Finance Generalist

Description

FINANCE GENERALIST

REPORTS TO: EXECUTIVE DIRECTOR OF OPERATIONS/CFO

RELATES CLOSELY WITH: FINANCE DEPARTMENT/HR MANAGER

CLASSIFICATION: PART-TIME// UP TO 20 HOURS WEEKLY

SALARY: $26/HR

WestGate Church, a non-denominational, multi-congregational church situated in one of the most diverse and influential regions of the world—the Silicon Valley—is seeking an energetic, skilled Finance Generalist to support the Human Resources and Finance teams by assisting with administrative, clerical, and financial tasks. This part-time role (Monday-Friday) may require occasional work on Saturdays and Sundays as well as evening hours.

Requirements

PERSONAL QUALIFICATIONS

•  Passionate Jesus follower, actively learning and living the way of Jesus: loving God, neighbor, and one another.
•  Understanding of and alignment with WestGate's theology, vision, and values, using them as a filter for decisions.
•  Embodiment of staff values: Holy, Humble, Hungry, (People-)Smart.
•  Exemplification of essential staff competencies: oversight, strategy, self-leadership, team leadership, chemistry, communication, execution, stewardship, formation, proficiency.

PROFESSIONAL QUALIFICATIONS

• Bachelor’s Degree from a four-year college or university; or over five years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyze, and interpret complex documents. Ability to respond effectively and clearly to the most sensitive inquiries or complaints. Ability to juggle multiple tasks and give directions.
• Have a service oriented mindset, be responsive and clear in communication, possess strong multi-tasking skills, and have high attention to detail.
• The ideal candidate’s skill will have proven experience in Accounts Receivable, Accounts Payable, organization and management, administrative tasks, spreadsheets, systems management, and process improvement.
• Demonstrates excellent time management, balancing responsibilities while thriving in a dynamic and collaborative environment.

PRIMARY RESPONSIBILITIES

•  Reconcile bank statements, including cash deposits, payroll expenses, and vendor payments.
•  Record and document donations (cash, check, stock, and other forms) in Planning Center.
•  Provide daily administrative and operational support to the Financial Specialist and Director of Executive Operations.
•  Organize and maintain legacy hard-copy files; assist in identifying and eliminating outdated or unnecessary documents.
•  Support the HR Manager in updating and maintaining accurate employee records.
•  Assist the HR Manager in tracking and documenting compliance requirements in Planning Center.
•  Other duties as assigned.

PRIMARY LEADERSHIP COMPONENTS - Low (1) to High (5)

Motivational Leadership - “I lead through platform” - 1

Inspire action through platform leadership and motivational speaking

Strategic Leadership - “I lead through strategic planning” - 5

Advance our mission through data, planning, execution, and reporting

Directional Leadership - “I lead through vision” - 3

Ensure progress by defining goals, key objectives and providing guidance

Relational Leadership - “I lead through connection” - 2

Foster growth and well-being through personalized connection and care

Team Leadership - “I lead through team” - 2

Build team by recruiting, training, scheduling, and celebrating contributors

LEGAL NOTICES - PHYSICAL DEMANDS

• Stand for extended periods.
• Perform walking, bending, twisting, and kneeling.
• Navigate stairs.
• Demonstrate finger and hand dexterity for computer, instrument, and tool operation.
• Possess specific vision abilities, including close, distance, color, and peripheral vision, with the ability to adjust focus.
• Lift and carry up to 20 pounds with or without assistance.

LEGAL NOTICES - WORK CONDITIONS

• Operate in a professional office or church environment with standard equipment like computers, printers, filing cabinets, and telephones.
• Lead in settings with various equipment, cables, stage lights, loud sounds, and visual stimuli.
• Work typically occurs Sunday-Thursday, with occasional Fridays, Saturdays, or evenings as needed

This job description is not designed to cover or comprehensively list all possible duties, activities, or responsibilities. These requirements may change at any time. Acceptance of this position constitutes the employee’s understanding of the requirements, essential functions, and duties of the position.