Primary Function: To assist Christ Lutheran Church in carrying out its mission by planning and implementing effective organizational and fiscal processes to achieve its goals.
Please note: this job is part time and generally requires onsite work. We encourage anyone interested to apply, especially students (majoring in business and/or finance). Paid training is provided: the individual hired will shadow and work alongside the current business manager for 2-4 weeks, depending upon hire date and how fast they learn the position.
Report to: Budget/Finance Committee Chair and Treasurer.
Responsibilities
Perform financial responsibilities listed below:
Work with paid staff and church members to achieve the goals of the church.
Perform bookkeeping tasks such as paying bills, processing and recording payroll, reviewing deposits posted, and performing bank reconciliations.
Establish and operate an efficient plan of financial record keeping and reporting; develop
bookkeeping procedures.
Prepare financial information for the finance and budget committees and the treasurer of the church.
Serve as a resource person regarding legal and business matters of the church. Study annually the church’s insurance and recommend a change if needed.
Develop and implement a long-range plan for updating equipment, furnishings, and software.
Lead the staff in acquiring training in Financial Accountability.
Maintain records on church staff personnel. Establish and maintain records of equipment and facilities. Approve and process requisitions and purchase orders.
Administer church-adopted policies and procedures concerning the use of all church
properties and facilities.
Detailed Financial Responsibilities: Estimate 6 hours per week
Assisting in creating budgets, paying bills, processing payroll, and tracking church income
from donations and sales.
Maintain General Ledger and Funds in Aplos church software and create new GL
accounts and Fund accounts as required by the church
Enter approved annual budget into church software for comparative reporting purposes
Job Description – Director of Finance and Operations
Oversee Bank Transfers, the deposit of offerings, the writing of manual checks as needed.
Provide information on Thrivent and other Charitable giving grants/distributions to the
Financial Secretary for posting. Research the origin of grants if the donor or designation
is unclear
Administration of Purchasing cards through PEX (issuing cards, funding cards, training
new users on cards)
Approving PEX transactions, reviewing and/or entering proper GL coding and fund, and .
following up with Committee Chairs/Card users for explanation and documentation for
charges. Review for proper approval by the committee chair and or council officer if
required.
Periodically download PEX cards, receipts, and save on OneDrive for financial record
keeping.
Review invoices and route for approval based on requirements (greater than $500 to the
committee chair, greater than $1,000 council officer). Review check requests for
appropriate coding and approvals. Scan copies of all invoices and check requests for
electronic vendor files, and maintain vendor files on OneDrive.
Payroll: Collect any data needed for payroll and submit payroll semi-monthly. Save
payroll registers on OneDrive. Collect data for contractors (musicians) and pay through
GUSTO once per month. Initiate the self-onboarding process for any new
employees/contractors in the GUSTO Portal. Set up any new full-time employees for
benefits through Portico. Verify that all employees are issued W2’s and 1099’s annually
through payroll software.
Updating the Online Giving page through Aplos (adding/removing funds, processing
refunds to individuals as needed).
Complete bank reconciliation and issue monthly financials to the Treasurer and Budget
and Finance chair monthly by 5th business day of the month. Prepare a summary of
monthly financial results as compared to the budget for use by the Treasurer and Budget
and Finance Chair. Save copies of Bank Statements, Bank Recs, and Financials on
OneDrive. Answer questions from the Finance and Budget committee regarding
financials.
Review pass through funds and make sure check requests are submitted to initiate payment to the correct recipient. Log in to the Synod giving website to initiate payments to ELCA funds and budgeted giving to Synod. Work with the Finance and Budget Chair to make
sure Benevolence payments included in the budget are paid out appropriately. Review
other restricted funds and send reminders to committee chairs of funds available (i.e. VBS
Fund, Youth Ministry Funds, etc).
Miscellaneous duties:
Provide financial information to the Synod when requested (complete annual form).
Update policies and procedures for Accounting and Finance. Be sure policies are
implemented and followed by volunteers. Train volunteers/staff in procedures as needed
(Offering counters, admin staff, committee chairs, etc).
Job Description – Director of Finance and Operations
Make sure the Secretary of State filing is completed each year. Update bank signature
cards when needed. Investigate investment options for excess cash (i.e. Money Mark
account, CD’s etc)
Review insurance policies and work with the broker and property committee to make
sure there is adequate coverage. Assist in filing claims if needed.
Investigate new software that could benefit the church (i.e. Church 360,
Dropbox/Onedrive). Evaluate Bookkeeping/Payroll Service and recommend changes if
necessary.
Negotiate any vendor contracts or leases. Work with banks to secure a loan or mortgage
if needed.
Attend council and budget & finance committee meetings as needed. Assist Budget &
Finance Chair with annual budget as needed.
Assist with special projects as needed
Abide by the current policies of Christ Lutheran Church as well as any that the Council
may adopt. This includes the CLC Personnel Policy and the CLC Child Safety Policy.
Position Requirements
An associate's degree in business, office management, or related field.
2 years' office or administrative experience.
Excellent communication and interpersonal skills.
Strong computer skills and ability to operate office equipment.
Ability to handle stress and problem solve.
Ability to keep confidential and sensitive information.
A commitment to standing as a moral and upstanding representative of the church
community
The congregation will support the Director of Finance and Operations with Christian love and prayers. The Council and the pastor will help with guidance and advice. If any problems arise with other staff members or congregation members, they should be handled through the Pastor and the Congregation Council.
Salary
Part time, year-round, salaried position with an average 10 hours/week. Either the Director of Finance and Operations or Council may periodically request a review of time required for the position. A 20% decrease/increase to the minimum or maximum could warrant a change in salary.
This is a salaried position and may at times require adjustment in the schedule or the responsibilities. This job description may be reviewed and revised at the request of the Director of Finance and Operations, Pastor, Budget Committee, Mutual Ministries, or Church Council. All changes are subject to the approval of the Church Council.
Continuing Education may be requested by the Director of Finance and Operations. Approval and reimbursement shall be requested through the Budget Committee, with the approval of the Church Council
Vacation time: Two weeks each year. Substitutes will be recruited and prepared by the Director of Finance and Operations to ensure all activities/responsibilities will be performed as scheduled during vacations.
This position is at will; either the church or Director may end the working relationship with or without cause with as much lead time as is permitted by circumstances.
Pay: $18,000.00 per year
Benefits:
Work Location: In person
