Volunteer Finance & Budget Lead

lifewisecareers; Coweta (OK); On-site; USD 42,000 - 54,000; Full time

Job summary

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in maintaining financial records for the LifeWise program. You will prepare budgets, log donations in The LIST, monitor declined donations, send thank-you notes, review monthly reports, and assist with board updates using Google Workspace and related tools.

This role requires attention to detail, strong organizational skills, and the ability to work with volunteers and staff to ensure compliance with

Qualifications

• Must have 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 donors.
• Send thank-you notes and log dates in The LIST.
• Oversee payment requests and adjust as needed.
• Approve program expense card purchases and ensure proper funds/budget lines.
• Review monthly financial reports for accuracy against the budget.
• Attend board meetings and provide financial updates.
• Use Google Workspace apps (Gmail, Drive, Meet, Calendar, Sheets and Docs).
• Lead the collection and record-keeping of donations for fundraising events.

Skills

Budget management

Financial reporting

Spreadsheets

Google Workspace

Donations/log management

Tools

The LIST

Google Workspace tools (Sheets/Docs)

Job description

LifeWise Academy is seeking a Program Financial Assistant to support the Program Director in maintaining financial records for the LifeWise program. You will prepare budgets, log donations in The LIST, monitor declined donations, send thank-you notes, review monthly reports, and assist with board updates using Google Workspace and related tools.

This role requires attention to detail, strong organizational skills, and the ability to work with volunteers and staff to ensure compliance with