Overview
Work History
Timeline
Volunteer

Kathi Goodman

San Jose,CA

Overview

45
45
years of professional experience

Work History

Volunteer

Sisters of the Holy Family
01.2017 - Current
  • Manage Congregation document storage
  • Manage donor software program
  • Donation input
  • Reports for Controller, SHF Leadership Team and Board of Directors

Director of Human Services

Sisters of the Holy Family
01.1991 - 01.2017
  • Foster a positive work environment for staff
  • Create and implement the Employee Handbook
  • Supervise staff for Housekeeping, Grounds and Maintenance personnel
  • Contact person for Food Service Director
  • Approve timecards for payroll
  • Oversee compliance with federal, state, and local regulations governing human services provision.
  • Provide training programs for basic First Aid, CPR and prevention of sexual harassment in the workplace
  • Research and provide benefit program for all qualified employees
  • Oversee compliance with federal, state, and local regulations governing human services provision
  • Provide ongoing training for safety in the workplace

Congregational Treasurer

Sisters Of The Holy Family
06.1999 - 12.2007
  • Provided long range financial planning and forecasting
  • Oversees preparation and administration of the annual budget (operating and capital)
  • Oversees the Staff in providing and directing procedures necessary to maintain proper records and accounting controls and services
  • Supervises the management of community owned property including land, buildings, equipment and automobiles
  • Reviews and evaluates investments policies and statements; and is liaison with the investment consultant which assists in the evaluation of investment managers
  • Relates to the congregation's legal counsel on property, taxes and contractual issues
  • Oversees the retention of corporate financial documents and monitors titles, deeds, leases and mortgages
  • Supervises the Finance Department, Plant Manager, Property Manager and Human Resources

Director of Finance

Sisters Of The Holy Family
06.1993 - 05.1999
  • Assist Congregational Treasurer
  • Supervises Housekeeping, Grounds and Maintenance personnel
  • Contact person for Director of Food Services
  • Purchases community vehicle and assigns vehicles to Sisters
  • Oversee maintenance of vehicles
  • Oversee payroll preparation
  • Oversee medical insurance billing



Assistant Director of Finance

Sisters of the Holy Familu
11.1987 - 01.1991
  • Assists Director of Finance
  • Supervises Housekeeping and Grounds and Maintenance personnel
  • Contact person for Director of Food Services
  • Purchases community vehicle and assigns vehicles to Sisters
  • Oversee the purchase and maintenance of vehicles
  • Oversees payroll preparation
  • Oversees medical insurance billing

Project Coordinator

Sisters of the Holy Family
11.1987 - 01.1991
  • Create biography and ministry files for each Sister, beginning with the Foundress, Mother Dolores, in 1872
  • Research Entrance, Formation and Profession dates
  • Locate living locations for each Sister during their ministry
  • List all ministry locations and dates of ministry

Parish Administrator

Most Holy Trinity Parish
01.1980 - 11.1987
  • Review bank reconciliations of the Parish, school, sacramental program and special building account
  • Review and certify the monthly financial statements including: income statements, balance sheet, cash flow statement and budget performance report
  • Present monthly financial reports for program leaders and quarterly reports for Parish Steering Committee
  • Approve payment of parish invoices and salary checks
  • Prepare, in collaboration with the Parish Finance Committee, the yearly budget to be approved by the Parish Assembly
  • Prepare the fiscal reports for the Diocese of San Jose
  • Serve on the Parish School Finance
  • Serve as a member of the Parish Finance Committee and Parish Ways and Means Committee
  • Develop a five year financial plan (in conjunction with the Finance Committee)
  • Implement annual renewal of sacrificial giving and on-going parish education of same
  • Begin to implement a just and living wage for all employees
  • Supervise the Accountant/Bookkeeper, Administrative, Secretaries, receptionists and volunteers
  • Meet with office personnel on a regular basis
  • Recruit and maintain volunteers for newsletter mailings, office typing, receptionists, computer input, miscellaneous mailings and neighborhood mailings
  • Supervise make-up of software programs for parish census, financials and weekly contributions
  • Supervise the make-up of the Parish Calendar and Directory of Services/Ministries
  • Maintain all office and most program supplies
  • Supervise the make-up of all office records, financials, sacramental records and parish census
  • Serve as a resource to small communities and neighborhoods in administration.
  • Plan, schedule and visit two parishioners per week for community development.
  • Serve as member of the parish staff




Timeline

Volunteer

Sisters of the Holy Family
01.2017 - Current

Congregational Treasurer

Sisters Of The Holy Family
06.1999 - 12.2007

Director of Finance

Sisters Of The Holy Family
06.1993 - 05.1999

Director of Human Services

Sisters of the Holy Family
01.1991 - 01.2017

Assistant Director of Finance

Sisters of the Holy Familu
11.1987 - 01.1991

Project Coordinator

Sisters of the Holy Family
11.1987 - 01.1991

Parish Administrator

Most Holy Trinity Parish
01.1980 - 11.1987

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Kathi Goodman