Program Financial Assistant: Budget & Donations Lead

lifewisecareers; Washington; On-site; USD 25,000 - 39,000; Part 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. The role involves budgeting, donation logging, and coordinating with board meetings to provide financial updates.

The position requires experience with budgets, financial reporting, and Google Workspace. Part-time, non-exempt hourly classification, with duties spanning record-keeping and expense oversight.

Qualifications

• Must be a mature Christian with alignment to the LifeWise Academy Statement of Faith.
• Active participation in and commitment to a local church whose doctrine aligns with the stated faith.
• Leadership experience in professional or volunteer capacity.
• Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace.

Responsibilities

• Prepare and maintain an annual budget.
• Log donations and manage records online in The LIST.
• Monitor declined donations on The LIST and contact those who had declined donations.
• Send thank-you notes and log sent date in The LIST.
• Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request.
• Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction.
• Review monthly financial reports for accuracy and alignment with the program budget.
• Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget.
• Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs.
• Lead the processes for collection and record-keeping of donations for fundraising events.

Skills

Budgeting

Leadership

Financial reporting

Record-keeping

Tools

Google Workspace

The LIST

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. The role involves budgeting, donation logging, and coordinating with board meetings to provide financial updates.

The position requires experience with budgets, financial reporting, and Google Workspace. Part-time, non-exempt hourly classification, with duties spanning record-keeping and expense oversight.