Financial Secretary

Job Description

Job Description

Position Overview:

Enrich the spiritual life of the Church by ensuring the accurate and timely accounting of church finances, in cooperation with the Senior Pastor and the Vision Leadership Team.

Principal Responsibilities:

• Reviews and calculates the Sunday Counter’s Report, accurately codes all contributions and prepares bank deposits. Prepares Monday Giving Contribution Report for church staff.
• Keeps accurate records of weekly giving in QuickBooks and Power Church. Keeps Counter’s report and Power Church software up to date with membership records.
• Oversees Vanco online giving record keeping and reporting.
• Provides Memorial gift acknowledgements and Men’s Club gifts/monthly report to Chairperson.
• Maintains monthly expense report.
• Along with Finance Chair, reviews and records weekly reimbursement requests, check requests and debit card transactions.
• Manages Accounts Payable/Accounts Receivable and online banking activities.
• Follows guidelines recommended by Auditors.
• Keeps accurate records on Rental Property income and expenses, prepares loan reimbursement and provides monthly report to committee members.
• Responsible for maintaining all bank accounts and investment accounts, including monthly account balance and reconciliation for each account. Reviews and distributes monthly financial reports and attends financial meetings.
• Prepares and maintains annual budget for General Fund. Alerts Financial Director of any concerns.
• Annual Pledges record keeping.
• Communicates effectively and confidentially with Chickasaw Methodist Church members on financial matters with a high degree of trust.
• Preparation of semi-annual mailing of giving statements.
• Other financial duties as directed by Financial Chairperson.

Payroll/Human Resources:

• Manages monthly payroll processing/directs ELM for accurate distribution.
• Weekly time calculation, employee time records, journal entry and payroll reports.
• Monthly Nursery Schedule preparation for Administrative Assistant to distribute.
• Manages new employee onboarding/employee changes to ELM.
• Annual 1099 preparation and mailing. Maintains accurate records on all vendors.
• Prepares and submits annual Worker’s Comp reporting for insurance renewal.
• Benefits Administrator for the church. Assists with open enrollment, has a complete understanding of GMC benefits including health, dental, life, vision and retirement accounting.
• Responsible for monthly calculation and payment for Pastor’s pension and health benefits.
• Attends webinars and keeps up to date on any changes and communicates with Pastor/Financial Chairperson.
• Ministry Safe Administrator for background checks and record keeping.

Personal Qualifications:

• Be a person of genuine Christian character who understands their role is a ministry that is in line with the mission and vision of the church.
• A commitment to excellence, personal growth, and teamwork.
• Familiarity with office equipment (e.g., phones, computers, printers) and comfortable with various accounting software platforms.
• Capability to communicate clearly and effectively through a variety of mediums (e.g., face-to-face interactions, phone calls, email exchanges, text messages).
• Ability to handle information of a delicate, sensitive, or confidential nature.
• Capacity to multitask, take initiative, be patient, and attend to details.
• Complete and pass a background check and drug screen.
• Business casual dress is required unless working on a project that might require a more relaxed style.

Lines of Communication:

• The Financial Secretary is accountable to the congregation through the Church Vision and Leadership Team and the Lead Pastor.
• The Financial Secretary will be assigned a liaison member (or members) from the Vision and Leadership Team. Concerns and Annual evaluations will be communicated by the Liaison Member, with collaboration and input from the Lead Pastor.
• The Financial Secretary will work closely with the Lead Pastor, meeting at least weekly for oversight and direction. Attendance at monthly team meetings is encouraged.
• Unexpected absences should be communicated as soon as possible to the Lead Pastor.

Job Skills Required:

• Excellent Organizational skills
• Knowledge of Microsoft Office, QuickBooks, and Power Church

Educational & Professional Requirements:

• High School Diploma 
• At least 2 years of experience in a financial administrative role, preferably in a church