Job description

ROLE: Assistant to Finance and Foundaton

DEPARTMENT: Finance

REPORTS TO: Director of Finance

WORK HOURS: Full-time

WHOM WE SEEK: We are seeking a detail oriented, energetic, self-starting individual to join Saint Michael and All Angels as the Assistant to Finance. This position serves both the Finance department of Saint Michael and All Angels Episcopal Church (SMAA) and the All Angels Foundation. The job responsibilities will be roughly split between the two areas with seasonal variations for both.

ADMINISTRATIVE ASSISTANT TO THE ALL ANGELS FOUNDATION: The primary and most urgent need is assisting the President of the Board of Trustees in board meeting preparation, scheduling and communications As the foundation grows, this position will assume the critical position of managing the grant cycle, including relationships with the grantees.

Duties and Responsibilities:

• Coordinate/schedule board meetings
• Take and distribute minutes at each board meeting (usually 7 meetings annually)
• Follow up with committee chairs on distributing committee reports and assist with committee meeting scheduling as needed
• Work closely with SMAA staff to ensure invited guests have relevant board meeting information
• Act as the primary contact for grantees during grant cycles o Assist in developing grant application and related documentation
• Collect and maintain required documentation for grants received
• Manage correspondence with grantees such as grant application acknowledgements, questions from grantees, award notifications and payment information
• Work with grants committee chair to schedule grants cycles and meeting dates
• Assist in the conversion of digital data from G-Suite to the current cloud storage
• Regular updating of physical and/or digital archive of meeting and financial information
• Assist in consolidating and updating All Angels Society list and contact information
• Assist in the formation of processes and documentation around thank you notes from the Foundation
• Perform additional administrative duties for the Foundation as requested

ASSISTANT TO FINANCE: Candidate will support the Finance department with administrative functions, financial reporting, and human resources.

Duties and Responsibilities:

• Assist with mailings and administrative duties for the Finance office
• Assist with the weekly counting and recording of contributions
• Assist in weekly posting of entries for accounts payable and contributions
• Assist with accounting reconciliations for various accounts including restricted contributions and capital campaign receipts and expenses
• Assist in the setup of new employe benefits and organization of documents reltated to human resources
• Maintenance of the Finance Committee records, communications and meetings
• Assist with administrative projects in the Finance office as needed

WE EXPECT OUR ASSISTANT TO FINANCE WILL BE…

• Aligned with our core values: Collaborative, Loyal, Effective, Kind, And Growth-Oriented; and with our core focus: “Building Christian disciples for a transformed community”
• A dependable, energetic achiever who holds herself/himself to high standards of job performance, spiritual engagement, and ethical behavior
• An effective verbal and written communicator with excellent interpersonal skills

MINIMUM QUALIFICATIONS:

• Bachelors degree or equivalent experience
• Strong proficiency in MS Office Suite, particularly Excel and Word, and competency with Internet and email
• Ability to learn church’s database system and various software programs
• Complete SafeChurch training modules prior to beginning work

CORE COMPETENCIES:

• Experience in managing and working with nonprofit boards or volunteers
• Experience in soliciting or receiving nonprofit grants preferred
• Donor database/CRM experience
• Attention to detail and strong organizational skills
• Confidentiality – able to exercise mature judgment and discretion with sensitivity to the needs of others.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Dallas, TX 75225: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 2 years (Preferred)
• MS Office Suite: 2 years (Preferred)

Work Location: One location

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