Finance Coordinator (part-time)

Finance Coordinator (part-time) Frisco, TX Job Details Part-time 19 hours ago Benefits Flexible schedule Qualifications VLOOKUP function Record keeping Non-profit experience Financial transaction processing Phone communication Event coordination Expense management Financial management report preparation Mid-level Donor relationship building Financial analysis Administrative experience High school diploma or GED Cloud-based systems Calendar management Financial record maintenance Fundraising event program management Accounting and finance experience macOS Productivity software Data validation Communication skills Technical Proficiency File organization Time management Excel data analysis

Full Job Description Benefits:

Flexible schedule

JOB OVERVIEW

We are seeking a highly organized, compassionate, and detail-focused Finance Coordinator to support our Finance Team in donor relations, benevolence coordination, and financial event planning. This role requires strong interpersonal skills, discretion, and a genuine care for people, balanced with high proficiency in administrative and technical systems—particularly Excel and Apple platforms.

KEY RESPONSIBILITIES

Bookkeeping and Accounting Accurately count and process weekly donations Review credit card expenses for proper coding and documentation; timely follow up with staff regarding missing receipts for transactions Produce weekly & monthly financial reports as requested by Executive Pastor Ability to analyze financial data from various sources and consolidate based upon Executive Pastor's needs Maintain organized digital and paper filing systems for finance-related documentation Accounts Payable and payroll support as needed Donor Relations & Finance Support Answer and resolve donor questions via phone and email, including refunds and statement requests and troubleshooting any donor login issues Coordinate all stock donations received Maintain confidentiality and accuracy when handling donor records, statements, and recurring giving schedules Serve as a warm, professional point of contact with high emotional intelligence in all donor interactions Execute and manage internal and external communication requests related to donor engagement, including Mail Merge for mass donor communications, statement distributions, and event invitations Assist with planning and executing all donor dinners, including an annual large donor appreciation event (350+ attendees) Assist with other finance education events as necessary Support calendaring and general coordination for the Finance Team Benevolence Coordination Triage benevolence requests with care, discernment, and discretion Conduct intake calls, process applications, and assign cases to benevolence volunteers Maintain detailed records in PCO workflows and profiles, tracking all steps from intake to final approval Coordinate special projects as necessary Coordinate financial assistance delivery, including issuing gift cards and coordinating payments Partner with community organizations to refer individuals when requests fall outside scope Restock and log gift cards, process hotel reservations, and follow all security procedures for sensitive information

KEY QUALIFICATIONS

Mission Alignment:

Demonstrates a personal alignment with Preston Trail's mission, beliefs, and values, and a commitment to our team values of

Self-Leadership, Positive Attitude, Team Mindset, Healthy Relationships, and High Performance Technical Proficiency:

Minimum high school diploma (or equivalent), bookkeeping and/or accounting experience, proven proficiency in Microsoft Excel and Microsoft Word, including pivot tables, vLookups, data validation, and Mail Merge functionality; confident using Apple/macOS systems, Microsoft Office, and cloud-based platforms

Assessment :

Must submit the required assessment here within 2 business days of applying

Communication:

Exceptional verbal and written communication skills, able to engage effectively with both internal teams and external donors

Interpersonal Skills:

High emotional intelligence with a warm, professional demeanor and sound judgment; experience in donor-facing roles and sensitive financial discussions

Confidentiality:

Trusted to handle confidential donor and financial data with discretion and integrity

Organizational Skills:

Strong time management, attention to detail, prioritization and problem-solving abilities in a fast-paced, multi-tasking environment

Team Collaboration:

Collaborative spirit with the ability to work effectively in a team-based setting

Physical Requirements:

Ability to stand, walk, and/or sit for extended periods of time as required by event or administrative duties

Legal Requirements:

Must have unrestricted authorization to work in the

United States Preferred Experience:

Background in nonprofit, church, or ministry-based environments is a plus

ORGANIZATIONAL RELATIONSHIPS

MINISTRY TEAM :

Finance Team

REPORTS TO

Executive Pastor and Finance Team

EMPLOYMENT CLASSIFICATIONS

Category:

Part-time 20-25 hours per week

Ministerial Classification:

Non-Ministerial FLSA Classification:

Non-exempt (hourly)

Employee Class:

Support Staff Commissionable:

No Weekends Required:

No Remote Work:

No