Financial Secretary
Financial Secretary
United Methodist Church
Sample Job Description for Local Churches
Qualifications:
▪ Bachelor’s degree (B.A.) from four-year College or university or commensurate experience in the financial area.
▪ Three years experience as a financial administrator.
▪ Proficient in QuickBooks, MS Excel, WORD, Outlook and web techniques.
▪ Demonstrated effective level of oral and written communication skills.
▪ Demonstrated ability to facilitate, motivate and lead teams of volunteers.
▪ Demonstrated ability to multi-task.
▪ Demonstrated ability to resolve conflict appropriately.
Reports to: Senior Pastor, Staff-Parish-Relations Committee, and Stewardship Committee.
Responsibilities:
▪ Oversees the financial administration of the local church.
▪ Performs the following financial duties: input check requests, reconciliation of bank accounts, provide net worth and other financial statements, revise budgets, input offering envelopes, provide end-of-year tax letters, follow-up on returned checks, and send “In Memory of” contribution letters.
▪ Provides administration of any building campaigns. To include: maintaining financial statements, agenda, graphs, pledges, reconciliation of bank accounts, provide quarterly letters with giving status, and follow-up on returned checks.
▪ Performs other duties, as required.
Note to Local Churches: Feel free to add or subtract from this job description as you feel best suits your individual church’s needs. This is only a sample form, intended as a starting point.
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