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Finance and Data Support Assistant

Port Charlotte, FL

Relocation expenses: Not paid

Part time
1 - 2 years of experience
Associate Degree

Published on 15 Dec 2021

Expires on 15 Dec 2021

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Finance and Data Support Assistant

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United Way of Charlotte County is mobilizing the power of our community to break the cycle of poverty. Our workplace is fast-paced, friendly, and adaptive. People with diverse backgrounds and abilities are encouraged to apply.  Join us in giving everyone in our community the opportunity to live their best life. We are seeking a Finance and Data Support Assistant – this team member is critical to success of our mission.


  • You are interested in a part-time position of up to 24 hours per week;
  • You are detail oriented with strong analytical, problem solving and decision making skills with ability to manage and analyze large data sets;
  • You have the ability to multi-task in a fast-paced environment;
  • You have effective time-management and organizational skills;
  • You have demonstrated the ability to prioritize independently based on team goals;
  • You have excellent verbal and written communication skills;
  • You have the ability to handle multiple projects and data sources;
  • You are able to work collaboratively in a rapidly changing team environment;
  • You are able to perform intermediate business math and accurate data entry;
  • You are an independent self-starter; motivated to seek out new opportunities to review and analyze data to support strategic decision-making; comfortable with embracing change.


  • Provide customer support as needed, including answering and directing phone calls.
  • Receives incoming pledges, cash, checks, ACH and records information from internal data systems and data downloaded from external web portals.
  • Enters contribution and related information into electronic forms on behalf of donors as needed, extracts, manipulates and standardizes electronic data files to prepare for or support processing, submits requests for gift, pledge and payment adjustments, and tracks follow-through.
  • Maintains and updates donor and agency accounts, company processing expectations and other constituent or contribution related information in data management systems/databases using a variety of methods.
  • Works with other departments and teammates to research and resolve internal and external inquiries.
  • Performs QA and takes steps to mitigate errors in gift and constituent data based on ongoing review of data integrity.
  • Prepares reports and analysis related to donor gifts and related data sets for internal and external use and to support business decisions.


  • Associates’ degree, or equivalent, in business administration, accounting, or a related field
  • Must have at least three years’ experience in data processing or office administration
  • You have intermediate proficiency in Microsoft Office Suite (Word, Excel and Access)
  • You are familiar with financial statements
  • Strong familiarity with donor databases, data mining, and reporting.
  • Access to reliable transportation, proof of insurance, and a valid driver’s license
  • Demonstrated excellence in project management, communication and organizational skills
  • Experienced with donor management software.

Desirable, But Not Required

●    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.