Position Title: Finance Manager
Reports To: Co-Minister Rev. Hannah Roberts Villnave
Anticipated Hiring Range: $58,600 - $62,000 annually, depending on experience
UUA Compensation Grade: Manager
Anticipated Start Date: 3/16/2026
Summary: The Finance Manager is responsible for managing all aspects of the Fellowship’s financial recordkeeping, reporting, and compliance. This role ensures accurate accounting, timely payroll and tax reporting, strong financial controls, and clear communication of financial information to Executives, the Fellowship Governing Board, and the Unitarian Universalist Association. The position also works proactively to improve financial systems and processes.
Time: This role is a full-time (1.0 FTE) salaried exempt position. Occasional evening or weekend meetings may be required.
- Demonstrate behavior consistent with Fellowship mission and UU Shared Values.
- Contribute to continuous quality improvement in all aspects of financial management.
- Contribute to team effectiveness through cooperative relationships with staff and volunteers.
- Operate in compliance with bylaws, Board policies, and operating policies and procedures.
- Demonstrate knowledge of and compliance with safe congregation standards.
- Maintain fiscal responsibility.
- Maintain standards of confidentiality.
- Maintain regular scheduled hours.
Financial Management & Accounting
- Manage all accounting functions, including contributions and pledges, accounts payable, payroll, financial reporting, and bank balances and activity.
- Serve as a primary resource for reporting on the financial status of the Fellowship, its programs, and fundraising activities.
- Supervise any bookkeeping staff or volunteers; support generosity team volunteers.
- Analyze financial trends and provide insights and reports as requested or as helpful for planning and decision-making.
- Maintain appropriate insurance coverages for facility, board, staff and organization.
Budgeting & Reporting
- Collaborate with executives and staff to develop, monitor, and manage the annual budget.
- Prepare and provide financial reports to Executives, the Fellowship Governing Board, and the Unitarian Universalist Association, as required.
- Support audit and review processes by providing information to the Audit Team for quarterly reviews and other requests.
Payroll, Compliance & Records
- Manage payroll and ensure compliance with all applicable federal, state, and local regulations.
- Maintain accurate and compliant personnel and benefits records.
- Ensure timely and accurate tax filings, deposits, and required financial reporting.
- Maintain appropriate insurance coverage for facilities, Board, staff, and the organization.
Financial Systems
- Review current financial systems and procedures to identify opportunities for improvement and stronger controls.
- Assist with maintenance and support of technology and communications systems as related to financial operations.
- Experience: Minimum 5 years in financial management and accounting. Advanced experience with Microsoft Office Suite required. Meaningful experience with CRM and/or database systems preferred. Ability to become an expert user in specialized church software systems (PowerChurch, Empower, etc).
- Education: Associate’s degree in accounting or related field required. Bachelor’s degree in accounting or related field preferred.
Job Type: Full-time
Pay: $58,000.00 - $62,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- We do not discriminate based on cultural background or religion. However, we require that all staff be able to support the operations of our liberal, non-creedal Unitarian Universalist congregation as we promote our values. If you are unfamiliar with Unitarian Universalism, please visit www.UUA.org for an overview. Would you be able to support our Fellowship's operations?
Experience:
- Financial management or accounting: 5 years (Required)
Location:
- Appleton, WI 54915 (Preferred)
Work Location: In person
