Bookkeeper

GENERAL SUMMARY

The Parish Bookkeeper reports directly to the Pastor and is responsible for overseeing all parish financial operations. This role supports a welcoming office environment and supports the Pastor in the stewardship of the parish’s financial resources in accordance with the policies and guidelines of the Diocese of St. Augustine.

Key responsibilities include accounting and financial management, payroll, and human resource administration. In addition to the above, a full‑time position would also serve as the receptionist and coordinate parish ministries and services. The Bookkeeper ensures that parish resources are managed effectively and responsibly, enabling the parish to carry out its pastoral mission with efficiency and integrity.

• Prepare the annual budget for approval by the Pastor and Parish Finance Council.
• Maintain the general ledger, accounting database, and ensure proper file maintenance and backups.
• Prepare and present annual reports, interim financial reports, and analyses.
• Record, manage, and reconcile all accounts, including payables, receivables, offertory collections, fundraising, pledge drives, and other parish revenue/expenses.
• Manage payroll, salaries, and employee benefits through Paycor.
• Ensure timely payment of all federal, state, and local taxes in compliance with regulations.
• Handle banking relations, including account management and problem resolution.
• Create and evaluate Requests for Proposals (RFPs) for parish services, maintenance, and capital improvements.
• Keep a detailed record of all works completed for the parish, including files, records, annual agreements, etc.
• Oversee parish operational and financial records to ensure compliance with diocesan fiscal guidelines.
• Prepare Parish Council and Finance Council meeting minutes and provide necessary financial documentation.
• Maintain HR and personnel records with strict confidentiality, following diocesan guidelines.
• Parish Support and General Duties
• Assist the receptionist with answering phones and welcoming visitors as needed.
• Attend Parish Council, Finance Council, and other parish-related meetings as required.
• Serve as a resource and supporting team member for all parish activities, ministries, and events.
• Support parish ministries as needed in operational and financial matters.
• Maintain professionalism, strong communication, confidentiality, and organizational skills in all interactions with Pastor, staff, parishioners, and vendors.
• Perform additional duties as assigned by the Pastor.
• Personnel and Human Resources
• Ensure a welcoming Christ‑like atmosphere which is appreciated in our office and to all who enter our parish campus.
• Maintain HR and personnel records with strict confidentiality, following diocesan guidelines.

• Coordination of Parish Ministries and Services
• Oversee the coordination and recruitment of all ministries and services, especially those headed by parishioners and other volunteers.
• Directs scheduling for all parish activities and ensures that adequate space and materials are available in parish facilities for the delivery of ministries and services.
• Welcome and take care of parishioners’ and visitors’ requests via phone and in‑person in the parish office for scheduling sacraments, Mass intentions, special events, requests for help, etc.
• Record and store sacramental records.
• Receive and sort mail.

• Bachelor's Degree in Business Administration is preferred. Bachelor's in a related field will be considered.
• Must have successful experience in a supervisory capacity.
• Proficient in Microsoft Office products, including Word, Excel, PowerPoint, and Outlook.
• Exercises considerable independence and judgment with a high level of confidentiality.
• Ability to develop and maintain positive relationships with employees at all levels.
• Ability to face situations firmly, courteously, tactfully, and with respect for the rights of others.
• Practicing Catholic preferred. Must respect, promote, accommodate, and not be in conflict with the mission, moral and social teachings, doctrines, and laws of the Roman Catholic faith.
• Must be able to organize and prioritize work, be proactive, take…