Director, Audit Services, The Chancery

Diocese of San Jose; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Diocese of San Jose is seeking an Internal Audit Professional to perform financial, operational, and compliance audits across parishes and diocesan schools, ensuring adherence to civil law and internal policies.

You will develop audit programs, test controls, present findings to the CFO, and advise on corrective actions while supporting fraud investigations as needed. BA in business with accounting focus and 3–5 years auditing experience are required; bilingual Spanish/English is a plus.

Qualifications

• Bachelor's degree in business with accounting preference.
• CPA/CIA/CFE or equivalent certification is a plus.
• 3–5 years public accounting or internal auditing experience, or equivalent business experience.
• Excellent communication skills; bilingual in Spanish/English preferred.
• Proficient in MS Word, Excel, and QuickBooks.

Responsibilities

• Initiate financial, operational, and compliance audits at Diocesan parishes and schools.
• Conduct risk assessment of assigned parishes and determine audit scope.
• Prepare audit reports of findings and corrective actions.
• Communicate findings to CFO and advise on scope or fraud investigations.
• Develop/update audit programs and testing procedures.
• Lead fraud investigations and coordinate with management and legal counsel.
• Provide seminars on audit-related topics for pastors and staff.

Skills

Interpersonal skills

Communication

Leadership

Integrity

Diversity awareness

Public speaking

Education

Bachelor's degree in business

CPA/CIA/CFE (preferred)

3–5 years auditing experience

Tools

Microsoft Office

QuickBooks

Online banking systems

Data analytics software

Job description

POSITION SUMMARY:

The position requires various duties to be performed, which may include but are not limited to the following topics: Assists parishes in understanding and complying with civil law, internal controls and Diocesan financial and administrative policies and procedures, through financial, operational and compliance audits. Develops audit procedures to provide customer service to parishes, Diocesan staff and related councils and committees.

ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING:

(other duties may be assigned)

• Initiate financial, operational, and compliance audits at Diocesan parishes and schools, as assigned by
  • Conduct risk assessment of assigned parishes based on prior audits and other
  • Determine scope of review in conjunction with supervisor, determining when to use focused-area audits (e.g., cash and payroll only, ).
  • Conduct audit testing and identify reportable issues and dimension of risk based on review of accuracy and completeness of financial records, suitability of internal controls and compliance with Diocesan policies and
  • Communicate findings to CFO and advise CFO if findings indicate an increase in audit scope, escalation memo, or fraud investigation is
  • Prepare audit report of findings and corrective actions, offering alternatives when standard corrective actions are not
• Perform work to ensure compliance with civil laws and Diocesan financial policies and procedures. Do sound analysis and provide conclusions, which are adequately supported, and provide acceptable alternative solutions when parish staffing does not allow for strict compliance of internal controls.
• Assume primary role in fraud investigations, limited to Diocesan parishes, and work in close alignment with all levels of management and legal counsel through completion.
• Develop and update audit programs and testing procedures to ensure increasingly efficient reviews at all parishes.
• Continuously improve audit process, tools and forms. Emphasize development of technology tools to increase efficiency and analysis of audit data. Evaluate and recommend improvements and automated gathering of data and analysis.
• Prioritize and coordinate audit schedule with Plan and monitor work schedules using project management skills and tools.
• Present audit results to management and identify recommendations to resolve audit
• Assist CFO in evaluating the need for updates to Parish Budget and Financial Report
• Provide customer service to parishes/schools, Finance and Accounting staff and other chancery
• Be responsible for continuous knowledge development on related government regulations, best practices, audit-related tools, techniques and performance
• Research and provide technical information and analysis in the areas of audit, finance, taxation, and government
• Develop/update financial and administrative policies and procedures with direction and approval of the CFO.
• Develop and conduct seminars on audit-related training sessions for pastors, parish Business Managers/Accountants/Bookkeepers and Parish Finance Council
• Maintain Ethics Point reporting system access and diocesan functionality. Promote, advocate Ethics Point system to diocesan partners. Lead and direct Diocesan response to fiscal malfeasance reports and compliance concerns, limited to Diocesan parishes.
• Assist or lead special projects and other duties as assigned

REQUIRED SKILLS/ABILITIES:

• Excellent interpersonal, communication, and leadership skills.
• High integrity and a good reputation.
• Desire and competency to work in diverse racial, ethnic, cultural and religious settings with commitment to pluralism in the workplace as well as an understanding of mission.
• Ability to operate flexibly and effectively in a fast-paced, constantly changing environment.
• Active in ministry in your home parish.
• Passion for the mission of the Catholic Church.

THIS POSITION SUPERVISES:

• None

QUALIFICATIONS TO PERFORM THE JOB SUCCESSFULLY:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, ability or physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Education and/or Experience:

Bachelor’s degree in business with a preference for Accounting. CPA, CIA, CFE or other similar certification a plus and 3-5 years public accounting or internal auditing experience, or equivalent business experience is required.

Language Skills:

Excellent communication skills, preference to bilingual in Spanish/English.

Computational Skills:

Experience with small business audits and reviews and knowledge of on-line banking systems and implementation.

Reasoning Ability:

Excellent assessment and reasoning, problem-solving skills

Technical Skills:

Proficient in Microsoft Office, QuickBooks, and knowledge of online banking systems and implementation. Highly developed computer skills in MS Word, Excel, and financial accounting (QuickBooks) software. Experience with data analytic software preferred.

Certificates, Licenses, Registrations:

CPA preferable.

Physical Demands:

While performing the duties of this job, the employee is regularly required to sit for extended periods, use hands in repetitive motion tasks, handle objects and talk or hear. The employee is required to stand, walk and reach with hands and arms and occasionally lift up to 20 lbs.

Physical Environment:

The employee is provided with an individual office that is wheelchair accessible. When working off-site throughout the Diocese the physical environment will vary.

Working Conditions:

The employee’s office location is at the chancery, but the employee must be willing and able to transport self to parish and school sites as required. He/she must be able to work cooperatively with other members of the staff, with parish personnel and outside vendors and be able to multi-task. Must be able to serve on committees (which occasionally meet in the evenings and on weekends) with all levels of Church hierarchy. Must be able to make public presentations. Travel is sometimes required within the Diocese. Work outside normal working hours also required as necessary to accomplish the job duties.

Other Requirements:

• Must be a practicing Catholic and have in-depth knowledge of Church structure, culture, and its mission.
• Ability to articulate and communicate the vision, mission, and philosophy of the Diocese of San Jose.
• Proven leadership ability with community, religious, social and professional organizations.
• Familiarity with Santa Clara County, and the roles and responsibilities of parishes and dioceses in the U.S.
• An eagerness to collaborate with colleagues.
• Ability to build professional trust, partner with stakeholders, and lead collaboration within and among diocesan offices.
• Exceptional communication skills.
• Adept at collecting, analyzing, and responding to multiple forms of data.
• Ability and willingness to operate within a complex, culturally and economically diverse environment, including a multicultural work force.

Annual Salary Compensation:

$80,000 to $120,000 (depending on experience and qualifications)