Finance Coordinator (part-time)

Responsive recruiter Benefits:

• Flexible schedule

JOB OVERVIEW We are seeking a highly organized, compassionate, and detail-focused Finance Coordinator to support our Finance Team in donor relations, benevolence coordination, and financial event planning. This role requires strong interpersonal skills, discretion, and a genuine care for people, balanced with high proficiency in administrative and technical systems—particularly Excel and Apple platforms. 

KEY RESPONSIBILITIES:  Bookkeeping and Accounting 

• Accurately count and process weekly donations 
• Review credit card expenses for proper coding and documentation; timely follow up with staff regarding missing receipts for transactions 
• Produce weekly & monthly financial reports as requested by Executive Pastor 
• Ability to analyze financial data from various sources and consolidate based upon Executive Pastor’s needs 
• Maintain organized digital and paper filing systems for finance-related documentation 
• Accounts Payable and payroll support as needed 

Donor Relations & Finance Support 

• Answer and resolve donor questions via phone and email, including refunds and statement requests and troubleshooting any donor login issues 
• Coordinate all stock donations received 
• Maintain confidentiality and accuracy when handling donor records, statements, and recurring giving schedules 
• Serve as a warm, professional point of contact with high emotional intelligence in all donor interactions 
• Execute and manage internal and external communication requests related to donor engagement, including Mail Merge for mass donor communications, statement distributions, and event invitations 
• Assist with planning and executing all donor dinners, including an annual large donor appreciation event (350+ attendees) 
• Assist with other finance education events as necessary 
• Support calendaring and general coordination for the Finance Team 

Benevolence Coordination 

• Triage benevolence requests with care, discernment, and discretion 
• Conduct intake calls, process applications, and assign cases to benevolence volunteers 
• Maintain detailed records in PCO workflows and profiles, tracking all steps from intake to final approval 
• Coordinate special projects as necessary 
• Coordinate financial assistance delivery, including issuing gift cards and coordinating payments 
• Partner with community organizations to refer individuals when requests fall outside scope 
• Restock and log gift cards, process hotel reservations, and follow all security procedures for sensitive information 

KEY QUALIFICATIONS: 

• Mission Alignment: Demonstrates a personal alignment with Preston Trail’s mission, beliefs, and values, and a commitment to our team values of Self-Leadership, Positive Attitude, Team Mindset, Healthy Relationships, and High Performance 
• Technical Proficiency: Minimum high school diploma (or equivalent), bookkeeping and/or accounting experience, proven proficiency in Microsoft Excel and Microsoft Word, including pivot tables, vLookups, data validation, and Mail Merge functionality; confident using Apple/macOS systems, Microsoft Office, and cloud-based platforms 
• Assessment: Must submit the required assessment here within 2 business days of applying
• Communication: Exceptional verbal and written communication skills, able to engage effectively with both internal teams and external donors 
• Interpersonal Skills: High emotional intelligence with a warm, professional demeanor and sound judgment; experience in donor-facing roles and sensitive financial discussions 
• Confidentiality: Trusted to handle confidential donor and financial data with discretion and integrity 
• Organizational Skills: Strong time management, attention to detail, prioritization and problem-solving abilities in a fast-paced, multi-tasking environment 
• Team Collaboration: Collaborative spirit with the ability to work effectively in a team-based setting 
• Physical Requirements: Ability to stand, walk, and/or sit for extended periods of time as required by event or administrative duties