After growing our fundraising campaign by more than 21 percent over three years, we are charting the course for an exciting new future at United Way of Kennebec Valley. In the coming year, our priorities include embracing the Modern United Way transformation model, embarking on a community-wide goal-setting process, and prioritizing diversity, equity and inclusion in every aspect of our work. We have a staff of four dedicated and experienced employees to help us fulfill our mission, and we welcome you to apply to be part of our team.
OVERVIEW OF RESPONSIBILITIES
This position is responsible for managing the overall financial procedures of the organization, including all accounting functions, audit preparation, accounting controls, the pledge/designation process, and the financial portions of grant management. This position works with the Executive Director on the annual budget process and in developing financial and budget reports for management purposes.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Financial Accounting & Reporting:
- Develop and monitor annual budget, including the strategic forecast for the organization; support presentations to the Finance Committee and Board of Directors.
- Coordinate and manage all activities for the annual audit, including preparation of financial statements and tax filings. Implement audit recommendations annually.
- Prepare journal entries to ensure accuracy and appropriateness.
- Maintain general ledger accounts, which accurately reflect the financial activity of the organization in accordance with generally accepted accounting principles (GAAP) and United Way Worldwide (UWW) standards.
- Ensure that financial activity associated with community investments is accounted for properly and in accordance with grant agreements.
- Oversee Administrative and Volunteer Coordinator regarding pledge entry.
- Oversee payroll processing.
- Maintain a monthly financial reporting system that supports the annual budget and strategic financial forecast.
- Provide monthly financial reports to the Executive Director and the Board of Directors.
- Maintain a close and successful working relationship with the Board Treasurer in overseeing UWKV’s finances.
- Manage accounts payable, payroll, time tracking, pledges receivable, and collection activities.
- Develop, implement, monitor, and adhere to finance policies and internal control procedures; recommend improvements to strengthen controls as needed.
- Review all expenditures and prepare for approval by Executive Director.
- Manage campaign pledge processing, designations, and subsequent payments.
- Supervise cash management, reserve account, and compliance with the Investment Policy.
- Serve as fiscal manager for several external entities and campaigns.
- Prepare and submit all required financial and membership reports to UWW.
- Ensure the smooth functioning of existing operations.
- Identify inefficiencies and propose strategies to increase efficiency and productivity.
- Maintain and oversee operational policies and procedures in alignment with the organization’s goals.
- Serve as primary onsite contact with building management to address facilities issues.
- Serve as primary onsite contact with information technology vendors to address computer and network issues.
- Provide support to the Executive Director, the Board of Directors and the Finance Committee.
- Support a variety of annual campaign activities.
- Provide back-up to other UW staff members by answering the telephone, greeting visitors, routing calls and handling a variety of inquiries.
- Fulfill all other duties and special projects as assigned by the Executive Director.
- Bachelor's degree in finance, business administration, accounting or a related field, or equivalent combination of education and experience, is required
- Experience in financial accounting for nonprofit organization is preferred
- Considerable knowledge of computer software programs and applications for financial management (including financial accounting software and Excel)
- Working knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting/budgeting in a nonprofit environment
- Proficient in Quickbooks
- Ability to plan, organize, and direct comprehensive financial programs
- Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy
- Ability to communicate effectively both verbally and in writing; to establish positive public relations; and to interact effectively with a wide variety of people
- Take initiative and lead with a growth mindset
- Provide excellent attention to detail
- Ability to deal with extremely confidential and sensitive information
While performing the duties of this job, the employee is frequently exposed to normal office work environment conditions. Internally controlled working environment with little or no hazardous conditions (e.g., fumes, toxic or caustic chemicals, extreme heat/cold conditions, vibrations, and/or airborne particles) in normal work location. The noise level in the work environment is usually quiet to moderate. Participation in early morning, evening and weekend meetings and events is occasionally required. The employee will be required to utilize own transportation to travel throughout the Kennebec Valley region. The employee may also be required to occasionally attend one-day or overnight meetings and events out of the area.
UNITED 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.