Business Manager

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.