Financial Manager - Lifelong Learning Institute (Chesterfield, VA)

Under the direction of the Executive Director, the Financial Manager is responsible for maintaining the financial health and integrity of the Lifelong Learning Institute. This position oversees accounting functions, financial reporting, payment processing, and recordkeeping while providing administrative support to members, instructors, and staff. The Financial Manager works collaboratively with the Executive Director, office staff, Board Treasurer, and volunteers to ensure accurate financial management and excellent member service.

Financial Management

• →Record and maintain all incoming and outgoing transactions in QuickBooks.
• →Process accounts payable, including vendor invoices, instructor payments, reimbursements, and member refunds.
• →Prepare bank deposits.
• →Reconcile bank and financial accounts.
• →Maintain accurate documentation for donations, purchases, and financial transactions.
• →Process and acknowledge charitable donations.
• →Prepare monthly financial statements and reports for the Executive Director, Treasurer, Finance Committee, and Board of Directors.
• →Assist with annual budgeting and financial planning processes.
• →Support preparation of records and documentation for audits, tax filings, and annual reviews.
• →Monitor financial activity and report discrepancies or concerns promptly.

Membership and Registration Support

• →Process membership applications and renewals.
• →Process class registrations, withdrawals, and refunds.
• →Review registration reports and resolve payment discrepancies.
• →Maintain accurate membership and financial records.

Administrative Support

• →Answer incoming calls and assist members, instructors, and visitors as needed.
• →Respond to member inquiries related to payments, registrations, and membership accounts.
• →Coordinate with staff regarding financial and administrative processes.
• →Maintain organized electronic and paper filing systems.
• →Provide additional office support as needed.

Working Relationships

The Financial Manager works closely with:

• →Executive Director
• →Board Treasurer and Finance Committee
• →Office staff and volunteers
• →Members and instructors
• →Vendors and community partners 

Minimum Qualifications

• Strong attention to detail and accuracy
• Experience with bookkeeping and financial recordkeeping
• Proficiency in QuickBooks and Microsoft Office applications
• Ability to maintain confidential financial information
• Strong organizational, communication, and customer service skills
• Ability to prioritize multiple tasks and meet deadlines
• Ability to work independently while collaborating with staff and volunteers

Preferred Qualifications

• Financial management experience
• Experience working with membership, student, or residential organizations
• Familiarity with donor tracking and charitable contribution records
• Experience preparing financial reports for boards and committees