Financial Analyst

HOURS:                                   Full-Time (40 hours per week)

STARTING RANGE:               $22.00 (+) | Hourly Non-Exempt

CAMPUS:                              Rancho Cucamonga, CA

DEPARTMENT:                      Finance (Administration)

The Financial Analyst at Patria Church role is to support to the Finance Manager and Finance Department; entering basic accounting functions within the financial platform (Sage Intacct), difficult and varied secretarial and clerical tasks; work independently; handle administrative details not requiring immediate referral to or supervision of the Finance Manager.  This role encompasses clerical duties to support daily finance department operations, analysis of financial records, and ensuring compliance with organizational policies and regulations.  The Financial Analyst will be responsible for the training of department administrators with preparation of event and department budgets within the company budget software (Martus).  The Financial Analyst will assist with internal and external audit processes, take a role in developing and organizing documentation for ministries, training sessions and complete other tasks as assigned.  This role demands strong organizational skills, knowledge of Generally Accepted Accounting Principles (GAAP), attention to detail, and the ability to handle sensitive financial data with discretion and accuracy.  Knowledge of Sage Intacct is recommended, but not required.  The Financial Analyst reports directly to the Finance Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Fully embraces and acts in accordance with the vision of Patria Church to Seek the Lost, Teach the Found, and Send the Disciples.
• Willing to fulfill the four values and pillars of Patria Church. We are Christ (Mission, Christ-Centered Driven), Community (Diversity, Kingdom Driven), Character (Leadership, Discipleship Driven), Commitment (Family Driven).
• Embraces and executes a Neighborhood Groups philosophy of ministry.
• Manage the Finance Manager’s calendar which would include scheduling meetings and appointments and providing reminders for upcoming meetings in a timely manner.
• Perform secretarial/clerical duties related to the day-to-day functions and operations of the department.
• Maintain and update financial records within Sage Intacct Financial Platform, including accounts payable, accounts receivable, and general ledger entries.
• Assist in reconciling bank statements and resolving discrepancies.
• Ensure accuracy and compliance with organization policies.
• Support the finance team in preparing, monitoring, and maintain budgets after close for accuracy.
• Training others in budget practices and policies.
• Assist in internal and external audit preparations by providing necessary documentation and data.
• Ensure financial transactions adhere to legal and regulatory requirements.
• Develop new material/documents for the associated ministries.
• Maintain data entries within a complex data management/storage and retrieval system.
• Prepare and submit room requests for finance department.
• Assist with coordinating meetings, trainings as assigned.
• Complete any other duties as needed.
• Other duties as assigned.

Character:  A person of integrity, specifically in areas related to administrative support, relationships, and time management.  A person with a spirit of submission, eagerness, and flexibility, as well as a teachable spirit and sense of humor.

Competency: Solid people skills, high organizational skills. Exemplifies sound discretion and maintains confidentiality in interpersonal interactions. Effectively communicates with and relates to people of all ages. A team player who can effectively multi-task and who is comfortable in interdenominational settings. One who takes personal initiative in learning, has solid computer skills, including accuracy with Excel spreadsheets, financial reporting and strives for excellence. Basic knowledge of Generally Accepted Accounting Principles (GAAP) is required.  Sage Intacct knowledge a plus.

Convictions: In full agreement with and champions the vision, mission, and values of Patria Church. 

The above summary of duties represents the major task and duties. This is not intended to be an exhaustive list of all responsibilities. Therefore, the individual may perform other related tasks under the direction of the Chief Financial Officer, Executive Pastor or Lead Pastor.

EDUCATION, TRAINING, AND EXPERIENCE:

• Able to successfully complete background investigation and drug screen.
• Must possess strong computer skills, including proficiency with spreadsheets, databases, and word processing software. Microsoft Suite software (Excel, Word, PowerPoint).
• In-depth knowledge, demonstration, and execution of Patria Church vision & values, culture, ministry functions, processes, and procedures.
• Bachelor’s Degree in relevant field
• Equivalent work experience in Business Administration, Finance, Economics, Accounting may be accepted in lieu of a formal degree.
• Possess a general knowledge of the processes, procedures and policies associated with Generally Accepted Accounting Principles (GAAP).
• Coursework in financial analysis, accounting principles, budgeting, and business communication is required.
• Familiar will tools such as Sage Intacct Financial Platform, SAP, Oracle, or similar ERP systems.
• Software proficiency in Microsoft Excel including pivot tables, formulas, and basic macros.

JOB SKILLS, KNOWLEDGE, ABILITIES:

• Read, write, spell, and communicate clearly in English.
• Adapts to changes in the work environment; able to deal with frequent changes, delays, or unexpected events with poise and professionalism.
• Knowledge of business and management principles involved in strategic planning, resource allocation, and coordination of people and resources.
• Ability to manage time and prioritize projects and assignments.
• Exercise sound discretion and maintain confidentiality with consistent and strict adherence to protocol in handling confidential and sensitive information.
• Ability to recognize issues that require problem solving for referral to supervisor.
• Possess self-initiative, direction, and motivation.
• Ability to compose, proofread, and complete initial document edit.
• Possess a collaborative work ethic.
• Capable of producing written documents that meet established and standardized format, grammar, and punctuation.
• Must be detail oriented and produce a high quality of accurate work.
• Excellent organizational and follow-up skills
• Ability to work under pressure and adhere to strict timelines.
• Excellent planning and organizational skills
• Ability to devise methods, systems, and processes required to be proactive in completion of routine and non-routine tasks and responsibilities.
• Basic knowledge of tax laws and financial auditing processes.
• Time management and prioritization skills for handling multiple tasks.

ORGANIZATIONAL AND SPIRITUAL REQUIREMENTS:

• Always demonstrate Christ-centered behavior by treating people with dignity, respect, compassion, and integrity.
• Member of the Patria Church (or willing to transfer membership to Patria Church).
• Pastors are required to attend all regularly scheduled Sunday and Wednesday church services. Support staff must attend at least one (1) regularly scheduled weekend church service.
• Attendance at all mandatory meetings and events. This includes serving at Good Friday, Easter, and Christmas services as well as the annual volunteer appreciation event.
• Regular involvement in Patria Church activities, ministries, neighborhood groups, and events.
• Tithe 10% to Patria Church.
• Signed acknowledgment of the Patria Church’s Statement of Faith.
• Ability to interpret and adhere to Patria Church’s policies, procedures, and employee handbook.
• Be self-motivated and goal oriented, use good judgment, and be flexible and innovative.
• Professional attitude and demeanor.

PHYSICAL REQUIREMENTS:

Reasonable accommodation may be made to enable a person with a disability to perform the essential functions of the job. Must be able to work independently, communicate effectively, and lift to 25lbs (with or without assistance). This position also may require long periods of sitting, standing, walking, and hand/eye coordination for keyboard data entry and viewing data on a computer monitor. External and internal applicant, as well as position incumbents who are or become disable, as defined under the American with Disabilities Act, must be able to perform the Essential Job Functions either unaided or with assistance of a “reasonable accommodation”, if such is determined, on a case-by-case basis.

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Patria Church provides all training required to ensure employee safety.