| 1. maintains a current 5-year financial plan approved by the Rector/President and the Board of Trustees. | | | | | |
| 2. meets with government officials concerning public actions and events that impact the Josephinum. | | | | | |
| 3. maintains a system of internal control to safeguard the assets of the Seminary, as well as the process for all financial reporting to the Board of Trustees and Department Managers. | | | | | |
| 4. directs the annual budget process. | | | | | |
| 5. oversees accounting systems. | | | | | |
| 6. ensures that employee contracts and staff payroll records are accurate and that employees are paid in a timely manner. | | | | | |
| 7. ensures compliance with donor stipulations and requirements. | | | | | |
| 8. reviews the Investment Manager’s performance in accordance with the Investment Policy. | | | | | |
| 9. manages the annual audit process in accordance with generally accepted accounting standards. | | | | | |
| 10. prepares and file annual Form 990 with the IRS | | | | | |
| 11. provides Human Resources guidance for employee issues and keep the Employee Handbook current. | | | | | |
| 12. supervises the business office, plant maintenance, housekeeping, information technology, health services, and financial aid. | | | | | |
| 13. provides appropriate medical, vision, dental, disability and life insurance products for employees. | | | | | |
| 14. maintains a compensation philosophy approved by the Rector/President and the Board of Trustees that provides competitive and equitable compensation based on current market data. | | | | | |
| 15. coordinates banking relationships to maintain adequate lines of credit | | | | | |
| 16. provides appropriate financial reports to accrediting agencies | | | | | |
| 17. reviews and execute major contracts for projects and services | | | | | |
| 18. leads in a collaborative manner consistent with the shared governance objectives of the Josephinum | | | | | |
