Volunteer Financial Assistant

LifeWise Academy Inc; Tucson (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

LifeWise Academy Inc 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, donations tracking, and reporting to inform fundraising and program decisions.

The candidate should have leadership experience and be comfortable using Google Workspace and related online tools to log hours, prepare reports, and coordinate with the board.

Qualifications

• Experience with budgets and financial reports.
• Leadership experience in professional or volunteer roles.
• Proficient with Google Workspace tools (Gmail, Drive, Meet, Calendar, Sheets, Docs).
• Experience managing donations and fundraising records.

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 funding.
• Review monthly financial reports for accuracy against budget.
• Provide financial updates at regular board meetings.
• Lead record-keeping for donations for fundraising events.

Skills

Financial reporting

Budgeting

Donations management

Google Workspace

Leadership

Tools

The LIST

Job description

About Us

Decades ago, our nation systematically removed Bible education from the public school day. LifeWise Academy is bringing it back. Under a little-known Supreme Court ruling, LifeWise empowers communities to provide Bible education for their public school students DURING SCHOOL HOURS. Tens of thousands of public school students attend LifeWise Bible classes each week.

We believe released time is the greatest missed opportunity of the church in America to reach the next generation. But we want to change that and we need your help!

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
• 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.

EEO Statement:

It is the policy of LifeWise, Inc. to provide equal employment opportunities for all applicants and team members who share its faith and mission. LifeWise, Inc. does not unlawfully discriminate on the basis of race, color, sex, national origin, age or disability. It is the responsibility of every team member to conscientiously follow this policy. Title VII: In accordance with Title VII, LifeWise may exclusively employ individuals who adhere to our religious beliefs in order to effectuate our religious mission. While Lifewise upholds its status as an equal-opportunity employer, we reserve the right to consider religious beliefs in our hiring process where appropriate. This is done to ensure that our staff collectively shares a common religious commitment integral to our mission.