United Way Jobs


locationMilwaukee, WI, USA
PublishedPublished: Published 2 weeks ago
Controlling / Finance
Full time
3 - 5 years of experience
$51,000 to $60,000 per year


Job Title:  Accountant (Non-Union)                                                         Status:  Full-Time 

Department:  Finance & Operations (Finance)                                         Grade:  Non-Union

Date Prepared:  1/31/24                                                                        FLSA Status:  Exempt

To provide technical lead and administrative support to the Accounting/Finance department.  To act on behalf of the Controller in his/her absence.  Additionally, this position reports to the Controller.

Include the following, but are not limited to:


  • Prepare necessary payroll/tax requests.
  • Prepare payroll journal entries.
  • Calculate retirement/thrift plan contributions and processes for payment.
  • Communicate with SASI for FSA and HRA benefits.
  • Prepare quarterly organizational unemployment compensation premium calculation as needed.
  • Provide assistance and support to the Human Resources department in the interpretation and implementation of the employee benefit program.
  • Act as backup to payroll processing individuals who process bi-weekly payroll.


  • Reconcile all bank statements.
  • Reconcile general ledger accounts to the supporting detail.
    • Balance MIP and Andar software for accounts receivable each campaign year.
    • Balance MIP and Andar software revenue accounts for each campaign year.
  • Prepare cash, standard, miscellaneous, and all other necessary journal entries.
  • Monthly S/L Depreciation to include building improvement/office equipment, etc., Excel spreadsheet, journal entries, and year-end addition and disposals spreadsheets.
  • Miscellaneous Excel spreadsheets as needed (example, special events).
  • Review and reconcile balance sheet accounts after monthly journal entries have been entered.
  • Assist Distribution Specialist in balancing the combined campaigns:  SECC, City, County and MPS with Andar to the bank.


  • Service as a liaison with banks on banking issues.
  • Calculate and initiate transfer of funds among operating account and the dedicated accounts for the large public sector combined campaigns.


  • Ensure timely sale of all stock donations.
  • Coordinate recording of stock pledges in campaign software system.
  • Prepare acknowledgement letters to donors.
  • Maintain file related to stock donations and corresponding United Way acknowledgements.


  • Prepare financial reports for the United Way preliminary and annual audit.
  • Responsible for security and internal controls related to automated payments of agency allocations.
    • Set-up and maintenance of all templates for ACH at the designated financial institution.
  • Assist and/or back-up A/P Accounting Associate with preparation of year-end 1099 tax reports.
  • Provide back-up to Accounting department as appropriate.

General tasks related to all credit card processing:

  • Prepare journal entries.
  • Manual credit card processing.
  • Post credit card payments to Andar.
  • Prepare letters for credit card declines.
  • Correspondence with donors related to credit card transactions.

Specific tasks related to Vision 2, MobileCause, and PayPal:

  • PayPal:  run reports.
  • Vision 2:  post credit card payments to Andar.

Specific tasks related to Special Events:

  • On-site cash/credit card processing.
  • Reconciliations to Andar and General Ledger.
  • Coordinate iPads and programming of credit card machines for special events.


  • Perform the duties of the Accounting Associate A/P in his/her absence.
  • Perform the duties of the Accounting Associate A/R in his/her absence.


  • External:     Individual donors, company representatives, financial service vendors, key financial volunteers
  • Internal:      All Staff


  • Required:  Two years of college or equivalent advanced training to qualify for an Associate’s degree with an Accounting major.
  • Required:  Two years’ general accounting including preparation of general ledger and financial statements.  Experience beyond four years can be substituted for a degree. 


  • Mission-Focused.  The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations.
  • Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
  • Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
  • Results-Driven.  United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
  • Brand Steward.  United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.


  • Good communication and interpersonal skills, to include basic writing skills.
    • Ability to respond to common inquiries or complaints from customers, agencies, or members of the business community.
    • Ability to effectively present information to management, public groups and/or board of directors.
  • Demonstrated aptitude for accounting and ability to handle a wide variety of tasks.
  • Accurate and detail oriented with good organizational skills.
  • Intermediate level Microsoft Excel experience preferred.
  • Demonstrated dependability.
  • Flexible and positive approach in problem solving.

The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
  • Specific vision abilities required by this job include close vision requirements due to computer work.
  • Light to moderate lifting is required (such as loading paper into a paper tray).
  • Ability to uphold to the stress of traveling (in designated positions).
  • Regular, predictable attendance is required; including additional overtime as business demands dictate.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (business office with computers, phone, printers and light traffic).
  • Ability to work in a confined area.

Ability to sit at a computer terminal for an extended period of time.

It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 

It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions. 
Diversity, Equity & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.

This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

Required degree level

  • Associate Degree

Years of experience

  • 3 - 5 years of experience

Salary range

  • $51,000 to $60,000 per year