Homeword
Financial Services Manager
Homeword, San Diego, California, United States, 92189
The Financial Services Manager will be a strategic thought-and support partner for the COO. The Financial Services Manager position will lead and develop an internal team to support the following areas: finance, business planning and budgeting, legal and audit services, IT, and insurance coverages.Areas of Responsibility
Responsibilities:Be a strategic thought-and support partner for the COO.Lead and provide strategic direction for a team that focuses on finance, business planning and budgeting, legal and audit services, IT, and insurance coverage.Establish and implement effective accounting and bookkeeping internal controls, and administrative systems, policies, and procedures to ensure that day-to-day accounting operational activities are efficient and effective and align with approved strategic initiatives and budgetary allocations.Ensure and review monthly financial statements from the accountant staff and financial service consultants and prepare monthly financial performance results with a corresponding narrative report for review by the COO, Senior Pastor, and any determined governing body.Foster a positive, encouraging, and spiritually inspiring environment while keeping employees accountable to Church policies, procedures, and performance expectations.Ensure that suitable metrics are in place to measure performance and progress for all departments.Manage day-to-day financial functions, coordinating workflow among the finance team according to performance objectives and due date timelines.Manage bank accounts and monitor reconciliations, transactions including wire transfers, credit cards, renewal of Certificates of Deposit, and track signing authorities.Prepare cash flow projections and ensure adequate funding.Establish and manage a reserve fund to support and provide for the Church's financial health and growth.Coordinate and lead the annual audit process, liaising with external auditors and the finance committee of the board of directors; assess any necessary changes.Prepare documents and schedules for annual audit and liaise with auditors.Manage all tax and other required filings.Maintain banking relationships.Oversee and monitor all insurance policies.Develop and monitor the performance of the capital budget and investment funds.Promote a culture of high performance, high ethics, and continuous improvement.Perform all other duties as assigned.Educational Background
Bachelor's degree (or equivalent) in business, accounting, or related field. Five or more years of experience as a senior level accounting or finance manager. Preferred CPA.Skills/Experience
Ten or more years of professional accounting experience. Strong understanding of banking processes and financial data analysis. Working knowledge of national and local tax regulations and compliance reporting. Experience in managing payroll, with a focus on streamlining accounting processes. Exemplary history of financial project management.
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Responsibilities:Be a strategic thought-and support partner for the COO.Lead and provide strategic direction for a team that focuses on finance, business planning and budgeting, legal and audit services, IT, and insurance coverage.Establish and implement effective accounting and bookkeeping internal controls, and administrative systems, policies, and procedures to ensure that day-to-day accounting operational activities are efficient and effective and align with approved strategic initiatives and budgetary allocations.Ensure and review monthly financial statements from the accountant staff and financial service consultants and prepare monthly financial performance results with a corresponding narrative report for review by the COO, Senior Pastor, and any determined governing body.Foster a positive, encouraging, and spiritually inspiring environment while keeping employees accountable to Church policies, procedures, and performance expectations.Ensure that suitable metrics are in place to measure performance and progress for all departments.Manage day-to-day financial functions, coordinating workflow among the finance team according to performance objectives and due date timelines.Manage bank accounts and monitor reconciliations, transactions including wire transfers, credit cards, renewal of Certificates of Deposit, and track signing authorities.Prepare cash flow projections and ensure adequate funding.Establish and manage a reserve fund to support and provide for the Church's financial health and growth.Coordinate and lead the annual audit process, liaising with external auditors and the finance committee of the board of directors; assess any necessary changes.Prepare documents and schedules for annual audit and liaise with auditors.Manage all tax and other required filings.Maintain banking relationships.Oversee and monitor all insurance policies.Develop and monitor the performance of the capital budget and investment funds.Promote a culture of high performance, high ethics, and continuous improvement.Perform all other duties as assigned.Educational Background
Bachelor's degree (or equivalent) in business, accounting, or related field. Five or more years of experience as a senior level accounting or finance manager. Preferred CPA.Skills/Experience
Ten or more years of professional accounting experience. Strong understanding of banking processes and financial data analysis. Working knowledge of national and local tax regulations and compliance reporting. Experience in managing payroll, with a focus on streamlining accounting processes. Exemplary history of financial project management.
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