The Episcopal Church in Vermont Is Seeking a Financial Administrator

POSITION DESCRIPTION

January 2018

FINANCIAL ADMINISTRATOR

POSITION DESCRIPTION:  The Financial Administrator provides accounting functions for all funds of the Diocese and serves as the principal agent for the receipt and disbursement of funds. The Financial Administrator serves as diocesan liaison and administrator for the Trustees of the Diocese and is the primary contact and resource person for congregations participating in the Unit Fund (pooled investment portfolio) and for Unit Fund investment advisors.

This is a full-time, “at will,” exempt position and reports to the Bishop.

Duties and Responsibilities:

Finance and Budget Operations

  • Manage and account for the operating, designated, restricted and endowment funds of the Diocese
  • Maintain and report on Diocesan financial records
  • Prepare, maintain, execute and report on the Diocesan budget
  • Prepare annual reports to the Episcopal Church
  • Coordinate annual external audit of Diocesan financial accounts
  • Comply with Canons of The Episcopal Church and the Diocese of Vermont; follow the Episcopal Church Business Methods in Church Affairs
  • Comply with general accepted accounting principles (GAAP), auditing principles and internal controls

 

Human Resources

  • Assist Diocesan leaders and constituents in the development and implementation of human resources policies, salary administration, hiring process, payroll and benefits management
  • Manage payroll and benefits of Diocesan employees

 

Congregation Stewardship and Support

  • Advise Bishop on budgetary, pledge and parish giving activities in the diocese
  • Communicate with and assist parishes in understanding their Diocesan pledge contribution.
  • Provide staff support to Diocesan committees and congregations around the budget
  • Proactively assist parish bookkeepers and treasurers with accounting, payroll, audit and other related issues

 

Supervisory Responsibilities

  • Supervise the daily activities of those persons assigned to the Finance Office

 

Diocesan-wide Relationship

  • Work closely with the Treasurer of the Diocese in areas of financial policy and practice
  • Interface with the Chancellor of the Diocese on legal matters
  • Provide counsel and direction to parish financial leadership
  • Provide staff support and work closely with: Program Budget and Review Committee, Financial Oversight and Audit Committee

 

Additional Requirements

  • Work collaboratively with other members of the Diocesan staff
  • Ensure appropriate confidentiality with personnel, financial records and personal matters, which are entrusted to the Finance Department
  • Familiarity with the Episcopal Church helpful
  • Willingness to develop an ever-increasing knowledge of the “polity” of the Episcopal Church
  • Mature judgment and good communication skills to work with a wide range of constituencies and to handle all matters with discretion
  • Work-life flexibility to adjust personal schedule to accommodate occasional after hours and weekend meetings at locations throughout the Diocese
  • Licensed driver, possessing a valid State of Vermont driver’s license, and have access to private transportation in fulfilling above duties. Reimbursement provided for work-related travel

 

Experience and Competencies

  • Four-year degree with major in business or accounting
  • Five or more years’ experience in accounting and the use of computers in a financial environment
  • Proven knowledge of work flow management, organizational skills and attention to detail
  • Experience and competency with QuickBooks
  • Experience and competency with the Microsoft Office Suite (Outlook, Word, Excel, Publisher, PowerPoint)

Please submit resume and cover letter to Lynn Bates via email at lbates@dioceseofvermont.org.

Wednesday, January 17, 2018 - 21:11:58

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The Episcopal Church in Vermont

5 Rock Point Road

Burlington, VT 05408-2737

Telephone (802) 863-3431

In Vermont (800) 286-3437

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The Episcopal Church in Vermont Is Seeking a Financial Administrator

POSITION DESCRIPTION

January 2018

FINANCIAL ADMINISTRATOR

POSITION DESCRIPTION:  The Financial Administrator provides accounting functions for all funds of the Diocese and serves as the principal agent for the receipt and disbursement of funds. The Financial Administrator serves as diocesan liaison and administrator for the Trustees of the Diocese and is the primary contact and resource person for congregations participating in the Unit Fund (pooled investment portfolio) and for Unit Fund investment advisors.

This is a full-time, “at will,” exempt position and reports to the Bishop.

Duties and Responsibilities:

Finance and Budget Operations

  • Manage and account for the operating, designated, restricted and endowment funds of the Diocese
  • Maintain and report on Diocesan financial records
  • Prepare, maintain, execute and report on the Diocesan budget
  • Prepare annual reports to the Episcopal Church
  • Coordinate annual external audit of Diocesan financial accounts
  • Comply with Canons of The Episcopal Church and the Diocese of Vermont; follow the Episcopal Church Business Methods in Church Affairs
  • Comply with general accepted accounting principles (GAAP), auditing principles and internal controls

 

Human Resources

  • Assist Diocesan leaders and constituents in the development and implementation of human resources policies, salary administration, hiring process, payroll and benefits management
  • Manage payroll and benefits of Diocesan employees

 

Congregation Stewardship and Support

  • Advise Bishop on budgetary, pledge and parish giving activities in the diocese
  • Communicate with and assist parishes in understanding their Diocesan pledge contribution.
  • Provide staff support to Diocesan committees and congregations around the budget
  • Proactively assist parish bookkeepers and treasurers with accounting, payroll, audit and other related issues

 

Supervisory Responsibilities

  • Supervise the daily activities of those persons assigned to the Finance Office

 

Diocesan-wide Relationship

  • Work closely with the Treasurer of the Diocese in areas of financial policy and practice
  • Interface with the Chancellor of the Diocese on legal matters
  • Provide counsel and direction to parish financial leadership
  • Provide staff support and work closely with: Program Budget and Review Committee, Financial Oversight and Audit Committee

 

Additional Requirements

  • Work collaboratively with other members of the Diocesan staff
  • Ensure appropriate confidentiality with personnel, financial records and personal matters, which are entrusted to the Finance Department
  • Familiarity with the Episcopal Church helpful
  • Willingness to develop an ever-increasing knowledge of the “polity” of the Episcopal Church
  • Mature judgment and good communication skills to work with a wide range of constituencies and to handle all matters with discretion
  • Work-life flexibility to adjust personal schedule to accommodate occasional after hours and weekend meetings at locations throughout the Diocese
  • Licensed driver, possessing a valid State of Vermont driver’s license, and have access to private transportation in fulfilling above duties. Reimbursement provided for work-related travel

 

Experience and Competencies

  • Four-year degree with major in business or accounting
  • Five or more years’ experience in accounting and the use of computers in a financial environment
  • Proven knowledge of work flow management, organizational skills and attention to detail
  • Experience and competency with QuickBooks
  • Experience and competency with the Microsoft Office Suite (Outlook, Word, Excel, Publisher, PowerPoint)

Please submit resume and cover letter to Lynn Bates via email at lbates@dioceseofvermont.org.

Wednesday, January 17, 2018 - 21:11:58

The Episcopal Church in Vermont Is Seeking a Financial Administrator

POSITION DESCRIPTION

January 2018

FINANCIAL ADMINISTRATOR

POSITION DESCRIPTION:  The Financial Administrator provides accounting functions for all funds of the Diocese and serves as the principal agent for the receipt and disbursement of funds. The Financial Administrator serves as diocesan liaison and administrator for the Trustees of the Diocese and is the primary contact and resource person for congregations participating in the Unit Fund (pooled investment portfolio) and for Unit Fund investment advisors.

This is a full-time, “at will,” exempt position and reports to the Bishop.

Duties and Responsibilities:

Finance and Budget Operations

  • Manage and account for the operating, designated, restricted and endowment funds of the Diocese
  • Maintain and report on Diocesan financial records
  • Prepare, maintain, execute and report on the Diocesan budget
  • Prepare annual reports to the Episcopal Church
  • Coordinate annual external audit of Diocesan financial accounts
  • Comply with Canons of The Episcopal Church and the Diocese of Vermont; follow the Episcopal Church Business Methods in Church Affairs
  • Comply with general accepted accounting principles (GAAP), auditing principles and internal controls

 

Human Resources

  • Assist Diocesan leaders and constituents in the development and implementation of human resources policies, salary administration, hiring process, payroll and benefits management
  • Manage payroll and benefits of Diocesan employees

 

Congregation Stewardship and Support

  • Advise Bishop on budgetary, pledge and parish giving activities in the diocese
  • Communicate with and assist parishes in understanding their Diocesan pledge contribution.
  • Provide staff support to Diocesan committees and congregations around the budget
  • Proactively assist parish bookkeepers and treasurers with accounting, payroll, audit and other related issues

 

Supervisory Responsibilities

  • Supervise the daily activities of those persons assigned to the Finance Office

 

Diocesan-wide Relationship

  • Work closely with the Treasurer of the Diocese in areas of financial policy and practice
  • Interface with the Chancellor of the Diocese on legal matters
  • Provide counsel and direction to parish financial leadership
  • Provide staff support and work closely with: Program Budget and Review Committee, Financial Oversight and Audit Committee

 

Additional Requirements

  • Work collaboratively with other members of the Diocesan staff
  • Ensure appropriate confidentiality with personnel, financial records and personal matters, which are entrusted to the Finance Department
  • Familiarity with the Episcopal Church helpful
  • Willingness to develop an ever-increasing knowledge of the “polity” of the Episcopal Church
  • Mature judgment and good communication skills to work with a wide range of constituencies and to handle all matters with discretion
  • Work-life flexibility to adjust personal schedule to accommodate occasional after hours and weekend meetings at locations throughout the Diocese
  • Licensed driver, possessing a valid State of Vermont driver’s license, and have access to private transportation in fulfilling above duties. Reimbursement provided for work-related travel

 

Experience and Competencies

  • Four-year degree with major in business or accounting
  • Five or more years’ experience in accounting and the use of computers in a financial environment
  • Proven knowledge of work flow management, organizational skills and attention to detail
  • Experience and competency with QuickBooks
  • Experience and competency with the Microsoft Office Suite (Outlook, Word, Excel, Publisher, PowerPoint)

Please submit resume and cover letter to Lynn Bates via email at lbates@dioceseofvermont.org.

Wednesday, January 17, 2018 - 21:11:58