Treasurer and Director of Administration - Wisconsin Annual Conference

July 25, 2016

Primary Role(s):

  • Manage financial services
  • Receive and disburse general church funds
  • Partner with General Council on  Finance and Administration (GCFA) to oversee the development of the annual conference budget
  • Strategic planning and financial analysis
  • Oversee administration of the compensation for lay and clergy staff
  • Manage special campaign funds
  • Oversee the management of the healthcare fund
  • Manage personnel administration

Key Responsiblities:

  1. Review journal entries, checks, EFT (electronic funds transfers) payments, and general ledger for accuracy and appropriateness.  Approve EFT payments in the bank online system.
  2. Respond to inquiries and requests relating to budgets, expenses and revenue, etc.
  3. Review monthly bank reconciliations and reconciliations between the general ledger and benefits billing systems.
  4. Review the financial reports for the funds invested in the Wisconsin United Methodist Foundation for accuracy, appropriateness, and/or reasonableness.  Prepare annual spreadsheet and journal entry to track and enter transactions for these funds into the general ledger.
  5. Monitor balances in various bank and investment accounts.
  6. Communicate about, calculate repayment schedules, and monitor repayment of mortgage loans provided to District Superintendents through the Board of Trustees Parsonage Fund.
  7. Manage annual audit process for Conference and Episcopal Office audits.
  8. Prepare general ledgers in compliance with Generally Accepted Accounting Principles (GAAP). P
  9. Prepare analyses of fixed assets, property taxes, interfund transfers and receivables and payables, various balance sheet accounts, restricted and designated funds, etc. for financial statement reporting under GAAP.
  10. Communicate salary/wage and benefits information to new staff, when changes occur, and for staff members’ final paychecks.
  11. Review biweekly payroll records for accuracy and appropriateness.  Prepare or review payroll-related calculations (pay amounts for new/terminated staff, etc.) and changes.
  12. Monitor the balances and activity in the investment accounts held at the General Board of Pension and Health Benefits and make transfers as necessary.
  13. Prepare and distribute communications relating to Conference Agencies’ Plans for Ministry and requests for and proposals of budgets.
  14. Summarize prior year budgets, actual results, budgetary requests, and proposed amounts.  Input the Conference-approved budget, adding new accounts and deleting old ones, and including additional detail as necessary, into the accounting system. 
  15. Maintain liaison with General Board of Pension and Health Benefits and General Council on Finance & Administration. Actively engage in reviewing and developing financial and business processes and controls with a view to improving productivity and efficiency while ensuring compliance to internal controls and accounting policies.   At the direction of the Personnel Committee, facilitate the process of recruitment, hiring, and evaluation of Conference Finance Office staff utilizing established Conference policies and procedures. (C)
  16. Prepare Offers to Hire for all non-clergy staff covered by Personnel Committee.


  • Bachelor’s degree in accounting/finance or relevant concentration is required.  Master’s degree is preferred. CPA Strongly desired.
  • Minimum of four to five years of finance/accounting experience.
  • Two to three years’ previous experience in supervisory position, preferred.
  • Must possess knowledge of Microsoft Office, Word, Excel and PowerPoint.
  • Experience with Financial IT systems integration and implementation is a plus.
  • Membership in The United Methodist Church preferred.
Email resume and cover letter to Caitlin Congdon, Chief Officer of Human Resources and Professional Development.

  • Organization: Wisconsin Annual Conference
  • Contact: Human Resources
  • Phone: 615-369-2364
  • Email:
  • Closing Date: 08/03/16

Contact: Caitlin Congdon

Phone: 615-369-2364

Email: Click to email