Finance Assistant

JOB DESCRIPTION

Job Title: Finance Assistant

Position Summary: Position will support day-to-day financial operations by managing transactional accounting activities and maintaining accurate financial records. This role plays a key part in ensuring gifts to the church are recorded and invoices and check requests are paid on time, accurately, and efficiently.

Department: Finance

Reports to: Financial Controller

Supervises: N/A

Status: Part-time

FLSA: Non-exempt

Hours Worked Per Week: 24-28 hours per week. Weekday business hours.

Essential Functions: 

Accounts Receivable

• Verify that the information from the worship counters is correct and tally cash and checks that are mailed or hand-delivered to the main LoL Church office to prepare deposits for bank.
• Enter contributions by cash, check, online, and credit card as batches in Shelby Arena.

Accounts Payable

• Coordinate purchase requisitions, check requests, and invoices to verify account number accuracy and proper approval, ensure timely vendor payments, and maintain payment files.
• Process weekly check run, recurring transactions, and EFTs in Shelby Financials and enter ACH and wire transfers through banking website.

Principal Functions

• Maintain tracking file for Capital Campaign gifts.
• Mail acknowledgements for IRA gifts weekly and report ministry gifts to departments monthly.
• Oversee subscription and membership accounts.
• Keep W-9, tax-exempt forms, and Certificate of Insurance files current.

• Maintain credit card receipts for internal users, verifying accuracy and approval for monthly entry in Shelby Financials.

Disclaimer:

This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. 

Core competencies:

• Financial acumen- Interpreting and applying understanding of key financial indicators to make better business decisions.
• Plans and aligns- Planning and prioritizing work to meet commitments aligned with organizational goals.
• Ensures accountability- Holding self and others accountable to meet commitments. 
• Instills trust- Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Optimizes work processes- Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. 
• Communicates effectively- Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Education/Qualifications: 

• High school degree
• Associate or bachelor degree in accounting or finance or equivalent experience preferred

Experience/Knowledge:

• Proficiency with spreadsheets, financial data management, and bookkeeping software (prefer experience with Shelby products)
• Strong attention to detail and organizational skills

• Ability to work in a team setting or individually

Physical Demands: X appropriate category to function in the job

Environmental/Working Conditions:

• Maintain weekday office hours and attend weekly staff and team meetings
• Ability to work at computer for extended periods of time

Equipment Used:

• General office including computer and related programs