Finance/Accounting Specialist

Job Summary: 

The Finance/Accounting Specialist will support our finance team in enhancing and automating accounting processes, preparing financial reports, and assisting with month-end and year-end 

tasks. This role involves collaborating with IT and other departments to streamline workflows using tools like Excel, Power BI, and Power Automate. Key responsibilities include generating financial reports, assisting with account reconciliations, accounts payable, accounts receivable, 

invoicing/billing, organizing and filing records, and supporting day-to-day accounting operations.  The Finance/Accounting Specialist will also serve as the backup for the Contributions Coordinator. This role is ideal for someone interested in gaining hands-on experience in financial operations within a collaborative, mission-driven organization. 

Duties/Responsibilities: 

• Workflow Implementation/Improvements: Assist in identifying opportunities to automate or streamline accounting processes, leveraging software tools like Excel, Power BI, etc. 

• Financial Reporting: Support the creation and analysis of financial reports to visualize and analyze financial data for church operations. 

• Year-End Support: Assist with scanning, organizing, and documenting financial records as part of year-end closing procedures. This includes uploading documents to internal 

systems and ensuring 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. 

• Account Reconciliation: Help reconcile bank statements and assist with account reconciliations during month-end and year-end closing. 

• Report Generation: Generate financial reports and assist in preparing monthly, quarterly, and year-end financial statements for church leadership. 

• Documentation & Filing: Help 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 the implementation of automation tools and processes to reduce manual work and increase efficiency across accounting tasks. 

• Backup to the Contributions Coordinator - Provide backup to the Contributions Coordinator for processing donations received by check or ACH, and ensuring accurate recording into the TouchPoint system, as well as any changes to their annual pledges.  

Required Skills/Abilities: 

• Basic understanding of accounting principles and practices. 

• Proficient in Microsoft Excel (formulas, pivot tables, data analysis). Experience with Power BI, Power Pivot, and Power Query for data visualization is a plus. 

• Tech-savvy with an interest in process automation and implementing/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: 

• Degree in Accounting, Finance, or a related field. 

• 5 plus years of accounting experience 

• 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 at times.