Hixson UMC - Financial Coordinator
To apply, submit your resume and cover letter to MissyHUMC@gmail.com.
Position Details
Work under the direction of the Church Administrator and Church Treasurer to provide the following financial duties for HUMC: accounts payable, financial accounting, payroll, and maintaining contact With the Holston Foundation, financial records such as file invoices and purchases, contributions, general ledger, etc., analyze financial statements and monitor cash flow, work with bankers on refinancing and other issues, prepare records for auditors and interact with auditors, maintain records for “Five Star” church status, maintain revenue and expense for capital campaign, maintain financial accounting for the Child Development Center, and assist with any other financial duties as requested by the Church Treasurer or the Church Administrator.
- Hours: 16 - 20 hours weekly, 1099 status, Approximately 50% at church/50% remote
- Reports to: Church Administrator
- Collaborates with: Church Treasurer & Finance Chair
NOTE - A workflow example is available for further explanation of weekly/monthly activities - WORKFLOW HERE
Key Responsibilities
Accounts Payable
- Maintain vendor list. (Active external vendors total around 100. In addition, there are internal vendors, e.g. reimbursement for supplies, active special events, etc.).
- Verify invoice data and purchase orders for over 150 checks per month.
- Maintain standing purchase orders.
- In addition to the VISA statement, fairly large invoices are issued by accounts at Home Depot, SAMS, Lifeway, Cokesbury, and others.
- Enter VISA (and other large accounts) charges into the accounting system.
- Record automatic drafts in the HUMC accounting system.
- Make payment to Holston Conference (a spreadsheet now required by the Conference must be updated weekly). In addition, there are activities related to the Chattanooga District.
Financial Accounting
- Make weekly entries to the general ledger (a fairly substantial number of entries are required each week).
- Reconcile bank statement (there are over 200 checks per month, over 12 deposits per month, over 30 deposits by VANCO, and numerous automatic drafts). HUMC has developed an effective system for this reconciliation, but it is time-consuming.
- Close the month, quarter, and year. (Annual closing done with Treasurer.)
- Generate financial statements monthly.
- Post financial statements in various places.
- Enter a new budget each year.
- Make balance sheet entries relative to Holston Foundation accounts, acquisition of assets, payment of loans, etc.
Payroll
- Preparation of payroll data for:
- Regular HUMC employees
- Child Development Center staff
- Highland Plaza Preschool
- Nursery workers
- Parents Day Out workers
- Verification of data with respect to:
- Salary, withholding, and housing resolutions
- Pensions (A spreadsheet is maintained)
- Medical Insurance Premiums (A spreadsheet is maintained)
- Cell telephone reimbursements
- Preparation of data for any changes during the year requested by staff relative to payroll.
- Maintenance of a “Total Salary and Benefits” spreadsheet that identifies the total compensation of each employee. The data in this spreadsheet must be reconciled with the operating budget - in collaboration with the Church Treasurer.
- Develop and maintain Flexible Spending Accounts (Medical Reimbursement, Dependent Care Reimbursement, and Accountable Expense Reimbursement). In addition, one must stay current with changes in the laws governing these accounts.
- Use of the ACS Payroll module to generate and deposit the payroll checks for all staff listed in (a) above. In addition, the Payroll module will be used to generate all payroll-related reports, including, but not limited to, W-2s and Quarterly and Annual Reports submitted to the Federal and State Governments.
- Payment of Payroll Taxes.
Maintain Contract With Hoston Foundation
- Maintain contact with the Holston Foundation (Hixson UMC has 6 funds totaling approximately $750,000 with the Holston Foundation.
- Maintain and analyze quarterly reports from the Foundation, and make entries regarding these funds into the HUMC accounting system.
- In addition, quarterly reports on the Foundation's performance are prepared and sent to selected donors.
Records
- File invoices and purchase orders weekly.
- Maintain files for Contributions, General Ledger, Electronic Deposits and Invoices, Payroll, Bank Journal, Balance Sheet, and other financial statements - some in collaboration with the Church Treasurer.
- Annually, past year records must be prepared for storage, and files must be set up for each new year.
Financial Statements, Cash Flow, Refinancing, Auditors, and “Five Star” Church Status:
- Analyze financial statements and monitor cash flow - in collaboration with the Church Treasurer.
- Work with bankers on refinancing and other issues - in collaboration with the Church Treasurer.
- Prepare records for auditors and interact with auditors - in collaboration with the Church Treasurer.
- Maintain records for “Five Star” Church status - in collaboration with the Church Treasurer.
- Prepare and submit an annual report to the Holston Conference relative to assets and liabilities, revenue and expense data, and specific data relative to sources of revenue - in collaboration with the Church Treasurer.
- Maintain revenue and expenses for any Capital Campaigns or other special campaigns.
Financial Accounting for Child Development Center
- Generate projected annual budget - in collaboration with the Church Treasurer.
- Analyze enrollment, revenue, and expense data - in collaboration with the Church Administrator.
Qualifications & Competencies
- Demonstrate an active and maturing relationship with our Lord Jesus Christ.
- Bachelor’s Degree in a related field preferred. High school diploma or equivalent acceptable.
- Knowledge of general accounting principles. Two or more years of related accounting and payroll experience preferred.
- Ability to gather and collect financial data and information, verify whether it has been accurately entered into the system, monitor, and retrieve financial details whenever there is a need.
- Strong organizational skills and ability to multitask.
- Ability to establish and maintain effective working relationships with HUMC staff, congregation, and community.
- Ability to use a variety of technology tools and programs, and become proficient in the church’s accounting software.
- Ability to communicate clearly and effectively verbally and in writing.