Financial Services Associate

Supervision

Director of Financial Services

The Financial Services Associate plays a dual role in maintaining the integrity of the organization's financial records while providing exceptional service to donors and staff. This position is responsible for the accurate processing of daily donations, reconciling bank and investment accounts, and administering expense management systems for global staff.

Full-time

Non-exempt

• Gift Entry: process daily mail and donations; verify, batch, and record gifts to ensure accuracy and authenticity.
• Database Management:
  Process daily donations in the financial system (FE) and maintain donor records in the donor database (RE) and online database (Site Stacker), including address updates and data corrections.
• Reporting:
  Generate and distribute select donor acknowledgement letters (Presidential letters) and specific IRA acknowledgement letters.
• Daily Deposit:
  Complete the daily deposit and ensure all batches balance with bank deposits.
• Financial Accounting and Reconciliation
• Bank Reconciliations:
  Perform monthly reconciliations for multiple domestic and international bank accounts (e.g., retirement plan funds, medical funds, and international field accounts).
• Journal Entries:
  Prepare and post journal entries for internal transfers, including postage charges, vehicle mileage, anonymous gift designations, and guesthouse reservations.
• Investment Support:
  Assist in processing investment statements (UBS) and maintaining fund-specific workbooks.
• Expense Management and Staff Support
• Expense Reporting:
  Serve as the primary administrator for the expense reporting platform (Expensify); set up new accounts, train staff and missionaries, and troubleshoot user issues.
• Expense Report Processing:
  Review and process global worker and support staff expense reports.
• Global Worker Support:
  Manage the Education Fund (Ed Fund), including tracking balances, communicating with global workers regarding their accounts, and processing fund requests.
• Donor Relations and Administrative Support
• Donor Services:
  Act as a frontline resource for donors, answering phone inquiries, resolving concerns regarding donations, and providing gratitude and assurance.
• Records Management:
  Maintain the organization of the financial vault and consolidate historic physical records. Rotate documents as needed to comply with retention policies.
• Team
  
  Collaboration:
  
  Serve as a backup for daily online gift imports, assist the financial services team with special projects and audit preparations as needed, and perform other duties as assigned.
• Any Other Duties Assigned by Supervisor

• Formal training and/or experience with non-profit accounting software is helpful.
• Strong understanding of non-profit accounting principles, specifically in fund accounting and bank reconciliations.
• Proficiency in Microsoft Excel and expense management platforms.
• Should reflect WGM’s philosophical concept for human service, which is motivated by a personal commitment to Christian service.
• Ability to understand and relate to pastors, churches, and missionaries. Prior cross-cultural or mission field experience is a plus.
• Excellent verbal and written communication skills, with a service-oriented approach to answering donor and staff inquiries.
• Demonstrated high moral character with the ability to work independently and maintain strict confidentiality regarding donor and personnel financial data.
• Exceptional attention to detail for verifying gift batches, identifying data inaccuracies, and processing journal entries.

A bachelor's degree in accounting is preferred; however, candidates with equivalent professional experience will also be considered.

The World Gospel Mission application process includes completing two forms: