OPEN POSITION:

FINANCE MANAGER

Reports to: Ministry Operations Director and Bishop's Committee
FLSA Classification: Part-Time (Exempt)
Shifts: 20 hours per week
Compensation: $40/hour

GOD'S PURPOSE, OUR IDENTITY, AND MISSION

Holy Family Episcopal Church exists because the living God is bringing all things together in Jesus Christ. Because that is true, we are a church for people without a church. Our church’s one pursuit is to lead a Jesus-centered life. This life is formed by the liturgy. The liturgy trains us to turn its moments into ongoing ways of life: gathering, listening, responding, eating at the table, and being sent.

SUCCESS IN THIS ROLE

The Finance Manager brings accuracy, integrity, and transparency to the financial stewardship of Holy Family Episcopal Church. This person ensures the church’s resources are managed with the highest ethical standards by maintaining precise records, managing cash flow, and interfacing effectively with leadership.

A SUCCESSFUL FINANCE MANAGER:

  • Maintains impeccable financial records and audit-ready files at all times.

  • Provides the Ministry Operations Director and Bishop's Committee with clear, timely financial data to support strategic decisions.

  • Ensures all payroll, tax, and compliance obligations are met without fail.

  • Protects donor confidentiality and maintains trust within the community.

KEY RESPONSIBILITIES: Stewarding our resources well for the work of the church.

  • Financial Operations and Accounting

  • General Ledger Management: Maintain the general ledger in QuickBooks Online, ensuring all transactions are coded to the correct funds and accounts.

  • Accounts Payable: Process weekly invoices and check requests, ensuring proper approval documentation from the Ministry Operations Director or Bishop’s Committee prior to payment.

  • Bank Reconciliations: Perform monthly reconciliations of all bank and credit card accounts (e.g., Divvy) to ensure accuracy between the bank and the accounting system.

  • Expense Management: Oversee the expense reporting process (Divvy), ensuring receipts are filed and purchases align with approved budgets.

PAYROLL AND HR ADMINISTRATION

  • Process Payroll: Administer bi-weekly payroll via QuickBooks (or current provider) for hourly and salaried staff, verifying approved hours with supervisors.

  • Compliance: Ensure timely filing of payroll tax deposits and state/federal filings (941s, W-2s) in coordination with the payroll service provider.

  • Record Keeping: Maintain secure personnel files and compensation records in accordance with document retention policies (7 years).

REPORTING AND GOVERNANCE

  • Monthly Reporting: Prepare and present a monthly financial packet (Balance Sheet, Budget vs. Actuals, Cash Flow) for the Bishop’s Committee and Ministry Operations Director.

  • Budgeting: Assist the Bishop’s Committee and Ministry Operations Director in the creation of the annual operating budget and track performance against it throughout the year.

  • Audit Support: Serve as the primary liaison for the annual internal financial review or external audit, providing all necessary documentation to the audit committee.

CONTRIBUTION MANAGEMENT

  • Giving Records: Oversee the recording of weekly tithes and offerings in the giving database (e.g., Planning Center), ensuring all gifts are tied to the correct donor records.

GOVERNANCE AND COLLABORATION

Holy Family’s financial stewardship is a shared labor carried out through clear and collaborative roles. The Finance Manager, Treasurer, and Bishop’s Committee work together so that the church’s resources serve the mission with integrity, transparency, and trust.

TREASURER

The Treasurer provides financial oversight, serves as a lay officer of the church, and acts as a key accountability partner to the Finance Manager. The Treasurer reviews monthly financial documents, monitors the church’s overall financial health, and ensures adherence to diocesan guidelines. The Finance Manager prepares and delivers all monthly reports to the Treasurer in a timely manner and incorporates feedback, clarifications, and requests for further information.

BISHOP’S COMMITTEE

The Bishop’s Committee carries primary responsibility for setting fundraising strategies, approving annual budgets, and monitoring the overall financial direction of Holy Family. The Finance Manager supports these strategies by preparing accurate financial data, implementing committee decisions, and executing the operational steps required to carry out approved fundraising plans. The committee relies on the Finance Manager to communicate any financial trends, concerns, or opportunities that may inform strategic decisions.

FINANCE MANAGER

The Finance Manager carries responsibility for day-to-day financial operations, record keeping, payroll processing, reconciliations, accounts payable, and monthly reporting. This role ensures that all financial activity is captured, coded, and stewarded in a manner that is audit ready, compliant, and transparent. The Finance Manager maintains the systems and workflows that allow the Treasurer and Bishop’s Committee to govern effectively.

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS

This role primarily involves office administration but requires maintaining physical and digital archives.

PHYSICAL FACTORS

  • Sitting: Constant (Computer work)

  • Handling: Frequent (Sorting receipts, files, checks)

  • Lifting: Occasional (Bank deposit bags, file safe up to 20 lbs)

  • Talking/Hearing: Frequent (Team coordination, vendor calls)

ESTIMATED HOURS AND REMOTE/IN-PERSON SPLIT

Estimated Hours: 20 hours per week

This allows for the weekly rhythm of AP/payroll (approx. 8 hours), monthly closings/reporting (heavier weeks), and communication with the Vicar, MOD, and Bishop’s Committee. Eligible for the Episcopal Church pension plan and employee-paid medical insurance.

RECOMMENDED SPLIT: 60% REMOTE / 40% IN-PERSON (HYBRID)

Given that Holy Family uses cloud-based systems (QuickBooks Online and Divvy), much of the work can be done remotely. However, the “Manager” aspect requires presence.

REMOTE WORK (12 HOURS)

  • Processing payroll and AP in QuickBooks

  • Reconciling bank statements and credit cards

  • Generating reports and email correspondence

  • Updating the giving database

IN-PERSON WORK (8 HOURS)

  • Weekly Office Day: A set day (e.g., Mondays) to meet with the Ministry Operations Director, sign physical checks (if any), and file physical documentation.

  • Bank Runs: Managing physical deposits if remote capture isn’t used for all items.

  • Committee Meetings:Interfacing with the Bishop’s Committee (Sunday meetings).

APPLY HERE