The posting
Position Title: Staff Accountant FLSA Status: Exempt Full-Time (preferred). The Orange Catholic Foundation may also consider a qualified candidate seeking a part-time schedule of 25-29 hours per week.
Reports to: Controller
About Us The Orange Catholic Foundation (OCF) serves the Roman Catholic community of Orange County through philanthropy and stewarding funds to protect and support ministries which further our beliefs and values in loving service to God. OCF’s vision is: Relying on the Holy Spirit, The Orange Catholic Foundation is the vibrant center of philanthropy for the Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves.
OCF is an independent 501(c)(3) corporation that was formed in Orange County to serve the Catholic community. As a collaborative partner, OCF helps support individuals, families, corporations, family foundations, parishes, schools and ministries with their charitable giving. OCF plans and conducts major fundraising programs and events, including the annual Conference on Business & Ethics, seminars on Charitable Giving and other special fundraising events. The Foundation manages endowments and other charitable long-term funds, providing grants, always following donor intent, in support of our Catholic community.
At OCF, Jesus is our model for how we work and serve. Every member of our team, regardless of role, helps bring our mission to life by meeting people where they are and serving with humility, joy and love. Guided by our core values of Prudent Catholic Stewardship, Christ-Centered Service, Leadership in Philanthropy and Organizational Transparency, we faithfully steward the resources entrusted to us, honor donor intent and inspire generosity. As we live through the greatest generational transfer of wealth in history, we believe OCF has a unique opportunity, and responsibility, to help Catholics prayerfully consider their stewardship, live their baptismal call and use their blessings to strengthen the Church and bring others closer to Christ.
Summary /Objective The Staff Accountant will support the accounting team in such areas as: accounts payable, accounts receivable, deposits, general ledger accounting, and reconciliation of accounts. This candidate must be detail oriented and precise. In addition, this candidate must be knowledgeable of spreadsheets with the ability to create templates. They must have computer and information system knowledge. Because all OCF employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work.
Essential Function • Process Accounts Payable (“AP”) including vendor invoices, credit card charges and expense reports; obtain proper approvals, code and record in accounting system. • Prepare weekly AP invoice report for review before check printing’ process and print computer checks, bank drafts and other forms of disbursements. Prepare positive pay listing of disbursements and upload to the bank. • Maintain vendor file; obtain W-9s and assist with annual 1099 processing. • Prepare checks for deposit; determine appropriate bank account for deposit; scan checks using a remote deposit scanner. • Update monthly investment schedule; prepare and enter journal entries to record gains/losses, investment income and advisory fees. • Monitor journal and record recuring banking activity. • Identify, reconcile and record credit card processing fees. • Help maintain the filing system of financial transactions and electronic documents. • Prepare annual, quarterly or monthly disbursement letter to accompany payments sent to beneficiaries. • Assist with the monthly reconciliation of bank accounts, balance sheet accounts, Fund account balances and other accounts as necessary. • Update and maintain general ledger supporting schedules in Excel; assist with the preparation of annual audit schedules. • Assist with maintaining and updating accounting financial templates, forms, materials, and documentation. • Assist in maintaining the accuracy, integrity and confidentiality of constituent, donor and gift records within OCF’s donor management software, Raiser’s Edge and Financial Edge. • Assist with accurate and timely creation of weekly acknowledgements, monthly pledge reminders and annual year end statements. • Supports the Controller, Senior Accountants and Data Team.
• Prepare and analyze monthly financial statements, account analyses, and variance reports for management review. • Prepare complex journal entries and supporting reconciliations for review by the Controller. • Assist in preparing annual budgets, forecasts, and cash flow projections. • Participate in the development, implementation, and monitoring of accounting policies and procedures. • Serve as a primary liaison for assigned portions of the annual external audit. • Prepare schedules, work papers, and technical accounting analyses for auditors. • Contribute to the overall effectiveness of the Orange Catholic Foundation by performing other duties as assigned.
Supervisory Responsibility This position has no direct supervisory responsibilities.
Education/Experience/Skills: • Practicing Catholic with a strong understanding of Catholic Church ethics, traditions, procedures and organizational structures • Requires at least a Bachelor' s Degree in Accounting. • Minimum of 3 years of accounting experience in a non-profit organization is strongly preferred. • Understanding and knowledge of Generally Accepted Accounting Principles (GAAP). • Ability to maintain confidentiality. • Excellent written and verbal communication skills. • Knowledge of Blackbaud Financial Edge and experience with Blackbaud Raiser’s Edge and Blackbaud NXT products is a plus. • Must be computer literate, resourceful, organized, results oriented and a self-starter. • Ability to deal effectively and professionally with a variety of people and is a team player. • Advanced skills in Microsoft Excel with experience using and creating macros, pivot tables, v-lookups, charts, graphs, or any other advanced excel formulas and functions is a plus.
Other Duties Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Work Conditions • The position primarily involves work in parish campuses and an office setting, requiring frequent use of standard office equipment such as computers, AV, telephones, printers, credit card terminals, postage machines, and filing systems. • Occasional evening and weekend work may be required to support department programs, operational needs, or campus events. • Must be available to adjust the work schedule as needed to meet organizational deadlines, operational demands, ministry activities or special projects. • Regular interaction with, parishioners, pastors, priests, donors, visitors and staff in a professional and faith-based environment. • Some local travel may be required for meetings, trainings, or work-related events.
Physical Requirements • Ability to remain seated for extended periods while performing administrative and computer-based tasks. • Frequent walking, standing, and movement around the parish or office facilities to support programs and operational needs. • Ability to lift and carry items up to 25 pounds, such as materials, supplies, and event equipment. • Manual dexterity required for operating office equipment, preparing materials, and managing paperwork. • Visual and auditory ability to communicate effectively with colleagues, students, and visitors in person, via email, and by phone. • Must be able to set up and dismantle chairs, tables, and other equipment required for meetings, programs, or campus activities as needed.
Position Type/Expected Hours of Work/Compensation This is a single position, primarily aimed at hiring a full-time employee. However, we are open to part-time candidates (minimum of 25 hours per week) who are qualified for the role.
The full-time position is at an annual rate of $70,304.00 - $78,000.00 (bi-weekly rate of $2,704-$3,000), depending on qualifications and experience. Regular office hours are 9:00 a.m., Monday through Friday. The part-time position offers $33.80 to $37.50 per hour, with a schedule of 25-29 hours per week, Monday through Friday, 9:00 a.m. to 5:00 p.m., as agreed upon.
Evening and weekend work may be required for both the full-time or part-time role.
If you have the skills, experience and want to help advance the mission of The Orange Catholic Foundation, we’d like to speak with you.
Please submit both a cover letter and resume. NOTE: A cover letter is required for consideration; please attach to your resume. Thank you
