Manager, Accountability & Standards Review

ABOUT US
United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Our strategy for improving quality of life and advancing the greater good involves focusing in four impact areas: 1.) Ready Children - preparing children for kindergarten; 2.) Successful Students - empowering students to graduate and reach their full potential; 3.) Strong Individuals and Families - helping individuals and families become self-sufficient 4.) Safety Net - addressing urgent and essential needs for those in crisis.

JOB SUMMARY
The Manager of Accountability & Standards Review provides primary ownership and strategic leadership of the Standards Review process, ensuring that agencies receiving United Way investments demonstrate sound governance, fiscal integrity, and programmatic effectiveness. Provides full lifecycle ownership of the Standards Review process, from design and timeline development through evaluation, documentation, and funding communication.

PRIMARY DUTIES AND RESPONSIBILITES
Ownership and execution of United Way’s agency-level standards review process
• Works with agency personnel to ensure that e-CImpact, the platform used during the standards review process, meets agency reporting needs and adequately provides information needed to United Way for the accountability process
• Works with any software vendors whose products are used to facilitate the Standards Review process to meet the emerging needs of agencies and volunteers, as needed.
• Working with Senior Department Leadership directs the development and deployment of the online tool(s) utilized for the annual Standards Review process to ensure that agencies receiving United Way investments are sound in governance, finance, and performance of programs
• Develops and maintains relationships with individuals and organizations involved in volunteering during the Standards Review process
• Develops training modules and conducts training of agency personnel, volunteers, and staff on usage of platform used during standards review process, currently e-CImpact
• Develops customized reports as needed for agencies and volunteers based on data in the grants management platform
• Maintains a high level of security and confidentiality of all agency documents and files
• Routinely evaluates current Standards Review process and tools, then suggests and implements improvements.
• Creates , maintains executes documentation and training materials on Standards Review processes and platforms
• The execution of the standards review process includes the following recurring responsibilities:
• Recruit, contact, and confirm potential and returning volunteers and manage ongoing relationships
• Develop and build tailored evaluation forms for local, national, and military agencies
• Evaluate and refine the Standards Review methodology to ensure continuous process improvement, strengthen analytical rigor, and enhance the accuracy, clarity, and overall effectiveness of review reports.
• Independently initiates and manages all agency communications related to the Standards Review process, including formal notifications, milestone reminders, and follow-up, ensuring timely and complete submission of required documentation without the need for direction or prompting.
• Build and maintain volunteer recruitment and training roster
• Assist agencies and volunteers with access and navigation of grants management platform
• Schedule and conduct training sessions for agencies and volunteers
• Conduct one-on-one training as needed/requested
• Orients all affected agencies to applicable processes and evaluations
• Ensures all agency materials are complete and compliant with Standards Review requirements, initiating direct follow-up with agency leadership to address gaps and secure outstanding information
• Provides coaching and assistance in closing identified gaps
• Coordinates and schedules all agencies for site visits then ensures volunteer attendance is with in established minimum attendance numbers and UW staff coverage is available.
• Attend site visits as required and assist volunteers conduct thorough and accurate reviews.
• Identify problematic trends in agencies and develop indirect means of addressing as possible.
• Compile, disaggregate, and distribute volunteer review comments to team leads and division chairs and follow-up as required.
• Coordinate with United Way staff to complete internal components of standards review score card
• Finalize scorecard, review for accuracy and completeness then post to compliance in e-CImpact for all agencies
• Monitors and reviews quarterly reporting requirements as required
• Serves as secondary administrator for the grants management (currently e-CImpact) platform
• Steward of partner agency historical documents and forms in e-CImpact
• Assists Resource Development in the monitoring and tracking of SAMA and SEC applications for completeness. )
• Responsible for the drafting, populating and accuracy of annual funding letters sent to the agencies.
• Keeps supervisor apprised all issues, concerns, status and progress related to the Standards Review Process
• Other duties as assigned

EDUCATION AND EXPERIENCE
• Bachelor’s degree – required / master’s degree – preferred in a related field of study.
• Three or more years’ experience.
• Experience in an internal audit function recommended
• Experience in the operation of non-profits
• Experience staffing a broad cross-section of volunteer leaders and/or non-profit partners.
• Experience communicating with senior leaders both internally and externally to the organization.
• Experience in working effectively in multicultural environments.
• Strong relationships in the nonprofit, public and private sectors.
• Staff and volunteer management.
KNOWLEDGE, SKILLS & ABILITIES INFORMATION
• Ability to understand and interpret audited financial statements and Form 990s
• Working knowledge of grants management systems (e.g. e-CImpact, Foundant, Fluxx, or similar)
• Management of process integrity and attention to detail
• Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with clients, community partners, donors and volunteers.
• Ability to identify and build opportunities and assist in educating and mobilizing networks of individuals, associations, agencies and institutions to support UWSA’s impact agenda.
• Strong verbal and written communication skills.
• Professional demeanor, confident and goal oriented.
• Self-motivated and creative.
• Dynamic, authentic leadership and team building skills.
• Strong organizational skills
• Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.
• Strategic thinking ability.
• Demonstrated independent decision-making and problem-solving ability.
• Excellent verbal and written communication skills.
• Facilitation and presentation skills and experience.
• Knowledge of Results-Based Accountability™, preferred.
• Data utilization expertise related to community issues.
• Budget management experience.
• Committee-level volunteer management.
• Relationship management with a broad array of individuals and organizations.
• Attention to detail in a multitasking environment.
• Proficient in Microsoft Office Suite with an emphasis in Excel.
• Competent with Adobe Products Suite, preferred.
UNITED WAY COMPETENCIES

Core Competencies (all United Way Professionals):
Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward

BENEFITS
• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental, vision, life insurance and other insurance products available.
• Paid holidays, personal and sick leave time.
• 403(b) retirement plan with immediate employer matching

WORK ENVIRONMENT
• Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.
• Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.
• Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.
• Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.
PHYSICAL DEMANDS
• Sedentary work on a PC; sitting for extended periods of time, routinely.
• Movement within the office and during external meetings and events, regularly.
• Bends, stoops and twists, occasionally.
• Exerts up to 25 lbs. of force, occasionally.
• Facilitates, presents and collaboratively interacts with others, routinely.
• Perform repetitive tasks, i.e., typing and texting, routinely.

The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.

APPLY
To submit your application visit https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac….
• Applications WILL NOT be accepted via email.
• Contact uwjobs@unitedwaysatx.org should you experience problems submitting your application.

United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.

United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | www.uwsastx.org