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
2015.11 - 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
2011.01 - 2018.12
- 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
2009.11 - 2015.11
- 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
PCUSAHigh School Diploma -
Slatington High School
Slatington, PA06.1968
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
2015.11 - Current
Treasurer
Ascension Lutheran Church
2011.01 - 2018.12
Church Administrator
First Presbyterian Church
2009.11 - 2015.11
CA III - Church Administration
Administrative Personnel Association
High School Diploma -
Slatington High School
Similar Profiles
Caitlin SuttonCaitlin Sutton
Vacation Bible School Volunteer at Faith Presbyterian ChurchVacation Bible School Volunteer at Faith Presbyterian Church
Robert B. CairnsRobert B. Cairns
Office Manager at Faith Presbyterian Church PCAOffice Manager at Faith Presbyterian Church PCA
Elena Tobin RN BSN OCN BCPA™Elena Tobin RN BSN OCN BCPA™
Hospice Registered Nurse Case Manager at Faith Presbyterian HospiceHospice Registered Nurse Case Manager at Faith Presbyterian Hospice