LifeWise Financial Assistant
: Job Details :


LifeWise Financial Assistant

LifeWise Academy

Job Location : Mason City,IA, USA

Posted on : 2025-08-05T07:46:52Z

Job Description :
Overview As the Program Financial Assistant for the LifeWise Mason City Comm School program, you will assist the Program Director with managing and maintaining financial records for the LifeWise program in the school district. 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 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
  • Promote and communicate LifeWise's religious mission in all duties and interactions, ensuring alignment with the organization's core values and beliefs
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
Benefits
  • Retirement plan, including employer match
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. Classification: Non-Exempt (Hourly) Employment Type: Part-Time Grid Level: 1a Every member is asked to complete a background check once every 3 years.
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