The Finance Associate assists both the Director of Finance and Chief Financial Officer in the areas of risk management, corporate compliance, Sister retirement benefits and bequests. This position is also responsible for income, property, and sales tax compliance. The Finance Associate handles property, liability and vehicle insurance claims. Additionally, the position handles the distribution of vehicle insurance ID cards as well as the timely processing of vehicle additions and deletions. The Finance Associate coordinates the sister and employee driver training and testing sessions. Additional responsibilities include assisting with various aspects of business insurance administration.

The Felician Sisters of North America recognizes that all roles in the organization require cultivating teamwork and maintaining partnerships among all departments. This is a critical factor toward achieving sister satisfaction and attaining a thriving living and working environment.

Essential Duties and Responsibilities:

1. Commits to the Felician Sisters of North America's employee mission statement that promotes the dignity of each resident by caring for the needs of the whole person and by providing a safe, functional, and attractive home environment. Supports each resident in their lifelong pursuit of well- being and engagement in community and mission.

2. Upholds the Felician Sisters of North America's Core Values of Respect for Human Dignity, Compassion, Transformation, Solidarity with People in Need, and Justice and Peace in all interactions with all sisters, residents, visitors, and employees. Exhibit behaviors that align with adherence to the Core Values.

3. Oversees the administration of property, liability, worker's compensation and vehicle accident insurance claims and communicates with the claim's adjusters. Provides support to Sisters and applicable managers throughout the process.

4. Maintains master vehicle listing for insurance coverage purposes.

5. Records and tracks Sister driver's license renewal dates.

6. Distributes vehicle auto ID cards to applicable locations and/or individuals at the time of insurance renewal, purchase or change in Sister residence.

7. Coordinates and maintains tracking record of Sister driver training and testing sessions.

8. Participates in the worker's compensation renewal process by distributing state mandated postings provided by insurance carrier.

9. Assists in the administration of property/casualty and worker's compensation renewal process,

including allocating costs to ministries and preparing invoices.

10. Assists the Fleet Manager with aspects of purchases, sales, and transfers of vehicles, i.e., pulling titles, preparing powers of attorney, etc.

11. Files Sisters' income tax returns, responds to inquiries from tax authorities and maintains applicable records on a timely basis.

12. Maintains directory of corporate state registration and property tax report due dates. Files necessary reports.

13. Completes property tax and sales tax exemption paperwork upon request.

14. Supports administration of Sister bequests, retirement, and life insurance benefits.

15. Updates corporate entity permanent files both manually and via submission to the e-room.

16. Provides financial support and assistance to the sisters as well as to the Provincial staff.

17. Provides updated data for the Official Catholic Directory on an annual basis.

18. Attends and participates in meetings, committees, seminars, conferences, and in-service training programs as directed.

19. Performs other duties as assigned.

Kn owledge, Skills and Abilities:

1. Mission and Core Values – the individual is committed to the Mission and Core Values of the Felician Sisters of North America and actively exhibits this commitment in the workplace through his/her behavior.

2. Judgment – the individual displays willingness to make decisions within the scope of responsibilities, exhibits sound and accurate judgment and makes decisions in a timely manner.

3. Analytical – the individual is able to prioritize work through analysis and understanding of diverse information.

4. Technological Skills - the individual, within the scope of his/her responsibilities, shows proficiency in

Microsoft Office and exhibits computer literacy.

5. Professional – the individual exhibits a professional manner, is dependable and relates well to others including management, co-workers, residents, and other individuals inside and outside the organization.

6. Confidentiality – the individual acts appropriately and responds effectively to all sensitive and confidential situations, inquiries, or complaints.

7. Integrity – the individual possesses high ethical standards when dealing with others including management, co-workers, residents, and individuals inside and outside the organization.

8. Ethical – the individual exhibits a positive attitude, constructive behavior, respectful communication, honesty and is truthful in performing his/her responsibilities. Shows integrity in all that he/she does in the workplace.

9. Problem Solving – the individual identifies and resolves problems in a timely manner by gathering and analyzing information as appropriate.

10. Communication Skills – the individual acts appropriately and responds effectively to all sensitive and confidential situations, inquiries, or complaints.

11. Interpersonal Skills - the individual is able to effectively work with others in a team-oriented environment and effectively interact with fellow employees and management in both favorable and unfavorable circumstances.

12. Planning/Organizing – the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans.

13. Adaptability – the individual is easily adaptable in the work environment and is able to deal with change, delays or unexpected events.

14. Compliance – the individual complies with federal, state, and local laws and regulations to which the organization is held responsible. Adheres to the Employee Handbook and organizational policies and procedures.

15. Quality Management – the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness. Utilizes organizational resources in a manner that fosters sustainability of the environment.

16. Safety and Security – the individual actively promotes and personally observes and complies with all safety and security procedures including using equipment and materials properly.

Education and Experience:

1. Minimum of Associate degree in Business Administration, Accounting or Finance required.

2. Minimum of five (5) years related administrative experience required.