLS AND ABILITIES • Demonstrates computer proficiency including Microsoft Office Suite, and specific fund based accounting software • Attention to detail and precision in account reconciliation and report generation • Commitment to good interpersonal relationships, teamwork and support of church ministries • Commitment to confidentiality regarding all account records, both of the church and staff, and the members • Dependable, punctual and trustworthy • Has obtained at a minimum a bachelor’s degree in accounting from an accredited educational institution • Demonstrates and has obtained expertise in analytical and financial modeling skills

Contact: Larry Salter

Address: 3000 Webb Bridge Road Alpharetta GA 30009

Phone: 678-762-1543

Email: Click to email

Website: stjamesumc.org