Volunteer Financial Assistant

LifeWise Academy • Coweta, OK

10d

About The Position

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

Requirements

• A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith [https://lifewise.org/statementoffaith/]
• 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 [https://lifewise.org/statementoffaith/]
• 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 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

What This Job Offers

• Education Level: No Education Listed