Finance Senior Manager

Finance Senior Manager

Accounting and Finance

United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.

This is an ambitious time to join United Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.

Join us as the Finance Senior Manager

As a key member of our Finance team, you'll play a pivotal role in the timely and accurate management of financial processes, accounting, audits, and reporting. Your responsibilities will encompass a range of critical functions, from benefits administration to bank account reconciliations and tax returns. Here, your expertise will make a meaningful impact in creating a thriving community where individuals and families have the opportunity to reach their full potential.

What You'll Do:

The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 

• Oversee financial processes, including 401k audits, financial statement audits, and property tax filings, to ensure accuracy and compliance.

Collaborate closely with our Talent Management team to manage benefits administration, open enrollment, and COBRA, ensuring our employees receive the support they need.

• Process general ledger entries for employer-paid benefits and bi-weekly payroll
• Prepare bi-weekly payroll and reconcile benefit and payroll-related general ledger accounts to maintain financial transparency and accuracy.
• Ensure the timely reconciliation and submission of benefit invoices for payments.
• Play a critical role in supporting auditors and tax preparers during benefit plan audits and related tax return filings, gaining valuable experience, and contributing to the success of our organization.

Key Accounting Functions:

• Conduct monthly bank statement reconciliations
• Track and resolve outstanding checks
• Manage fixed assets and prepaids
• Prepare real and personal property tax returns
• Collaborate with JumpIN to manage financials
• Play a key role in assisting in CBO financial evaluation as needed
• Provide necessary support to auditors and tax preparers for financial audits and the 990-tax return
• Ability to generate requested ad-hoc reports through accounting systems
• Be ready to take on special assignments and other tasks on an as-needed basis, showcasing your adaptability and problem-solving skills
• Offer crucial backup for payment and pledge processing through the CRM system
• Invest in your professional growth through development and continuing education opportunities, both internally and externally
• Utilize the CRM system for effective reporting and tracking of pledges and gifts

Qualifications:

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability, and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.

Education and/or Experience

• Bachelor's degree in accounting or five years of relevant accounting experience.
• Experience with Salesforce platform or CRM systems is preferred.
• Five years of supervisory experience is desirable.
• Proficiency in computer skills and attention to detail are essential.
• Effective time management and multitasking abilities are required to meet deadlines.
• Strong organizational and interpersonal skills are crucial for success.

Note: Work experience may be considered as a substitute for educational requirements on a case-by-case basis.

Supervisory Responsibilities:

In addition to these qualifications, this role also includes supervisory responsibilities. The selected candidate will oversee the CRM Team, which consists of three team members responsible for audit and pledge processing, donor designated gifts, and accounts receivable.

Position Leader:       Chief Financial Officer

Position Leads:         Manager of Pledge Audit & Processing, Donor & Designation Data Associate, Manager of Accounts Receivable

FLSA Status:             Exempt, Full-Time 

Salary Range:            Upper 70's to Low 80's

Benefits:                    Complete Benefits Package Available

Reviewed:                  November 2023

Equal Opportunity Employer

Please apply at uwci.org/careers

This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.  UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.