Director of Finance and Conference Treasurer

Indiana Conference of the United Methodist Church

Carmel, Indiana 46280

Full Time , On-Site

Indiana Conference of The United Methodist Church

Title of Position – Director of Finance and Conference Treasurer

FLSA Classification – Exempt/Salaried

ACA Classification – Regular Full-Time

Supervisor – Bishop / Executive Assistant to the Bishop

Revision Date – July 2026

Organizational Overview

The Indiana Conference of The United Methodist Church’s mission is to make disciples of Jesus Christ for the transformation of the world by equipping local churches for ministry and by providing a connection for ministry beyond the local church, all to the glory of God.

Overall Position Purpose

The Director of Finance and Conference Treasurer have executive functions, in accordance with ¶619.1 of The 2020/2024 Book of Discipline, serves as a primary staff leader responsible for all aspects of financial strategy, reporting, risk management, and property management, working in close coordination with the Director of Administrative Services. This role ensures faithful stewardship of the Indiana Conference resources and sustainable financial practices supporting ministry. The Director integrates financial leadership with connectional priorities for resourcing local churches to strengthen their financial activities, and basic legal and administrative needs. 

The Director provides support for Indiana Council on Finance and Administration (CF&A) and Conference Trustees. 

Strategic Leadership & Financial Alignment

The Director of Finance and Conference Treasurer shepherds the missional alignment around key priorities:

• Financial sustainability and stewardship

• Transparent and timely reporting and accountability

• Risk management and legal compliance

• Resource alignment to support ministry effectiveness

• Strengthening local church financial capacity

Core Responsibilities

• Vision and Strategic Financial Leadership: Advise Bishop, Conference leaders and local churches with respect to stewardship, connectional support, and sustainability. Lead development of the Annual Conference budget in collaboration with leadership. Provide strategic financial insight and align planning with missional priorities.

• Financial Administration: Leads the development of the Annual Conference budget with Indiana Council on Finance and Administration (CF&A), seeking input from the appropriate persons/entities, as well as plans for general expenditures and revenues. Works with appropriate boards and commissions to ensure support materials for all board/commission meetings are accurately generated and appropriately distributed. Oversee accounting and financial reporting processes. Interpret financial data for leadership and boards. Develop and implement financial and administrative policies. Oversee designated and restricted fund reconciliation and ensure proper fund accounting across all Conference funds. Lead financial institution selection and banking  relationship management, including treasury, cash management, and payment controls. Interpret financial information and reports related to Conference policies in cooperation with the appropriate entities and denominational agencies. 

• Financial Reporting: Direct the monthly close process and ensure the timely, accurate preparation of financial statements and reports. Coordinate the annual audit and related engagements, serving as the Conference’s primary liaison to external auditors and ensuring audits are completed on a timely basis. Oversee the Conference’s tax  compliance and reporting, including federal, state, and multi-state filings, and any related matters, in coordination with legal and tax counsel. Oversee grant accounting and reporting, ensuring disbursements and documentation aligns with grant terms and donor intent. 

• Investment Management: Develop and execute the Conference’s investment strategy, managing investing policies and guidelines in accordance with The United Methodist Book of Discipline and INUMC Financial policies. Exercise fiduciary oversight of the Conference’s investment assets across all pools, including evaluating asset-manager performance and structure, monitoring distribution and spending-policy governance, and recommending changes to the manager structure to the appropriate boards. 

• Risk Management: Oversee risk management activity. Works with Conference Trustees to administer/oversee Conference property management, including but not limited to, Conference Center, closed church real estate, vehicles, and equipment. Coordinate/review/secure commercial insurance policies for the conference. Ensure compliance with legal and regulatory requirements.

• Connectional Collaboration: Responsible for developing and maintaining relationships with the General Council on Finance and Administration (GCFA), the Indiana Council on Finance and Administration (CF&A), Indiana Conference Trustees, the Heartland Foundation, and insurance consultant(s). Prepare and conduct stewardship and financial administrative training sessions for Conference and District events. 

• Presence and Participation: Convene and attend meetings with boards, agencies, committees, and team members as related to the work of the Director of Finance and Conference Treasurer. Supervision of staff/volunteers: Provide oversight and supervision for the Finance Department and support and guidance for CF&A, and Trustees.

Organizational Leadership:  

Serves on the Conference Strategic Administrative Team, Missional Alignment Team, Heartland Foundation, CF&A, and Trustees.

Qualifications: Knowledge, Skills, Gifts, and Abilities

• Spiritual: A lay or clergyperson who has a mature faith in Jesus Christ. One who exemplifies their faith through in their leadership, with a heart for service and a strong commitment to the mission of The United Methodist Church.

• Education and Credentials: Bachelor’s degree required from an accredited institution of higher education; Master’s or equivalent in accounting, business, finance, or public administration is required. CPA or equivalent strongly preferred.

• Experience: Proven and demonstrated executive leadership with the ability to manage a complex, multi-million-dollar system and processes. An adaptive leader, who remains agile in a fast-paced environment. Substantial experience in accounting and financial management, including audit coordination, fund accounting, banking, tax compliance, investment oversight, and non-profit accounting. Additionally, possess a substantial familiarity with the structure and polity of The United Methodist Church and the Indiana Conference.

• Competencies: Strategic and critical thinking, active listening, team building, collaborative, effective written and verbal communication, organizational and administrative management, culture intelligence demonstrating both commitment and competency.

Workplace Requirements:

• In Office position (Carmel, Indiana)

• Ability to travel as needed

• Proficiency with computer technology and application programs, including Word, PowerPoint, Excel, Database Management, and various financial systems

• Access to an internet-enabled mobile phone

• Use of a conference-issued laptop computer with voice and video capabilities

Summary

The Director of Finance and Conference Treasurer serve in collaboration with the Bishop, Executive Assistant to the Bishop, Cabinet, Conference staff, and lay and clergy leadership to ensure the Indiana Conference of The United Methodist Church are faithful stewards of the conference resources.

Position Submission Process

In one complied file, preferably a .pdf, please include the following:

1. A Letter of Interest

2. An update Resume

3. Completed answers to the following questions:

a. Describe your interest in serving as the Director of Finance and Conference Treasurer, and how does this role align with your faith and professional experience? 

b. What experience do you have overseeing complex financial operations in a nonprofit, church, or similar organization?

c. Describe a significant financial or organizational challenge you successfully addressed. What was the outcome? What was your leadership learning? What could have been considered as a

failure or missed expectations?

d. How have you leveraged financial reporting to strengthen stewardship and accountability?

e. What knowledge or experience do you have with the structure and polity of The United Methodist Church?

Please compile the Letter of Interest, updated Resume, and Answers to: View email address on umc.org no later than Monday, July 20, 2026, for more immediate consideration, however, we are accepting submissions for this role on an ongoing basis until the ideal candidate is selected.

Organization: Indiana Conference of the United Methodist Church

Contact: Robin Brown

Phone: Show phone number

Closing Date: 07/20/2026