Operations Financial Adv & Support
Position Title: Operations Financial Adv & Support
Department: Office & Operations
Reports to: Lead - Office & Operations
Position Type: volunteer
Date Prepared: March 1, 2026
Prepared by: B Lloyd w/Patrice
Date Reviewed:
OVERVIEW of Position
- Assists Office & Operations Lead by overseeing all aspects of Program’s financial requirements.
- Strong leadership to maintain fiscal accountability for all Program’s interactions with donors, clients, 3 rd party ministries or any financial transactions.
- Understands & follows all processes for escalation of any identified concerns.
- Understands & interacts with contractors, donors, clients, team members &/or volunteers who may have any access to financial processes or accounting systems.
- Documents all actions in agreed tracking format.
Position Responsibilities
- Position requires a general understanding of the current financial systems & ongoing transactions.
- General knowledge of financial reporting laws & banking community in Louisville area.
- Other duties as agreed & assigned by Team Leader.
Position Skills
- Familiar with financial systems, including tracking, reporting & tax requirements for non-profits.
- Knowledgeable of non-profit operations, local philanthropic & Louisville banking communities.
- Comfortable assessing situations that may need to be escalated.
- Efficiency in managing assigned tasks.
- Willingness to cover other tasks in support of Operations Lead.
Relationships Interactions
- Works directly with current donors, team members, outside organizations & banks, much of the time
working independently.
Time Commitment
- 2 – 4 hours per week; timing is directly determined by financial cycles or identified projects.