Accounting and Financial Analysis Associate

Diocese of Orange, Pastoral Center

Position Title: Accounting and Financial Analysis Associate

FLSA Status: Exempt

Department/Program: Finance and Accounting

Reports To: Accounting Manager

Supervisory Responsibility: n/a

Pay Range: $70K - $90K Based on experience, education and qualifications.

Primary Purpose: To support the accounting and financial analysis for the Roman Catholic Diocese of

Orange.

Summary:

The Financial Analyst and Accountant is a key member of the organization who will assist the Accounting

Manager maintain accurate and timely records in our accounting system, NetSuite, and provide insightful

financial analysis and reporting. The candidate will assist in the preparation of monthly financials

statements in accordance with GAAP as well as various management reports. We are a highly motivated,

nimble, and collaborative organization, and strive to deliver best-in-class service.

Because all Diocese of Orange employees represent the Roman Catholic Church, they are expected to

conduct themselves according to the goals and mission of the Church in performing their work.

Essential Duties & Responsibilities:

Assists the Accounting Manager with the following:

• Prepare supporting documents and templates for JE upload to NetSuite.

• Enhance and streamline financial reports and processes in NetSuite and Excel.

• Prepare monthly and annual financial statements in accordance with GAAP and prepare related

variance analysis and reconciliations.

• Provide year-end financial audit support.

• Prepare ad-hoc analysis and executive presentations in Excel, PowerPoint, and Power BI.

• Other responsibilities and projects assigned.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities,

duties or responsibilities that are required of the employee for this job. Duties, responsibilities and

activities may change at any time with or without notice.

Qualifications & Experience:

• Bachelor’s degree in Accounting or Business/Economics with emphasis or option in Accounting.

• CPA certificate or passed sections of exams highly desirable.

• Proficient in NetSuite or equivalent.

• Advanced Microsoft Excel skills performing financial and data analysis.

• Ability to convey complex information effectively in an organized and succinct manner through

charts, written narratives, and oral communication.

• Effective time management and prioritization skills.

• Accurate, detail oriented, and quick learner.

• Self-starter and proactive.

• Ability to work and respond with positive attitude under pressure.

• Provides excellent customer service.

• Strict standard of confidentiality and ethics.

• Alignment with the mission of the Catholic Church.

PREFERRED:

• Church or non-profit experience.

• Practicing Roman Catholic.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT:

• To perform duties of the job, the employee may regularly be required to stand, sit, talk,

hear/listen, reach, stoop, kneel, and use hands and fingers to operate a computer, keyboard, and

other office equipment. Close vision requirements apply due to the nature of computer work.

WORK ENVIRONMENT:

Typical Working Conditions: Office environment. This is a full-time position. Days and hours of

work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Evening and

weekend work may be required as job duties demand.

Equipment Used: Basic computer equipment, keyboard, mouse, telephone, copier,

facsimile, calculator and paper shredder.

Essential Physical Tasks: Verbal communication, movement around the office, remaining

stationary, reaching, and occasionally carrying materials as needed weighing up to 30 lbs