Business Manager - St. Luke, Brookfield, WI

Title: Business Manager

Hours: Half-time (18-24 hours)

Non-exempt

Archdiocese Category: Professional

Reports to Pastor

Parish: 400 family parish without a Catholic School.

Education:

• Associate degree or higher in Bookkeeping, Accounting or a related field.
• Proficiency in QuickBooks and a strong understanding of double-entry accounting.
• Experience with accounts payables, payroll administration using Paychex, reconciling accounts, budgeting, financial reporting and insurance coordination.
• Proficient in Microsoft Office applications, including Excel, Word, and Outlook with the ability to use spreadsheets for financial tracking, analysis, and reporting.  The parish uses Google and other software as well.

S: Skills

1. Professional working attitude and collaborative approach.
2. Strong organizational skills, attention to detail, and the ability to maintain accurate and confidential financial records.
3. Strong organizational and managerial skills.

A: Abilities

1. Ability to multitask and prioritize.
2. Ability to make decisions, attentive to details, and troubleshoot.
3. Ability to maintain confidentiality.

Duties and Responsibilities:

Financial Responsibilities

• Manage accounts payable, including processing invoices, tracking expenses, and ensuring timely payments.
• Maintains an accurate filing, recordkeeping, and reporting system for all parish financial matters.
• Prepares monthly, quarterly, and year-end reports for the parish, Archdiocese, and other reporting agencies as needed.
• Prepares, administers, and reviews/monitors the budget in collaboration with the Finance Council, Pastor, and fellow staff.
• Monitors the collection, counting, recording, depositing, and reconciling of parish revenue from all sources.
• Coordinate insurance matters, including policy renewals, coverage update and communication with staff and insurance providers.
• Acts as a resource to parish organizations in all financial matters, from planning to audit.
• Parish contact with financial institutions and the Archdiocese, in collaboration with the Trustees.
• Assists in the planning of financial stewardship and long-range planning efforts.
• Ensures internal controls consistent with Archdiocesan policies 

Supervisory Responsibilities

• Develop, coordinate, and provide leadership to volunteers.  
• Assists in the development, implementation, and communication of organizational policies and procedures, e.g., finance and personnel manuals.
• Administer salary and employee benefit policies as directed by the Pastor and Personnel Committee.
• Ensure employees are paid accurately and on the established pay schedule, in compliance with applicable state and federal laws.
• Assist with the employee recruitment and hiring process to meet the staffing needs of ministry area leaders while ensuring compliance with applicable state and federal laws.
• Maintain accurate and confidential employee records to ensure compliance with all state and federal employment laws.
• Providing day-to-day supervision, guidance, and performance feedback to staff.

Communications:

• Prepare monthly financial reports and serves as lead staff liaison to the Parish Finance Council
• Prepare and communicate weekly, monthly and annual financial updates and results for the parish at large
• Communicate departmental budget status, variances and financial updates to ministerial staff and department heads
• Participate in Pastoral Staff meetings and provide financial information and updates as needed.

Other:

• Participate in the Business Administrators Archdiocese of Milwaukee (BAAM) professional group.
• Provide support and coordination for Human Resources functions, including employee relations, personnel records, benefits administration, and staff-related matters.
• Other duties and responsibilities as assigned by the Pastor.

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 a computer keyboard, monitor, and telephone.
• This role functions in an office environment and uses standard office equipment.
• Ability to lift 30 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.

Judgment Exercised/Decisions Made:

Employee is expected to take initiative and make decisions based on the mission and vision of the parish and direction from the Pastor. 

To apply, send your cover letter and resume to Rev. Michael Erwin at [email protected]