Finance Coordinator (part-time)

Preston Trail Community Church•Frisco, TX

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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