Bookkeeper Part-Time
Archdiocese of San Antonio · San Antonio, TX · 1 mo ago
AccountingPart-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Part-time Description, Employment Status, FLSA Status, Schedule, Reports to, Summary, Essential Functions (Accounting/Bookkeeping, Human Resources Duties, Other Requirements), Requirements (Minimum Qualifications, Preferred Qualifications). Also mentions Physical Demands, etc. No explicit Benefits, Pay, etc. So we should include sections: About the role (maybe from Summary), Responsibilities (Essential Functions), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications maybe), Skills (maybe from "Ability to compute...", "Proven experience with accounting software...", "Intermediate level of proficiency with MS Office", "Active, practicing Catholic", "Ability to establish...", "Exceptional communication...", "Strong organizational...", "Ability to work in fast-paced environment.", "Always maintain confidentiality.", "Supports and upholds..."). Could combine some.
We must not repeat job title. No Job ID. Remove boilerplate: EEO etc. Also remove duplicated lines. Keep all substantive info.
We need to decide sections: About the role (Summary). Responsibilities (Essential Functions). Requirements (Minimum Qualifications). Qualifications (Preferred Qualifications). Skills (maybe combine with Requirements? But we can separate). However we must not create thin sections. Let's see content.
Summary: "The Bookkeeper fulfills the mission of the parish by ensuring effective and efficient administration of bookkeeping, accounting, and HR functions. This position supports multiple parishes assigned to the Pastor."
Essential Functions: long list of duties.
Minimum Qualifications: Bachelor’s Degree in accounting and/or 3-5 years previous accounting experience. Knowledge of GAAP. Previous experience with A/P, A/R, general ledger, payroll, bank/benefit reconciliations. Ability to compute rate, ratio, percent and to draw and interpret graphs. Proven experience with accounting software such as QuickBooks or other similar software. Intermediate level of proficiency with MS Office (Word, Excel, PowerPoint, Outlook). Active, practicing Catholic.
Preferred Qualifications: Bilingual (English/Spanish). Experience with Parish accounting and payroll systems.
Physical Demands: Office job at parish; Must be able to remain in a stationary position 80% of the time. Operates a computer and other office machineries such as copy machine, fax/printer. Occasional lifting 10-20 pounds. Physical use of telephone.
Other Requirements: Assists other office personnel... Ability to establish and maintain effective working relationships. Exceptional communication and collaboration skills. Strong organizational and time management skills. Ability to work in fast-paced environment. Always maintain confidentiality. Supports and upholds the philosophy of Catholicism and the mission of the parish. Adherence to the Code of Conduct and the Faith and Moral Policy is mandatory.
Schedule: Monday – Friday 9 am – 1 pm (given). So we have Schedule section content.
Pay: not mentioned. Benefits: not mentioned. So we omit those.
Thus sections: About the role (Summary), Responsibilities (Essential Functions), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe combine Other Requirements + Physical Demands + some skills). But we could also put Skills as a section containing ability to compute, software proficiency, MS Office, communication, organization, confidentiality, etc. However we have many skill-like items across sections. To avoid thin sections, maybe combine Skills into Requirements or Qualifications? But the instruction says use headings for those categories if content exists. We have content for Skills (communication, organization, etc.) So we can create Skills section.
We also have Schedule section.
Thus final HTML:
maybe grouping similar but must keep all info. Could break into multiple items.
We must not repeat job title. No markdown.
Let's extract duties from Essential Functions:
- Provides Bookkeeping, Payroll, and Human Resources support for the parish.
- Writes checks and maintains parish checking account; reconciles account with bank statements and submits documentation for reimbursement.
- Maintains accounts payable/receivable, payroll, deposit and financial records.
- Posts deposits of contributions, donations, and other receipts in accounting system.
- Prepares change boxes for special activities and accounts for monies.
- Maintains accounting records; posts receipts and expenditures to proper accounts and prepares a variety of financial reports.
- Maintains and reconciles other fund accounts as assigned.
- Reconciles budget printouts received from the Archdiocese Business Office Department and all parish financial data.
- Responds to inquiries concerning account matters; meets with auditors and Business Office Department as necessary to provide records, information, and explanations.
- Prepares financial budget and reports for pastor approval and prepares status reports for staff.
- Monitors budget to actual performance.
- Ensures all tax reports (941, W-2s, 1099s) are filed in a timely manner.
- Coordinates all financial reports and letters with the local Pastor.
- Oversees electronic giving (credit card, online, ACH, etc) records and deposits.
- Performs monthly accounting tasks such as monthly general ledger entries and adjustments to close the month/quarter/year.
- Assists in facility rentals and take payments as needed.
- Attends Finance council meetings.
- Preparation: Reconciliation of monthly organization financial reports.
- In cooperation with Finance council, develop & administer policies and procedure concerning the use of the parish properties & facilities.
- Review and approve contracts & service agreements as necessary.
Human Resources Duties:
- Prepares, reviews, and submits bi-weekly and monthly payroll in a timely and accurate manner.
- Responsible for providing Pastor appropriate time report registers for review and approval.
- Ensures employee records are always current and accurate in HRIS system.
- Coordinate with Human Resources on deployment and implementation of HR policy and/or process changes, as appropriate.
- Assist Pastor in the administration of Archdiocesan Hiring Policies which include recruiting, hiring, onboarding and new employee orientation.
- Reconciles employee benefits to monthly invoices and ensures completed correctly and in a timely manner.
Other Requirements:
- Assists other office personnel in completing duties as needed.
- Performs a variety of office duties, such as typing, filing, answering the telephone, opening, and distributing mail, assisting office visitors and other related duties as assigned.
- Ability to establish and maintain effective working relationships.
- Exceptional communication and collaboration skills.
- Strong organizational and time management skills.
- Ability to work in fast-paced environment.
- Always maintain confidentiality.
- Supports and upholds the philosophy of Catholicism and the mission of the parish.
- Adherence to the Code of Conduct and the Faith and Moral Policy is mandatory.
Physical Demands:
- Office job at parish.
- Must be able to remain in a stationary position 80% of the time.
- Operates a computer and other office machineries such as copy machine, fax/printer.
- Occasional lifting 10-20 pounds.
- Physical use of telephone.
We could incorporate Physical Demands into Skills or Responsibilities? Probably better as its own section? But we don't have a heading for Physical Demands; only allowed headings are those listed. Could fold into Skills or Responsibilities? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., not limited to those? It says use
. Ensure we don't lose any detail.
Let's list Responsibilities items as separate . Might be many; that's okay.
We'll produce:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Part-time Description, Employment Status, FLSA Status, Schedule, Reports to, Summary, Essential Functions (Accounting/Bookkeeping, Human Resources Duties, Other Requirements), Requirements (Minimum Qualifications, Preferred Qualifications). Also mentions Physical Demands, etc. No explicit Benefits, Pay, etc. So we should include sections: About the role (maybe from Summary), Responsibilities (Essential Functions), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications maybe), Skills (maybe from "Ability to compute...", "Proven experience with accounting software...", "Intermediate level of proficiency with MS Office", "Active, practicing Catholic", "Ability to establish...", "Exceptional communication...", "Strong organizational...", "Ability to work in fast-paced environment.", "Always maintain confidentiality.", "Supports and upholds..."). Could combine some.
We must not repeat job title. No Job ID. Remove boilerplate: EEO etc. Also remove duplicated lines. Keep all substantive info.
We need to decide sections: About the role (Summary). Responsibilities (Essential Functions). Requirements (Minimum Qualifications). Qualifications (Preferred Qualifications). Skills (maybe combine with Requirements? But we can separate). However we must not create thin sections. Let's see content.
Summary: "The Bookkeeper fulfills the mission of the parish by ensuring effective and efficient administration of bookkeeping, accounting, and HR functions. This position supports multiple parishes assigned to the Pastor."
Essential Functions: long list of duties.
Minimum Qualifications: Bachelor’s Degree in accounting and/or 3-5 years previous accounting experience. Knowledge of GAAP. Previous experience with A/P, A/R, general ledger, payroll, bank/benefit reconciliations. Ability to compute rate, ratio, percent and to draw and interpret graphs. Proven experience with accounting software such as QuickBooks or other similar software. Intermediate level of proficiency with MS Office (Word, Excel, PowerPoint, Outlook). Active, practicing Catholic.
Preferred Qualifications: Bilingual (English/Spanish). Experience with Parish accounting and payroll systems.
Physical Demands: Office job at parish; Must be able to remain in a stationary position 80% of the time. Operates a computer and other office machineries such as copy machine, fax/printer. Occasional lifting 10-20 pounds. Physical use of telephone.
Other Requirements: Assists other office personnel... Ability to establish and maintain effective working relationships. Exceptional communication and collaboration skills. Strong organizational and time management skills. Ability to work in fast-paced environment. Always maintain confidentiality. Supports and upholds the philosophy of Catholicism and the mission of the parish. Adherence to the Code of Conduct and the Faith and Moral Policy is mandatory.
Schedule: Monday – Friday 9 am – 1 pm (given). So we have Schedule section content.
Pay: not mentioned. Benefits: not mentioned. So we omit those.
Thus sections: About the role (Summary), Responsibilities (Essential Functions), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe combine Other Requirements + Physical Demands + some skills). But we could also put Skills as a section containing ability to compute, software proficiency, MS Office, communication, organization, confidentiality, etc. However we have many skill-like items across sections. To avoid thin sections, maybe combine Skills into Requirements or Qualifications? But the instruction says use headings for those categories if content exists. We have content for Skills (communication, organization, etc.) So we can create Skills section.
We also have Schedule section.
Thus final HTML: About the role
... summary ...
Responsibilities
- ... each duty ...
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., not limited to those? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we must map content to those headings. Physical Demands could go under Skills? Or maybe under Requirements? But it's not a requirement; it's a physical demand. Could be part of Skills? Not ideal but we can include under Skills as "Physical ability to remain stationary 80% of time, operate office equipment, lift 10-20 lbs, use telephone." That seems okay.
Similarly, Other Requirements (like ability to establish relationships, communication, etc.) also go under Skills.
Thus we will have sections: About the role, Responsibilities, Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (includes Other Requirements, Physical Demands, and skill-based abilities), Schedule.
We must not create sections with filler. All have content.
Now craft HTML.
We need to preserve all substantive information; not invent or summarize away detail. So we need to include each bullet as
About the role
The Bookkeeper fulfills the mission of the parish by ensuring effective and efficient administration of bookkeeping, accounting, and HR functions. This position supports multiple parishes assigned to the Pastor.
Responsibilities
- Provides Bookkeeping, Payroll, and Human Resources support for the parish.
- Writes checks and maintains parish checking account; reconciles account with bank statements and submits documentation for reimbursement.
- Maintains accounts payable/receivable, payroll, deposit and financial records.
- Posts deposits of contributions, donations, and other receipts in accounting system.
- Prepares change boxes for special activities and accounts for monies.
- Maintains accounting records; posts receipts and expenditures to proper accounts and prepares a variety of financial reports.
- Maintains and reconciles other fund accounts as assigned.
- Reconciles budget printouts received from the Archdiocese Business Office Department and all parish financial data.
- Responds to inquiries concerning account matters; meets with auditors and Business Office Department as necessary to provide records, information, and explanations.
- Prepares financial budget and reports for pastor approval and prepares status reports for staff.
- Monitors budget to actual performance.
- Ensures all tax reports (941, W-2s, 1099s) are filed in a timely manner.
- Coordinates all financial reports and letters with the local Pastor.
- Oversees electronic giving (credit card, online, ACH, etc) records and deposits.
- Performs monthly accounting tasks such as monthly general ledger entries and adjustments to close the month/quarter/year.
- Assists in facility rentals and take payments as needed.
- Attends Finance council meetings.
- Reconciles monthly organization financial reports.
- In cooperation with Finance council, develop & administer policies and procedure concerning the use of the parish properties & facilities.
- Review and approve contracts & service agreements as necessary.
- Prepares, reviews, and submits bi-weekly and monthly payroll in a timely and accurate manner.
- Responsible for providing Pastor appropriate time report registers for review and approval.
- Ensures employee records are always current and accurate in HRIS system.
- Coordinates with Human Resources on deployment and implementation of HR policy and/or process changes, as appropriate.
- Assists Pastor in the administration of Archdiocesan Hiring Policies which include recruiting, hiring, onboarding and new employee orientation.
- Reconciles employee benefits to monthly invoices and ensures completed correctly and in a timely manner.
- Assists other office personnel in completing duties as needed.
- Performs a variety of office duties, such as typing, filing, answering the telephone, opening, and distributing mail, assisting office visitors and other related duties