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									                      JOB RESPONSIBILITIES
                 SSM INTERNATIONAL FINANCE, INC.



Peggy Groth, Executive Director ……………………………………………………………………. 1
     414-371-2662 - pegg@ssmfinance.org

Sister M. Cecile Paulik, Controller ………………………………………………………………….. 3
      414-371-2670 - cecilep@ssmfinance.org

Karen Kuderski, Accounting Manager …………………………………..……………………….. 4
     414-371-2666 - karenk@ssmfinance.org

Janet Sherwin, Human Resource Manager ………………………..………………............. 5
      414-371-2664 - janets@ssmfinance.org

Deanna Braun, Administrative Assistant ………………………………………..….……….… 6
     414-357-8940 - deannab@ssmfinance.org

Gretchen Tamms, Accounting Clerk …………………………………..………………………..… 7
     414-371-2667 - gretchent@ssmfinance.org

Lori Baker-Kusnierewicz, Accounting Clerk/Property Maintenance …………….. 8
      414-371-2669 - lorib@ssmfinance.org




PEGGY GROTH, EXECUTIVE DIRECTOR

     FINANCIAL OVERSIGHT
     •    Overall responsibility for congregational finances
     •    Advisor to General Council
     •    Coordinates annual review of financial statements for Charitable Trust and
          SSM-IFI
     •    Prepares 6-month financial statements for European regions for General
          Council
     •    Quarterly meetings with facility managers
     •    Annual budget process
     •    Prepares workshops and reports for Sisters in US & Caribbean
     •    Long-term planning and forecasts

     INVESTMENTS
     •    Monitors for SSM-IFI, Charitable Trust, and Italy Pension Fund
     •    Works closely with Investment Committee on asset allocation and asset
          class diversification
     •    Works closely with investment managers and consultant

                                        1
      •      Prepares reports and meeting material for meetings
      •      Member of Committee for Development of People

      INSURANCE
      •    Coordinates annual renewal for all SSM corporate entities
      •    Manages property, liability, fiduciary, directors and officers, etc., coverage
           for US, Caribbean and Brazil

      TAXES
      •     Sisters’ tax returns
      •     Employment
      •     Real estate tax exemptions
      •     Estate, inheritance
      •     Unrelated business income

      CORPORATE LEGAL ENTITIES
      •    Ensures all have legal standing
      •    Bylaws/articles of incorporation for SSM-IFI
      •    Policy & Bylaws Committee member

      LEGAL MATTERS
      •     Matters relating to employees, Sisters, ministries and congregation
      •     Reviews leases, contracts and other documents before execution


BOARD OF DIRECTORS AND TRUSTEES
     •     Coordinates meetings
     •     Prepares reports and meeting materials
     •     Trustee on Servants of Mary, Sisters of St. Francis of Assisi, and Society of
           the Divine Savior Charitable Trusts

PROPERTY
     •       Ensures legal ownership
     •       Works with Lori on upkeep of US and Caribbean property
     •       Purchases, sells, leases
     •       Participates on special committees




                                           2
SISTER M. CECILE PAULIK, CONTROLLER
     SOCIAL RESPONSIBILITY
     •     Writes shareholder action letters
     •     ICCR representative
     •     Coordinates and votes proxies and prepares proxy report for board
     •     Writes social responsibility reports
     •     Involved in Global Justice Committee of the US/Caribbean Province

      COMMITTEE FOR INVESTMENTS FOR THE DEVELOPMENT OF PEOPLE
      •   Chairs the committee
      •   Administers the approved loans

      MEMBER OF SSM INTERNATIONAL FINANCE, INC. INVESTMENT COMMITTEE

      EDUCATE-A-CHILD CAMPAIGN
      •    Creates annual newsletter
      •    Solicits donations
      •    Thank you letters to donors

      WRITING CORRESPONDENCE/MINUTES
      •    Writes the Minutes for the May and November, SSM-IFI board meetings
      •    Writes the Minutes for the March and October Investment Committee
           meetings
      •    Writes thank you letters for other donations to SSM from estates and
           individuals
      •    Communicates/translates foreign messages
      •    Prepares Italian reports received for SSM-IFI board meetings

      WILLS, DOWRY, AND PATRIMONY
      •     Maintains a file copy of wills
      •     Maintains a file copy of acts of cession
      •     Directs the activity relating to dowry and patrimony

      US/CARIBBEAN PROVINCE SUPPORT SERVICES
      •    Monitors the local community units monthly for unusually activity
      •    Involved in the preparation of the budget package
      •    Oversees the Sisters’ FICA payments
      •    Assists in preparing and presenting financial workshops for Sisters of the
           Sorrowful Mother
      •    Handles some of the Sister’s financial questions and communications
      •    Makes routine bank transfers and signs manual checks

      NON-SSM BOARD AND COMMITTEE POSITIONS
      •    Board member of Ministry Health Care
      •    Finance Committee member of Ministry Health Care

      OTHER
      •    Prepares the General Assembly report every five years
                                       3
KAREN KUDERSKI, ACCOUNTING MANAGER
    MONTHLY ACCOUNTING
    •    Handles all accounting areas/questions which are not a part of the
         Accounting Clerks’ jobs
    •    Prepares accounting entries and ensures balancing of all funds
    •    Prepares the US/Caribbean Province, Brazil, DR and Generalate monthly
         financial statements
    •    Balances the facility petty cash and reviews bank account transactions
    •    Balances Sisters’ salary reimbursements
    •    Codes deposits and cash receipts
    •    Prepares quarterly financial statements for the European Regions in
         German and Italian
    •    Assists Human Resources with payroll and invoice questions

      BUDGETS
      •    Coordinates/prepares all budget information for the Generalate, Brazil,
           DR, and US/Caribbean Province (excluding local communities)

      INVESTMENTS
      •    Balances monthly investment reports
      •    Participates in Investment Committee meetings twice a year
      •    Reviews and balances the monthly interest run

      DOMINICAN REPUBLIC
      •    Prepares monthly financial statements and annual budgets
      •    Member of Finance Committee

      BRAZIL
      •     Works closely with Sister Helen on analyzing monthly financial statements
            and preparing annual budgets
      •     Prepares special reports

      COMPUTERS
      •    Responsible for computer hardware and software operation in the finance
           office
      •    Assists Sisters and facility personnel at times in the purchase, set-up, and
           operation of personal computers
      •    Purchases computer software and licenses for Province, Generalate, and
           Finance

      EXTERNAL REVIEW OF FINANCIAL STATEMENTS FOR SSM-IFI & CHARITABLE
      TRUST
      •     Prepares schedules and report drafts required for the annual audit

      SUPERVISES
      •    Accounting Clerks- Gretchen and Lori and high school/college student


                                          4
JANET SHERWIN, HUMAN RESOURCE MANAGER
     RESOURCE FOR PROVINCIAL ADMINISTRATION, FACILITY MANAGERS AND
     SUPERVISORS ON HUMAN RESOURCE ISSUES
     •    Orientation
     •    Hiring checklists
     •    Administrative manual

     HANDLES HUMAN RESOURCE ISSUES
     •    Employee benefits
          → recommend changes to existing and new benefits
          → annual enrollment and fee structure
          → pay monthly premium bills
     •    Wage analysis
     •    COBRA paper work and questions
     •    FMLA paper work and questions
     •    Workers’ compensation
     •    Unemployment
     •    Employee legal maters
     •    Maintains the employee handbooks
     •    Assists Council Liaison to Retirement Centers with facility matters
     •    Works with facility managers on job descriptions, evaluations and goal
          setting
     •    Available to assist Congregation in interviewing for management positions
          and/or to act as a consultant for personnel problems/issues

     PAYROLL
     •    Completes the confidential payroll which includes Finance staff, facility
          managers and Provincial administration staff
     •    Oversees completion of the SSM Franciscan Courts, OLSC-Broken
          Arrow, St. Clare Convent and OLSC-Denville payroll reports
     •    Pays SSM-IFI payroll taxes (Finance, SSM-Franciscan Courts, OLSC-Broken
          Arrow, St. Clare Convent and OLSC-Denville employees)
     •    Payroll tax reporting (quarterly and year end)

     EMPLOYEE TRAINING
     •    Planning
     •    Facilitate
     •    Train

     SSM MISSION AND VALUES FOR CONTINUING CARE CENTERS




                                        5
DEANNA BRAUN, ADMINISTRATIVE ASSISTANT
    AUTOMOBILES
    •     Assists Provincial Treasurer with automobile purchases and repairs
    •     Works directly with the insurance company for auto accidents
    •     Keeps Sisters’ automobile records as follows:
          → maintains current listing of autos
          → keeps track of auto mileage and repairs
          → reports auto accidents and coordinates claims
          → obtains auto certificates of insurance cards
          → maintains record of car rentals
    •     Coordinates AAA auto club membership for Sisters of the Sorrowful
          Mother
    •     Prepares information for annual insurance renewal and annual audit
    KEEPS DOCUMENTION FOR ALL DONATIONS
    •     Educate-A-Child
    •     Fundaciόn Sponsor-A-Child
    •     Grenada
    •     Other
    BUDGETS
    •     Prepares U.S./Caribbean Province local house budget forms and makes
          revisions
    •     Sends budget material to the Sisters in July and December
    •     Makes beginning of the month budget deposit to M&I individual units
    •     Revises budgets as directed by Provincial Treasurer
    SSMIFI BOARD OF DIRECTORS AND COMMITTEES
    •     Assists with preparing the board material for board books and mailing
          twice a year in 3 languages (English, German and Italian)
    •     Assists with meeting preparation
    M&I BANK
    •     Orders M&I checks, signature cards, credit cards
    •     Issues regarding credit cards
    MAINTAINS CORPORATE RECORDS
    •     Minutes
    •     Bank account listing
    •     Annual corporation filings
    •     Official Catholic Directory

      PREPARES ANNUAL SALARY CONTRACTS

      SENDS CHARITABLE TRUST LETTERS TO SYSTEM FACILITIES

      HANDLES ADMINISTRATIVE SECRETARIAL NEEDS FOR PEG AND OTHER OFFICE
      PERSONNEL

      HANDLES TRAVEL ARRANGEMENTS FOR OFFICE PERSONNEL AND SOME
      SISTERS

      RECEPTIONIST FOR OFFICE
                                        6
GRETCHEN SPAETH, ACCOUNTING CLERK
    M&I CENTRALIZED BANKING
    •    Prepares deposits to units for requested funds or reimbursements
    •    Handles the VISA credit card accounts
    •    Sorts checks and mails monthly reports to local units
    •    Balances the account
    •    Submits change forms for address changes, budget adjustments, etc. to
         M&I
    •    Balances Provincial M&I checking account
    •    Balances Sisters’ M&I checking accounts upon request

      RECEIVES AND APPROVES REQUEST FOR FUNDS
      •    Vacation, retreat, and workshops
      •    Education and sabbatical
      •    Unit capital
      •    Enters checks written and prepares monthly reports

      SOCIAL SECURITY
      •    Makes application for Sisters’ social security and Medicare benefits
      •    Verifies Sisters’ social security wages on an ongoing basis
      •    Enters Sisters’ monthly social security benefits, prepares a report and
           submits payment for Sisters’ FICA taxes due

      ACCOUNTING
      •    Data entry of monthly accounting entries and printing of financial reports
      •    Writes general ledger entries for all administrative units (4000 units)
      •    Prepares and enters monthly reports for Brazil Local Communities
      •    Regulates and monitors daily balances in US Bank bank accounts
      •    Process Finance A/P run three times a month
      •    Reconciles and/or oversees the monthly reconciliation of corporate
           checking accounts

      PAYROLL
      •    Processes OLS Denville and Franciscan Courts payroll and related reports
      •    Prepares Quarterly 941 for Sisters’ FICA, OLS-Denville, and OLS
           Franciscan Courts
      •    Processes special payments in December and changes in benefit
           deductions in January
      •    Verifies W-2’s at year end

      TAXES
      •     Prepares Sisters’ annual state and federal income tax forms (approx. 10
            returns)
      •     Prepares Sister’s W-2 forms at year end
      •     Sisters’ Dowry and Patrimony Interest at year end




                                          7
    DONATIONS
    •    Prepares monthly report for Provincial donations made
    •    Processes Provincial donations and gift checks to Sisters in December

    MISCELLANEOUS
    •    Approves local community donation checks and prepares monthly reports
    •    Verifies accuracy of Elan charge card bills and reconciles monthly payment
    •    Prepares monthly Sisters’ salary listing



LORI BAKER-KUSNIEREWICZ, ACCOUNTING CLERK/PROPERTY
MAINTENANCE

    ACCOUNTING
    •    Verifies and codes all Provincial administration, Finance, Generalate,
         Retirement, and facility bills and prints checks (bill runs on the 1st, 10th,
         and 20th)
    •    Annually completes Form 1099-MISC for vendors
    •    Handles interest run entries and prints reports
    •    Inputs monthly financial data for the Caribbean local communities
    •    Completes necessary paperwork upon the death of a Sister

    PROPERTY
    •    Coordinates all aspects of property maintenance for the Sisters’ residences
         and vacation houses in WI, OK and NJ (obtaining quotes, hiring vendors,
         scheduling work, verifying invoices)
    •    Develops the annual repair and maintenance budget for the properties
    •    Participates on special committees
    •    Performs maintenance assessment every 3-5 years at owned properties

    HEALTH CARE FOR SISTERS
    •    Receives health bills, checks for approval, and then codes and prints
         checks for Sisters’ health bills (bill runs on the 5th, 15th, 25th)
    •    Contacts Medicare, hospitals, doctor offices and clinics with bill questions
    •    Member of Health Care Committee
    •    Receives information about new Rx drug programs

    PAYROLL
    •    Processes OLSC-Broken Arrow and St. Clare convent payroll and related
         reports
    •    Prepares quarterly 941 for OLS-Broken Arrow
    •    Verifies W-2’s at year end




                                                                       Revised August 2005
                                          8

								
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