Finance & HR Manager

JOB DESCRIPTION

Finance & HR Manager

Reports to:                       Pastor Tim Blau

Employment Status:         Exempt (Full-time)

FINANCE POSITION SUMMARY

The Finance Manager serves as the finance leader of the organization and primary point of contact between the church leadership, staff, ministry leaders, and the church’s third-party bookkeeping firm. This position provides leadership, oversight, and coordination for the church’s financial operations and ensures that financial resources are managed with integrity, accuracy, accountability, and sound stewardship.

The Finance Manager is responsible for leading and overseeing key financial functions, including the annual budgeting process, budget monitoring and variance analysis, capital expenditure (CapEx) planning, capital campaign coordination, balance sheet management, investments and liquidity, financial reporting, and financial process oversight.

The Finance Manager works closely with the church’s bookkeeping firm to provide necessary information, address questions, resolve discrepancies, and ensure that accurate and timely financial information is available to church leadership for informed decision-making.

This position requires a high level of organization, attention to detail, confidentiality, sound judgment, and the ability to work collaboratively with individuals at all levels of the church.

FINANCE ESSENTIAL DUTIES AND RESPONSIBILITIES

·         Own the annual budget process and variance tracking through the fiscal year.

·         Provide financial models to assist in determining annual tuition rates, recommendations for compensation changes, and changes to other business matters impacting the income statement.

·         Effectively manage all aspects of the balance sheet including liquidity and the investment portfolio.

·         Plan for CapEx needs on a multi-year basis to identify future funding needs and potential sources.

·         Assist with the organization and management of capital campaigns.

·         Serve as the primary liaison between the church and the contracted or volunteer bookkeeper.

·         Hold all staff accountable in the collection and submission of invoices, receipts, reimbursement requests, deposit information, bills, and other financial documentation to the bookkeeper.

·         Communicate regularly with the bookkeeper regarding financial transactions, questions, and outstanding items.

·         Ensure financial documents are complete, accurate, properly approved, and submitted in a timely manner.

·         Organization and completion of weekly bank deposits.

·         Help ensure expenses and purchases are consistent with approved church budgets and policies.

·         Monthly financial reporting for church leadership, finance committees, or the church board.

·         Coordinate with the bookkeeper regarding payroll, reimbursements, vendor payments, deposits, and other routine financial matters, as applicable.

·         Maintain organized records of financial documents and ensure appropriate documentation is retained.

·         Help prepare documentation needed for annual tax filings, audits, reviews, insurance requirements, or other financial reporting.

·         Maintain confidentiality regarding church finances, employee compensation, donor information, and other sensitive financial matters.

·         Communicate financial procedures and expectations to staff and ministry leaders as needed.

·         Identify potential concerns, inconsistencies, or process improvements and bring them to the attention of church leadership.

·         Attend, and present at, finance committee, staff, or leadership meetings when requested.

·         Perform other related duties as assigned by church leadership.

HR POSITION SUMMARY

The Human Resources Manager serves as the primary point of contact for employees across St. Peter Lutheran Church, School, and Preschool. This position provides leadership and support for the organization’s human resources functions and works closely with church and school leadership to promote a positive, healthy, and compliant work environment.

The HR Manager oversees employee onboarding and offboarding, benefits coordination, personnel records, employee communication, and day-to-day HR processes. This position also works closely with the church’s HR specialist team and other professional partners as needed to ensure compliance with employment laws, regulations, and organizational policies.

HR ESSENTIAL DUTIES AND RESPONSIBILITIES

·        Responsible for onboarding all newly hired employees to include: employee handbook overview, employment documents and benefit enrollment

·        Offboard all exiting employees including retirees, volunteers and terminations

·        POC with broker for health insurance (including medical, dental and vision)

·        Maintains records for staff when any role changes are made

·        Maintain the church is compliant with all relative laws and standard operating procedures

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES)

·        Must have a strong and growing relationship with Jesus Christ and it should be evident in both the personal and professional life

·        Must agree to our mission, vision, core values, and faith statements

·        Must be able to uphold and support vision, core values, and faith statements

·        Must maintain absolute confidentiality and integrity

·        Strong organizational and administrative skills.

·        Excellent attention to detail and accuracy.

·        Comfortable working with financial information and basic accounting concepts.

·        Ability to communicate professionally and effectively with church leadership, staff, ministry leaders, and the bookkeeper.

·        Proficiency with email, spreadsheets, document management, and basic office software.

·        Previous finance, accounting, administrative, or church-finance experience preferred.

·        Ability to work independently, prioritize responsibilities, and meet deadlines.

·        Applies strong analytical and problem-solving skills effectively

·        Track record of reliability, dependability, and conscientious work habits

·        Computer literate with the ability to pick up new programs and applications quickly

·        Ability to present to audiences in an effective manner

·        Ability to work independently with little supervision

·        Ability to organize and prioritize effectively

·        Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures

·        Flexibility and adaptability is a must (non-negotiable)

OUR VISION

St. Peter’s vision is, first, to introduce everyone as a child of God, no matter their age. Secondly, we want everyone to grow as disciples of Jesus through His Word, the Bible, and to participate in the sacraments of Baptism and Holy Communion. Finally, we want everyone to recognize their God-given talents and use them as missionaries, sent by the Holy Spirit to share the love of Jesus with everyone they meet.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.