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Managing Director, Finance

Philadelphia, PA

Relocation expenses: Not paid

Full time
5 - 10 years of experience
Bachelor's Degree

Published on 6 Oct 2022

Expires on 6 Oct 2022

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Managing Director, Finance

United Way of Greater Philadelphia and Southern New Jersey’s mission is to end poverty and expand opportunity for all. As we celebrate our 100th anniversary, we are focused on new approaches to harnessing the collective power of our region to help individuals and families break the cycle of poverty, and new ways of engaging and investing in the communities we serve. We deploy several tools to that end, including:

  • Motivating individual, corporate, and institutional philanthropy;
  • Investing in evidence-based programming to increase opportunity and employment, financial empowerment for families, and resource high-quality early education;
  • Measuring progress and strengthening the nonprofit sector in the areas of data / evaluation, leadership, and organizational effectiveness; and,
  • Convening local and national leaders to build and execute ground-breaking strategies for the region.

Role Summary:  The position’s responsibilities will include managing the monthly financial reporting for campaign accounting, grant administration and cash reporting and reconciliation to support the United Way’s mission and other general accounting functions. This position will manage both Finance & Processing Departments, collaborate with peers and their staff within the organization with direct reporting to the Chief Financial Officer.

Essential functions and core responsibilities include but are not limited to:

  • Prepare monthly journal entries, account reconciliations, bank reconciliations, and reporting for all financial activities.
  • Oversee pledge processing and the recording of cash received on a daily basis.
  • Monitor campaign and restricted funding and prepare monthly campaign / restricted funding financial reports and annual reconciliations.
  • Oversee all financial project/program grant accounting; ensure that expenditures are consistently aligned with grant and program budgets through the grant / fund period; prepare financial reporting materials for government, corporate or foundation grants.
  • Serve as Finance’s primary point of contact for daily cash reporting and credit card processing.
  • Assist the CFO with the annual budget process and forecast preparation working directly with the individual department heads to prepare an accurate and fiscally responsible budget.
  • Process budgets in the accounting software and record selected journal entries, as needed.
  • Manage the planning and management of annual audit, including preparation of audit and Form 990 work papers and schedules.
  • Process payroll on a bi-weekly basis including analyzing the deduction report and preparing the relevant reports to the insurance and 403(b) providers. Ensure timely filing of quarterly 941s and end of the year tax filings.
  • Manage the annual 403(b) audit and preparation of the 5500 for the Department of Labor.
  • Manage the annual review of funded agency audits.
  • Manage all aspects of Investment and endowment accounting and reporting including quarterly reconciliation of the restricted net assets.

Expected job qualifications and other knowledge, skills, and abilities include:

  • Bachelor’s degree in accounting preferred, CPA and / or MBA in Finance or Accounting required.
  • At least ten years of strong, direct accounting experience desired.
  • Knowledge of Windows operating system, Microsoft Teams, and Microsoft Office Suite of Products including Advanced Excel. Proficiency in Power Pivot and Power BI preferred.
  • Knowledge of accounting software programs (MIP), Expense Reporting (Concur), and payroll software (Paycom) preferred.
  • Ability to work under the pressure of tight deadlines and to effectively manage, organize, and prioritize projects and workload with diligence and strong follow-through.
  • Proven ability to work in a participative and collaborative manner, to interact well with a diverse range of people; display a positive attitude with all stakeholders.
  • Demonstrated ability to be flexible and function independently in a challenging environment.
  • Strong written and verbal communication skills.
  • Ability to analyze, problem solve and recommend process changes, as needed.
  • Ability to adapt to changing environments.

UWGPSNJ promotes a culture of inclusion and does not discriminate based on race, color, sex, sexual orientation, religion, national or ethnic origin, age, disability, veteran status, or any other legally protected factor.

●    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.