Impactful Program Finance Assistant

lifewisecareers; Oxford (OH); On-site; USD 21,000 - 30,000; Part time

Job summary

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing financial records for the LifeWise program. The role focuses on budgeting, donations tracking, and reporting to keep the program on financial track.

You will log donations in The LIST, monitor declined donations, send thank-you notes, process payment requests, and oversee expense card purchases, while using Google Workspace tools daily.

Qualifications

• Experience with budgets and financial reports.
• Proficiency with spreadsheets (Excel/Sheets).
• Familiarity with Google Workspace apps.
• Leadership experience in professional or volunteer roles.
• Christian faith alignment with LifeWise Academy Statement of Faith.

Responsibilities

• Prepare and maintain an annual budget.
• Log donations and manage records online in The LIST.
• Monitor declined donations and contact those who had declined donations.
• Send thank-you notes and log sent date in The LIST.
• Oversee payment requests and respond promptly with adjustments.
• Oversee and approve expense card purchases as the Expense Admin.
• Review monthly financial reports for accuracy and alignment with the budget.
• Attend board meetings and provide financial updates on the budget.
• Use Google Workspace apps (Gmail, Drive, Meet, Calendar, Sheets, Docs).
• Maintain records across various websites and log hours worked.
• Lead processes for donation collection and record-keeping for fundraising events.

Skills

Budgeting

Financial reporting

Google Workspace

Spreadsheets

Leadership

Tools

Google Workspace

The LIST

Job description

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing financial records for the LifeWise program. The role focuses on budgeting, donations tracking, and reporting to keep the program on financial track.

You will log donations in The LIST, monitor declined donations, send thank-you notes, process payment requests, and oversee expense card purchases, while using Google Workspace tools daily.