Volunteer Budget & Donations Coordinator

lifewisecareers; Wisconsin; On-site; USD 42,000 - 60,000; Full time

Job summary

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing financial records for the LifeWise program. You will prepare budgets, log donations, monitor declined gifts, and oversee payment requests using The LIST and Google Workspace.

Attendance at board meetings to provide financial updates and ensure alignment with the budget is required, with rigorous record-keeping of monthly reports and fundraising activities.

Qualifications

• A mature personal Christian faith in agreement with LifeWise Academy Statement of Faith
• Active participation in a local church aligned with LifeWise beliefs
• Leadership experience in professional or volunteer roles
• 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 and contact donors
• Send thank-you notes and log sent date in The LIST
• Oversee payment requests and adjust as needed
• Approve program expense card purchases and ensure correct fund/budget line
• Review monthly financial reports for accuracy against the budget
• Present financial updates at board meetings based on current reports
• Use Google Workspace apps (Gmail, Drive, Meet, Calendar, Sheets, Docs)
• Maintain donation records and logs for fundraising events
• Lead processes for collection and record-keeping of donations for fundraising events

Job description

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in managing financial records for the LifeWise program. You will prepare budgets, log donations, monitor declined gifts, and oversee payment requests using The LIST and Google Workspace.

Attendance at board meetings to provide financial updates and ensure alignment with the budget is required, with rigorous record-keeping of monthly reports and fundraising activities.