Capital Asset Support Corporation
Archdiocese of San Francisco - San Francisco
Finance
Part-Time
Position Title: Capital Asset Support Corporation Executive Director
FLSA Status: Exempt, Part-time
Reports To: Capital Assets Support Corporation Executive Board
Capital Assets Support Corporation (CASC) was established as a non-profit 509c support corporation whose sole purpose is to provide banking and investing functions for the parishes. Schools and cemeteries of the Archdiocese of San Francisco in the stewardship of their short/long-term liquid assets. CASC’s organization has adequate systems and experienced management and volunteer committees with experience in financial management to give oversight to monies entrusted to its career in accordance with the directive of CASC board in its deposit and loan fund, and investment fund. in addition,
CASC provides loans to qualified parish and their school depositors for capital projects.
Position Summary:
The Executive Director represents the Capital Asset Support Corporation in all operational activities of the corporation and assists the Parishes, Schools, and Cemeteries (hereinafter referred to as “depositors” in managing their Financial Assets.
These duties encompass participating in investment and loan activities, as well as interacting with the Parishes, Schools & Cemeteries leadership in the development, training, and implementation of sound financial management practices.
This is a part-time position supervising two to three employees in the CASC offices located in San Francisco. Employees work primarily in the office. Remote work arrangements are approved by the Board and management.
Desired Education and Experience:
Minimum 20 years of experience in banking, finance, or investments, with five in an executive leadership position and 10 years of supervisory experience
Bachelor’s Degree with CFA, CPA, or MBA preferred.
Qualifications and Skills:
• Takes initiative
• Strong written and verbal skills
• Adept with technology- databases (Salesforce), Excel, Word, and PowerPoint.
• Creative problem-solving skills
• Enthusiastic and collaborative; promoting a strong depositor service environment.
Duties & Responsibilities by Area:
1) Depositor-related Activities
i) Participate in the CASC Board Meeting
(a) The activities of the group will include but not limited to:
Evaluating and recommending program enhancements for depositors
Participating in training programs for pastors, principals, Finance Council Members
Evaluation & selection of IT systems to improve operating performance
(b) Developing & revising appropriate Archdiocesan policies & procedures as they relate to the parishes, schools, and cemetery.
ii) When required, act as the CASC representative at Parish meetings of Parish Finance Councils
iii) Serve on various Boards or Committees approved by the Board that
is within CASC's mission of support to parishes, schools, and cemeteries.
2) CASC Treasury Activities
i) Investments and Deposit and Loan Funds
(a) With the approval of the Investment Committee develop and periodically update an Investment Policy that will be the guiding document for investment of pooled funds and deposits entrusted to the CASC
(b) Coordinate with the Investment Chair, Outsourced Chief Investment Officer (OCIO), and outside consultants (including OCIO) a periodic meeting (at least quarterly) of the Investment Committee to monitor investment managers, asset allocation strategy, and costs of the investment plan.
(c) Monitor OCIO agreement and reports
(d) At least annually coordinate annual investors meeting to report on Activities of the Investment Pools
(e) Ensure CASC has sufficient liquid funds readily available for parish/school/cemetery funding needs.
ii) Deposit and Loan
(a) Develop appropriate interest credits for Deposit & Loan Funds which take into consideration appropriate loan loss reserves
(b) Review the adequacy of all current and future loans as it relates to the CASC policies and maintain effective collection procedures to minimize losses.
(c) Develop and maintain an effective and cost-efficient banking system to accommodate the business needs of the corporation
(d) Work with the Chancery to provide appropriate parish /school banking functions
3) CASC Accounting Activities
i) General Accounting
(a) Prepare an informative and comprehensive financial report at least quarterly provided to the Board of the CASC
(b) Review and approve all financial transactions inclusive of payroll, vendor payables, taxes, disbursements, and contracts, within the limits approved by the Board. For those transactions requiring further approval ensure that the required approval is obtained prior to disbursing or signing,
(c) Review and monitor the internal controls of the accounting process to ensure adequate safeguarding of assets.
(d) Ensure that adequate systems are installed and updated as needed to ensure staff has adequate tools to perform their duties and that staff is properly trained
(e) Assess, identify, and address any training deficiencies of staff.
ii) Annual Audit
(a) Assist Board representative in the selection of an auditfirm
(b) Assist in the development of the audit scope and fees
iii) Budget
(a) Present the annual budget for the Capital Assets Corporation to the Board for Approval by June 30th each year.
(b) Establish and ensure a continued permanent source of funding for current and future operating expenses of the corporation.
Pay Range: $140,000-$160,000 per year
To Apply: submit your application, cover, and resume to: Christine Escobar
Human Resources Department
One Peter Yorke Way, San Francisco, CA 94109
Email: [email protected]
Statement of Non-discrimination
Pursuant to the San Francisco Fair Chance Ordinance, all employees of the Capital Assets Support Company shall be employed without regard to race, color, sex, ethnic or national origin and will consider for employment, qualified applicants with criminal histories.
FLSA Status: Exempt, Part-time
Reports To: Capital Assets Support Corporation Executive Board
Capital Assets Support Corporation (CASC) was established as a non-profit 509c support corporation whose sole purpose is to provide banking and investing functions for the parishes. Schools and cemeteries of the Archdiocese of San Francisco in the stewardship of their short/long-term liquid assets. CASC’s organization has adequate systems and experienced management and volunteer committees with experience in financial management to give oversight to monies entrusted to its career in accordance with the directive of CASC board in its deposit and loan fund, and investment fund. in addition,
CASC provides loans to qualified parish and their school depositors for capital projects.
Position Summary:
The Executive Director represents the Capital Asset Support Corporation in all operational activities of the corporation and assists the Parishes, Schools, and Cemeteries (hereinafter referred to as “depositors” in managing their Financial Assets.
These duties encompass participating in investment and loan activities, as well as interacting with the Parishes, Schools & Cemeteries leadership in the development, training, and implementation of sound financial management practices.
This is a part-time position supervising two to three employees in the CASC offices located in San Francisco. Employees work primarily in the office. Remote work arrangements are approved by the Board and management.
Desired Education and Experience:
Minimum 20 years of experience in banking, finance, or investments, with five in an executive leadership position and 10 years of supervisory experience
Bachelor’s Degree with CFA, CPA, or MBA preferred.
Qualifications and Skills:
• Takes initiative
• Strong written and verbal skills
• Adept with technology- databases (Salesforce), Excel, Word, and PowerPoint.
• Creative problem-solving skills
• Enthusiastic and collaborative; promoting a strong depositor service environment.
Duties & Responsibilities by Area:
1) Depositor-related Activities
i) Participate in the CASC Board Meeting
(a) The activities of the group will include but not limited to:
Evaluating and recommending program enhancements for depositors
Participating in training programs for pastors, principals, Finance Council Members
Evaluation & selection of IT systems to improve operating performance
(b) Developing & revising appropriate Archdiocesan policies & procedures as they relate to the parishes, schools, and cemetery.
ii) When required, act as the CASC representative at Parish meetings of Parish Finance Councils
iii) Serve on various Boards or Committees approved by the Board that
is within CASC's mission of support to parishes, schools, and cemeteries.
2) CASC Treasury Activities
i) Investments and Deposit and Loan Funds
(a) With the approval of the Investment Committee develop and periodically update an Investment Policy that will be the guiding document for investment of pooled funds and deposits entrusted to the CASC
(b) Coordinate with the Investment Chair, Outsourced Chief Investment Officer (OCIO), and outside consultants (including OCIO) a periodic meeting (at least quarterly) of the Investment Committee to monitor investment managers, asset allocation strategy, and costs of the investment plan.
(c) Monitor OCIO agreement and reports
(d) At least annually coordinate annual investors meeting to report on Activities of the Investment Pools
(e) Ensure CASC has sufficient liquid funds readily available for parish/school/cemetery funding needs.
ii) Deposit and Loan
(a) Develop appropriate interest credits for Deposit & Loan Funds which take into consideration appropriate loan loss reserves
(b) Review the adequacy of all current and future loans as it relates to the CASC policies and maintain effective collection procedures to minimize losses.
(c) Develop and maintain an effective and cost-efficient banking system to accommodate the business needs of the corporation
(d) Work with the Chancery to provide appropriate parish /school banking functions
3) CASC Accounting Activities
i) General Accounting
(a) Prepare an informative and comprehensive financial report at least quarterly provided to the Board of the CASC
(b) Review and approve all financial transactions inclusive of payroll, vendor payables, taxes, disbursements, and contracts, within the limits approved by the Board. For those transactions requiring further approval ensure that the required approval is obtained prior to disbursing or signing,
(c) Review and monitor the internal controls of the accounting process to ensure adequate safeguarding of assets.
(d) Ensure that adequate systems are installed and updated as needed to ensure staff has adequate tools to perform their duties and that staff is properly trained
(e) Assess, identify, and address any training deficiencies of staff.
ii) Annual Audit
(a) Assist Board representative in the selection of an auditfirm
(b) Assist in the development of the audit scope and fees
iii) Budget
(a) Present the annual budget for the Capital Assets Corporation to the Board for Approval by June 30th each year.
(b) Establish and ensure a continued permanent source of funding for current and future operating expenses of the corporation.
Pay Range: $140,000-$160,000 per year
To Apply: submit your application, cover, and resume to: Christine Escobar
Human Resources Department
One Peter Yorke Way, San Francisco, CA 94109
Email: [email protected]
Statement of Non-discrimination
Pursuant to the San Francisco Fair Chance Ordinance, all employees of the Capital Assets Support Company shall be employed without regard to race, color, sex, ethnic or national origin and will consider for employment, qualified applicants with criminal histories.