Financial Secretary

An effective financial secretary will receive, record, and deposit all funds received by your congregation in a timely, thorough and confidential manner. The financial secretary will work with the treasurer and committee on finance to develop policies and procedures so that funds can be made available to support the ministry of your congregation.


The roles of financial secretary and treasurer should not be combined and held by one person, and the persons holding these two positions shall not be immediate family members.  United Methodist

Book of Discipline, 2008 ¶258.4.

What doe s the Financial Secretary do?

  • The financial secretary works according to the guidelines established by the committee on finance to receive funds from whatever source including through the mail and by electronic deposit , record them,  and report them to the church treasurer and the committee on finance.

  • The financial secretary deposits money in a bank as soon as possible after it is received.

  • The financial secretary keeps records, whenever possible, of how much money is given by whom and report amount s received to the appropriate people.

  • The financial secretary checks the records, quarterly, against those of the treasurer and keeps records in good order for an annual audit. 

  • The financial secretary arranges for collecting offerings received during worship services and other church gatherings at the conclusion of these events , making certain that more than one person is involved in collecting and counting the money.

  • The financial secretary must engage in spiritual practices that build a relationship of attentiveness to God’ s will and direction. Financial management and attentiveness to daily administration can detract leader’s attention from the mission of the church to make disciples of Jesus Christ for the transformation of the world.