Financial Manager - Lifelong Learning Institute; Chesterfield, VA)

Position: Financial Manager - Lifelong Learning Institute (Chesterfield, VA)

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Summary:

The Lifelong Learning Institute (LLI) in Chesterfield, VA is seeking a part-time, hourly Finance Manager to assist with maintaining the financial health and record keeping of the Institute.

Unit:College of Health Professions MBU

Department: Center On Aging

Department Summary: The Lifelong Learning Institute in Chesterfield is a member-supported organization designed to meet the educational and social enrichment needs of midlife and older adults. The Institute is a learning community of peers who are committed to ongoing education and their own intellectual development. Members want to stay current, are curious about the world of ideas, and are involved with their own learning.

The Institute develops and offers daytime courses, lectures, and special events on a wide range of topics. There are no exams, no credits, and no college degrees required. The program consists of spring, summer, and fall sessions. The volunteer instructors are well-known, informed, and experienced professionals as well as some members who enjoy sharing their knowledge and expertise. The Lifelong Learning Institute in Chesterfield is administered and operated by its volunteer members and its sponsors: the Virginia Center on Aging at Virginia Commonwealth University (VCU), Chesterfield County Public Schools, and Chesterfield County.

Duties & Responsibilities

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 Quick Books.
• 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

Qualifications

Minimum Qualifications

• Strong attention to detail and accuracy
• Experience with bookkeeping and financial recordkeeping
• Proficiency in Quick Books and Microsoft Office applications
• Ability to maintain confidential financial information
• Strong organizational, communication, and…