Volunteer Financial Assistant

LifeWise Academy•Mead, WA

About The Position

The Volunteer Financial Assistant will assist the Program Director with managing and maintaining financial records for the LifeWise program. The role supports budgeting, donation and expense tracking, financial reporting, and fundraising-event record-keeping. It also attends regular board meetings and provides financial updates based on the program’s latest financial report and planned budget.

Requirements

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.

Responsibilities

Prepare and maintain an annual budget.
Log donations and manage records online in The LIST.
Monitor declined donations in The LIST and contact donors whose donations were declined.
Send thank-you notes and record the sent date in The LIST.
Oversee payment requests submitted on behalf of the program and promptly respond with any adjustments needed.
Oversee and approve program expense-card purchases as the Expense Admin, ensuring the correct fund and budget line are selected for each transaction.
Review monthly financial reports for accuracy and alignment with the program budget.
Attend regular board meetings and provide a financial update based on the latest program financial report in relation to the planned budget.
Use Google Workspace applications, including Gmail, Drive, Meet, Calendar, Sheets, and Docs.
Use various websites to keep records and log hours worked.
Lead donation collection and record-keeping processes for fundraising events.