Job Summary

The Financial Administrative Assistant is responsible for providing financial and administrative support to the Church Business Director. Specific duties include compiling and processing Palms Church & Preschool invoices for payment, ensuring that approval for payment has been given by appropriate staff, entering Palms Preschool A/R, payments, and receipts into CCM, purchase office supplies under the direction of the Church Business Director, and maintain financial and human resources records management.

Essential Functions:

• Accounts Payable; code and process all approved invoices and monthly statements into computer software
• Receive staff credit card spreadsheets, verifying that all receipts are attached and appropriately coded, and enter into computer software
• Confirm that invoice amounts match up to estimates, quotes, or contract agreements
• Process disbursements under the direction of the Church Business Director
• Maintain organized files of vendor payments
• Retain documents of donation acknowledgments from Outreach organizations that Palms supports
• Answer staff questions regarding past payments of invoices
• Process preschool Accounts Receivable tuition charges and payments, cash/check/credit card payments for preschool activities and enter into CCM
• Prepare Preschool deposit summary and present to Church Business Director for deposit
• Receive office supply needs from church & preschool staff, ensuring proper inventory levels are on hand, and under the direction of the Church Business Director, research/purchase in bulk for cost savings
• Handle all mail coming into the finance area
• Maintain organized financial records for ease of retrieval
• Assist the Church Business Director for proper retention of human resources personnel and benefit records
• Perform other duties and tasks as needed

Core Competencies:

• Personal Competencies
  • Integrity and Trust
  • Time Management
  • Interpersonal Skills
  • Personal Resilience
  • Initiative
  • Verbal Communication
  • Listening
  • Mission Ownership
• Organizational Competencies
  • Team Orientation
  • Priority Setting

Minimum Qualifications:

• Skilled in bookkeeping techniques
• CCM, QuickBooks, ACS software experience a plus
• Excel, Word, Outlook
• Ability to work independently and within an atmosphere where interruptions occur frequently
• Organized
• Attention to detail
• Ability to follow through on a variety of assigned tasks
• Ability to handle matters and information in a confidential and professional manner