- To encourage faithfulness in the payment of tithes and offerings and deepen the spirit of liberality on the part of church members.
- To ensure the proper custody of all church funds according to Division, Union, Local Conference and Local Church policies and directives.
- To ensure the local church financial resources are used effectively and efficiently.
- To provide timely information on local church financial performance and the likely impact on the church community of financial trends in income and expenditure.
The following attributes and experience are sought for this position:
- A member of the Seventh‐day Adventist Church in good and regular standing.
- Experience in banking and bookkeeping principles and practice.
- A sound knowledge of the Local Conference and Local Church rules and procedures relating to the keeping of church financial records.
- The ability to plan, organize and control the effective and efficient use of church funds.
- Good communication skills, both written and oral, and a good listener.
- Personal qualities of honesty, integrity, persuasiveness, compassion and professionalism to provide the strong leadership that the position demands.
- Formal training in accounting, bookkeeping, budgeting and reporting is highly desirable.
Key Result Areas
The duties of the church treasurer are being carried out to a satisfactory standard when:
- An annual financial plan supporting local conference and local church objectives is drawn up, presented to and ratified by the church board.
- Regular financial reports are prepared and presented at church board meetings and church business meetings.
- Proper custody of all church funds is maintained at all times according to laid down policies and procedures.
- Communication between the church treasurer, the church board and the local church community encouraging the principle of tithing and promoting the value of the budget plan is actively pursued.
- Correspondence requiring a substantive response is answered within 10 days of receipt.
- All outstanding accounts are paid in accordance with normal commercial practice that is cash accounts paid within 7 days, creditors by the 20th of the month following the receipt of goods or services.
- Ensure that proper documentation supporting all entries in the church’s financial records is maintained.
- Monthly reports required by the local conference office are dispatched to reach them by the 10th of the following month.
- Liaison on key financial matters is maintained with heads of the local church division, the church pastor, chairman of special committees and local conference finance officers.
- Liaise with the church pastor, the head elder and the stewardship secretary to provide an environment that encourages faithfulness in tithing and general stewardship.
- Ensure the proper custody of all church funds by:
a. Following procedures laid down for receipting and banking all monies received.
b. Entering on analysis sheets the proper division of conference funds, local church funds and funds belonging to auxiliary organizations of the local church.
c. Making payment of all expenditure (apart from transfers to the local conference) by cheque, entering details in the manner outlined by the local conference accountant.
d. Supporting all payments with the appropriate documentation giving details of purchases or services acquired.
e. Having the church board formally ratify the monthly expenditure items of the local church.
- Where the local church operates a Cash Management Facility account ensure that the policies and practices existing in relation to that account are explicitly followed, including completion of the appropriate authorization to cover conference funds.
- Preserve vouchers or receipted bills for all monies disbursed. Maintain in an orderly way and keep in a safe place.
- Maintain all records whether financial or otherwise in an orderly and logical manner, ready for audit or for inspection by the pastor, district leader or leading church elder.
- Keep strictly confidential matters relating to members giving, their income or anything concerning it.
- Annually prepare for the church board a forecast of expected income and expenditure for the ensuing twelve months. Review the forecast quarterly to ensure financial plans are on target.
- Prepare monthly financial statements for the church board and quarterly reports for the church business meeting.
- Act as financial advisor on church committees where the treasurer’s counsel and experience is required.
- Confer regularly with the conference treasurer/accountant, local pastor and leading elder on financial management of all church funds.
- Ensure the monthly report is completed (including reconciliation) to reach the local conference office by the 10th of the month following the month for which the report was due.
- Such other duties as directed by the church pastor, the leading elder, the church board or the business meeting (church at large).