The Finance Division is comprised of the Pledge Processing and Finance areas. Under the direction of the Finance and Audit Committee volunteers and other volunteers it is responsible to maintain proper internal financial controls, to process pledges, cash receipts, cash disbursements, and other financial transactions accordingly, to be a steward of the organization’s assets including cash, investments and fixed assets among others, to maintain necessary insurances, and to perform necessary external reporting including audit, tax and pension related reports and filings. Internally the division ensures there is adequate financial reporting and analysis to assist the organization in decision making, in a customer centric way.
The Online Giving & Data Specialist is a technical position responsible for planning, organizing and producing online giving campaigns using our internal system software. The Specialist is responsible for working with companies to ensure their online giving campaign is developed and implemented with accurate information and reflects the giving options and messaging dictated by the companies.
• Update employee database information used in support of online giving campaigns
• Implement updates to messaging and layout to bring sites to production
• Coordinate launch dates and timelines for additional solicitations with external contacts
• Identify campaign needs and facilitate technological solutions to satisfy the client within software limitations
• Train internal and external staff on online giving processes
• Provide software support to donors, companies and staff
• Administrative tasks as needed
• Contribute to the overall success of the United Way by performing other essential duties and responsibilities as assigned
• Responsible for managing production of online giving sites for assigned company campaigns: database updates, email and site messaging creation/revisions, and system support as needed to end users and site administrators
• Assisting in the creation, maintenance and improvement of internal and external processes, keeping in line with our strategic plan and mission
• Responsible for building and maintaining strong relationships with key stakeholders in the community
KSA (Knowledge, Skills and Abilities):
Type & Level of Education: Bachelor’s degree
Technical or Other Abilities: Knowledge of CRM
Ability to acquire, analyize and apply professional/technical knowledge, skills, experience, and judgment to accomplish results, better service customers and contribute to the organization’s intellectual capital
Knowledge of use and operation of standard office equipment at a level generally acquired through 1+ years’ related experience.
Experience: Three (3) years of relevant experience
Specific Skills & Attitudes:
Demonstrate an understanding of the United Way, its philosophy, and its goals
High degree of personal integrity and ability to maintain confidentiality
Ability & flexibility to multi-task w/ high work volume and to meet deadlines and manage projects effectively
High level of attention to detail and concern for accuracy in composing, typing, proofing and establishing priorities and meeting deadlines
Advanced interpersonal, customer service and problem resolution skills utilizing poise, tact and diplomacy on phone and in person
Ability to work autonomously, as well as to take direction as needed
Extensive knowledge of business and an excellent command of the English language
Some analytical ability in order to gather and summarize data for reports, find solutions to various administrative problems and prioritize work
ORGANIZATIONAL COMPETENCIES: WHO WE ARE & HOW WE WORK TOGETHER…THE UNITED WAY
Steward the Vision
Uphold and support our strategy.
Embrace big picture; focus on efforts that add significant value.
Nurture commitment to our common vision and shared values.
Act with Integrity
Uphold organizational values in all business dealings.
Do what is right and ethical across all constituencies.
Maintain high standards of personal integrity with colleagues and volunteers.
Commitment to Service
Work hard to understand and do what is best for our community and our customers.
Demonstrate urgency in meeting community, volunteers, customer and organizational needs.
Balance organizational needs and customer needs to achieve mutually beneficial results.
Create a climate of energy, excitement and personal investment.
Encourage & Embrace Innovation
Curious and exploratory regarding creative ideas and solutions.
Seek continuous improvement in products, services and processes.
Facilitate implementation of processes that produce improved service and community outcomes.
Demonstrate Mutual Respect
Act to preserve relationships, even under challenging circumstances.
Respect and appreciate individual differences in perspective and background.
Treat others fairly and consistently.
Respond to the concerns and cares of co-workers and the community.
Integrate efforts across organizations, and within functions and departments.
Promote working together and remove obstacles to teamwork.
Work through conflict to create results.
Align individual goals with organizational strategies.
While performing the duties of the job, employee is required to regularly use hands, frequently required to stand, walk, sit, reach with hands and arms, climb, stoop, kneel, crouch, talk and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision and ability to adjust focus.
Traditional office work environment
Outdoors work environment
Non-traditional work hours
Travel: Less than 20%, primarily to regional offices, as needed
Must have valid driver’s license and reliable transportation or access to reliable and available transportation