This position performs budget development, management, and accounting functions for grant funded programs within United Way of Tucson and Southern Arizona. Employee works independently according to United Way policies and procedures with support from the supervisor. Position reports to the Chief Finance Officer. This position is subject to the availability of grant funds.
Note: This is a grant-funded position.
Salary Range: $53,000 to $57,000
Fiscal Administration of State, Federal and Foundation Grants
- Knowledge of State and Federal grant fiscal requirements including all pertinent OMB circulars and State of Arizona financial requirements.
- Review and reconcile grant expenses to general ledger and adjust postings as necessary, post and track expenditures from restricted fund sources.
- Create expenditure reports for program managers as needed to manage grant-funded programs in Community Development.
- Prepare and/or review and approve grant budgets for grant-funded programs and initiatives in Community Development.
- Work with UWTSA Community Development program staff in the overall administration of the grants, including preparation of financial statements and budget tracking tools and any other financial reports as requested.
- Act as point person for audits of grant-funded programs or initiatives.
- Track grants receivables and advances.
Budget Analysis and Management
- Analyze grant expenditures and budget projections for programs and initiatives and recommend changes in salary allocations to grant sources as needed.
- Ensure budget allocations for UWTSA administration is included in grants and charged during program year, including for indirect, facility, direct administrative staff members, and IT/Communication expenses as appropriate.
- Establish relationships with subcontract agency financial staff members and respond to requests from subcontractors related to fiscal accounting requirements or fund source specifications.
- Train subcontractor financial staff on financial requirements of grantors and UWTSA.
- Create reports and financial documents for grantors (federal, state, and local) as required by various fund sources.
- Submit financial information into grantor data base systems as required.
- Research of outstanding checks or other required financial information requested from program staff, subcontractors, or funding agencies.
- Confirm payments to agencies when requested by independent auditors.
- Complete fiscal assessments on-site at subcontracted agencies and assist in developing corrective action plans as necessary to ensure compliance with grantors and United Way requirements.
- Complete assigned special projects requiring financial information and reports for outside parties.
- Provide back-up for processing payroll.
- Other items as requested.
- Develop relationships with funding agencies, subcontractors, and consultants to represent UWTSA and be responsive to financial management concerns or questions.
- Respond appropriately to requests for information in a positive, timely manner.
- Direct incoming requests for information to other divisions as necessary.
- Provide excellent customer service as a component of all job duties.
- Perform duties in accordance with UWTSA policies and procedures such as attending staff meetings, completing accurate and timely timesheets and expense reports.
- Assist in developing policies, procedures, schedules, and assignments to support department and/or organizational goals and objectives.
- Assist in training and cross training staff and volunteers, serve as backup to staff, and act as project lead as assigned.
Other Duties as Assigned
Preferred Qualifications, Skills and Abilities:
- Bachelor’s degree in accounting, business or finance from an accredited university or college, four years of progressively responsible professional level accounting experience, not-for-profit preferred.
- Knowledge of the accepted principles and practices of accounting and auditing and their application to fund accounting systems.
- Demonstrated skills in securing and determining facts through audit investigations.
- Demonstrated organizational skills and customer service orientation with an ability to prioritize, manage and complete multiple tasks under time sensitive deadlines.
- Ability to handle sensitive information in a confidential manner.
- Demonstrated skills using Windows-based software, including Internet browsers, e-mail, word processing, spreadsheet, database, presentation, and graphics software, to generate meaningful and comprehensive documents, materials and presentations.
- Demonstrated proficiency using Microsoft Office Suite.
- Demonstrated excellent written/verbal communication skills, including clear, concise, and accurate written documents, grammar, spelling, and selection/organization of appropriate presentation method/vehicle.
- Demonstrated customer service, problem solving, time management, and organizational skills.
- Demonstrated ability to establish and maintain effective working relationships with all levels of UWTSA staff as well as diverse volunteers, donors, community partners, vendors, and other constituents.
- Demonstrated ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain confidentiality, and to respect and observe organizational protocol.
- Demonstrated ability to maintain a flexible work schedule and adjust it as required by changing activities.
- Demonstrated ability to travel to work in a variety of locations throughout the metropolitan Tucson area whenever required. Additional mobility is required during this activity.
- Must possess a valid driver’s license, current auto insurance, daily access to reliable vehicle and able to occasionally lift up to 25 pounds.