Diocese Of Rockville Centre Work Values

Daily Duties at Diocese Of Rockville Centre:

• Performed daily cash management, developed and maintained bank relationships, analyzed and negotiated pricing • Processed EFT’s, purchased F/X contracts, negotiated and obtained standby letters of credit • Reviewed and reported on long term investments exceeding $1.25 Billion in assets. Calculated performance returns on all investment accounts within GIPS (formerly AIMIR) standards using Excel. • Reviewed investment guidelines and provided periodic updates for Managers. Communicated with Investment Managers concerning transfers, performance, pricing. • Prepared presentations used for monthly and quarterly reporting, asset performance, asset allocation, universe rankings, and marketing brochures using PowerPoint slides, Excel graphs and charts. • Reviewed Treasury Procedures for best practices and headed the implementation across departments • Administered the Diocese of Rockville Centre 403(b) Plan • Established and administered a Charitable Gift Annuity Program • Processed sale of stock donations for Diocese, Schools, Parishes, CMA and other entities • Participated in the establishment of the Unitas Investment Fund, LLC a separate corporation created as a private placement fund for Catholic entities on Long Island. Worked closely with legal counsel developing the Unitas Offering Circular, marketed investment fund choices to investors, created and wrote quarterly investment summary providing market and fund performance information • Reduced bank fees 75% and increased short-term investment income by 50 bps/ annually • Negotiated pricing deal, set up and administered credit card processing for total Diocese

What they like about Diocese Of Rockville Centre:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Ad hoc reporting, Balance Sheet, Billing, Cash Management, Credit Card, Deposits, Budgeting, Income Statement, 401k and 403b administration, Vendor relations, Bank relationship and reconciliation, Client Invoicing, AR and AP

Skills

Team Leadership, Problem Solving, Analysis, Cash Management, Vendor Relations, Investments

These are some of the questions we asked our climbers about their experiences with Diocese Of Rockville Centre: