Financial & Business Manager

Waldo Solutions; Marquette (MI); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Vacation/PTO

Medical insurance

Dental insurance

Vision insurance

Retirement plan opportunities

Life insurance

Short-term disability

Long-term disability

Job summary

Catholic Social Services of the Upper Peninsula in Marquette, Michigan, is seeking a Financial & Business Manager to lead day-to-day accounting and financial operations. You will oversee accounts payable/receivable, budgeting, cash flow, financial reporting, audits, and payroll oversight.

Reporting to the Executive Director, you will work with the Finance Committee and Board to provide accurate financial information, manage grant finances, and ensure compliance.

Qualifications

• Strong understanding of accounting principles and financial management.
• Experience with financial reporting and budgeting processes.
• Proficiency with Excel for financial data analysis.

Responsibilities

• Maintain agency accounting records and oversee A/P, A/R, deposits, and bookkeeping functions.
• Prepare and present financial data for reports and oversight.
• Develop and assist with annual budget and monitor cash flow.

Skills

Accounting knowledge

Microsoft Excel

Attention to detail

Organizational skills

Confidentiality

Education

Bachelor’s degree in Business Administration or related field

Tools

QuickBooks

Sage Intacct

Job description

Catholic Social Services of the Upper Peninsula (CSSUP) is seeking an organized, detail-oriented Financial & Business Manager to join our administrative team in Marquette, Michigan.

Reporting directly to the Executive Director, this position is responsible for overseeing the agency’s day-to-day accounting and financial operations, including accounts payable and receivable, budgeting, financial reporting, cash flow, audits, payroll oversight, grant financial management, and bank reconciliations. The Financial & Business Manager will also work closely with the Executive Director, Finance Committee, and Board of Directors to provide accurate financial information and support sound financial decision-making.

This is a great opportunity for someone who is financially knowledgeable, highly organized, comfortable taking ownership of their work, and interested in using their skills to support an organization serving vulnerable populations throughout the Upper Peninsula.

WHAT WE OFFER:

Salary range of $55,000–$65,000, based on experience and qualifications.

Catholic Social Services of the Upper Peninsula offers a benefits package including:

• Vacation/PTO
• Medical insurance
• Dental insurance
• Vision insurance
• Retirement plan opportunities
• Life insurance
• Short-term disability
• Long-term disability

RESPONSIBILITIES:

• Accounting & Bookkeeping: Maintain accurate agency accounting records and oversee accounts payable, accounts receivable, deposits, and other standard bookkeeping functions.
• Financial Reporting: Compile and analyze financial information, provide ongoing financial-status reporting to the Executive Director, and prepare financial data for required reports.
• Budgeting: Develop and assist the Executive Director with preparation and presentation of the agency’s annual budget.
• Cash Flow & Financial Analysis: Monitor agency cash flow, analyze financial data, identify opportunities for simplification or cost savings, and consult with the Executive Director regarding financial concerns and investment opportunities.
• Audits & Fund Accounting: Coordinate and manage the agency’s annual financial audit and maintain accounting for funds with and without donor restrictions.
• Board & Finance Committee Support: Serve as a liaison to the agency Finance Committee and Board of Directors regarding accounting and investment matters.
• Payroll Oversight: Supervise the agency payroll process and help ensure accurate and timely processing.
• Bank Reconciliations: Complete monthly reconciliations for all agency bank accounts.
• Contracts & Grants: Assist with contract billing and maintain financial oversight of grants.
• Confidentiality: Maintain a high level of confidentiality when handling financial, employee, and organizational information.
• Perform other duties as assigned by the Executive Director.

QUALIFICATIONS:

• Education: Bachelor’s degree in Business Administration or a related field preferred.
• Accounting & Financial Knowledge: Strong understanding of accounting principles, financial reporting, bookkeeping, and financial management.
• Accounting Software: Strong working knowledge of QuickBooks or Sage Intacct and other applications commonly used for accounting, data collection, and financial analysis.
• Microsoft Excel: Strong understanding of Microsoft Excel and the ability to effectively work with financial data.
• Organization: Strong initiative, self-direction, time management, and the ability to organize and prioritize multiple responsibilities.
• Confidentiality: Ability to maintain a high level of confidentiality and discretion.
• Background Requirements: Must successfully pass a criminal and central registry background check.
• Additional Requirements: Must be at least 18 years old and possess a valid driver’s license.
• Mission Alignment: Candidates must be comfortable working for the Catholic Church and serving vulnerable populations.

LOCATION & SCHEDULE:

This is a full-time, onsite position in Marquette, Michigan, scheduled for 37.5 hours per week. The position is salaried and classified as non-exempt.

About Catholic Social Services of the Upper Peninsula:

Catholic Social Services of the Upper Peninsula is committed to serving vulnerable populations throughout the Upper Peninsula while carrying out its work in alignment with the mission and teachings of the Catholic Church. The Financial & Business Manager plays an important role in supporting that mission through responsible financial management, accurate reporting, and stewardship of the agency’s resources.