Advancement Foundation, Diocese of Fort Worth · 1 day ago
Finance Manager
St. Michael, Bedford, TX, US
Full-time
Onsite
Mid LevelThe Catholic Diocese of Fort Worth is responsible for overseeing financial management and bookkeeping services for the parish. The Finance Manager will assist in developing financial strategies, implementing accounting policies, and monitoring financial trends while ensuring budget compliance and managing financial records.
Non-profit Organization Management
Responsibilities
Manages the proper storage and disposal of confidential information and personally identifiable information (PII) in accordance with policy and law
Supports the Business Manager in preparing, managing, and providing ongoing analysis of the operating administrative budget according to Diocesan and parish policies
Responsible for creating and submitting next-year budget submissions in accordance with promulgated deadlines
Prepares and delivers monthly budget and variance reports to the Business Manager and Pastor
Guides employees and ministries through the budget preparation process
Responsible for budget compliance as it applies to his/her respective position; prepares and delivers monthly budget and variance reports (including a summary of purchase orders and reimbursements) to the Business Manager
Develops and securely stores financial reports, in coordination with the Business Manager and Administrative Assistant, for official parish councils (Finance Advisory Council [FAC], Parish Advisory Council [PAC], and Stewardship Council)
Responsible as the secondary point of contact for parish council report binders
Does not retain authority for decisions concerning the disclosure of sensitive or confidential information (especially financial information); must receive written authorization from the Pastor or Chief of Staff for requests or proposed changes relating to the disclosure of sensitive or confidential information; does not disclose information if authorization is in doubt
The Catholic Diocese of Fort Worth Abbreviated Administrative Procedures Handbook sets forth the policies for Accounting, Budgeting, Fundraising, and Cash Management. The Finance Manager should be familiar with these policies and ensure that the policies are followed
Coordinates with the Diocese to establish and maintain standard parish-specific guidance for transaction accounting within the accounting system
Coordinates with the Director of Saint Michael Academy for financial record keeping and tuition rate analysis
Maintains the financial bookkeeping system for the parish including accounts payable and receivable ledgers and financial statements
Maintains bank accounts for the parish, including deposits, processing check requests assuring proper authorization for expenditures
Coordinates with the Business Manager and ensures all invoices are paid in a timely manner; ensures all checks are signed and mailed in time to be received by the due date
Maintains reconciliation of Cash Receipt Books
Reconciles Petty Cash for the parish
Performs the payroll accrual reconciliation for the parish
Performs reconciliation of employee benefits
Maintains vendor payment information. Prepares and mails yearly Form 1099 and Form 1096
Completes month-end and year-end close processes; record adjusting journal entries as necessary
Coordinate electronic funds transfers to the Diocese for the parish
Reviews Accounts Receivable (AR) invoice from the Diocese for the parish; reports any disputes on the AR Draft to the Diocese
Prepares and files Texas Sales and Use Tax Reports and submits the tax
Coordinates with the Administrative Assistant to create and communicate finance/accounting policies and procedures
Prepares narrative of monthly budget variances and attends Finance Council meetings to answer questions; coordinates with the Administrative Assistant to create and distribute applicable reports to the Finance Council
Maintains bookkeeping skills and expertise by participating in diocesan-sponsored training, attending workshops and classes
Manages the proper storage and disposal of confidential information and personally identifiable information (PII) in accordance with policy and law
Securely maintains a current work process binder for each major area of responsibility
Secure and orderly storage of finance/accounting records
Collection and presentation of finance/accounting records in the event of an audit
Securely maintains an inventory of correspondence, especially if related to financial or accounting matters, requests for the disclosure of sensitive or confidential information, authorization or denial of requests for the disclosure of sensitive or confidential information, check requests, and policy or procedural changes
Qualification
Required
Accounting degree preferred, or an equivalent combination of education and experience
Previous bookkeeping experience required
Knowledge of generally accepted accounting principles
Ability to produce accurate and current parish financial data as requested by the Pastor, Chief of Staff, or Business Manager
Ability to use various computer software programs; strong computer skills in Microsoft Office Suite, especially in Word and Excel
Ability to learn custom church software
Ability to use various office machines (copier, fax, phones, calculator, scanner, etc.) or ability to learn
Ability to meet deadlines and follow directives from Pastor or Chief of Staff in a timely manner
Excellent organization, prioritization, and communication skills
Excellent time management skills
Willingness to continue with personal and professional development
Demonstrated history of good judgement
Ability to honor and maintain confidentiality
Ability to work well with people from a diverse variety of audiences
Demonstrated ability to recognize, honor, empathize, and work with the diversity within the parish community of St. Michael
Demonstrated aptitude for adaptability and flexibility
Must pass a background and credit check
Preferred
Experience with SAGE Intacct Accounting system preferred
Bilingual (Spanish/ English) is highly desirable, but not required
Company
Advancement Foundation, Diocese of Fort Worth
The Advancement Foundation is a separate 501(c)(3) Texas non-profit corporation, organized and operated exclusively for charitable, religious and educational purposes.
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Clint Weber
President & CEO
Renée Underwood, CFRE
Chief Development Officer
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