Finance/Accounting Clerk

Job Summary

The Finance/Accounting Clerk will support the finance team in enhancing and automating accounting processes, preparing financial reports, and assisting with month-end and year-end tasks. This role will involve collaborating with IT and other departments to streamline workflows using tools such as Excel, Power BI, and Power Automate. Key responsibilities include generating financial reports, assisting with account reconciliations, accounts payable, accounts receivable, invoicing, organizing and filing records, and supporting day-to-day accounting operations.

This position is ideal for a detail-oriented individual looking to gain hands-on experience in financial operations within a collaborative, mission-driven organization.

Key Responsibilities

Workflow Implementation & Improvements

• Assist in identifying opportunities to automate or streamline accounting processes, leveraging tools like Excel, Power BI, and Power Automate.
• Collaborate with IT and finance teams to improve workflows and reduce manual tasks.

Financial Reporting

• Support the creation and analysis of financial reports to visualize and analyze financial data for church operations.
• Generate financial reports and assist in preparing monthly, quarterly, and year-end financial statements for church leadership.

Year-End Support

• Assist with scanning, organizing, and documenting financial records as part of year-end closing procedures.
• Upload documents to internal systems and ensure proper file organization.

General Accounting Support

• Provide assistance with day-to-day accounting tasks, including data entry, invoicing, and processing payments related to church activities and operations.
• Handle accounts payable, accounts receivable, and billing functions as needed.

Account Reconciliation

• Help reconcile bank statements and assist with account reconciliations during month-end and year-end closings.

Documentation & Filing

• Maintain accurate financial records, ensuring proper digital and physical filing of documents in compliance with church policies and standards.

Cross-Functional Collaboration

• Work closely with the finance team and other departments to ensure timely and accurate processing of transactions and reporting.

Automation and Efficiency

• Assist in implementing automation tools and processes to improve efficiency and accuracy across accounting tasks.

Required Skills & Abilities

• Basic understanding of accounting principles and practices.
• Proficiency in Microsoft Excel (formulas, pivot tables, data analysis); experience with Power BI, Power Pivot, and Power Query is a plus.
• Tech-savvy with an interest in process automation and improving financial workflows.
• Strong attention to detail and organizational skills.
• Ability to handle sensitive financial information with discretion.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and the ability to identify areas for improvement in accounting workflows.

Education and Experience

• Currently pursuing a degree in Accounting, Finance, or a related field.
• Experience with accounting software (e.g., Sage, NetSuite, QuickBooks, or similar) is a plus.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds occasionally.