Parish Financial Services Manager

Description :

The entity is Cathedral Square, the administrative offices of the Diocese of Cleveland. The Diocese
serves the Catholic community with a population of over 612,072 registered parishioners in eight counties
(Cuyahoga, Summit, Lorain, Lake, Geauga, Medina, Wayne and Ashland). The operations of the Diocese
include 185 parishes, 86 Catholic Schools, a pastoral center, two seminaries, a mission office, and
Catholic Charities – one of the largest Diocesan system of social services in the world.
PRIMARY FUNCTIONS: The Parish Financial Services Manager will administratively report to the
Senior Manager of Parish Financial Services, but also will have reporting responsibility to the Bishop of
Cleveland, the Chief Finance Officer, and Parish Controller. The Parish Financial Services Manager will
assist in the parish financial services function, and will provide independent assessments of financial,
operational, and system processes relative to the parishes and selected Diocesan operating entities. This
position requires a self-starter and the ability to work under limited direction and supervision.
RESPONSIBILITIES:
 Assists the Senior Manager of Parish Financial Services in the development and execution of the
parish financial services plan, ensuring that resources are efficiently utilized and established
target dates are achieved.
 Assist in the performance of the financial services plan and along with the Senior Manager of
Parish Financial Services performs operational, financial, advisory and consultative assessments
for the parishes and other entities of the Diocese.
 Provide an assessment of parishes’ and other entities’ risks, exposures, and overall financial
stability.
 Provide concrete recommendations and advice to enhance and improve the financial operations of
the parishes and other entities of the Diocese.
 Assist the Senior Manager Parish Financial Services in the development and maintenance of the
timetable for completing a full cycle of all the parishes and entities to be visited
 Clearly communicates to the Pastor and Business Manager/Accountant any findings during the
process. Develop and present formal reports to clearly communicate to the Pastor and the Parish
Finance Council any major findings. May attend the Finance Council meeting at the end of the
process to report on all findings and recommendations when requested by the Parish Controller or
Senior Manager Parish Financial Services.
 Participate in follow up and/or pastor change visits to parish or entities when required.
 Support Pastors, Principals, and Business Managers as needed; respond to accounting, internal
control, finance, budget, payroll, tax, and tax reporting questions from parishes and Diocesan
entities as needed. Refer specific and high level questions to the various departments with those
areas of expertise (e.g. Legal , Human Resources, Benefits, Property Casualty).
 Provide training to parish accountants, business managers, and bookkeepers as needed or
requested.
 Assists Parish Controller and Senior Manager of Financial Services with development of the
Finance Focus Newsletter, reviews and testing of Annual and Interim reporting activities, and

preparation of training tools. Also attends and assists with periodic Senior Business Manager
Town Hall TEAMS sessions.
 Special assignments as requested by the Bishop, Chief Financial Officer, Parish Controller, or
Senior Manager of Parish Financial Services.
 Position requires extensive travel throughout the eight counties of the Diocese.
 Position requires a flexible schedule with some evening and weekend work required.
QUALIFICATIONS:
 A fully supportive and energetic attitude toward the Roman Catholic Church, her teachings, and
her work
 An ability to engage in open and thoughtful discussion and consultation with other diocesan
personnel and with the priests and religious of the Diocese
 A Bachelor’s degree in Accounting or related field and industry-recognized professional
certification (CPA, CIA, etc.) are preferred.
 Possesses at least three – five years of progressive accounting or audit experience, operational
finance, financial analysis and/or financial planning, or related experience in a non-profit setting.
Experience in a large parish business environment would also be a plus.
 Knowledge of accepted accounting and financial operating procedures.
 Proficient with Microsoft Word and Excel a must, and a variety of accounting software packages
preferred. Expertise in PowerPoint and Publisher a plus.
 Impeccable integrity and inquisitive mindset with ability to project a professional, sincere and
friendly manner and still maintain objectivity in challenging situations.
 Excellent verbal and written communication skills and ability to maintain strict confidentiality.
 Successful candidate must complete or have completed Virtus training.
 Reliable auto with insurance, a valid Ohio Driver’s license, and ability to travel to parishes and
schools across the diocesan footprint.

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