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Diocesan Finance Officer

Diocese of San Angelo

Position Title: Diocesan Finance Officer

Department: Finance

Reports To: Bishop
FLSA Classification: Full-Time, Exempt

Job Summary/Description: The Diocesan Finance Officer (DFO) is the principal advisor to the diocesan bishop in matters of finance in cooperation with the Diocesan Finance Council. The DFO is responsible for administering the temporal goods of the diocese under the authority of the bishop, in accordance with the plan of the Diocesan Finance Council, and to make those payments from diocesan funds which the bishop or his delegates have legitimately authorized.

The DFO serves as a resource person to parishes in financial and related matters while evaluating, updating, and ensuring compliance of financial policies and procedures for the parishes, schools, and other juridic persons under the oversight of the bishop, advancing sound practices for the care of the temporal goods of the Church.

Duties & Responsibilities

Act as Financial Advisor to the Bishop and other diocesan leadership.
Analyze and make recommendations pertaining to all major financial decisions and questions facing the diocese, its parishes, schools, and other external organizations.
Implement and evaluate financial policies and practices of the diocese to ensure that financial goals and objectives are met in accordance with Canon Law, with policies established by the diocesan bishop, and with government regulations.
Oversee the planning and completion of the diocesan annual audit process in accordance with generally accepted accounting practices.
Oversee the administrative and operational functions of the Finance and Stewardship and Development Departments.
Oversee planning and completion of the diocesan budget.
Participate in administration of diocesan pension plans and employee health plan.
Participate in the administration of risk management to include property, liability, and casualty insurance coverage.
Ensure that all funds are properly invested and managed; evaluate investment alternatives.
Maintain a high level of contact with constituencies across the diocese, especially with pastors, their parish staffs, and their finance councils.
Oversee internal audit/training functions and reporting.
Manage system administration for the Pastoral Center’s information technology.
Serves as staff liaison to specific diocesan committees, including Finance Council, Audit Committee, Investment Committee, Mineral Lease Committee, Risk Management Committee, Compensation Committee, Presbyteral Council, and College of Consultors as needed. Participate in various ad hoc committees as required or assigned.
Handle bank and investment vendor relations.
Manage grants.
Other duties as assigned.

Direct Reports

Director of Stewardship and Development
Accountant I
General Ledger Accountant
Parish Accountant
Payroll Clerk

Education, Training and Experience

Bachelor’s Degree in Accounting is required.
CPA with current credentials is required.
Minimum of 5 years’ experience with responsibilities in leadership positions in accounting and finance, with an excellent performance record.
Administrative leadership experience, preferably in the Catholic Church, including working with consultative bodies, supervision, accounting, and investing.

Qualifications

Practicing Catholic in good standing
Efficient and effective organization and direction to areas of responsibility

Excellent presentation, verbal, and written communication skills
Advance knowledge of budgeting principles and practices, accounting principles, investment, and financial reporting methodologies
Interpersonal relationships which encourage openness, candor, and trust
Overall soundness of decisions, effective delegation, and maintenance of confidentiality for all sensitive information
Flexibility in performing designated duties
Acceptance of personal inconvenience for attainment of diocesan goals
Meet or exceed objectives established in budgetary process
Skilled in computer usage with advanced knowledge of Excel, Microsoft Office Suite, and financial software programs

Working Condition and Environment

A majority of the assigned duties are performed in a well-ventilated, well-lighted, and temperature-controlled office environment.

The employee is subject to both inside and outside environmental conditions including extreme cold and extreme heat.

Mental and Physical Requirements

High ability to analyze and interpret information pertinent to areas of responsibility
Ability to perform designated duties under time pressure
Willingness to work irregular hours to accomplish responsibilities of the position
Ability to drive an automobile, as needed, in the course of the position

While performing the duties of this job, the employee is required to stand, walk, talk, hear, reach, sit for prolonged periods of time, and handle repetitive motions of the hands/wrists. The employee must frequently lift and/or move up to (10) pounds and occasionally lift and/or move up to (25) pounds.

Applicants should submit a resume to Mike Wyse, mwyse@sanangelodiocese.org.