Under limited supervision, oversees and manages financial reporting, audits, cash flow, budgets, and reporting for entities managed by United Way of Wisconsin. Manages administrative functions including outsourced payroll and benefits. Handles sensitive information and participates in confidential conversations.
ESSENTIAL DUTIES AND RESPONSIBILTIES:
The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment.
- Keeps Executive Director well-informed of financial operations and recommends resolution of any financial related issues
- Oversees accounts payable, accounts receivable, outsourced payroll and other financial operations for all United Way of Wisconsin managed entities.
- Prepares monthly financial reports for internal use. Prepares board financial reports quarterly for all United Way of Wisconsin managed entities.
- Oversees audit processes, including preparation of all reports and schedules.
- Assists Executive Director in the preparation of budgets and quarterly forecasts; assista in developing grant budgets and manages grant financial reporting.
- Prepares required government reports and filings; ensures accountability with regulatory requirements
- Maintains financial system including general ledger and internal control processes
- Ensures adequate levels of insurance ( i.e. General Liability, Directors & Officers)
- Tracks purchasing and expenditures to budget
- Assists with human resource functions including benefits selection, insurance carriers, 401(k) administrators, reference and background checks
- Other duties as assigned
- Bachelor’s Degree in business related field or three years of bookkeeping or accounting experience that includes multiple funding sources.
- Broad knowledge and experience in nonprofit accounting preferred
- Proficiency in MS Office and Quickbooks
- Three (3) years general office experience preferred
- Laws and regulations relating to non-profit organizations; 501c3 and 501c4 rules and compliance
- Standard office practices and procedures
- Principles and practices of business data processing
- Verify the accuracy of data and information
- Operate a computer and other standard office equipment
- Organize, set priorities, take initiative and exercise sound judgment within areas of responsibility
- Perform duties that require high attention to detail and application of rules and specific procedural requirements
- Interpret, apply and reach sound decisions in accordance with rules, regulations and procedures
- Communicate clearly and effectively, orally and in writing
- Understand and follow written and oral instructions
- Maintain confidentiality of agency documents and records
- Maintain a current State of Wisconsin driver’s license and drive a legally registered and insured vehicle for the purposes of work
- Establish and maintain effective working relationships with UWWi staff, members and others encountered in the course of work
Work primarily takes place in an open office environment. Work involves frequent use of office equipment and exposure to computer screens.
Physical and Mental Demands
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this class, an employee is regularly required to stand, walk and sit, talk or hear both in person and by telephone; use hands and fingers repetitively to handle or feel objects or controls and operate computers and other standard office equipment; reach with hands and arms. An employee may be required to stoop, kneel, bend, crouch or crawl, climb or balance and lift up to 20 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.
While performing the duties of this class, the employee is regularly required to use written and oral communication skills; read and interpret information; analyze and solve problems; observe and interpret people and situations; learn and apply new information or skills, work under intensive deadlines and interact with UWWi staff and members and others encountered in the course of work.
WAY CORE COMPETENCIES FOR ALL STAFF
● Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
● Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
● Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
● Results-Driven: 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: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.