Description
The bookkeeper maintains records of financial transactions and supports the parish office’s day-to-day operations by performing the more sensitive, complex office functions. Acts as the administrative support for the Pastor and staff. The bookkeeper is the primary contact for the Diocesan Shared Accounting Services (DSAS).
The Diocese of Orlando four core values lay the foundation for the work performed by employee.
1. Authenticity: Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living
2. Respect: Affirming each person’s God-given dignity and uniqueness.
3. Courage: Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.
4. Commitment: Individually and collectively, we are steadfast to the team and its purpose.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties and functions, as outlined herein, are intended to be representative of the type of tasks performed within this classification. They are not listed in any order of importance. The omission of specific statements of the duties or functions does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.
Administrative Responsibilities
- Assists with directing the management of the parish office.
- Oversees the parish financial records; maintains historical records by filing documents.
- Coordinates the parish’s property and liability insurance, worker’s compensation, in collaboration with diocesan Risk Manager.
- Attends all pastoral staff meetings, and coordinates monthly Finance Council meetings with members of the Parish Finance Council to provide a profit & loss update, and discuss variances.
- Attends all diocesan meetings, as necessary, representing the parish and the pastor.
- Consults with and advises pastor and operations manager on business and administrative matters that affect the parish.
- Maintains good working relationships, effective communications between the community, various groups and outside authorities.
- Professionally communicates and interacts with staff members, management team, and diocesan officials.
Financial Responsibilities
- Acts as liaison between the parish and the diocese in financial matters.
- Prepares bank deposits and record receipts.
- Liaison for parish with the Diocesan Share Accounting Services (DSAS). Duties include:
- Reviews codes and approves AP
- Responsible for bank deposits and receipt processing
- Prepares, scans, and emails weekly accounting packages to DSAS;
- Reviews monthly and periodic reporting with DSAS Staff.
- Staff liaison to Finance Committee(s).
- Maximizes cash management resources.
- Coordinates and review parish organizations’ funds.
Additional Responsibilities
- Complies with Federal, State, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed action.
- Performs moderately complex work under limited supervision and maintains professional discretion in processing matters of a sensitive or confidential nature from both a legal and ethical perspective.
- Performs additional projects as required by the pastor.
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 the essential functions.
CATHOLIC FAITH
Requires an appreciation and respect for the Catholic Church and its teachings. Church employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the Church. Their public behavior must not violate the faith, morals or laws of the Church or the policies of the diocese.
EDUCATION and/or EXPERIENCE
Bachelor’s degree from an accredited university in a business-related field, finance and/or accounting required. Demonstrated technical ability in accounting or finance with four (4) or more years of professional experience in positions of increasing responsibility. Thorough knowledge of accounting principles and financial reporting methodologies. Working knowledge of budgeting principles and practices (including use of spreadsheet software), general ledger and reconciliation practices. Working knowledge of Microsoft Word and Excel. Experience with PDS, QuickBooks software, Paylocity preferred.
OTHER SKILLS and ABILITIES
- A high level of organizational and interpersonal skill is required. Attention to detail and working well with others is also required. Must have the ability to manage and to present oneself professionally.
- Ability to communicate effectively with subordinates. Ability to effectively communicate with Pastor. Confidentiality is essential.
- Ability to apply basic mathematical concepts such as adding, dividing, and multiplying.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
WORKING ENVIRONMENT:
Work is performed mostly in an office setting. Employee may be required to work more than 40 hours including occasional evenings and weekends; performs extensive computer work.
PHYSICAL REQUIREMENTS
Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (15 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the abilities and aptitudes to perform each duty proficiently. Requirements are representative of the minimum level of knowledge, skills, and ability.
