Benefits:

Flexible schedule

JOB OVERVIEW

We are seeking a highly organized, compassionate, and detail-focused Finance Coordinator to support our Finance Team in donor relations, benevolence coordination, and financial event planning. This role requires strong interpersonal skills, discretion, and a genuine care for people, balanced with high proficiency in administrative and technical systems—particularly Excel and Apple platforms.

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 Pastor’s needs

Maintain organized digital and paper filing systems for finance-related documentation

Accounts Payable and payroll support as needed

Donor 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 Team

Benevolence 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 information

KEY QUALIFICATIONS:

Mission Alignment: Demonstrates a personal alignment with Preston Trail’s 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

Preferred Experience: Background in nonprofit, church, or ministry-based environments is a plus

ORGANIZATIONAL RELATIONSHIPS:

MINISTRY TEAM: Finance Team

REPORTS TO: Executive Pastor and Finance Team

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