Download Metropolitan Baptist Church - Tarrant Baptist Association

Memorial Baptist Church
Position Description
Position Assignment
 Title:
 Recruited By:
 Staff Grade:
 Status:
Financial Analyst
Senior Pastor and Business Administrator
Professional Staff
Part-Time Hourly (Exempt)
Principle Function:
The Financial Analyst organizes and supervises all general
accounting activities and accounting staff. Prepares
accounting and financial reports and ensures accurate
accounting systems and record keeping.
Purpose:
To ensure that Memorial Baptist Church is kept above
reproach in the area of finances accountability and operates
with integrity that which God has entrusted us with. In
doing so, the mission and vision of the church can be
accomplished at all times.
Skill Requirements:
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The Finance Analyst should have a clear understanding of all facets of doubleentry accounting and understand the Generally Accepted Accounting Principles,
known as GAAP.
Must be familiar with Financial Accounting Standards Board (FASB).
Must be able to focus on task at hand.
Must have skills to supervise other employees.
Must be biblically sound and exhibit personal conduct that reflects positively on
the integrity of the church.
Must be trustworthy and confidential.
Must be able to type 60+ words per minute and operate 10-key by touch.
Must be a team player and have good people skills.
Must have good discernment in making decisions.
Must be familiar with computer applications that directly relate to work
(Microsoft Excel, Access, Microsoft Word, Shelby Systems).
Responsibilities:
1. Maintains the general ledger and all related accounts with proper documentation and
records of all church transactions; reviews entries to the general ledger and subsidiary
ledgers to assure accuracy and compliance with the church’s and established
accounting principles; controls all changes to chart of accounts. Responsible for
monthly and year-end closing of the general ledger including preparation of journal
entries.
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2. Responsible for maintaining computerized accounting system, backup control,
assisting other accounting staff with questions and printing of computer generated
reports and statements in coordination with the Business Administrator.
3. Administers preparation of interim, year-end and comparative financial reports;
performs and provides analysis of current results to prior periods and/or budget.
Prepares required government reports as directed by the Business Administrator and
responds to inquiries as necessary.
4. Stays current with developments, practice trends and promulgations in the accounting
profession; Monitors accounting systems and recommends new for revised financial
policies and procedures.
5. Assists the Business Administrator in training and management of accounting staff.
6. Responsible for overseeing reconciliation of all bank accounts; verifies accuracy of
bank statements and resolve questions or problems; maintains integrity of cash
balances and cash flow systems.
7. Responsible for preparation of payroll records and processing of payroll checks and
reports.
8. Maintains fixed asset records and control; determines depreciation terms/rates to
apply to capitalized items.
9. Assists in coordination of year-end audit and preparation of schedules and documents
for independent auditors.
Daily
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Serve as primary liaison person to entire staff as needs and questions arise relating to
the accounting operations of the church. Research and obtain answers to accounting,
budgeting and other financial requests. This includes preparing current analysis of
various programs as requested.
Supervise, coordinate time away and perform detail reviews of the work of the
accounting personnel.
Maintain the Chart of Accounts.
Review and approve Purchase/Funds Requests.
Weekly
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Perform detail review of check requests. Supervise check preparation, distributions
of checks and filing of support.
Perform detail review of teller sheets and contribution batches.
Review all payrolls.
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Prepare financial information to be published in the weekly bulletin.
Meet with the Business Administrator on a regular basis.
Monthly
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Prepare financial statements and supporting schedules
Review monthly accounting office statistics compiled.
Perform detail review of monthly insurance and retirement check requests.
Maintain detail records on Restricted gifts to the church. Assure that such gifts are
only expended for the designated purpose.
Review reconciled bank statements and verify cash balances.
Quarterly
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Perform detail review of the Form 941
Prepare detail review of the contribution reports.
Coordinate printing and mailing of quarterly contribution statements.
Annually
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Work with the outside auditors during the annual church audit. Coordinate
preparation of audit adjustments, financial statements reflecting those adjustments
and other schedules as needed.
Close out the financial records at the end of the fiscal year. Coordinate permanent
filing of accounting records.
Perform detail review of Forms 1099 and 1096.
Perform detail review of Forms W-2 and W-3.
Prepare written employee evaluations for accounting personnel. Discuss evaluation
with the employees.
Work with the Business Administrator in the preparation of the annual budget for the
accounting office.
Other
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Maintain and oversee the accounting office filing and storage system.
Cross train accounting personnel.
Perform other duties as assigned by your supervisor.
Spiritual Giftedness for Position:
The Financial Analyst should exhibit the spiritual gifts of help, encouragement,
discernment and administration.
Education and Experience:
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It is desirable that Financial Analyst has an under-graduate degree with additional
background in financial accounting, administration and personnel management. Under
the approval of the Business Administrator, the Financial Analyst is encouraged to
continue his/her educational experience by attending seminars or classes directly and
strategically related to the vision and goals of Memorial Baptist Church.
Organization Relationship:
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The Financial Analyst shall be directly accountable to the Business Administrator
and through the Business Administrator to the Senior Pastor.
Future Growth and Direction of Position:
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Continued organization in all areas of finances.
Continued knowledge and efficiency in computer skills to include Microsoft
Excel, PowerPoint, and Shelby software.
Enrollment in local and national chapter of National Association of Church
Business Administration
Received and agreed to by:______________________________Date:______________
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