Job Description

In order to apply for this position, please go to our website at HTTPS://WWW.CALPACUMC.ORG/JOBS-LISTING/ and follow the instructions listed on the posting for submitting your Cal-Pac Job Application and resume.

WE OFFER A COMPETITIVE SALARY AND COMPREHENSIVE BENEFITS PACKAGE, INCLUDING: MEDICAL, DENTAL AND VISION INSURANCE WITH NO COST TO EMPLOYEE; 403(B) RETIREMENT PLAN WITH EMPLOYER CONTRIBUTION; DEATH & DISABILITY INSURANCE, VACATION, SICK PAY AND HOLIDAYS.

EMPLOYMENT CATEGORY: Exempt

LOCATION: Once COVID restrictions are lifted, all work for the position will be performed in the Conference Center office in Pasadena. Until that time, the position may be partially remote to accommodate the Conference Center’s social distancing protocols. Please note that relocation is not provided.

POSITION PURPOSE AND OVERVIEW

Supervises, guides and supports the job duties of the accounting assistant, bookkeeper and receptionist. Responsibilities include cooperation with appointed outside auditors, investment managers, General Agencies, Conference agency staff and committee members.

SUPERVISED BY: Conference Treasurer/Executive Director of Finance & Facilities (EDFF)

SUPERVISION RESPONSIBILITY FOR: Full-charge Bookkeeper, Receptionist, and Accounting [& Facilities] Assistant: (Facilities duties of this position are supervised by the EDFF.)

EVALUATION BASED ON:

• Skills and competencies that include those relating to job knowledge, communication, initiative, interpersonal skills, quality and teamwork.
• Teamwork and decision-making habits consistent with Conference core values and expectations.
• Progress toward and achievement of goals.
• Alignment with the mission of The United Methodist Church and the vision of the California-Pacific Annual Conference.
• Level of integrity in the modeling of conference core values.

ESSENTIAL FUNCTIONS

1. Responsible for the fiscal control and accounting for the Annual Conference funds. Maintains accounting records and systems in accordance with generally accepted accounting principles utilizing program software.

2. Responsible for month and year-end closing pertaining to A/R, A/P, the Remittance module, Loan module, and related general ledger.

3. Responsible for monitoring and maintaining financial and system integrity for all subsidiary ledgers for A/R, A/P, the Remittance module and the Loan module.

4. Provides appropriate analyses and reports to the EDFF concerning the status of the accounts of the Annual Conference.

5. Reviews assigned journal entries, A/R, A/P, Remittance Edit Reports; posts where necessary.

6. Provides timely and accurate financial reports and analyses to the EDFF, as well as to the administrative, and program staff.

7. Develops and maintains consistent and relevant formatting in all reporting, ensuring correct spelling, and color-coding where needed.

8. Measures actual financial performance against budget and interprets results of operations for other managers and employees.

9. Creates, maintains and implements a calendar for internal and external deadlines in collaboration with the EDFF and the entire staff of the EDFF’s office.

10. Creates special report designs from the ShelbyNext accounting system.

11. Provides financial information to the general agencies of the denomination as required by the Book of Discipline of the UMC.

12. Facilitates the annual audit of Conference financial records by independent certified public accountants.

13. Prepares numerous audit confirmation letters and year-end journal entries to accrue expenses and revenue. Will serve as the point person for the annual year-end external audit.

14. Supervises the accounting for clergy moves, including payment to moving companies and billing of clergy as needed.

15. Supervises the maintenance of the daily cash receipt log as performed by the receptionist.

16. Performs monthly bank reconciliation using the Bank Management module.

17. Ensures that balances in the A/R, A/P and Remittance modules are reconciled with the general ledger by appropriate staff.

18. Prepares and maintains numerous California-Pacific Annual Conference (Cal-Pac) credit profiles for use in obtaining credit at hotel and car rental agencies, etc. Collaborates with EDFF’s Assistant to issue new credit cards or discontinue cards upon termination, resignation or other events.

19. Participates in meetings and answers questions from Cal-Pac boards, agencies, employees, and vendors.

20. Acts as back up to the Payroll Administrator to process payroll through ADP System.

21. Performs any other duties assigned by the EDFF.

THE ACTIVITIES AND ESSENTIAL FUNCTIONS LISTED IN THIS JOB DESCRIPTION ARE NOT DESIGNED TO CONTAIN OR BE INTERPRETED AS A COMPREHENSIVE INVENTORY OF ALL DUTIES, RESPONSIBILITIES, AND QUALIFICATION REQUIRED OF EMPLOYEES ASSIGNED TO THIS JOB, AND MAY BE SUBJECT TO CHANGES IN THE FUTURE.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job the employee is regularly required to use hands to grasp, handle or feel.
• The employee frequently is required to walk, sit, stand, talk and hear.
• The employee is occasionally required to climb or balance, stoop, kneel, or crouch.
• The employee must occasionally lift and/or move up to 30 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.
• The noise level in the work environment is usually moderate.
• If telecommuting is assigned at any time by the EDFF for this position, a safe environment must be established in keeping with the guidelines of the Conference.

SPECIFIC JOB KNOWLEDGE, SKILL AND ABILITY

THE INDIVIDUAL MUST POSSESS THE FOLLOWING KNOWLEDGE, SKILLS AND ABILITIES, AND BE ABLE TO EXPLAIN AND DEMONSTRATE THAT HE OR SHE CAN PERFORM THE ESSENTIAL FUNCTIONS OF THE JOB, WITH OR WITHOUT REASONABLE ACCOMMODATION.

ABLE TO HOLD CONFIDENCES AND DEAL APPROPRIATELY WITH CONFIDENTIAL MATERIAL AND ISSUES.

• Knowledge of and experience with receivables, payables and general ledger procedures.
• Knowledge of and demonstrated ability to use Microsoft products, with special focus on Excel, Word, PowerPoint and Outlook.
• Knowledge of and experience with, or willingness to learn about, government requirements relating to financial administration, such as IRS mileage requirements and Form 1099 reporting.
• Able to use standard office equipment including but not limited to: computer, printer, fax machine, copy machine.
• Ability to type with accuracy.
• Must be detail-oriented and possess a strong propensity for accuracy.
• Must be organized and have the ability to prioritize varied/multiple tasks for maximum efficiency.
• Must be able to work with and meet deadlines.
• Sensitivity to, and willingness to interact with, persons of various social, cultural, economic and educational backgrounds.
• Familiar with non-profit organizations and fund accounting.
• Knowledge of or ability to learn about The United Methodist Church processes as well as the organization and policies of the California-Pacific Annual Conference.
• Ability to communicate appropriately and respectfully in person and via phone/e-mail.
• Self-motivated, strong team player, and ability to work independently.
• Ability and commitment to communicate clearly with direct reports and the EDFF.

EDUCATION

Bachelor’s degree in accounting or equivalent.

EXPERIENCE

Must have at least five years of general accounting experience that includes two years of staff supervision.

In order to apply for this position, please go to our website at HTTPS://WWW.CALPACUMC.ORG/JOBS-LISTING/ and follow the instructions listed on the posting for submitting your Cal-Pac Job Application and resume.

Company Description

The California-Pacific Conference is a regional body of The United Methodist Church, made up of some 50,000 members in almost 350 local churches throughout Southern California, parts of Central California, Hawaii, the Pacific Islands, Guam and Saipan. Our mission is to make disciples of Jesus Christ for the transformation of the world and the vision of the California-Pacific Annual Conference is “inspiring the world as passionate followers of Jesus Christ so all may experience God’s life-giving love.”