Volunteer Financial Assistant

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

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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