Business Manager

Job Description

Position Description
St. Joseph Parish
Grafton, Wisconsin

Position Title: Business Manager
Reports To: Pastor
Status: Full-Time, Exempt, 12 months
Department: Administration

Primary Function for this position:

To serve as a staff resource in support of the Pastor, fulfilling parish administrative needs in finance, human resources and operations. He/she directs these efforts with professional, technical and legal expertise within the framework of shared ministry in Catholic values.

Major Position Responsibilities & Regular Activities:

The Business Manager works cooperatively and collaboratively with the Pastor, Trustees and other members of the pastoral staff in implementing the parish vision according to his/her area of responsibility. (At St. Joseph Parish any reference to parish will include the parish school, unless otherwise noted.)

1. Financial Responsibilities:

• Maintain accurate filing, recordkeeping, and reporting systems for all parish financial matters.
• Provide monthly, quarterly, and year end reports for parish, Pastoral Staff, Finance Council and Archdiocese.
• Administer a cash flow management system with purchasing and payment schedules clearly defined.
• Complete payroll (See HR Responsibilities)
• Prepares, administers, and reviews/monitors the parish budget process in collaboration with the Pastor, Pastoral Staff, and Finance Council.
• Maintain and monitor the processes for collection, counting, recording, and depositing of parish revenue from all sources.
• Serve as a resource to parish departments, staff and committees, in all financial matters, from planning to financial review.
• Serve as a parish contact with financial institutions and the Archdiocese.
• Provide leadership in long range financial planning of the parish, including the incorporation of collaborating with the plan and administration of the annual financial stewardship of parishioners.
• Provide the financial recordkeeping for the Los Toros Mission Foundation, collaborating with the Los Toros Council's finance committee.
• Provide required recordkeeping for Wisconsin School Choice and Special Needs Voucher Programs; collaborate with and support School Principal with these programs including facilitating the annual audit process.
• Manage parish endowment funds
• Ensures internal controls are consistent with Archdiocesan processes.

2. Administrative Responsibilities:

• Manage the operation of the parish office and maintenance department, e.g. schedules, supervises and evaluates staff.
• Ensure the proper processes for the maintenance of parish membership, financial contributions, cemetery records, and sacramental recording.
• Serve as a member of the pastoral staff in planning for the parish, assist and attend Finance Council meetings, and serve as the staff liaison to the Personnel subcommittee, Investment sub-committee, Cemetery sub-committee, as well as be a resource to the Athletic Ministry committee.
• Administer the parish's benefit programs and policies, utilizing the Finance Council and Personnel sub-committee as needed, and serve as a liaison to benefits providers.
• Maintain parish and school personnel files.
• Assist with the hiring and selection of parish personnel in collaboration with the Pastor and Personnel sub-committee.
• Serve as primary administrator of the Parish Cemetery.
• Oversee the Property & Liability Insurance plan, and serve as liaison to provider.
• Under direction of the Pastor and Trustees prepare, file and retain all Corporate Proxies.
• Coordinate and prepare parish response to liability and legal concerns, in cooperation with Archdiocesan offices as appropriate and with an understanding of the role of Canon Law.
• Participate in the Business Administrators Archdiocese of Milwaukee (BAAM) professional group.

3. Human Resources Responsibilities

• Develop and lead a team of paid staff and/or volunteers.
• Develop and communicate policies and procedures, e.g., personnel manual.
• Administer salary and benefit policies as directed by the Pastor and Personnel Committee.
• Establish and administer a staff compensation program including job descriptions, grade levels, salary ranges, and periodic (annual) benchmarking and adjustment.
• Prepare payroll to ensure employees are paid on the established pay schedule and in accordance with state and federal laws.
• Develop, document, and administrate a staff recruiting process that meets the needs of ministry area leaders and ensures compliance with all state and federal laws.
• Support ministry area in training and annual performance appraisals/development plans.
• Maintain all employee records in compliance with all state and federal employment laws.
• Review and update the Human Resource manual annually.

4. Facilities/Building Management Responsibilities

• Supervises the maintenance staff and manages major repairs or new construction.
• Negotiates contracts with suppliers and construction firms, and/or collaborates with Facilities Mgt Team
• Schedules use of parish facilities/building management and ensures all liability and maintenance needs are coordinated.
• Prepares, administers, and communicates a parish security policy to all staff and parish organizations.
• Collaborates with the Buildings and Grounds Committee in all areas of parish usage and maintenance.

5. Parish Ministry Responsibilities:

• Understand the overall parish mission and use as the basis to administer parish business and operations.
• Participate in parish, staff and archdiocesan faith building programs and activities as
directed by the Pastor.
• Utilize Catholic social teaching to provide just parish policies and procedures in work.
• Maintain confidentiality in all areas of responsibilities as required.
• Continue personal education and spiritual development by attending classes, workshops, conferences, and retreats, and reading professional publications and books.

6. Other duties as assigned:

Skills, Knowledge and/or Abilities:

• Strong management and leadership skills an ability to delegate.
• Effective verbal and written communication skills
• Strong leadership and collaborative skills to work with parishioners, volunteers, parish staff, vendors and other parishes.
• High level organization skills, self-motivated and able to meet deadlines.
• Strong understanding of personnel laws, policies, procedures, and employee benefits,
as well as personnel selection procedures.
• Good understanding of property & liability insurance.
• Awareness of liability and litigation procedures and ability to respond to federal, state, and local laws; knowledge of Canon Law as it relates to parish administration. *
• * Or willingness to seek assistance/advice from the Archdiocese.
• Ability to represent the parish professionally in all aspects of its mission inside and outside the parish.

Education, Training and/or Experience:

• Bachelor's degree or equivalent required, with a major in Business Administration, Accounting or Finance and/or CPA preferred.
• Five to ten years of experience in business or management in non-profit organization preferred.
• Experience with endowments, planned giving, and financial stewardship.
• Proficient with hardware and software used in businesses and schools, with understanding of related technology.
• Working knowledge in MS Office, Google Workspace, accounting software, and general office technology required.
• Knowledge and understanding of the Catholic Church and its mission required. Practicing Roman Catholic preferred.

Work Environment:

• Evening and occasional weekend work may be required.
• Must complete Safe Environment Training before beginning employment and renewal training every five years
• Must submit a criminal background check every five years
• Must sign The Archdiocesan Code of Ethical Standards
• Position requires ability to stand, walk, bend over/couch and sit for extended periods of time; ability to use hands, speak, and hear.

About the Employer

United in faith and empowered by the Holy Spirit, we at Saint Joseph Parish are a faith community rooted in Christ that strives to live our baptismal call through proclaiming God's word, celebrating Christ's presence among us, and reaching out to God's people in lives of stewardship and service. Our faith journey is guided by prayer, liturgy, education, and social outreach.