Director of Finance and Assets

Position Summary

The Director of Finance and Assets serves as the principal financial advisor to the Pastor and oversees the financial administration and asset management of St. Philip Neri Catholic Parish. The Director provides strategic guidance on all financial, budgetary, operational, and asset-related matters while ensuring sound stewardship of parish resources in accordance with Catholic values, diocesan policies, and industry best practices.

The Director of Finance and Assets is responsible for the overall management of accounting, budgeting, financial reporting, purchasing, internal controls, cash management, and asset oversight. This position serves as the primary liaison with the Diocese of Charleston regarding financial matters and supports the Pastor, Finance Council, Leadership Team, and parish ministries through accurate reporting, prudent planning, and effective management.

Reports to:Pastor

Employment Status:Full-Time, Exempt (40 hours per Week)

• Provide financial guidance to the Pastor and serve as the primary financial liaison between St. Philip Neri Catholic Church and the Diocese of Charleston.
• Attend and participate in Finance Council meetings, staff meetings, retreats, workshops, and other parish and diocesan meetings as required.
• Collaborate with the Pastor, other office directors and ministry leaders in advancing parish goals and priorities.
• Provide support, guidance, and financial information to parish staff, parishioners, vendors, and external partners.
• Perform additional duties and special projects as assigned by the Pastor.

• Manage all St. Philip Neri Church accounting bank accounts and investments.
• Maintain the general ledger, accounts payable, accounts receivable, and related financial systems.
• Review, verify, and approve invoices for payment and ensure timely processing of disbursements.
• Oversee, prepare and process deposits and accurately record all banking activity.
• Reconcile bank accounts and investment accounts monthly.
• Maintain complete and accurate financial records in compliance with diocesan policies and generally accepted accounting principles.
• Maintain historical financial records and supporting documentation.

• Prepare monthly, quarterly, and annual financial statements and reports according to Diocesan Policies.
• Provide financial reports and analysis to the Pastor, Finance Council, Leadership Team, Diocese, and parish stakeholders as required.
• Assist in the development, implementation, and monitoring of annual operating and capital budgets.
• Monitor cash flow, revenue, expenditures, and financial performance.
• Identify financial trends, risks, and opportunities and provide recommendations for corrective action as needed.
• Prepare weekly and annual financial summaries for publication and parish communication.

• Prepare annual IRS reporting including Forms 1099 and maintain W-9 records.
• Administer clergy compensation-related payments, including Mass stipends and bination stipends.
• Ensure all financial practices comply with diocesan accounting standards, internal control procedures, and regulatory requirements.
• Respond to diocesan financial reporting requests and audit inquiries.

• Oversee parish contribution recording and reporting systems.
• Maintain electronic giving platforms, including Vanco and related stewardship databases.
• Coordinate annual parishioner contribution statements and donor acknowledgment letters.
• Track and report pledges and contributions associated with capital campaign, including Rebuild to…