Finance Volunteer: Budgeting, Donations & Reporting

lifewisecareers; Bartow (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing and maintaining financial records for the LifeWise program.

You will prepare budgets, log donations, monitor declined donations, and oversee expense card purchases while ensuring records are accurate and up to date. The role involves presenting monthly financial updates to the board and coordinating fundraising record-keeping.

Qualifications

• Experience with budgets, financial reports, and spreadsheets.
• Familiar with Google Workspace and virtual meeting platforms.
• Leadership experience in professional or volunteer roles.

Responsibilities

• Prepare and maintain an annual budget.
• Log donations and manage records in The LIST.
• Monitor declined donations and contact donors.
• Oversee program expense card purchases and approvals.
• Review monthly financial reports for accuracy against the budget.
• Attend board meetings and provide financial updates.
• Use Google Workspace apps for communication and records.
• Lead donation collection and record-keeping for fundraisers.

Skills

Budgeting

Financial reporting

Leadership

Communication

Tools

Google Workspace

Gmail

Google Sheets

Drive

Job description

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing and maintaining financial records for the LifeWise program.

You will prepare budgets, log donations, monitor declined donations, and oversee expense card purchases while ensuring records are accurate and up to date. The role involves presenting monthly financial updates to the board and coordinating fundraising record-keeping.