Eparchial Finance Officer - Holy Protection of Mary - Byzantine Catholic Eparchy of Phoenix

The Holy Protection of Mary - Byzantine Catholic Eparchy of Phoenix seeks a Eparchial Finance Officer

Position Summary

The Finance Officer provides financial expertise and advice to the Bishop, articulates the overall financial condition of the Diocese at any point in time and works closely with Diocesan leadership, Diocesan Finance Council, Diocesan Investment Advisory Committee, pastors, clergy, principals and other Diocesan leaders on a broad range of financial and administrative matters. The Finance Officer advises the Bishop in the administration and stewardship of the temporal goods of the Diocese, developing and implementing policies and procedures in accord with Canon Law and civil law. 

Under the direction and supervision of the bishop,  and similarly the protosyncellus acting within the scope of his canonical responsibility and authority, the overarching responsibilities of the Eparchial Finance Office include but may not be limited to:

1) the recommendation, evaluation, and advancement of policies, procedures and programs for the financial administration of Holy Protection of Mary Byzantine Catholic Eparchy of Phoenix (Eparchy of Phoenix), parishes, schools and other related entities;
2) oversee and ensure the accurate implementation of all financial policies, procedures and programs;
3) drive financial strategy and planning;
4) assess financial performance;
5) identify possible risks and investments.

This position safeguards eparchial and parish assets through the establishment of financial and internal controls, in conjunction with internal and other audits.  Additionally, in accord with canonical requirements, this position fulfills the responsibility of the Eparchial Finance Officer in accord with Canons 262 and 263 of the Code of Canons for the Eastern Churches (CCEO).

Overall, the Eparchial Finance Officer is a reliable professional with broad knowledge of all accounting, financial and business principles. This individual is a strategic thinker and effective leader who can make sound and ethical decisions, whose goal is to guide the organization’s long-term success.  The Eparchial Finance Officer will be expected to adhere to financial professional standards and the Eparchy of Phoenix’s standards of ministerial behavior/code of conduct.  

Supervisory Responsibilities:

This position may control, direct, or hold accountable the work of a Finance Assistant and therefore may hold supervisory responsibilities.

Duties/Responsibilities:

  • Formulates and establishes accounting policies and procedures consistent with AICPA standards and canonical requirements; maintains constant alertness to ensure that established policies and procedures are followed.
  • Ensures compliance with all federal, state, and local policies, procedures, and regulations, including applicable employee payroll taxes, 501(c)(3) status, corporate filings, and corporate restructuring.
  • Assists in the preparation of short and long term strategic planning.
  • May serve as the Treasurer of the Eparchy of Phoenix and/or its related entities.
  • Serves as parish financial consultant as requested by the bishop or his delegate, acting as liaison between parishes and the Eparchy in financial matters.
  • Responsible for the timely preparation and submission of the annual Catholic Home Mission Grant. Additionally manages all steps in grant writing and grant acquisition processes for the Eparchy of Phoenix and its related entities to include maintaining and organizing grant records, contracts, management of funds, and reporting requirements.
  • Oversees timely preparation of annual financial budget for all eparchial corporate entities, adherence to the budget throughout the year, and submission of annual results to the Eparchial Finance Council in compliance with Canon Law.
  • Provides direction and supervision for those who may report to the Finance Officer as stated above. Provides meaningful performance appraisal reviews and performance development plans.
  • Functions as the financial liaison for the bishop and the Moderator of the Curia and serves ex officio on the following organization boards and committees: Finance Council, Pension Committee, Investment Committee, and such other committees as may be established from time to time by the competent authority.
  • Plans and directs accounting operations and is responsible for all bookkeeping tasks (e.g. paying all invoices due, keeping track of payables and receivables, recording deposits, bank reconciliations, and customized reporting as requested).
  • Is responsible for the updating and maintenance of accurate information in the accounting system.
  • Ensures that accounting procedures are adequate to record in detail all financial transactions; assures the collection, safekeeping and distribution of funds.
  • Establishes and supervises a program of budgetary control; manages banking, investment and bond financial services, including daily cash flow to ensure maximum earnings on available funds, short term investments, bond issues, and book reconciliations.
  • Collaborates with the Human Resources Director in managing the significant fringe benefit programs of health insurance and/or 403(b) salary deferral, if any.
  • Responsible for the timely preparation of monthly financial statements, including preparation of summary charts highlighting results, deviations from budget and the reasons, and presentation at monthly Finance Council meetings.
  • Reconciles investment accounts on a monthly basis and updates the accounting system accordingly. Ensures investment details are accurate and correct.  Tracks and reports investment performance vs. benchmarks and highlights potential deviations for discussion with Finance Council.
  • Develops capital budget and spending plan aligned with the operating budget and available income from investment funds. Tracks and reports a management view of spending and an accounting view as required.
  • Understands insurance liability exposure and proactively solicits a review at least annually.
  • Responsible for the annual financial audit and dissemination of results to eparchial clergy and other parties requiring notification of same. Ensures the financial information needed for final field work has been prepared prior to the engagement date.
  • Assists as requested in the recruitment and training of Finance Office personnel.
  • Performs other tasks, as they may arise from time to time, related to the position assigned.

Other Required Skills/Abilities

  • Must be willing to reflect the Christian attitude of the Church in dealing with fellow employees and those from outside the Pastoral Center offices. Must have a sense of responsibility and loyalty to the bishop and his role as shepherd of the local Church.
  • A high level of independent thought and initiative is required to fulfill requirements of the position. The position must interface with outside advisors including external auditors, commercial bankers, pension actuaries, legal counsel, priest and lay advisory committees and investment consultants and managers.
  • Demonstrated distinguished record of honesty and integrity.
  • Knowledge of federal, state, local and Internal Revenue Service regulations as they apply to non-profit institutions.
  • Demonstrated skill in advancing strategic initiatives and ability to create an environment of open and honest financial communication to foster focus on mission tempered by financial realism and discipline.
  • Ability to manage multiple tasks and meet or exceed project expectations to attain deadlines.
  • Ability to work collaboratively with supervisory and managerial staff to manage confrontation effectively to reach the organization’s objectives.
  • Ability to negotiate with people with different or opposing viewpoints
  • Ability to communicate effectively to a wide range of constituents orally and in writing.
  • Ability to attract quality lay leadership to various committees in support of the Church’s mission.
  • A high level of organizational and attention to detail is required.
  • Ability to read and analyze written and electronic correspondence and compose appropriate responses utilizing others in the organization when appropriate.
  • Ability to respond to common inquiries from regulatory agencies or members of the business community.
  • Ability to effectively present verbal and written information to constituencies and public groups.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Knowledge of the structure and content of the English language.
  • Ability to keep information confidential and maintain an ethical attitude.
  • Ability to work flexible hours necessary for the efficient operation of the department.

Education and Experience

  • MBA in Business Administration, Accounting or Finance from an accredited college or university desirable, CPA preferable.
  • Minimum of ten (10) years’ successful experience in accounting and financial management is desirable to insure proper performance position requirements. Requires knowledge and training in a full range of accounting/financial matters, general business management, and an understanding of non-profit financial issues.
  • Working knowledge of Quickbooks, Microsoft Excel, PowerPoint, Word, and related accounting and communication/illustrative software.
  • Demonstrated experience supporting a budget planning and execution cycle.
  • Demonstrated examples of strong team collaborative behavior.
  • Strong presentation skills. Effective communicator and influencer.

Physical Demands

The physical requirements indicated below are examples of the physical aspects that a person holding this position must perform in carrying out essential job functions. Reasonable accommodations may be made to enable a person with a disability to perform the essential job duties.

  • Must be able to move, traverse inside the office to access file cabinets, office machinery, , and move, traverse outside the office to access other buildings on Eparchial grounds.
  • Must be able to operate, activate, and use a computer and other office productivity machinery such as a calculator, copy machine, and computer printer.
  • Sufficient manual dexterity and/or mobility to grasp and/or manipulate objects, operate mechanical equipment, and move about the work area.
  • Must be able to position self to bend the body downward and forward by bending leg and spine at the waist and bend legs at knee to come to rest on knee or knees in order to maintain filing or other such matters.
  • This type of work requires occasional or frequent standing, walking, sitting, bending, or reaching for extended periods of time.
  • Must be able to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
  • Ability to perceive the nature of sounds at normal speaking levels with or without correction, having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
  • Must have close visual acuity to perform activities such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive readings; visual inspection involving small defects, small parts, and/or operation of machines; using measurement devices; and/or assembly of parts at distances close to the eyes.
  • Ability to express or exchange ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
  • Employees in this classification are not substantially exposed to adverse environmental conditions (i.e. extreme cold, extreme heat, noise, vibrations, etc.).
  • Employees in this classification may be subject to work environments that have exposure to various work related hazards such as bloodborne and/or airborne pathogens or other potentially infectious materials.

Application Deadline

April 30, 2021
(Note: We reserve the right to shorten the deadline for applications if we have sufficient interest.)

For consideration, please email cover letter and resume to:
Deacon John Montalvo 
Chair of the Search Committee
dcnmontalvo@ephx.org

Note: Only those selected for an interview with the search committee will be contacted.

Disclaimers:
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Equal Employment Opportunity Employer:
The Eparchy of Phoenix is an Equal Employment Opportunity Employer.  The Eparchy of Phoenix does not unlawfully discriminate on the basis of race, color, sex, national origin, age, disability, genetic information, or any other basis prohibited by federal, state, or local law. We value and encourage diversity in our workforce.

Americans with Disabilities Act (ADA) and Section 504 Accommodations:
Individuals with disabilities, who need reasonable accommodations in order to apply or maintain employment, should contact the Eparchy of Phoenix’s Department of Human Resources at 602.861.9778.

3240 E. Union Hills Drive, Ste. 171, Phoenix, AZ 85050
(602) 992-2900 | dfmc@dfmconf.org
2021 Diocesan Fiscal Management Conference
All Rights Reserved.