Date Posted: 2/28/2025
First Rowlett United Methodist, Rowlett, TX
Job Description
TITLE: Financial Secretary
REPORTS TO: Senior Pastor
25 hours a week
PRIMARY FUNCTION:
Supports the ministries or our church by ensuring the accurate and timely accounting of church finances in cooperation with the Senior Pastor and Finance Committee.
QUALIFICATIONS:
- Strong computer and organizational skills
- Effective communication skills.
- Ability to work in the office in a friendly, supportive manner with paid and volunteer staff.
- Ability to exercise appropriate discretion and maintain confidentiality of financial records related to member contributions.
- Ability to use Word effectively
- Experience with financial recording methods, and various accounting software programs is beneficial.
- Experience with payroll systems and taxes, withholding and tax forms is beneficial.
- Intermediate Excel knowledge (basic formulas, copying worksheets, etc.).
KEY ROLES (Essential Job Responsibilities):
- Maintain the church's computerized system for individual giving records, posting weekly contributions received via Sunday offering (as reported on count sheets completed by count team), all donations received via mail or dropped off in the office, and all electronic giving sources. Record all other payments received for other income.
- Maintain confidentiality of all individual giving records
- Monitor/verify EFT reports and correspond with donors as necessary.
- Prepare weekly deposit report summarizing all funds received and deposited each week.
- Update Excel spreadsheet showing total funds received, and actual giving compared to budget.
- Produce and mail or e-mail quarterly giving statements to donors.
- Prepare monthly balance sheet and income and expense reports.
- Processing of all invoices for payment.
- Prepare and submit all appropriate payroll and other tax documentation
- Assist the Finance Committee to develop the annual church budget.
- Assist with regular financial audits.
- Other duties as assigned
Specific Job duties include:
Contributions:
Post/track all contributions to church
Deposit funds weekly
Print and distribute quarterly statements and year-end Record of Giving
Enter all pledges after Stewardship Campaign
Print and distribute Contribution G/L Distribution Report weekly
Accounts Payables:
Pay monthly bills
Maintain vendor files
Order checks, envelopes, and forms
File 901 C-3, tax exempt forms with vendors
General Ledger:
Reconcile bank statements monthly
Close out books monthly for reporting purposes
Transfer necessary funds to appropriate accounts
Generate monthly Balance Sheets
Generate monthly reports for Income/Expenses and all account activity
Keep monthly books of all financial activity and check registers
Payroll:
Generate payroll semi-monthly and monthly for Program and Office Staff; Monthly for
Nursery Staff; Occasionally for Additional Staff – special programs
Track time sheets for hourly employees
Generate payroll reports monthly
Make electronic transfer of IRS 941 Employers Tax Deposit after each pay period
Print and distribute Payroll checks
Type and submit Quarterly IRS Returns
Generate and distribute year-end W-2’s for all employees
Track staff vacation time
Prepare Worker’s Comp Annual Audit for Insurance Company
Support for Wesleyan Christian Academy:
Perform functions listed above in the areas of Accounts Payable, General Ledger, and Payroll for Preschool / Kindergarten program
Make weekly deposits of funds received for Tuition, Registration, etc.
Provide reports and information to WCA Accountant
Miscellaneous:
Support Ministerial and Program Staff
Answer telephones an as-need basis
Attend weekly staff meetings
Attend monthly Finance Committee meetings
Keep Chair of Finance and Sr. Pastor apprised of all financial information or concerns
Order office supplies as necessary
How to Apply
Send resume to Vicki Cox, [email protected]
Contact Email: [email protected]
Contact Phone: 972-475-3667