Finance Coordinator (part-time)
28 days ago
Frisco
Job DescriptionBenefits: KEY RESPONSIBILITIES: Bookkeeping and Accounting • Accurately count and process weekly donations, • Review credit card expenses for proper coding and documentation; timely follow up with staff regarding missing receipts for transactions, • Produce weekly & monthly financial reports as requested by Executive Pastor, • Ability to analyze financial data from various sources and consolidate based upon Executive Pastors needs, • Maintain organized digital and paper filing systems for finance-related documentation, • Accounts Payable and payroll support as neededDonor Relations & Finance Support, • Answer and resolve donor questions via phone and email, including refunds and statement requests and troubleshooting any donor login issues, • Coordinate all stock donations received, • Maintain confidentiality and accuracy when handling donor records, statements, and recurring giving schedules, • Serve as a warm, professional point of contact with high emotional intelligence in all donor interactions, • Execute and manage internal and external communication requests related to donor engagement, including Mail Merge for mass donor communications, statement distributions, and event invitations, • Assist with planning and executing all donor dinners, including an annual large donor appreciation event (350+ attendees), • Assist with other finance education events as necessary, • Support calendaring and general coordination for the Finance TeamBenevolence Coordination, • Triage benevolence requests with care, discernment, and discretion, • Conduct intake calls, process applications, and assign cases to benevolence volunteers, • Maintain detailed records in PCO workflows and profiles, tracking all steps from intake to final approval, • Coordinate special projects as necessary, • Coordinate financial assistance delivery, including issuing gift cards and coordinating payments, • Partner with community organizations to refer individuals when requests fall outside scope, • Restock and log gift cards, process hotel reservations, and follow all security procedures for sensitive informationKEY QUALIFICATIONS:, • Mission Alignment: Demonstrates a personal alignment with Preston Trails mission, beliefs, and values, and a commitment to our team values of Self-Leadership, Positive Attitude, Team Mindset, Healthy Relationships, and High Performance, • Technical Proficiency: Minimum high school diploma (or equivalent), bookkeeping and/or accounting experience, proven proficiency in Microsoft Excel and Microsoft Word, including pivot tables, vLookups, data validation, and Mail Merge functionality; confident using Apple/macOS systems, Microsoft Office, and cloud-based platforms, • Assessment: Must submit the required assessment here within 2 business days of applying, • Communication: Exceptional verbal and written communication skills, able to engage effectively with both internal teams and external donors, • Interpersonal Skills: High emotional intelligence with a warm, professional demeanor and sound judgment; experience in donor-facing roles and sensitive financial discussions, • Confidentiality: Trusted to handle confidential donor and financial data with discretion and integrity, • Organizational Skills: Strong time management, attention to detail, prioritization and problem-solving abilities in a fast-paced, multi-tasking environment, • Team Collaboration: Collaborative spirit with the ability to work effectively in a team-based setting, • Physical Requirements: Ability to stand, walk, and/or sit for extended periods of time as required by event or administrative duties, • Legal Requirements: Must have unrestricted authorization to work in the United States EMPLOYMENT CLASSIFICATIONS: • Category: Part-time 20-25 hours per week, • Ministerial Classification: Non-Ministerial, • FLSA Classification: Non-exempt (hourly), • Employee Class: Support Staff, • Commissionable: No, • Weekends Required: No, • Remote Work: No