Job description

Job Description

First UMC Sherman

Financial Secretary

Rev. 4/2023

SUMMARY DESCRIPTION: The Financial Secretary manages the day-to-day finances of the church. The position requires a basic understanding of budgets, accounts payable, accounts receivable, payroll, and other principals of church financial structure. Working with the Finance Chair, staff members, church members, the Financial Secretary provides information regarding all aspects of the church financial picture. This is a 25 hour per week position, during church office hours. Reports to the Senior Pastor.

Work Environment – This is a highly interactive team environment. Must be able to relate with all team members while maintaining a clear understanding of personal and job boundaries. This is a role that must present a pleasant and professional appearance at all times.

Budgeting – Work with the Senior Pastor, Finance Chair, Staff, and Finance Committee to build an effective church budget.

• Provide financial information to appropriate person(s) for each program area both in the budget building process and throughout the year to assure understanding of budget utilization.
• Aggregate information provided by staff into a format to be utilized by the team in building the proposed budget for the coming year.

Payroll – Complete church payroll twice a month.

• Enter new employees into the online payroll module.
• Enter pay rates for each employee and required changes to same; maintain complete confidentiality of all payroll information.
• Ensure accuracy and timeliness of federal tax deposits and 941 reporting.
• Complete all required payroll audits.
• Ensure accuracy of year-end payroll-related reporting, such as W2.

School for Little People – Work with the Director to maintain financial records for the church preschool.

• Execute school payroll as directed and within the payroll structure of the church.

Accounts Payable – Maintain the church accounts in a current status as directed by the Senior Pastor, Finance Chair, appropriate church staff, and Finance Committee.

• Analyze invoices and bills as received to determine amount owed. Work with church staff and volunteers to determine who should authorize payment.
• Ensure that accurate checks are cut, copied, filed and mailed in a timely manner.
• Maintain a record of w9s for independent contractors and file 1099s at year end.

Stewardship – Provide information and assistance during the annual church stewardship campaign.

• Provide giving record information to the Senior Pastor for analysis as requested.
• Work with the Stewardship Committee to facilitate follow up on the initial request for support.

Donation Management – Maintain accurate record of all donations made to the church.

• Maintain complete confidentiality of all donation information for donors.
• Enter donations into the church financial software in an accurate and timely manner.
• Provide donors with regular giving records through the use of the church donor software. Typically done quarterly or by request of the Finance Committee, Senior Pastor or the individual donor. Includes printing statements, letters, and financial status reports and preparing the same for mailing.
• Provide information on donations, gift levels, and other requests to Senior Pastor as needed.

Deposits – Make deposits of all donations and other income into the church accounts.

• Train and manage all volunteers participating in the deposit process, including donation counters.
• Make all deposits in a timely manner, preferably within 3 days or less of receipt.
• Maintain accurate records of all deposits.

Church Required Reporting – Prepare accurately and in a timely manner all required annual reports.

• Charge Conference; financial modules of Conference Check Out reflecting year-end financial status of the church; other reports as required throughout the year such as property insurance requirements and other Conference requested documents.

Vendor management – Maintain working relationships with all church vendors.

• Under the direction of the Trustee Board, maintain all contracts.
• Work with Conference Office in areas of insurance and other related contractual relationships.
• As needed, work with vendors providing services to the church; e.g., IT, security, repair,

Reception and Phones – Provide back up to the Administrative Assistant in ensuring that all members and guests who enter our building or call for information are greeted professionally and with a welcoming demeanor.

Volunteer Management– Maintain positive relationships with volunteers including, but not limited to, Finance Committee, Trustees, fundraising volunteers, and others working within budget areas.

Qualifications

• Education – High School diploma
• Experience – Two or more years of financial reporting experience is desired.
• Proficiency in Excel, Word, Outlook, and network file sharing.
• Efficiency in database management, internet knowledge and financial management.
• Detail-oriented and organizational skills.
• Ability to analyze data, particularly financial data.

Continuing Education

• Attend financial software training as available and needed.
• Utilize the available online training offered by software vendor.
• Obtain training on the Methodist church system related to donations, the connectional system, and other avenues of financial support provided by FMC to the Methodist church as a whole.
• Obtain and maintain MinistrySafe certification and annual background checks.

Job Type: Part-time

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Thursday

Job Type: Part-time

Benefits:

• 401(k)
• Paid time off

Work Location: In person

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