Diocese of St. Augustine
GENERAL SUMMARY
The Parish Bookkeeper reports directly to the Pastor and is responsible for overseeing all parish financial operations. This role supports a welcoming office environment and supports the Pastor in the stewardship of the parish’s financial resources in accordance with the policies and guidelines of the Diocese of St. Augustine. Key responsibilities include accounting and financial management, payroll, and human resource administration. In addition to the above, a full‑time position would also serve as the receptionist and coordinate parish ministries and services. The Bookkeeper ensures that parish resources are managed effectively and responsibly, enabling the parish to carry out its pastoral mission with efficiency and integrity. Prepare the annual budget for approval by the Pastor and Parish Finance Council. Maintain the general ledger, accounting database, and ensure proper file maintenance and backups. Prepare and present annual reports, interim financial reports, and analyses. Record, manage, and reconcile all accounts, including payables, receivables, offertory collections, fundraising, pledge drives, and other parish revenue/expenses. Manage payroll, salaries, and employee benefits through Paycor. Ensure timely payment of all federal, state, and local taxes in compliance with regulations. Handle banking relations, including account management and problem resolution. Create and evaluate Requests for Proposals (RFPs) for parish services, maintenance, and capital improvements. Keep a detailed record of all works completed for the parish, including files, records, annual agreements, etc. Oversee parish operational and financial records to ensure compliance with diocesan fiscal guidelines. Prepare Parish Council and Finance Council meeting minutes and provide necessary financial documentation. Maintain HR and personnel records with strict confidentiality, following diocesan guidelines. Parish Support and General Duties Assist the receptionist with answering phones and welcoming visitors as needed. Attend Parish Council, Finance Council, and other parish-related meetings as required. Serve as a resource and supporting team member for all parish activities, ministries, and events. Support parish ministries as needed in operational and financial matters. Maintain professionalism, strong communication, confidentiality, and organizational skills in all interactions with Pastor, staff, parishioners, and vendors. Perform additional duties as assigned by the Pastor. Personnel and Human Resources Ensure a welcoming Christ‑like atmosphere which is appreciated in our office and to all who enter our parish campus. Maintain HR and personnel records with strict confidentiality, following diocesan guidelines. For full‑time position:
Coordination of Parish Ministries and Services Oversee the coordination and recruitment of all ministries and services, especially those headed by parishioners and other volunteers. Directs scheduling for all parish activities and ensures that adequate space and materials are available in parish facilities for the delivery of ministries and services. Welcome and take care of parishioners’ and visitors’ requests via phone and in‑person in the parish office for scheduling sacraments, Mass intentions, special events, requests for help, etc. Record and store sacramental records. Receive and sort mail. KNOWLEDGE, SKILLS, AND ABILITIES
Bachelor's Degree in Business Administration is preferred. Bachelor's in a related field will be considered. Must have successful experience in a supervisory capacity. Proficient in Microsoft Office products, including Word, Excel, PowerPoint, and Outlook. Exercises considerable independence and judgment with a high level of confidentiality. Ability to develop and maintain positive relationships with employees at all levels. Ability to face situations firmly, courteously, tactfully, and with respect for the rights of others. Practicing Catholic preferred. Must respect, promote, accommodate, and not be in conflict with the mission, moral and social teachings, doctrines, and laws of the Roman Catholic faith. Must be able to organize and prioritize work, be proactive, take initiative, resolve complex problems, follow through, and simultaneously manage multiple priorities. Strong interpersonal, written, and verbal communication skills. Must successfully pass the required fingerprint background check prior to employment and every five years. Must maintain a valid driver's license. LANGUAGE SKILLS
Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, vendors, employees, and the public. MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. WORKING CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Flexibility to work evenings and weekends, when necessary, and ability to travel and drive one's own vehicle to various diocesan locations.
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The Parish Bookkeeper reports directly to the Pastor and is responsible for overseeing all parish financial operations. This role supports a welcoming office environment and supports the Pastor in the stewardship of the parish’s financial resources in accordance with the policies and guidelines of the Diocese of St. Augustine. Key responsibilities include accounting and financial management, payroll, and human resource administration. In addition to the above, a full‑time position would also serve as the receptionist and coordinate parish ministries and services. The Bookkeeper ensures that parish resources are managed effectively and responsibly, enabling the parish to carry out its pastoral mission with efficiency and integrity. Prepare the annual budget for approval by the Pastor and Parish Finance Council. Maintain the general ledger, accounting database, and ensure proper file maintenance and backups. Prepare and present annual reports, interim financial reports, and analyses. Record, manage, and reconcile all accounts, including payables, receivables, offertory collections, fundraising, pledge drives, and other parish revenue/expenses. Manage payroll, salaries, and employee benefits through Paycor. Ensure timely payment of all federal, state, and local taxes in compliance with regulations. Handle banking relations, including account management and problem resolution. Create and evaluate Requests for Proposals (RFPs) for parish services, maintenance, and capital improvements. Keep a detailed record of all works completed for the parish, including files, records, annual agreements, etc. Oversee parish operational and financial records to ensure compliance with diocesan fiscal guidelines. Prepare Parish Council and Finance Council meeting minutes and provide necessary financial documentation. Maintain HR and personnel records with strict confidentiality, following diocesan guidelines. Parish Support and General Duties Assist the receptionist with answering phones and welcoming visitors as needed. Attend Parish Council, Finance Council, and other parish-related meetings as required. Serve as a resource and supporting team member for all parish activities, ministries, and events. Support parish ministries as needed in operational and financial matters. Maintain professionalism, strong communication, confidentiality, and organizational skills in all interactions with Pastor, staff, parishioners, and vendors. Perform additional duties as assigned by the Pastor. Personnel and Human Resources Ensure a welcoming Christ‑like atmosphere which is appreciated in our office and to all who enter our parish campus. Maintain HR and personnel records with strict confidentiality, following diocesan guidelines. For full‑time position:
Coordination of Parish Ministries and Services Oversee the coordination and recruitment of all ministries and services, especially those headed by parishioners and other volunteers. Directs scheduling for all parish activities and ensures that adequate space and materials are available in parish facilities for the delivery of ministries and services. Welcome and take care of parishioners’ and visitors’ requests via phone and in‑person in the parish office for scheduling sacraments, Mass intentions, special events, requests for help, etc. Record and store sacramental records. Receive and sort mail. KNOWLEDGE, SKILLS, AND ABILITIES
Bachelor's Degree in Business Administration is preferred. Bachelor's in a related field will be considered. Must have successful experience in a supervisory capacity. Proficient in Microsoft Office products, including Word, Excel, PowerPoint, and Outlook. Exercises considerable independence and judgment with a high level of confidentiality. Ability to develop and maintain positive relationships with employees at all levels. Ability to face situations firmly, courteously, tactfully, and with respect for the rights of others. Practicing Catholic preferred. Must respect, promote, accommodate, and not be in conflict with the mission, moral and social teachings, doctrines, and laws of the Roman Catholic faith. Must be able to organize and prioritize work, be proactive, take initiative, resolve complex problems, follow through, and simultaneously manage multiple priorities. Strong interpersonal, written, and verbal communication skills. Must successfully pass the required fingerprint background check prior to employment and every five years. Must maintain a valid driver's license. LANGUAGE SKILLS
Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, vendors, employees, and the public. MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. WORKING CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Flexibility to work evenings and weekends, when necessary, and ability to travel and drive one's own vehicle to various diocesan locations.
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