Summary
Overview
Work History
Education
Skills
Timeline
Generic

VALERIE MARLOW

Greenwood,Florida

Summary

Results-driven Finance Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

14
14
years of professional experience

Work History

Finance Manager

Faith Presbyterian Church
11.2015 - Current
  • This position is the chief financial staff position of the church and is responsible for maintaining all church financial records.
  • Payroll
  • Complete employee payroll twice monthly for Church and Preschool
  • Prepare direct deposit to employees' financial institutions.
  • Prepare quarterly 941s for both Church and Preschool.
  • Prepare semi-monthly payroll taxes for IRS.
  • Prepare W-2s annually for both Church and Preschool staff. Monitors tax documents to ensure that Faith adheres to federal, social security, and state tax guidelines.
  • Prepare Personnel Budget to assist with yearly budgetary request.
  • Work with Personnel Committee to ensure pay and benefits changes are recorded and implemented.
  • Contributions
  • Work with Stewardship Committee and Church Administrator during annual pledge drive including implementing budget preparation time-line, preparing pledge cards, and other pledge drive activities as directed by Stewardship Committee and Pastor.
  • Coordinate weekly processing of contributions received from services, mail, walk-ins, and direct debit.
  • Prepare quarterly member statements of contributions to ensure proper documentation of pledges.
  • Prepare and distribute end of year statements to members for tax purposes.
  • Accounts Payable
  • Process payments to vendors and reimbursements to members and employees.
  • Process in-house journal entries to post charges to individual committees.
  • Provide monthly budgetary reports to committee moderators.
  • Assist committees in processing payments and providing supporting documentation to assist in yearly budget preparation.
  • Bank / Financial Investments
  • Reconcile all church bank statements.
  • Process bank transfers upon request from Session or Finance Committee.
  • Financial Analysis
  • Monitor all financial transactions of the church; makes recommendations to Church Administration and Finance Committee regarding ways the church can save money or spending that may need oversight or attention.
  • Recommends to Church Administrator and Finance Committee when monies should be moved to interest bearing accounts. Monitors all accounts so that best return can be achieved for each account.
  • Monitors off-budget line accounts and makes recommendations to Church Administrator and Finance Committee to keep off-line accounts to a minimum.
  • Monitor pledges and advise Pastor and Stewardship Committee based on pledge and giving patterns.
  • Review deposits and posting to Shelby Database System.
  • Finance Committee
  • Provide information to Moderator of Finance Committee and attend monthly Committee meetings.
  • Prepare monthly financial reports for Finance Committee and Session
  • End of year financial documentation and reports.
  • Work with Finance Committee on annual budget and implementation of approved budget.
  • Implement directives from Finance Committee and Session.
  • Work with outside accountant for annual audit or review of financial records.
  • Ensure that financial documents are filed correctly and in a timely manner.
  • Serve as back-up to Church Administrator in Church Administrator's absence including making facility maintenance calls and overseeing Sexton duties.

Treasurer

Ascension Lutheran Church
01.2011 - 12.2018
  • All financial responsibilities pertaining to recording of all member contributions.
  • Mailing quarterly and annual contribution statements.
  • Accounts payable.
  • Prepared and presented monthly financial reports for council meetings.
  • Prepared annual budget for approval of congregation and managed annual budget.

Church Administrator

First Presbyterian Church
11.2009 - 11.2015
  • This position was a one person office.
  • Managed all church finances using Power Church Financial Software.
  • Contributions - Memorials and Endowment Funds - Designated Fund accounts.
  • Prepared all financial reports for Committees and Session.
  • Prepared and administered annual Budget. Prepared Annual statistical report.
  • Streamlined administrative processes to improve overall efficiency and effectiveness within church office. Assistant to the Sr. Pastor.
  • Coordinated volunteers and managed weekly food pantry serving 150-180 families weekly. Initiated USDA Commodities program through Second Harvest, and prepared monthly reports for Second Harvest and USDA.
  • Created weekly Church Worship materials and Monthly newsletters.

Education

CA III - Church Administration

Administrative Personnel Association
PCUSA

High School Diploma -

Slatington High School
Slatington, PA
06.1968

Skills

  • Business Forecasting
  • Budget Forecasting
  • Financial Modeling
  • Continuous Improvement
  • Proficient in QuickBooks Non-Profit
  • Proficient in Powers Church Software
  • Proficient in Shelby Financial Systems

Timeline

Finance Manager

Faith Presbyterian Church
11.2015 - Current

Treasurer

Ascension Lutheran Church
01.2011 - 12.2018

Church Administrator

First Presbyterian Church
11.2009 - 11.2015

CA III - Church Administration

Administrative Personnel Association

High School Diploma -

Slatington High School
VALERIE MARLOW