Chief Financial Officer / Canon for Finance – Episcopal News Service

The Episcopal Dioceses of Western New York and Northwestern Pennsylvania represent a new kind of arrangement for Episcopal dioceses – established as separate entities in two different states, we collaborate, share personnel, combine resources and associate ourselves with the ministry. All for one purpose: to improve our ability to live out God’s mission for us and to spread the gospel of Jesus Christ in this region, which stretches to Lake Ontario and a stone’s throw from Canada, south to through the Buffalo metro area, Lake Chautauqua and the Allegheny National Forest, along the shores of Lake Erie and west to the Ohio border. We encompass cities, suburbs, college towns, small communities, and just about everything in between, with nearly 90 congregations and multiple mission-focused efforts.

We are one church. Bishop Sean Rowe serves as bishop of both dioceses, under a shared arrangement that began in 2018 and is expected to be reviewed in 2024. More than 100 clergy and staff serve in the dioceses combined, helping us witness of God’s love, mercy and justice in this region and beyond.

Responsibility
The financial director/canon of finance reports to the bishop and is also accountable to the diocesan treasurers. This position will also interact with the Canon for Administration and other staff.

Responsibilities

The Chief Financial Officer/Canon for Finance (CFO/CFF) supports the work of the Bishop and other staff colleagues. The CFO/CFF is responsible for advising the bishop and diocesan staff on financial matters and providing support on these matters as required by the bishop or other diocesan staff.

The CFO/CFF is also responsible for the financial operations of the partnership, encompassing the two dioceses. These functions include, but are not limited to:

  • Serve as the Bishop’s financial intermediary and representative to internal and external individuals and groups, including but not limited to diocesan treasurers, related governance boards, diocesan clergy, congregations and their members, related financial institutions and appropriate Church-wide bodies such as the Group Church Pension
  • Supervision of the staff of the Finance Department of the partnership
  • Finance management for NWPA & WNY dioceses including:
  • Analyze and prepare financial projections to assist in strategic planning
  • Prepare diocesan budgets, including valuation/full share calculations, in conversation with the bishop, partnership staff, and related governance boards
  • Reconcile diocesan bank accounts monthly
  • Review and publish monthly financial reports
  • Serve as support and representational staff to Diocesan Councils, WNY Diocesan Trustees, and Finance and Audit Committees
  • Receive and review all parish and congregational audit reports on an annual basis
  • Calculating clergy salaries and updating pensions on the CPG employee list
  • Prepare the financial part of the annual journal
  • Work with an outside firm to complete the annual audit of diocesan financial records
  • Administrative duties in the NWPA and WNY dioceses, including:
  • Act as financial consultant/advisor to all diocesan congregations.
  • Administer the annual renewal of diocesan health insurance plans.
  • Assist clergy and lay employees and retirees with health insurance and pensions.
  • Work with the Diocesan Chancellor regarding legal matters.
  • Financial maintenance for the Diocese of NWPA, including:
  • Record assessment income and other payments from congregations
  • Take bank deposits on a weekly basis
  • Record operating expenses and issue accounts payable checks on a weekly basis
  • Record endowment income and expenses monthly
  • Reconcile balance sheet accounts on a monthly/quarterly basis
  • Process payroll for the NWPA Diocese and its congregations, including issuing invoices to congregations to cover their share of expenses
  • Issue medical/life insurance bills to congregations and retirees/surviving spouses
  • Review Bishop’s bank accounts on a monthly basis
  • Administration of Clergy Insurance Funds (Widows Corp)
  • Securing bids/contracts for repairs/maintenance of the physical building and grounds
  • Other duties assigned by the bishop

Skills

  • Collaborative skills – being a team player with sensitivity to the needs and working styles of others
  • Communication skills – strong verbal and written communication skills; ability to articulate priorities and needs
    • Discretion/Confidentiality – ability to be discreet and observe strict confidentiality
  • Organizational skills – autonomous, able to plan and organize effectively and perform tasks without supervision; ability to set priorities and be attentive to deadlines; ability to handle multiple tasks at once
  • Ability to deal with a variety of people and situations; attentive to the pastoral needs of visitors, callers, etc.
  • Have or develop a basic understanding of Episcopal Church politics, including structures, governance, ministries, and mission