Job Description
Job Description
Job Description
Our Finance Specialist provides assistance to the CFO with all ministry related investments. This role is responsible for the ongoing maintenance of investment accounts, projects, and activities; ensuring all information is accurate and complete in a timely manner. This position is responsible for the planned giving functions of the ministry; ensuring proper compliance and processing of all planned giving activity.
RESPONSIBILITIES
Maintains a personal relationship with Jesus Christ. Is a consistent witness for Jesus Christ, maintains a courteous, Christ-like attitude in dealing with people within and outside of Every Home for Christ.
Adheres to the Biblical standards of moral conduct, Every Home for Christ vision statement, Every Home for Christ statement of faith, Every Home for Christ’s Employee standards and policies, Every Home for Christ’s Covenant of Harmony and upholds Every Home for Christ’s ministry in prayer.
Fosters a culture of support and strong relational connections throughout the organization
Provides monthly and quarterly GL reporting to CFO and Director of Finance
Ensures effective and consistent communication lines with CFO and Director of Finance with regard to all GL related entries
Investment Responsibilities:
Assist CFO on investment projects
Manage monthly ministry investment entries in the GL
Reconcile ministry investment accounts (money market, CDs, treasuries, etc) and put entries accurately into the GL
Responsible for ministry investment activities to include payments of fees, taxes, etc
Responsible for clear and timely communication with all third party vendors, clients, internal and external requests
Coordinate general activities occurring for all investment properties; ensuring timely and proper follow up and solutions are implemented
Planned Giving Responsibilities:
Oversee and implement the maintenance, support, and general ledger entries of Planned Giving portfolio
Maintains revocable planned gifts that do not involve EHC’s direct management. i.e. Wills, Revocable Living Trusts, Life Estates, Life Insurance Trusts, etc. Tracking and completing all necessary paperwork from open to close of account.
Maintains professional communication to donors, attorneys, and personal representatives and maintains regular updates on the status of closing Wills or Trusts.
Annually checks online directory of Unclaimed Property to locate any unclaimed funds owed to EHC/WLC and files necessary paperwork to claim said funds.
Responsible for Planned Giving check receiving process and reporting.
Creates, maintains, and updates existing files for gift annuities, charitable remainder trusts, special trusts, annuity trusts, net income trusts, revocable trusts, and royalty income.
Creates proposals for gift annuity prospects and follows up on telephone for questions.
Prepares paperwork for new immediate and deferred one- and two-life Gift Annuity contracts, from funding to delivery of income checks.
Updates Raiser’s Edge donor record and Custodial Account Managers accordingly.
Assures “Beneficiary Checks Due” report agrees with investment manager’s “Payment Summary” each month. Maintains Special Handling spreadsheet for ticklers related to payment changes.
Creates and maintains EHC-trusteed gifts on Planned Giving software.
Processes gifts of publicly-traded, appreciated securities and mutual funds.
Responsible for full cycle of EHC-trusteed gifts; coordinating the closing with all appropriate parties involved
Responsible for monthly mailings for Planned Giving partners and Gift Annuity Rate Card
Assists with annual financial audit. Creates and maintains various annual audit report spreadsheets.
Keeps vault in good order, Maintains offsite logs and procedures for client files, closed files, stock files, etc.
Creates Dept of Insurance compliance filings for regulated states. Sends Audited Financial Statements yearly where required.
Assist Finance department in other duties as assigned
QUALIFICATIONS
Has a personal relationship with Jesus Christ
Regularly attends/participates in a local church
Education: Bachelor’s degree in Accounting or Finance
Experience: 3-5 years of similar accounting experience; OR a strong ability to learn various accounting/finance skills
Certifications/Licensing: willing to get Notary public certification
Believes strongly in the mission and strategy of Every Home for Christ
Possess strong passion for evangelism, discipleship, prayer
High level of respect and understanding of cultural values/functions in all Every Home for Christ International regions
Demonstrate humility, grace and compassion on a regular basis
Strong understanding of financial concepts and programs
Strong knowledge and hands on skills with bookkeeping, accounting and financial concepts
Demonstrate excellent professional verbal and nonverbal cross-cultural communication
Requires reasonable tact, a high level of discretion, a controlled level of self-expression and a growing knowledge of the ministry, history, and vision of Every Home for Christ
High level of confidentiality and integrity
Demonstrate strong degree of independent problem solving and implement effective and correct solutions
Strong time and process management skills
Demonstrated excellent attention to detail
Understanding budgeting process and how they align with actuals.
Understanding the structure of our accounting expense codes and categories
Understanding of IRS regulations
High level of organizational skills
Maintain confidentiality and discretion at all times regarding discussion with others on the functions and daily tasks of the ministry.
Commitment to continual incremental process improvement
Desire to grow and improve personally, professionally, spiritually
Knows and applies industry best practices for the growth/improvement of the ministry
Strong servant leadership skills that are in line with the values of Every Home for Christ
Proficient working understanding of Microsoft Office products and various bookkeeping/accounting software
Must be able to travel domestically up to 5%
** All employees are expected to maintain the four primary convictions: **
EVERY – the gospel of Jesus is literally intended for all people, everywhere on earth (Matthew 28:19)
UNITY – the participation of the whole church in unity is essential to reaching all people, everywhere on earth (John 17)
PRAYER – reaching all people everywhere on earth requires our full reliance on God in prayer to remove the obstacles hindering ministry (Acts 4:31-33)
Covenant of Harmony (Matthew 18:15-17)
Pay is dependent on experience
Position is open until filled
Position is eligible for benefits: medical, dental, life/disability insurance, retirement plan match/contribution, paid holidays, paid time off, paid days to spend in prayer. Every Home For Christ
Job Tags
Holiday work, Local area, Immediate start,