Volunteer Financial Assistant

LifeWise Academy•Ackley, IA

10h

About The Position

The Volunteer Financial Assistant supports the Program Director in managing and maintaining financial records for the LifeWise program. The role includes budgeting, donation tracking, payment and expense oversight, reviewing financial reports, providing updates at board meetings, and maintaining records across online tools and websites. The assistant also leads donation collection and record-keeping for fundraising events.

Requirements

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 maintain records online in The LIST.
Monitor declined donations in The LIST and contact the donors who declined them.
Send thank-you notes and record the sent date in The LIST.
Oversee program payment requests and promptly respond with any needed adjustments.
Oversee and approve program expense-card purchases as Expense Admin, 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 and planned budget.
Use Google Workspace apps, including Gmail, Drive, Meet, Calendar, Sheets, and Docs.
Use various websites to maintain records and log hours worked.
Lead donation collection and record-keeping processes for fundraising events.