Accounting and Bookkeeping
Financial Services Specialist
Position Summary:
The purpose of the Financial Services Specialist is to assist in / serve keeping missionaries on the field by allocating funds to and from missionary accounts in a timely and accurate manner via the traditional Accounts Receivable (AR) and Accounts Payable (AP) roles. The qualified candidate will be assigned a primary role (either AR or AP) where they will work a majority of the time and be cross-trained to back up the secondary role. The responsibilities of this position “turns the wheels” of the financial operations at WorldVenture, because they are responsible for processing incoming contributions and depositing the funds that are then used to accomplish our mission around the world. The Financial Services Specialist will also process payment of expense reports and vendor invoices in accordance with set schedules so that the work of the mission around the world is able to be accomplished in a timely manner. This role serves the missionary, donor, and staff at WorldVenture by providing friendly financial support. The qualified candidate will experience a good mixture of task-accomplishment and helping others in the organization as they carry out their daily responsibilities.
Position Responsibilities:
- Receive all inbound phone calls to WorldVenture for set hours during the day.
- Assist WorldVenture global workers, giving partners, churches and prospects with financial case related issues like, but not limited to, website navigation, financial transactions, account maintenance and problem resolution in a timely manner with a relational and servant mindset
- Proactively make outbound calls to WorldVenture giving partners conveying a sense of sincere gratitude so that they are aware of the impact of their generosity and value of their partnership with WorldVenture
- Record, deposit, and balance donor contributions on a daily basis
- Reconcile donor commitment records against monthly contribution aging reports and donor contributions
- Update donor information (name, address, and other changes) in accounting software
- Identify and return checks that cannot be processed by the organization
- Respond accurately to donor and global worker phone inquiries, with attention to donor authentication and confidentiality
- Process contribution mail delivered to the Financial Services Office; accurately identifying, sorting, and batching donor checks and other mail into defined categories
- Process returned donor mail, using available resources to attempt to locate a current address, and update donor accounts as appropriate
- Prepare, file, and archive contribution documentation. Dispose of backup receivable documentation based on defined schedules and document retention policies.
- Process and pay all WorldVenture bills and expense reports
- Process corporate credit card statements
- Create general ledger journal entries as needed
- Correspond with staff regarding questions on corporate expense policy, practices, and guidelines
- Process benefit and life insurance payments
- Dispense and account for petty cash
- File and maintain Accounts Payable records
- Perform other duties as required or assigned
Essential Knowledge, Skills and Abilities:
- Detail-oriented and organized and able to work independently in a high volume environment that requires a work product that is highly accurate and timely
- Excellent listening, written, and verbal communication skills
- Can effectively use a computer, basic office equipment, and office software, such as email and Microsoft Office Software
- Thrives while working in a team environment
- Flexible and adaptable to change, unexpected demands, and interruptions
- Maintain a pleasant and helpful phone presence, even when under pressure
- Able to organize and prioritize work to meet deadlines and maintain a highly productive work environment
Personal Qualifications:
- Proven commitment to a personal relationship with God and a desire to serve Him in global ministry
- Christian character that reflects our values as an organization and dedication to WorldVenture’s ministries
- Affirmation of the doctrinal statement, sexual conduct policy, and child safety policy
- Demonstrated warmth, empathy, and trustworthiness in relationships
- Respect for those from nations and cultures other than their own
- Service-oriented attitude toward others
- Team player displaying humility and a learner’s attitude
Education and Formal Training:
- High school diploma or equivalent.
- Prior experience in Accounts Payable, Accounts Receivable, or data processing preferred.
Work Environment/Physical Activities:
- Office
Benefits:
- Medical, dental and vision insurance; life insurance; Flexible Spending Account; long-term disability insurance; and Aflac Insurance offered
- Vacation, sick leave, bereavement, jury duty, and 11 paid holidays
Job descriptions are not intended, and should not be construed, to be exhaustive lists of responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions.
To Apply: HR@worldventure.com