Budget Manager - Congregational Life

Updated:         November 1, 2024

Title:                Congregational Life Budget Manager

Staff Group:    Congregational Life

Reports To:     Director of Congregational Life

Location:        Open*

Job Category: Program Specialist I, full-time

Hours/Week:   35

* Location is open in the continental United States. You should have easy access to a major airport due to the travel requirements of this position. 

Purpose

To manage the financial responsibilities for the Congregational Life Staff Group in collaboration with the Director of Congregational Life, including budgeting and forecasting, accounting and financial processing, and fiscal procedure oversight.

Principal Responsibilities

Congregational Life

1. Manage the Congregational Life budget, which includes several cost centers and projects.   This involves preparing the annual budget and quarterly forecast updates using Adaptive Planning and downloading financial data from Financial Edge to create current financial reporting.   Also, reviewing annual and quarterly Personnel worksheets for accuracy, and update HR as needed.
2.  Review financial data and run reports as needed to monitor activity, communicate with Finance and CL on financial transactions and restricted funds, prepare journal entries and other tasks as needed to ensure accurate and timely financial reporting of CF funds.
3.  In consultation with CL regional administrators, administer financial transactions such as preparing check requests, collecting W-9 forms, and approving expense reimbursements. 
4. Collaborate with the National Events team to administer finances for events.  This includes receiving checks and downloading PayPal transactions and instructing Finance how to record, issue refunds, and issue payments associated with events.  
5. Administer billing and collection for Congregational Life programs such as Hope for Us and Transitions teams.  Communicate with congregations, team leads, other CL and Finance staff on associated billing and collection issues.
6. Prepare quarterly invoices charging Mid America and Pacific West for their portion of CL employee salaries and benefits netted by region’s Annual Program Revenue distribution.  Work with Finance to accurately record in Financial Edge.
7. Meet regularly with the bookkeeper for the Pacific West Region which is a separate entity with separate finances.  Discuss and review their processes, procedures, financial reports.  Recommend changes to enhance efficiency and controls and provide back support as needed. May assume additional tasks as needed. 
8. Partner with Financial Services Staff Group to resolve issues and meet deadlines. 
9. Perform other duties as requested by supervisor, the Vice President for Programs and Ministries, the Executive Vice President, or the President.

Mid America

Administer the Mid America Region financial operations which is a separate entity with separate finances.  Associated tasks include the following.

1. Issue payments weekly using Chase online system and record in Quick Books.  Collect ACH information and W-9 forms as needed, update systems, and publish associated 1099 forms annually.
2. Prepare monthly credit card statements for employees, distribute, and record approved transactions in Quick Books.
3. Download revenue transactions from Stripe and Breeze to record in Quick Books, transfer cash to Chase.
4. Work with regional administrator to accurately record checks received and deposited.
5. Reconcile bank, investment, credit card accounts and prepare journal entries as needed.
6. Prepare quarterly financial reports for Regional Lead and Board.   Enter annual budget to Quick Books.
7. Provide auditors with reports and documents for annual review and respond to all inquiries.
8. Perform other duties as requested by Regional Lead.

Qualifications

This is an exempt position with a salary midpoint of $60,800. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint. Note that qualifications may be met as a result of lived experience, volunteer work, professional experience, and/or formal or informal training. Requirements include:

[TH1] [AK2]  

• Bachelor’s degree or equivalent.
• 1-3 years of experience in related field. 
• Extensive experience in office management and budgeting. Strong bookkeeping and analytical skills.
• Having worked with various financial systems, i.e. Quickbooks is important. Financial Edge and/or Adaptive Insights
• program experience will be a plus.
• Ability to build consensus with multiple parties who may have different priorities.
• Skilled at working under time constraints and making deadlines.
• Ability to interact with a variety of individuals and constituencies with emotional maturity. A desire to represent the Congregational Life staff group and the UUA while dealing with various constituents with respect.
• Strong customer service, multitasking, and prioritization skills.
• Strong ability to maintain confidentiality and boundaries.
• High proficiency in Microsoft Office (Outlook, Word, PowerPoint) with exceptional Excel skills required
• Ability to travel is required 4+ times per year, including, for example, to the annual General Assembly each June and to various offsite staff group meetings.
• Ability to work occasional nights and weekends.
• This is a remote, work-from-home position. Location is open in the continental United States.
• Understanding of issues around anti-racism, anti-oppression, and multiculturalism
• Work or lived experience with BIPOC communities is of particular value
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority.

How to Apply

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply. Please submit your resume and cover letter via our applicant portal (ADP WorkforceNow) on uua.org/jobs. If you have any questions, please reach out to careers@uua.org.

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice. Our normal workweek is 35 hours, we pay 80% contribution towards health insurance premiums, 10% towards retirement (after one year), and have generous paid time-off policies. We are a great place to work, and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment, the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Department of Human Resources at careers@uua.org. For more information on the UUA, visit us online at UUA.org and uuworld.org.

Support for the Mission and Values of the Association 

The Unitarian Universalist Association is a progressive and historic religious denomination. All UUA staff members are expected to perform their job duties in accordance with the UUA’s values, principles, and mission. Unitarian Universalism puts love at the center of our commitments, which embrace the Shared Values of justice, equity, transformation, interdependence, pluralism and generosity. The following points drawn from these Shared Values are of particular importance for the UUA’s work environment and staff culture: 

• Pluralism and generosity: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity, and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued.
• Justice and equity: We speak openly and publicly of our support for social and political issues, including LGBTQ equity, racial justice, climate justice, gender equity, and reproductive justice.
• Interdependence and transformation: We recognize that the liberation of all people is interwoven, and we work to counter patriarchy, white supremacy, colonialism, homophobia, transphobia, environmental exploitation, and other interrelated systems of marginalization.