v  Bookkeeping

·         Process and record all payments to vendors.

·         Record all parish deposits.

·         Process Church payroll including payment of all payroll taxes.

·         Prepare and complete monthly bank reconciliation statement.

·         Prepare monthly and Quarterly Financial Statements for use by Pastor and Finance Committee.

·         Handle bank relations to include management of accounts and problem solving.

·         Review and ensure that the parish is in compliance with Archdiocesan money counting policies.

·         Will attend all Parish Council and Parish Finance committee meetings as required by the Pastor.

v  Budgeting

·         Prepare on an annual basis and submit on time a parish budget that is realistic and in compliance with all Archdiocesan guidelines.

·         Analyze budget vs. actual and review major variances with the Pastor.

·         Distribute budget vs. actual reports to parish Operations Supervisors/sections heads for the accounts they are responsible for.

·         Inform the Pastor if unexpected expenses arise as they occur.

v  Annual Report

·         On an annual basis close the parish books for the completed fiscal year and prepare in accordance with Archdiocesan guidelines the Annual Report.

·         Prepare semi-annual financial report for parishioners at the Pastor’s direction.

·         Work with parish organizations to ensure they are in compliance with Archdiocesan policies and procedures as well as state sales tax and gaming law regulations.

·         Inform Pastor of state of financial condition and year end balances for each parish organization.

v  Plant and Property Management

·         Supervise custodial maintenance functions.

·         Develop a yearly maintenance schedule to limit liability exposure, maintain the building and grounds in proper working condition and ensure that proper and timely maintenance is performed.

·         Recommend to the Pastor the need to perform major repairs to the plant or grounds.

·         Work with the Maintenance Staff to ensure proper maintenance of the heating, cooling and ventilation systems schedules and coordinates all maintenance and repairs by outside contractors. 

·         Complete an Inventory and Life Cycle Report of all mechanical and structural components of the facility.                         

·         In conjunction with the maintenance staff, develop a preventive maintenance schedule for all mechanical and structural components of the facility.    

       

v  Project Management

·         Oversee all major repairs, renovations and capital projects in accordance with Archdiocesan policies.

·         Represent the parish at all weekly contractor meetings during construction.

·         Represent the parish at all bid openings and final contractor negotiations.

·          Represent the parish at all contractor walk troughs’ and follow up with contractor on the completion of all punch list items.

·         Ensure that all work is completed to the Parish’s satisfaction.

·         Work with the Archdiocesan Building Department to resolve any disputes or

v  Purchasing, including contract negotiations, developing RFQ’s, researching qualified vendors, finding applicable products and services.

·         Negotiate with vendors for the purchase of goods and services.

·         Use the combined purchasing of all clients to develop pricing for goods and service superior to that available on the open market.

·         Write, distribute and review with Pastor, staff, and Stewardship Commission (as directed by Pastor) all request for quotes (RFQ).

·         Research and qualify all potential vendors who submit bids and proposals.

v  Human Resource Development

·         Implement personnel policies in accordance with AOD policies and applicable state and federal laws.

·         Develop hiring and termination procedures in accordance with AOD policies and applicable state and federal law.

·         Create and manage records of all job descriptions and job performance reviews.

·         Maintain complete and accurate personal files for all employees.

·         Review MCC benefits – enrolling and updating employees as necessary.  Including the submittal of benefit plans and other documentation to MCC.

·         Work with MCC to resolve benefit inconsistencies.

·         Review 403B documentation for accuracy.

v  Parish Fundraising Events (Fairs, Festivals, Auctions, etc.)

·         Insure that all applicable licenses for gambling, liquor and food and taxes are accurate and complete.

·         Liaison between staff and volunteers committee to insure that all requirements are complete prior to event.

·         Oversee payment of all expenses and posting of income as required by AOD and applicable state and federal requirements.

·         Final accounting for Fundraising Committee, Stewardship Commission and Pastor.

v  Merger and Clustering Consulting

·         Meet with the Pastors and later the Pastoral Staff and Parish Leadership to discuss what to expect during the merger process.

·         Assist & advise Pastor on the selection of Transition Team Members.

·         Act as a resource to the Transition Team and Pastors throughout the merger process.

·         Advise Transition Committee and Sub-Committees on goal setting and development of priorities.

·         Work with the pastor to develop budget for the new parish.

·         Work with the Pastor to determine size and makeup of staff.

·         Develop job descriptions for the new staff.

·         Under the direction of the pastor open new bank accounts for the parish and close old accounts.

·         Determine technology needs and set up data system.

·         Set up new accounting books and chart of accounts.

·         Follow all guidelines established in the “Resource Manual for Parish Restructuring” published by the Archdiocese.

v  Cost Control Consulting and Management

·         Review all parish purchasing policies and practices and report to the Pastor & the Parish Stewardship Commission.

·         Review parish salary structure and benchmark against recommendations made by the “Just Wage” document publish by the Archdiocese.

v  Audit Representation

·         Prepare any documentation needed by auditors.

·         Meet with auditors to discuss audit.

·         Resolve any issues that may arise from audit.

v  Transition Services

·         Assist a newly appointed pastor at a parish.

·         Provide temporary help when a parish is shorthanded due to an employee leaving or going on sick leave.

·         Provide temporary help in the review and establishment of policy and procedures.

v  Tuition Collection Services

·         Review outstanding tuition balances and determine with the Pastor what tuition accounts could be collected.

·         Begin collections with personal contact of families behind in tuition.

·         Represent the Parish at Small Claims Court proceedings to collect outstanding balances.

All services can be contracted in bundles or “cafeteria” style based upon the needs of the parish.