Description:
The Controller is responsible for supporting the Chief Financial Officer (CFO) in overseeing the day-to-day operations of the diocese by formalizing and enhancing financial services and polices, providing oversight and review of budgeting, payroll, accounting, audit, internal reviews, cash management, investment management, financial technology, financial advisory services and basic internal controls. Under the direct supervision of the CFO, and in accordance with established policies and procedures of the Diocese of Beaumont, provides guidance, technical assistance and consultation to members of the clergy, religious, principals, directors, and managers within the diocese in the area of accounting policies, external financial reporting, internal management reporting, budget preparation, tax and government regulatory compliance and credit/collections policies. This position also oversees, manages, directs and is expected to provide leadership to the staff carrying out routine duties and responsibilities of the Finance and Accounting Office. This position is expected to assist in the creation, implementation and enhancement of sound financial policies used by all diocesan entities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other related duties may be assigned.
-
Manage the accounting and financial reporting function for the Diocese of Beaumont, which includes Central Administrative office, investment funds, insurance funds, plant fund, collection funds, and deposit and loan funds. Also manage accounting and financial reporting for contracted clients such as Catholic Charities of Southeast Texas, Catholic Foundation of the Diocese of Beaumont, Inc and Christ Central Camp.
-
Ensure that internal controls are adequate and adhered to.
-
Oversee the monthly, quarterly, and annual closing process for all the aforementioned entities.
-
Analyze financial data and reports inconsistencies or concerns to CFO.
-
Analyze work flows and provide recommendations to the CFO to streamline the processes for the department
-
Review the following reports prepared by the Accounting Manager
- Combined Annual Report
- Combined Annual Budget Report
- Annual Report for the East Texas Catholic Magazine and website
- Appeal for Catholic Ministries (ACM) Reports – allocations, goals, etc.
- Cathedraticum Reports
- Coordinate with CFO regarding Accounting Calendar/listing of duties to perform and actions to initiate.
-
Ensure Deadlines are met
-
Coordinate the annual budget process before submission to the CFO for final review. Coordination includes:
- Consult with CFO on key budget assumptions and communicate these assumptions to Accounting Manager for preparation of the annual budget
- Draft budget memos for CFO
- Oversee the budget prep by Accounting Manager
- Review final annual budget submitted by Accounting Manager
- Oversee Accounting Manager’s work on the annual audit and financial review process. Works with outside auditing firm for all entities specified. Implement policy and procedural changes as outlined in the auditor’s engagement letter.
-
Oversee daily cash management and preparation of quarterly cash flow projections to ensure that all Diocesan obligations are paid on a timely basis.
-
Oversee the billing functions of all major medical insurance funds (health insurance, LTD and ADD) as well as other assessments as appropriate.
-
Maintain current knowledge of diocesan policies and procedures, current accounting standards, and governmental regulations as they relate to accounting/finance. Recommend changes to maintain diocesan compliance with accounting or regulatory standards applicable to diocesan activities.
-
Develop and maintain relationships with the software vendors supplying accounting and financial products promoting in-depth knowledge and use levels in accounting services. Provide input on information technology projects, specifically relating to accounting software, billing systems, benefits, payroll, etc., and recommend changes to dynamically change strategic information generation and utilization.
-
Coordinate Internal Audit with outside CPA firm or in-house Auditor if applicable. Includes development and monitoring of Internal Audit schedule.
-
Receive and review self-grading reports submitted by parishes and school
-
Ensure all required reports are submitted to the CFO prior to all meetings of the Diocesan Finance Council, Catholic Foundation Board and other contracted entities as needed.
-
Attend all committee meetings of the Diocesan Finance Council, The Catholic Foundation Board and Catholic Charities Finance Committee
-
Submit (or oversee submission of) payrolls for all parishes, schools, and contracted entities according to the Diocesan pay schedule.
-
Review final Form 1099’s received from Accounting Manager for CAO and contracted entities
-
For non-MPSA locations:
-
Serve as a liaison to the CPA firm to ensure completion of monthly compiled financial statements
-
Assist with questions received from bookkeepers for Form 1099 filing if not performed by the CPA firm
-
Other related duties as assigned by the CFO.
SUPERVISORY RESPONSIBILITIES
This position has the responsibility for the assignment of work and delegation of responsibilities to other employees. Establishes standards and evaluates employee performance and initiates disciplinary procedures appropriately. Positions supervised include:
Requirements:
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in Accounting or Finance required – Master’s Degree and/or C.P.A. preferred. Must have a minimum of five years’ experience in accounting with two to five years Controller experience preferred. Must have at least five years of supervisory experience including management of accounting close procedures. Must have strong financial software systems experience. Ability to operate business office equipment, i.e. 10-key calculator, copier, scanner, printer, and a demonstrated competence in computer software (MSOffice [Outlook, Word, Excel, Publisher, Teams], Adobe) required; experience with accounting and payroll software systems a plus. Ability to travel throughout the Diocese.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of all sizes.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, proportions, percentages. Ability to perform math functions using units of American money and weight measurement, volume, and distance.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS
Must have a current valid Texas Driver’s License and must attend the Safe Environment Training and earn a certificate.
OTHER QUALIFICATIONS
Able to prioritize and multi-task, adept at completing assignments accurately and timely, and possess good organizational skills. Catholic in good standing preferred. Knowledge and understanding of Catholic Church teachings, practices (ethics, traditions, procedures) and organizational structure is required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit and reach with hands and arms. The employee is occasionally required to stand, walk, and climb stairs. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, typical of an office with computers and printers.
This is a forty-hour per week position. Office hours for this position are from 8:00am until 5:00pm Monday through Friday. Some late afternoon or weekend work may be necessary.
