1. Employment Profile: What exactly does a Financial Secretary do? |
|
 What field is your job in?
Non-Profit/Church
|
|
What is your job title?
Financial Secretary
|
|
Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
A church with an approximate annual budget of $282,000, a current building project of $425,000 and additional funding of $200,000. The church has 400 members of which approximately 220 are active members. The church has 12 staff persons.
|
|
How long have you been employed in this position?
Over three years
|
|
How many hours do you work a week on average?
35-40
|
|
Please provide a BRIEF description of your duties and responsibilities. (job description)
Keeping financial records of all donations to the church. All bookkeeping for all church expenses, payroll, donations to various charities (local & worldly) as well as quarterly and yearly giving statements for all donors and notification of memorial and in honor of donations. Pay all the bills and am responsible for all checks written and distributed. Preparing the annual budget and giving projections on various increases and decreases needed on the budget. Prepare the monthly data reports on donations, the budget and spending/expenses and the spreadsheets necessary to explain these figures and percentages. Filing of all necessary tax documents. Filing of all financial documents.
|
|
What was your gross income last year? Please include any bonuses or incentives received.
22000.00
|
|
What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
24000.00
|
|
Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
2 weeks vacation, 2 weeks sick leave (more would be available if neccesary), semi flexible work schedule
|
|
Do you feel you are under/well/over compensated at your current position?
Under
|
|
|
2. Work environment! |
|
Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I deal with members of the church, the Pastor and various lay people on a daily basis. As with any job dealing with others can be difficult at times but as a whole it is a good job.
|
|
Do you work collaboratively with supervisors/managers?
No
|
|
Do you work collaboratively with your co-workers?
No
|
|
Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
I work within the church building and have my own office.
It is a nice space 10x12 with 2 floor to ceiling plate glass windows and a door that opens onto a small garden. It is wonderful to have such a nice working environment after years of office work within a gray cubicle at a previous employers.
|
|
Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
-
2 Income
-
8 Work Environment - co-workers
-
7 Work Environment - supervisors
-
4 Benefits
-
3 Hours
-
1 Level of responsibility
-
5 The actual "work" you do at your job
-
6 Job Title
|
|
3. How should someone new to the workforce get a J-O-B like yours? |
|
If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Go to college for an actual accounting degree or take accounting classes from community college while working in an office situation. I was in the tax industry for many years before this position.
|
|
What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
You must be able to multi-task, enjoy working with finances (ability with numbers and mathematics are a must), have patience, be able to organize and file, as well as a positive and kind attitude when dealing with co-workers, church members and the public.
|
|
Do you feel that you need a certain level of education or training to be successful in your job?
Yes-mathematical ability and knowledge are a must.
|
|
What advice would you give to someone who was about to start work in your position/ line of work?
Come up with a personal plan of action for dealing with your responsibilities, keeping a calendar as well as a daily to do list are a must. Be organized, be thoughtful and be prepared. Remember there is a good chance you will be working on something important at all times and people will interrupt your train of thought regularly in need of a document or record. Keep a sense of humor, always eat breakfast and try to keep good sleep habits as dealing with a computer screen, a constant stream of numbers and documents is quite mentally tiring.
|
|
In order to view the remaining sections of this questionnaire please
SIGN IN
or
REGISTER HERE
or 
|
