Volunteer Financial Assistant

LifeWise Academy•Heflin, AL

13h

About The Position

The Volunteer Financial Assistant, also referred to in the overview as the Program Financial Assistant, assists the Program Director with managing and maintaining financial records for the LifeWise program. The role supports budgeting, donation tracking, payment requests, expense oversight, financial reporting, and fundraising-event donation records. It also involves attending regular board meetings to provide a financial update 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 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 the donors who declined them.
Send thank-you notes and log the date they were sent in The LIST.
Oversee payment requests submitted on behalf of the program and promptly respond with any adjustments needed.
As Expense Admin, oversee and approve program expense-card purchases, ensuring the appropriate 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 collection and record-keeping processes for donations at fundraising events.