Finance & Accounting Manager

Department: Oak Cliff Bible Fellowship (OCBF)

The Finance & Accounting Manager supports the financial and business operations of the organization by providing day-to-day coordination, administration, and oversight of key financial processes, external service providers, contracts, vendors, and business workflows. Reporting to the Chief Financial Officer (CFO), this role serves as the primary day-to-day operational liaison with the organization’s third-party accounting firm, under the direction and oversight of the CFO. The Finance & Accounting Manager helps ensure financial activities are accurate, timely, well-coordinated, and aligned with organizational policies, established financial controls, and delegated authority.

Core Responsibilities

Ministerial Responsibilities & Spiritual Care

All employees of Oak Cliff Bible Fellowship serve in a ministerial role that contributes to the spiritual mission and ministry of the church. As such, employees are expected to model Christian values, support the spiritual development of others, and actively contribute to a Christ-centered work environment. This includes engaging in prayer and spiritual encouragement with co-workers and church members, participating in staff meetings and Bible studies, and demonstrating a personal commitment to ongoing spiritual growth.

Financial Operations & Coordination

• Support the CFO in the administration and coordination of the organization’s day-to-day financial operations.
• Coordinate recurring financial processes and ensure required information, documentation, approvals, and follow-up are completed in a timely manner.
• Monitor routine financial activity for completeness, consistency, and unusual or unresolved items.
• Coordinate the timely submission of invoices, expense information, deposits, financial documentation, and other information required for accounting and financial reporting.
• Monitor outstanding financial items and work with internal departments and external providers to obtain required information or resolve discrepancies.
• Support the implementation and maintenance of appropriate financial controls, approval processes, documentation standards, and separation of duties.
• Support cash-management activities, banking administration, and financial transactions as assigned and authorized by the CFO.
• Maintain organized and accessible financial records in accordance with organizational policies and applicable record-retention requirements.
• Identify financial or operational issues requiring further review and escalate them appropriately to the CFO.
• Identify opportunities to improve financial and administrative workflows through clearer processes, appropriate technology, automation, and stronger internal controls.

HR Programs & Communication Support

• Provide coordination and logistical support for HR programs, training sessions, lunch and learns, leadership meetings, employee meetings, and other HR-led initiatives.
• Prepare and organize meeting materials, agendas, handouts, slides, sign-in sheets, follow-up items, and related communications.
• Assist with the development of presentations, recognition materials, employee updates, and internal communication resources.
• Support monthly employee updates, HR announcements, and intranet content by gathering information, preparing draft content, organizing materials, and helping ensure information remains accurate and current.
• Help maintain HR-related content on internal platforms, shared drives, intranet pages, and employee communication tools.
• Track participation, deadlines, follow-up items, and completion status for HR programs, training, surveys, meetings, and initiatives.

Budgeting, Reporting & Financial Analysis

• Coordinate the annual budgeting process under the direction of the CFO, including timelines, templates, departmental submissions, revisions, and supporting documentation.
• Partner with department and ministry leaders to gather financial information and support effective budget administration.
• Monitor budget-to-actual performance and identify significant variances, emerging trends, or areas requiring further review.
• Prepare routine financial summaries, schedules, variance reports, and supporting analyses for review by the CFO.
• Support forecasting and financial planning activities by gathering data, maintaining schedules, and identifying changes that may affect financial projections.
• Track key financial commitments, recurring expenditures, and contractual obligations.
• Assist in developing tools and processes that improve financial visibility, accountability, and consistency across the organization.
• Refer significant financial interpretations, recommendations, and strategic financial matters to the CFO.
• Demonstrated ability to align general ledger balances and/or financial statements with journal entries appropriate to the needs of the ministry.

Accounting Firm Coordination

• Serve as the primary day-to-day operational liaison with the organization’s outsourced team under the direction of the CFO.
• Manage the day-to-day coordination of the outsourced accounting relationship while escalating technical accounting matters, significant financial issues, service concerns, and matters requiring management judgment to the CFO.
• Track recurring accounting deliverables, including monthly close activities, reconciliations, financial statements, accounts payable and receivable activities, and other contracted services.
• Review open items, outstanding requests, and unresolved questions with the accounting firm and facilitate appropriate follow-up.
• Monitor service levels, timelines, and deliverables against contractual expectations.
• Assist the CFO in evaluating the effectiveness, responsiveness, and service quality of outsourced accounting relationships.
• Support coordination with external auditors, tax professionals, and other financial service providers as assigned.

Purchasing & Procurement Administration

• Administer purchasing and procurement processes in accordance with established organizational policies and delegated approval authority.
• Monitor purchasing activity for compliance with established processes and approval thresholds.
• Maintain visibility into recurring expenditures, subscriptions, service agreements, and other financial commitments.
• Assist departments with understanding purchasing requirements, documentation standards, and approval processes.
• Identify spending trends, duplicate services, unnecessary costs, or opportunities for greater efficiency and bring findings to the attention of the CFO.
• Ensure purchasing decisions outside delegated authority are referred to the appropriate approver.

Audit, Compliance & Internal Controls

• Support annual financial audits, reviews, tax filings, and other external financial examinations by coordinating documentation and responding to information requests within the scope of assigned responsibilities.
• Maintain schedules, supporting documentation, and records necessary for audit readiness.
• Assist the CFO in monitoring adherence to established financial policies, procedures, approval authorities, and internal controls.
• Identify breakdowns, inconsistencies, or opportunities for improvement within financial and business processes and recommend appropriate solutions.
• Coordinate with external accounting, audit, tax, banking, insurance, and other professional service providers as assigned.
• Escalate control deficiencies, unusual financial activity, unresolved discrepancies, or matters requiring professional accounting judgment to the CFO.
• Maintain confidentiality and appropriately safeguard sensitive financial, employee, donor, vendor, and organizational information.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; equivalent combinations of relevant education and substantial experience may be considered.
• Minimum of 5 years of progressively responsible experience in finance, accounting operations, business administration, or a related field.
• Experience coordinating with outsourced accounting firms, external accountants, auditors, or other professional service providers strongly preferred.
• Experience with budgeting, financial reporting, accounts payable, contract administration, vendor management, and financial process management.
• Working knowledge of generally accepted accounting principles and fundamental financial controls.
• Demonstrated ability to review financial information, identify inconsistencies, and follow issues through resolution.
• Experience working within a nonprofit, church, ministry, school, or similarly complex organization preferred.
• Proficiency with financial management systems including but not limited to Microsoft Excel Office Suite, Shelby, Ramp, QuickBooks, and related business technology.
• Strong organizational, analytical, communication, and project-management skills.
• Ability to manage large blocks of data, multiple priorities, and complementary or competing deadlines with a high degree of accuracy and attention to detail.
• Demonstrated ability to efficiently and effectively manage processes and people in situations where you may have responsibility without authority.
• Ability to exercise appropriate judgment regarding confidential and financially sensitive information.

Every team member plays a role in advancing our mission, vision, and values. We strive to reflect Christ in all we do, and we ask each employee to model biblical character, professionalism, integrity, and a spirit of service in every interaction.

This job description is intended to describe the general nature and level of work performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may change, and additional duties may be assigned based on organizational and ministry needs, consistent with the general scope and level of the position.