St. Joseph

Bookkeeper

Purpose and Scope

Under the direct supervision of the Office Manager, is responsible for hands-on coordinating and implementing all Plate Collections, Second Collections and all other accounts receivable deposits. Assists the Parish Priest and Office Manager in evaluating all facets of ongoing parish finances; assists in establishing and monitoring parish accounting system; oversees the maintenance of all necessary financial records; and assists in coordinating and facilitating the budget process. This position will assist in sharing duties as back-up to the front office, and may also actively support all HR key processes ‘from hire to retire,’ such as recruiting, sourcing, selection, onboarding, HR Core Actions, performance management, employee relations and help with general HR Compliance inquiries while accurately applying Diocesan policies and practices. Performs any other job related tasks as deemed necessary and/or assigned by the Parish Priest or Office Manager.

Essential Job Functions

• Responsible for Accounts Receivable and Cash Accounting processes in coordination with appropriate staff. Including balancing check book, making deposits, verifying that all accounts balance after these processes. In collaboration with team members, resolves discrepancies that may arise. Assists with all Accounts Payable accounting processes, as needed.
• Maintains a comprehensive system of accounting and security controls. Responsible for the timely and accurate completion of periodic accounting checklists.
• Assists in preparing, submitting, and maintaining parish budget on a fiscal year basis in collaboration with Parish Priest and Office Manager. Attends finance council meetings; assists in providing financial and parish information to finance council members to assist with their ongoing development; provides budget reports to submit to finance council for review and input on quarterly basis.
• Participates as a member of parish staff.
• Participates in staff activities, days of prayer and staff development.

Provides assistance as needed to:

• Print monthly, quarterly and year-end reports for state, federal, diocese, appropriate staff, and finance council. Print monthly statements of accounts for parish organizations and monthly and/or quarterly income statements for all departments.
• Enter new budget figures from appropriate staff for all departments in preparation for the new fiscal year budget. Print the new budget and run all reports and programs to close the year out, and adding additional accounts numbers as necessary.

Job Requirements:

Knowledge, Skills and Abilities Required

• Aides in the overall smooth operation of the finance department in a mature, efficient and professional manner; maintaining confidentiality; continuous professional development through study, self-examination and the use of supervision.
• Strong knowledge and experience with Word, Excel, Google Sheets and Docs, QuickBooks, or other automated accounting programs.
• Proficiency in computer applications, spreadsheets, word processing and database programs (Access, Excel, Word, Outlook, PowerPoint) and HRIS software.
• Working knowledge of general ledger, preparation of finance reports and statements, accounts payable, bank account reconciliations along the accounting principles and practices.
• Must be accurate in fiscal matters, budgetary statistical data.
• Ability to organize, work independently, set schedules, prioritize tasks, and work with other members of the department in a team setting.
• Must be able to work under pressure, initiate, be creative and anticipate solutions to problems, be able to work with differing personalities; must be able to work within collaborative environment
• Excellent communication and interpersonal skills and the ability to work well with others.
• Must possess a valid Arizona Driver’s License and own personal transportation. Employee is subject to Diocesan and parish personnel policies prescribed for all personnel.
• Complete and maintain Diocesan Safe Environment Training as required by Diocese.
• Excellent spelling, grammar, proofreading, verbal, and written communication skills.
• Working knowledge of advanced administrative office procedures and techniques, accurate record keeping, filing, and attention to detail.
• Ability to maintain high level of professionalism and confidentiality when interacting with employees of the Diocese, parishes, schools, agencies, and constituent organizations.
• Strong analytical and problem-solving skills.
• Proficiency with or the ability to quickly learn Paylocity HRIS talent management systems.

Minimum Qualifications

• Active, practicing Roman Catholic in full communion with the Church.
• Ability to exercise prudent and independent judgment, and maintain efficient, confidential procedures in handling Diocesan matters.
• Formal training or demonstrated proficiency in computer software applications and office procedures.
• Bachelor’s degree in Business Administration, or related field required.

Work Environment

• This job operates in a professional office environment.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, calculators, filing cabinets and fax machines.

Physical Demands

• This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.