Volunteer Financial Assistant

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

Overview

As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.

Job Responsibilities Overview

• 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
• Use a variety of websites keeping records and logging hours worked
• Lead the processes for collection and record-keeping of donations for fundraising events

Qualifications and Experience

• A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
• Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
• Leadership experience in either a professional or volunteer capacity
• Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace

LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category.

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