Finance Coordinator; part-time

Benefits:

• Flexible schedule

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.

• 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

• 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

• 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

• 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

• 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