Job Summary

The accountant ensures development and maintenance of the financial accounting system for the parish and school. Specifically, the accountant is responsible for computing, classifying and recording financial transitions that are accurate and in compliance with Archdiocesan guidelines and generally accepted accounting principles. Specific responsibilities include processing payroll, accounts payable, petty cash, contributions, monthly reports, fixed assets, and assisting with budgeting process for the parish and school.

Knowledge, Skills, and Abilities

K: Knowledge

• Accounting degree or an Associate’s degree in Accounting with a minimum of two years’ experience
• Parish and/or school office experience of at least two years preferred.
• Working knowledge in MS Office and Google products.

S: Skills

• Proficient computer skills and experience with financial software.
• Strong analytical skills.
• Professional working attitude and collaborative approach.
• Comfortable working with parishioners.
• Strong verbal communications skills.

A: Abilities

• Attention to detail.
• Ability to multitask, prioritize, and organize.
• Ability to maintain confidentiality.
• Strong ethical standards.
• Active participant in the work of the Catholic Church, preferred. 
   

Duties and Responsibilities
 

• Operates computer accounting software to record, store and analyze.
• Maintains an accurate filing, payment schedule, recordkeeping, and reporting system for financial matters.
  • Process weekly cash deposits and makes related journal entries.
  • Process and prepare accounts payable checks for two signatures and mailing.
  • Maintenance of all banking accounts and investments.
• Processing of school tuition and tuition receivables.
• Ensures accuracy by verifying entries, mathematical accuracy and respective chart of account.
• Obtains proper authorization through purchase orders for expenditures in all operating accounts.
• Prepares bank account reconciliations for the Treasurer Trustee and Director of Administrative Services to review on a monthly basis.
• Prepares and enters monthly journal entries.
• Records monthly investment account activity.
• Ensure internal controls are consistent with Archdiocesan policies.
• Initiates wires and transfers.
• Sends out 1099’s at year end.

Payroll:

• Processes payroll accurately and on time through ADP.
• Oversees end of year W-2 forms through ADP.

Reporting and Budget:

• Oversees weekly contributions in respective account, e.g., respective parishioner, special funds, restricted, etc.
• Manages EFT donation program.
• Provides account statements when requested by parishioners. Sends out annual tax donation statements.
• Prepares monthly, quarterly, and year-end financial reports for Pastor, Finance Council and Archdiocese, as requested. Reports typically include a balance sheet, income statement, year-to-date balances, comparison sheets, or special financial circumstances, as requested.
• Prepare for and cooperate in parish reviews of financial records with the pastor, DAS and Finance Council Chairperson.
• Prepare for and cooperate in parish reviews of financial records with the principal and school committee.
• Assists in maintaining and updating written procedures (standard operating procedures) in the areas of cash processing, accounts payable, payroll, etc.
• Assists with budget preparation and enters approved budgetary figures for each account into financial software.

Other:

• Assists in answering the phones.
• Participate in the parish goals and objectives as they relate to stewardship of the parish’s financial resources.
• Attend Finance Council meeting when requested.
• Submits requests for and retains records of licensed raffles.
• Coordinates with administration personnel who oversees volunteers for money counting and record keeping.  Reviews work performed by this group.
• Maintains orderly files and a clean, organized office space.
• Attends Archdiocesan sponsored respective training/workshops.
• Other duties as assigned.

ADA Physical Requirements:

• The employee is regularly required to sit, stand, walk, talk and hear.
• The employee is frequently required to sit for extended periods; use hands; reach with hands and arms.
• Close vision required for paperwork and computer.
• Able to utilize computer keyboard, monitor, and telephone.
• This role functions in an office environment and uses standard office equipment.
• Ability to lift 20 pounds.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

To apply, please send a cover letter, resume, the Archdiocese of Milwaukee job application and 3 reference contacts to [email protected]