Job description

DETAILED JOB DESCRIPTION

FINANCIAL COORDINATOR

Stonebridge United Methodist Church
1800 S. Stonebridge Dr. – McKinney, TX 75072972-529-5601 – www.mysumc.org
Principles of staff ministry at Stonebridge UMC

• The vision statement guides our ministries, structure, and decision making.
• We seek to be joyful people that strive to live and love like Jesus.

• The Church belongs to God; staff leaders are trustees and servants.
• The role of staff is to lead and equip God’s people for service and ministry to the church and beyond.
• The Church is understood in the Biblical image of the body; so, the staff also understands itself to work together as a team.
• Staff members exercise self-leadership to ensure that we remain healthy and continue to grow in all aspects.

Staff Core Values

• Authentic: We will model what we want to see in others
• Relational: We will show how much we care before we talk about what we know
• Positive: We will use encouragement and treat the church as a gossip-free zone
• Strategic: We will think bigger and leverage our influence
• Faithful: We will honor God in all we do

Job Summary: The Financial Coordinator is responsible for the development, maintenance, and reporting of all financial data in support of the church using on-line financial accounting and statistical recordkeeping systems. Provides periodic financial reporting to support the ministries, members, and staff of the church. This is a 20 hour per week (+/-), hourly position. Compensation is in the $20/hour range. Strong faith background required to be able to portray the love of Christ to the Kingdom of God.

Job Duties

• Coordinates deposits of weekly contributions via cash, check, credit card, ACH or website. Records contributions in the automated accounting system, ensuring proper fund allocation, and transmits statements to church members monthly. Prepares letters acknowledging non-cash donations. Reconciles bank accounts monthly.
• Obtains new vendor information, including insurance confirmation, and ensures setup of new vendors in the accounting system. Maintains 1099 data and prepares and distributes annual form 1099 filings.
• Reviews accounts payable invoices and ensures they are input into the automated accounting system weekly. Coordinates and issues payments weekly. Ensures accountability for expenditures. Invoices and other requests for funds are verified against receipts and approved funding requirements before payment. Records obligations paid by bank draft in the accounting records.
• Maintains all personnel records and completes payroll actions for all church staff in accordance with established local Church time frames and procedures, and for clergy, following Conference requirements. Ensures that payroll taxes are paid timely, and quarterly tax filings are completed following regulatory requirements. Prepares and distributes annual W-2 form filings. Prepares responses to unemployment claims.
• Completes financial status reports monthly for staff, the Finance Committee Chair, and other church work areas, as requested; attends the monthly Finance Committee meeting as needed. The financial status reports include, but are not limited to, current and YTD income statements, balance sheets, cash flow projections, budgets, and special project reports.
• Provides financial administrative support associated with any church financial transaction and serves as the point of contact concerning financial matters. Provides administrative financial support for church events.
• Supports the Finance Committee Chair in preparation for the Charge Conference and completes financial system updates, as required, after the Conference. Completes the annual financial close-out following local church and Conference procedures. Supports periodic financial audit process.
• Supports the annual Stewardship Campaign. Communicates with the church membership about prior year's commitment amount and tracks and reports pledges as received.
• Coordinates annual budget requests with appropriate staff and Committee Chairs, gathers all information, and completes the annual budget in coordination with the Finance Chair.
• Provides leadership to the staff involved with the collection and completion of the yearly North Texas Conference statistical report. Reviews and coordinates final approval of the report with the Lead Pastor and ensures that it is submitted in accordance with Conference deadlines.
• Stays aware of changes in tax laws and revenue opportunities that benefit the church, updating church staff and the Finance Committee.
• Attends weekly staff meetings. Maintains regularly scheduled office hours during the week (MO – TH).
• Other duties, as assigned.

Qualifications and Characteristics

Stonebridge is prayerfully searching for someone with the following qualifications.

• Required: Substantial experience in church or non-profit finance and accounting; experience managing on-line accounting and giving platforms; experience using Microsoft Office suite (Outlook, Word, Excel).
• Preferred: Bachelor’s degree in business, economics, or related field; familiarity with the Realm Software System; experience coordinating finances in the United Methodist Church.

Reporting

The Financial Coordinator reports to the Missional Life Pastor

Benefits

Information available upon inquiry

Job Type: Part-time

Pay: $19.00 - $21.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Physical setting:

• Office

Ability to commute/relocate:

• McKinney, TX 75072: Reliably commute or planning to relocate before starting work (Required)

Experience:

• QuickBooks: 1 year (Required)

Work Location: One location

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