field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Manager of Accounts ReceivableFinance DepartmentOperationsUnited&nbsp;Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social&nbsp;sector&nbsp;and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.&nbsp;This is an ambitious time to join&nbsp;United&nbsp;Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and&nbsp;housing insecurity. 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.&nbsp;Position SummaryUnited Way of Central Indiana recognizes the key to success is a strong and cohesive team that works through shared values to achieve our mission.The Manager of Accounts Receivable is the member of our Finance team responsible for timely and accurately researching, processing and troubleshooting of all receipts of payment (check, EFT, credit card, etc.). This position to actively manages, all processing and researching resolutions for payments and communicating and meeting financial deadlines. This position requires a comprehensive understanding of the organization's various activities and high levels of collaboration across the organization to determine sources of funds and appropriate accounting and coding for accurate collections and budget evaluations.Position Duties &amp; ResponsibilitiesThe 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.<ul><li>Process daily deposits for all receipts through UWCI's remote deposit tools, including:<ul><li>Process daily lockbox payments and apply to pledges and/or accounting software as necessary.</li><li>Record daily all receipts to open pledges, AR or revenues as appropriate in either Empower Pack/Salesforce or accounting software.</li><li>Process paper and online payments coming from external sources and other United Way's and associated online payments.</li><li>Record or attach necessary documentation to create clarity in postings in EP or Intaact.</li><li>Successfully manage processing deadlines in an accurate and efficient manner.</li><li>Research and exercise professional discretion on proper application and accounting for receipts under approved threshold.</li><li>Collaborate with United Way's, companies, individual donors, banks, and team members to gather necessary payment data.</li></ul></li><li>Process pre-authorized payments or credit cards transactions on a weekly basis.<ul><li>Process credit cards transactions for staff member needs or purchases.</li><li>Process external credit card payments from companies and apply to their pledges/company payroll.</li></ul></li><li>Train and support other Finance Team members with processing payments.<ul><li>Manage connectivity to other United Way portals.</li><li>Collaborate and resolve discrepancies/open issues regarding receipts by conducting internal and external communications.</li><li>Collaborate with Collections and Financial Analytics Manager on open AR items.</li><li>Maintain complete and accurate files for all areas of responsibility.</li><li>Identify, propose, document, and implement process improvement in the receivable process, including communications with Fundraising and Finance Departments</li><li>Respond to internal and external inquiries in a timely and accurate manner for all related areas.</li><li>Communicate in a courteous and professional manner with internal and external constituents.</li></ul></li><li>Perform special assignments and other work, on an as-needed basis.</li></ul>QualificationsTo 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 accommodations 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.This individual routinely reads, interprets and analyzes financial reports, general business periodicals, professional journals, technical procedures, and/or governmental / legal regulations.&nbsp; Routinely writes complex detailed reports and business correspondence.&nbsp; Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the general public. This individual also routinely analyzes and defines problems, establishes facts, and draws valid conclusions. Can deal with nonverbal symbolism (formulas, scientific equations, graphs, etc.). Able to interpret an extensive variety of technical. instructions/information in mathematical or diagram form and deals with several abstract and non-concrete variables. Also Makes day-to-day and/or daily decisions used to support strategic direction.&nbsp; Decisions often require thought and are structured.&nbsp; Decisions tend to be short term (one year or less) and usually moderate to high cost.Education and/or ExperienceBachelor's degree in accounting preferred or at least four plus years of relevant experience in accounts receivable. Must be computer proficient and detail oriented. Effective time management is essential along with the ability to multi-task. Must be able to successfully meet various processing deadlines. Organizational and interpersonal skills are critical to this position.*Work experience may substitute for education requirements on a case-by-case basis.Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Finance Senior ManagerPosition Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; No Direct ReportsFLSA Status:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Exempt, Full-TimeSalary Range:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Upper 40's to Low 50'sBenefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package AvailableReviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; October 2024Equal Opportunity EmployerPlease apply at uwci.org/careersThis 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.

United Way of Central Indiana

Manager of Accounts Receivable

ABOUT USUnited Way of San Antonio and Bexar County (UWSA) 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. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential;helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.JOB SUMMARYThe Grant Staff Accountant is responsible for assisting the Director of Grant Accounting and other staff in overall project coordination and subcontractor check requests, processing and overall support. UWSA successfully manages multiple state grants, which provides program funding including pay and benefits for team members involved in servicing those grants. This position is grant funded, thus continued employment is contingent upon awarded grant funding. UWSA applies for Grants that align with the community impact work it facilitates and provides. Grants are awarded for a fixedduration (typically 3 to 5 years) but are generally renewable.PRIMARY DUTIES AND RESPONSIBILITES<ul><li>Maintain Federal, State and Private Grant&nbsp;contracts</li><li>Prepare billing to Federal, State, Private&nbsp;grantors</li><li>Prepare and review financial documents, reports and&nbsp;statements</li><li>Review, prepare and process all payables related to Federal, State and Private&nbsp;Grants</li><li>Assist the Director of Grant Accounting in 1.) preparing and presenting updates on federal, state and private grants to appropriate internal and external stakeholders; and 2.) developing a process guide for primary duties and responsibilities.</li><li>Maintain files for all accounts payable relating to Federal, State and Private&nbsp;Grants</li><li>Review and prepare Federal, State and Private Grant monthly sub-contractor invoices, supporting documentation and check requests for&nbsp;payment</li><li>Populate payroll and General Ledger transactions monthly to internal financial reconciliation for all&nbsp;programs</li><li>Research various account balances/activity as&nbsp;needed</li><li>Review and examine co-investment on the Impact Council program&nbsp;investments</li><li>Assist with internal reviews of&nbsp;programs</li><li>Prepare monthly journal&nbsp;entries</li><li>Prepare and maintain compliance related documents for&nbsp;grantors</li><li>Assist in fiscal year end close, annual reports, reconciliation and adjusting journal&nbsp;entries</li><li>Assist with desk reviews, program audits and the annual fiscal and single&nbsp;audits</li><li>Assisting in new vendor contract setup, contract, budget and reporting&nbsp;forms</li><li>Create standardized reporting forms for contracts as&nbsp;necessary.</li><li>Assist with coverage of Front Desk duties as&nbsp;needed</li><li>Perform all other duties as&nbsp;assigned.</li></ul> &nbsp;EDUCATION AND EXPERIENCE<ul><li>High school diploma or GED and 4 years of community related work experience; or a bachelor’s degree from an accredited college or university; or 2 years of community related work experience plus an associate&nbsp;degree.</li><li>Budget and fiscal&nbsp;management.</li><li>One to three years of&nbsp;experience.</li><li>Strong relationships in the nonprofit, public and private sectors.</li><li>Background in working with volunteers and&nbsp;residents.</li></ul>KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION<ul><li>Professional demeanor, confident and goal&nbsp;oriented.</li><li>Attention to detail in a multitasking&nbsp;environment.</li><li>Outgoing, self-motivated and&nbsp;creative.</li><li>Proficient in Microsoft Office Suite, MS Word, Excel and&nbsp;Adobe</li><li>Strategic thinking.</li><li>Demonstrated independent decision-making and problem-solving&nbsp;ability.</li><li>Excellent verbal and written communication&nbsp;skills.</li><li>Facilitation and presentation skills and&nbsp;experience.</li><li>Knowledge of Results-Based Accountability™,&nbsp;preferred.</li><li>Data utilization expertise related to community&nbsp;issues.</li><li>Budget management&nbsp;experience.</li><li>Relationship management with a broad array of individuals and&nbsp;organizations.</li></ul>UNITED WAY COMPETENCIES&nbsp; &nbsp; X_ Core Competencies (all United Way Professionals):Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardBENEFITS<ul><li>Employer-subsidized healthcare plan with employer-funded HRA&nbsp;offered.</li><li>Group dental, vision, life insurance and other insurance products are&nbsp;available.</li><li>Paid holidays, personal and sick leave&nbsp;time.</li><li>403(b) retirement plan with employer matching&nbsp;available.</li></ul>WORK ENVIRONMENT<ul><li>Normal nonprofit office environment with little exposure to dust, noise and extreme&nbsp;temperatures.</li><li>Extended work on personal computing equipment, telephone, multi-functioning printer and&nbsp;calculator.</li><li>Reliable transportation is 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,&nbsp;occasionally.</li><li>Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend&nbsp;hours.</li></ul>PHYSICAL DEMANDS<ul><li>Sedentary work on a PC; sitting for extended periods of time,&nbsp;routinely.</li><li>Normal office environment with little exposure to dust, noise, temperature, and the&nbsp;like.</li><li>Movement within the office and during external meetings and events,&nbsp;regularly.</li><li>Bends, stoops and twists,&nbsp;occasionally.</li><li>Exerts up to 25 lbs. of force,&nbsp;occasionally.</li><li>Facilitates, presents and collaboratively interacts with others,&nbsp;routinely.</li></ul> &nbsp;<ul><li>Perform repetitive tasks, i.e., typing and texting, routinely.</li></ul>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.APPLYTo submit your application visit&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-</a>&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.</a><ul><li>Applications WILL NOT be accepted via&nbsp;email.</li><li>Contact&nbsp;<a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org&nbsp;</a>should you experience problems submitting your&nbsp;application.</li></ul>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.&nbsp;United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | <a href="http://www.unitedwaysatx.org/" target="_blank">www.unitedwaysatx.org</a>

United Way of San Antonio and Bexar County

Grants, Staff Accountant

The Pledge Receivable Accountant reports to the Director, Accounts Receivable and is a member of the Finance department of UWGA. The Finance Department is responsible for the financial reporting, financial oversight, processing of receipts and payments, grants management, contract and legal review, building operations and the overall financial health of UWGA. The Pledge Receivable Accountant updates pledge receivable balances based on daily cash collections. The person in this position interacts with individuals and corporate donors, frequently answering questions and works closely with grant manager and the Office of Development regarding cash receipts.<h2>Position Summary</h2>The Pledge Receivable Accountant position exists to manage the pledge receivable payment process and outstanding balances and to make the daily deposits related to the fundraising campaign and government grants. The Pledge Receivable Accountant interacts with the CFO, Controller, Director, Accounts Receivable, and others within the Finance department. Additionally, the Pledge Receivable Accountant interacts with the Office of Development team, Community Engagement team, other staff, constituents, donors, company A/P contacts, and the public with questions.This role supports the goals of<ul><li>Ensuring accounts receivable is accurately and properly applied.</li><li>Providing A/R oversight of the organization.</li><li>Delivering quality donor experience.</li></ul><h2>Key Responsibilities</h2><ul><li>Manage the pledge receivable processes, including collections of outstanding pledge balances.</li><li>Analyze pledge receivables on a regular basis and determine plan of action for outstanding balances which included but are not limited to working with Office of Development for direct donor follow-up.</li><li>Perform daily cash management duties, including the processing of incoming cash, checks, EFT’s, credit cards, refunds, cancellations, and charge backs daily, ensuring that the monies are credited to the correct account and correct campaign year.</li><li>Serve as back up to Director, Accounts Receivable to process electronic payment details to the donor level.</li><li>Resolve inquiries regarding pledge balances with donors, Office of Development team, and other agencies.</li><li>Prepare and send pledge statements, confirmations, and invoices to companies and individuals.</li><li>Assist in streamlining the accounts receivable process by identifying areas for performance improvement.</li><li>Consult and assist donor services and other finance team members as necessary.</li><li>Develop working relationship with donor company A/P coordinators.</li><li>Perform other duties as assigned or necessary.</li></ul><h2>Qualifications and Expectations</h2>Qualifications<ul><li>2–4-year accounting degree or appropriate accounting experience with customer service background.</li><li>Excellent communications skills (both written and verbal).</li><li>Strong mathematical, analytical, and problem-solving skills with attention to detail.</li><li>Computer literate; proficient in the use of Microsoft Office and knowledge of basic office equipment.</li></ul>Expectations<ul><li>Proven ability to work under pressure</li><li>Good communication skills</li><li>Ability to effectively work well with all levels of management</li><li>Strong customer service skills</li><li>This role can exist as a hybrid role but will require 3 days of work from the office</li></ul>

United Way of Greater Atlanta

Pledge Receivable Accountant

Job Summary This position performs professional level accounting work and assists with internal and external audits. Employee works with some independence subject to established United Way of Tucson and Southern Arizona policies and procedures, referring to supervisor for consultation on significant deviations or unusual programs. Position reports to the Controller, Finance.All United Way of Tucson and Southern Arizona (UWTSA) programs and strategies work toward eliminating racial, ethnic, and socio-economic disparities for an educated, thriving, and equitable community.United Way offers competitive wages and a generous benefits packet with employer contributions for full time employees including medical, dental, 401K, HRA, PTO, 13 paid holidays, and opportunities for educational and professional development. For more information about our organization, see <a href="http://www.unitedwaytucson.org" target="_blank">www.unitedwaytucson.org</a>. Salary range: $60,000 - $65,000/annuallyResponsibilities Reconciliation of Subsidiary Ledgers to General Ledger•&nbsp;&nbsp;&nbsp;&nbsp;Reconcile monthly bank statements for all cash and investment accounts, research outstanding checks over 90 days, create and issue returned check notices. •&nbsp;&nbsp;&nbsp;&nbsp;Verify and reconcile various accounts to the general ledger on a monthly basis, including allocations payable, suspense/audit account(s), pledges receivable accounts, and many others. •&nbsp;&nbsp;&nbsp;&nbsp;Assist in preparation of yearly schedules for independent audit. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain audit schedules throughout the year whenever possible. •&nbsp;&nbsp;&nbsp;&nbsp;Prepare financial and programmatic statements, including Statement of Financial Position and Statement of Activities. Accounting Administration•&nbsp;&nbsp;&nbsp;&nbsp;Conduct annual fixed asset inventory, maintain records, and make changes when necessary for acquisition or disposal of property. •&nbsp;&nbsp;&nbsp;&nbsp;Confirm payments to agencies when requested by independent auditors. •&nbsp;&nbsp;&nbsp;&nbsp;Complete assigned special projects providing financial information and reports to outside parties. •&nbsp;&nbsp;&nbsp;&nbsp;Work closely with other finance functions, ensuring accuracy and cohesiveness of department. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain financial files and records. •&nbsp;&nbsp;&nbsp;&nbsp;Serve as cross-functional backup for other positions as assigned.Payroll Processing•&nbsp;&nbsp;&nbsp;&nbsp;Maintain employee confidentiality and protect payroll operations by keeping all private information confidential. •&nbsp;&nbsp;&nbsp;&nbsp;Instruct employees on usage of their timesheet and reset passwords as needed.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Ensure all hours are accurately recorded and charged to correct cost centers. •&nbsp;&nbsp;&nbsp;&nbsp;Bi-weekly payroll processing and manual payroll checks as necessary. •&nbsp;&nbsp;&nbsp;&nbsp;Develop financial and operational reports when requested by compiling summary data of earnings, taxes, deductions, PTO, benefits, etc. •&nbsp;&nbsp;&nbsp;&nbsp;Upload and verify import files into financial database when necessary.Customer Service•&nbsp;&nbsp;&nbsp;&nbsp;Provides excellent customer service as a component of all job duties. •&nbsp;&nbsp;&nbsp;&nbsp;Responds professionally to requests for information in a positive and timely manner. •&nbsp;&nbsp;&nbsp;&nbsp;Directs incoming requests for information to other departments as necessary. •&nbsp;&nbsp;&nbsp;&nbsp;Incorporates all applicable components of UWTSA’s current annual strategy into annual work plan.Administrative Functions•&nbsp;&nbsp;&nbsp;&nbsp;Perform duties in accordance with UWTSA policies and procedures such as attending staff meetings, completing accurate and timely timesheets and expense reports and POs as assigned. •&nbsp;&nbsp;&nbsp;&nbsp;Assist in developing policies, procedures, schedules, and assignments to support department and/or organizational goals and objectives. •&nbsp;&nbsp;&nbsp;&nbsp;Safeguard assets and sensitive and confidential information with the highest level of integrity, professionalism, and care. •&nbsp;&nbsp;&nbsp;&nbsp;Participate in a variety of special projects and prepare an assortment of special reports. •&nbsp;&nbsp;&nbsp;&nbsp;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 &nbsp;&nbsp;&nbsp;&nbsp;Qualifications, Skills, and Abilities:•&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree in accounting or finance from an accredited university or college, 2-4 years of progressively responsible professional level accounting experience, not-for-profit preferred. A combination of education and experience may be considered. •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of the accepted principles and practices of accounting and auditing and their application to fund accounting systems. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to work autonomously to organize and prioritize work, perform multiple tasks, meet tight deadlines, identify and resolve problems and coordinate efforts with other staff members. •&nbsp;&nbsp;&nbsp;&nbsp;Strong analysis skills with the ability to identify errors and omissions in data and reports. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain strict confidentiality, and to respect and observe organizational practices. •&nbsp;&nbsp;&nbsp;&nbsp;Excellent verbal and written communication skills. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated skills using Windows-based software, including, but not limited to, internet browsers, e-mail, and database software. Advanced proficiency in the Microsoft Office Suite strongly preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated ability to establish and maintain effective working relationships with all levels of staff as well as diverse vendors, volunteers, donors, community partners, and other stakeholders. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to maintain a flexible work schedule and adjust it as required by changing activities. •&nbsp;&nbsp;&nbsp;&nbsp;Must possess a current and valid Arizona Driver’s License and provide proof of auto insurance. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to occasionally lift up to 25 lbs. when necessary. POLICY STATEMENTThe United Way of Tucson and Southern Arizona is an equal opportunity employer. We champion diversity, equity, and inclusion. We take action to ensure equal opportunity and all candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected status.

United Way of Tucson and Southern Arizona

Senior Accountant

<h2>KEY RESPONSIBILITY AREAS</h2><h3>Accounting and Budgeting</h3><ul><li>Reviews and approves journal entries prepared by finance associate; reviews ledgers for accuracy and adjusts as needed. Ensures appropriate level of supporting documentation.</li><li>Maintains all cash accounts including special accounts; monitors investments and cash flow.</li><li>Prepares monthly, quarterly, and annual financial statements.</li><li>Reviews monthly bank reconciliations.</li><li>Supports and guides leadership team and staff in preparing and adhering to annual operating budget.&nbsp;</li><li>Works with auditing firm to prepare audit materials and ensure all local, state, and federal reports are completed according to IRS requirements, as well as related reports and administrative work regarding payroll, retirement (ERISA), tax returns, etc.</li><li>Provides analysis of financial data to staff, board, and committees as needed.</li><li>Oversees fixed asset accounting, amortization, and reporting.</li><li>Evaluates and analyzes all accounting and budgeting programs and develops appropriate strategies to address the results.</li><li>Monitors accounting standards changes and the implementation of documentation/mapping, updating, and auditing of financial policies and procedures.</li></ul><h3>Resource Development&nbsp;</h3><ul><li>Reviews and finalizes fundraising campaign payments in donor management system.</li><li>Coordinates with Director of Development and staff to monitor campaign progress and status.</li><li>Coordinates with Director of Development to ensure necessary documentation is provided by workplace campaigns for the timely payment of designations to other agencies.</li></ul><h3>Human Resources&nbsp;</h3><ul><li>Manages HR compliance and policies, payroll, and benefits.</li><li>Manages all aspects of human resources. Provides information and support to staff. Collaborates with CEO on annual reviews, salary actions, hiring decisions and recommendations to terminate employment relationships as may be necessary.</li><li>Provides information to HR committee of the board of directors to support annual benefit renewal decisions.</li></ul><h3>Administration and Operations&nbsp;</h3><ul><li>Provides direct, primary staff support to the Board of Directors, including primary staff support to the audit, finance, human resources, and investment committees of the board.</li><li>Reviews needs and requirements and presents office improvement recommendations to CEO.</li><li>Oversees the competitive bidding process.</li><li>Purchases office equipment and furniture as authorized by the President and the Board of Directors.</li><li>Evaluates, updates, and documents existing office policies and procedures. Identifies, creates, and documents new policies, as necessary.</li><li>Takes on additional tasks as assigned by the President and CEO.</li></ul><h2>PREFERRED JOB REQUIREMENTS</h2>(A comparable combination of education and experience may be considered based on overall qualifications)A. EDUCATION: Bachelor’s degree in accounting or business administration.B. EXPERIENCE: Minimum five years accounting background with at least three years in a supervisory position.&nbsp;C. KNOWLEDGE: Detailed working knowledge of general accounting principles. Knowledge of human resources and employee relations.&nbsp;D. SKILLS<ul><li>Strong leadership and supervisory skills and experience.&nbsp;</li><li>Strong computer background including working knowledge and experience with QuickBooks, Microsoft Office, as well as fundraising and database software.&nbsp;</li><li>Ability to properly interpret financial transactions for general ledger entry and production of accurate financial statements.&nbsp;</li><li>Understanding and experience following accounting standards.&nbsp;</li><li>Familiarity with business insurance requirements.&nbsp;</li><li>Ability to work with committees and boards to meet the organization's financial reporting needs.&nbsp;</li><li>Ability to measure and evaluate results of strategies and activities. &nbsp;</li><li>Project management experience.&nbsp;</li><li>Demonstrated communication skills (written, oral, and listening).&nbsp;</li><li>Ability to work effectively under pressure, to be part of a team, and to meet deadlines.&nbsp;</li></ul><h2>COMPENSATION AND BENEFITS&nbsp;</h2>The Manager of Finance and Administration is a full-time exempt, in-person position. Starting salary is commensurate with relevant experience, within the framework of the organization’s operating budget, and in the range of $55,470 – $63,792 annually. An excellent benefits package includes medical and dental coverage with no waiting period, employer-paid life and long-term disability insurance, a flexible medical spending account, 403(b) with employer contributions, generous paid time off, and 11 paid holidays per year.To apply, please email cover letter, resume and three references to <a href="mailto:BusinessTeam@MassHireBerkshireCC.com" target="_blank">BusinessTeam@MassHireBerkshireCC.com</a>. Please reference "Berkshire United Way - Manager of Finance and Administration" in the subject line.

Berkshire United Way

Manager of Finance and Administration

OVERVIEWExciting opportunity for retirees, stay-at-home parents, college students or anyone looking for a part-time, flexible job!&nbsp;The VITA (Volunteer Income Tax Assistance) Site Coordinator is responsible for maintaining an orderly, efficient, and welcoming site; ensuring Quality Requirements are executed; coordinating volunteer schedules; and providing excellent customer service to clients and volunteers. The Volunteer Income Tax Assistance program provides low-to-moderate income households with free assistance to file their income tax return.This is a temporary contract position established for the 2025 tax season, to begin at time of hire and end April 30, with the possibility of some hours through May to accommodate off-season needs.&nbsp; The position has a flexible working schedule, averaging 20 hours per week.KEY RESPONSIBILITIESSite Management:<ul><li>Organize waiting areas and workstations for tax preparers with necessary resources and supplies.</li><li>Ensure all required paperwork and forms are stocked for each tax appointment.</li><li>Review intake paperwork and discuss with clients.</li><li>Assist clients through the tax filing process.</li><li>Maintain orderly clients’ files and ensure security of confidential paper and electronic files.</li><li>Communicate supply needs to the Program Manager for ordering.</li><li>Ensure the site closely adheres to the Quality Site Requirements.&nbsp;</li><li>Ensure the site adheres to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability.&nbsp;</li></ul>Personnel Management:<ul><li>Communicate with volunteer preparers to ensure appropriate coverage is maintained for each day the site is open.</li><li>Communicate with volunteers regarding coverage and attendance.</li><li>&nbsp;Track volunteer attendance and hours of service.&nbsp; Prepare monthly volunteer time report for the site to be submitted to the VITA Program Manager.</li><li>Support volunteer appreciation activities.</li><li>(In some cases) supervise administrative staff responsible for greeting clients.</li></ul>Communication:<ul><li>Serve as a main point of contact for clients. Field in-person questions, respond to phone calls and contact clients when necessary to address problems with returns.&nbsp;</li><li>Serve as a communication liaison regarding the operation of the tax site for colleagues and volunteers.</li><li>Distribute updates and changes from the IRS to volunteers and clients.</li></ul>QUALIFICATIONS<ul><li>A willingness to learn and use electronic tax return software. &nbsp;</li><li>Ability to assist clients and volunteers in a courteous and helpful manner.&nbsp;</li><li>Strong organizational skills with the ability to prioritize multiple responsibilities and meet deadlines.&nbsp;</li><li>Committed to providing excellent customer service, with demonstrated ability to follow instructions and carefully review work for accuracy.</li><li>Ability to work with people of diverse backgrounds.</li><li>Punctual and reliable.</li><li>Enjoys working as a part of a team and with volunteers.</li><li>Basic computer skills.</li><li>Basic tax knowledge (Form 1040, Form 1040A, and Form 1040EZ) and VITA certification at the Advanced level is required before February 1, 2025. Training is provided.</li><li>VITA certification as a Site Coordinator is required before February 1, 2025. Training is provided.</li></ul>Additional Qualifications&nbsp;(not required)<ul><li>Previous experience at a volunteer income tax assistance site.</li><li>Bi-lingual.</li></ul>How To ApplySubmit your cover letter and resume to Kristie Costa, VITA Program Manager, at kcosta<a href="mailto:scmilligan@unitedwayplains.org" target="_blank">@unitedwayplains.org</a>

VITA Site Coordinator

<h2>UNITED WAY OF NORTHERN NEW JERSEY</h2><h3>Advancement Officer</h3>Organization overview:<a href="http://unitedwaynnj.org" target="_blank">United Way of Northern New Jersey</a> is seeking an Advancement Officer to support its work to achieve&nbsp;<a href="https://www.unitedwaynnj.org/our-equity-framework" target="_blank">racial and economic equity</a>&nbsp;for those individuals and families struggling to make ends meet, including&nbsp;<a href="https://unitedforalice.org/" target="_blank">ALICE®</a> (Asset Limited, Income Constrained, Employed) and those in poverty.Diversity Statement:<a href="http://unitedwaynnj.org/" target="_blank">United Way of Northern New Jersey</a>celebrates diversity and believes it makes us stronger. We are committed to creating an inclusive environment where everyone feels valued, respected, and empowered. We actively encourage applications from individuals of all backgrounds, including underrepresented groups. Our goal is to foster a workplace that reflects the rich tapestry of human experiences, perspectives, and talents. Join us as we build a diverse and vibrant team!United Way of Northern New Jersey is one of 1,800 United Ways around the world. Each United Way is an independent entity that serves a specific community. This United Way is unlike any other in the country, running both a national research organization called&nbsp;<a href="https://unitedforalice.org" target="_blank">United For ALICE</a> as well as serving community needs across a five-county region including Morris, Somerset, Suburban Essex, Sussex, and Warren counties.&nbsp;The funds raised by this United Way are invested in unbiased data insights, innovative solutions, and on-the- ground impact to address financial hardship, improving life for ALICE and all.&nbsp;Department: Equity &amp; InnovationReports to: Chief Equity &amp; Innovations OfficerBroad Function/Purpose:The Advancement Officer plays a key role in sustaining the financial health and growth of the organization through effective resource mobilization and relationship-building with key stakeholders. They must be strategic thinkers, adept at networking and relationship-building, and have strong communication skills to represent the organization effectively in external settings.&nbsp;The Advancement Officer is responsible for sustaining and expanding programs/assets to support the organization's mission and strategic goals.&nbsp; &nbsp;This includes developing and implementing strategies to raise money from impact investors and other external stakeholders, while also innovating and overseeing long term stability of strategic projects.&nbsp; They are also part of the team that leads the national ALICE movement focused on changing the narrative and tools we use to measure financial hardship in our country.&nbsp;&nbsp; They must possess an obvious drive for the mission of ALICE (Asset, Limited, Income, Constrained, Employed).&nbsp;Primary Responsibilities:<ul><li>Recommending innovative solutions for long term goals of key initiatives&nbsp;</li><li>Raising money from new and unique sources&nbsp;&nbsp;</li><li>Cultivating relationships with high profile partners&nbsp;</li><li>Managing Grant stewardship activities&nbsp;</li><li>Identifying and pursuing grant opportunities&nbsp;</li><li>Collaborating with business development and program teams to develop&nbsp;product plans&nbsp;&nbsp;</li><li>Participating in strategic planning and decision-making processes&nbsp;</li><li>Representing the organization externally at events, meetings, and conferences&nbsp;</li><li>Managing a portfolio of clients&nbsp;</li><li>Adhere to financial departmental goals&nbsp;&nbsp;</li><li>Management of key staff within the department&nbsp;&nbsp;</li><li>Oversight of Team Budget</li><li>An understanding of cross-functional team dynamics along with the ability to facilitate effective interactions by working collaboratively with representatives from different departments.</li></ul>Requirements:<ul><li>Ability to raise money and form partnerships&nbsp;&nbsp;</li><li>Bachelor’s degree preferred of at least 5 yrs experience in sales or non profit fundraising&nbsp;</li><li>Excellent organizational and time management skills&nbsp;</li><li>Strong communication and interpersonal abilities</li><li>Proficiency in office software (Microsoft Office, Google Workspace, etc.)</li><li>Experience with Raiser’s edge or similar CRM&nbsp;</li><li>Passion for ALICE and the mission of United Way of Northern NJ&nbsp;</li><li>Reliable transportation to and from work as some travel may be required</li><li>Familiar with various social media platforms to help advance business goals and target audience</li></ul>Job Type:<ul><li>Full time: 35 hours per week</li></ul>Compensation:<ul><li>$80k-$90k annual salary&nbsp;</li><li>Benefits: Health, Vision, Dental, 401k, Paid Holidays and Paid Time Off (PTO)</li></ul>Work Environment:<ul><li>This job function uses standard office equipment, such as computers, phones, printer, and photocopiers</li><li>Hybrid: Primarily remote, some office meetings with staff, board volunteers, vendors, and donors</li></ul>Submit résumé and cover letter to:&nbsp; <a href="mailto:Theresa.Leamy@UnitedWayNNJ.org" target="_blank">Theresa.Leamy@UnitedWayNNJ.org</a>Equal Opportunity Policy:United Way of Northern New Jersey provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

United Way of Northern New Jersey

Advancement Officer

Mission:&nbsp; United Way Fox Cities (UWFC) improves lives by bringing diverse people together to build a stronger, more caring community for everyone.&nbsp;Core Values:&nbsp; Accountability, Community, Caring, Integrity, CommitmentSummary:The Senior Accountant provides accounting functions and maintains financial records of United Way Fox Cities including assuring integrity of the accounting software, campaign pledge and receivable database, and financial statements.&nbsp;Essential Duties/Responsibilities:Monthly and Yearly Closing Process:<ul><li>Applies accounting principles and techniques to systematically record and present financial data. Ensures that accounting transactions are recorded and reported accurately and in a timely fashion.</li><li>Performs journalizing entries and posting of cash receipts, cash disbursements, accounts payable, accounts receivable, and general journal entries in accordance with accounting policies and procedures.&nbsp;</li><li>Prepare the month end close journal entries for responsible areas.</li><li>Prepare balance sheet account reconciliation and perform variance analysis.</li><li>Maintain organized, accurate and complete accounting records.</li><li>Assist with account analysis, as needed.</li><li>Assist with preparation of monthly financial reports on a timely basis.</li><li>Manage financial record retention and destruction.</li><li>Assist with completion of surveys &amp; statistical reports.</li><li>Assist with annual budget processes.</li></ul>Accounts Payable and Receivable:<ul><li>Monitor accounts payable process to ensure accuracy and adherence to policies, procedures, and controls, including review of employee travel/expense reports.</li><li>Control the timing of vendor payments to maximize available cash balance.</li><li>Pay agencies, based on Board approved Agency investments, through online banking system sets up new agencies on direct deposit.</li><li>Maintain systems necessary for accurate distribution of grants and designations.</li><li>Maintain and update accounts receivable by posting payment transactions to existing receivables.</li><li>Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments.&nbsp;</li><li>Prepare and mail direct billing statements to individuals and organizations and track payments.</li><li>Generate receivable batch reports and prepare information in a format for general ledger entries.</li><li>Prepare bank deposits for pledge payments and deliver to the bank.</li><li>Enter and process credit card payments.</li></ul>Annual campaign:<ul><li>Oversee pledges receivable process, including receipting, posting, invoicing and statement preparation.</li><li>Work closely with the Resource Development team relative to the finance staff’s work, including monitoring campaign performance and projections for the monthly financial statements.</li><li>Reconcile Customer Relationship Management software (Andar) pledges and accounting software (MIP).</li><li>Assist in auditing campaign envelopes and with entering campaign designation information into campaign software database.</li></ul>Audits:<ul><li>Assist with annual audit, reporting and other projects, as assigned in preparation of audit work schedules.</li><li>Assist in the preparation of the annual tax return information for External Auditors&nbsp;</li><li>Assist in the preparation of the audited financial statements and footnotes.</li><li>Respond to outside agency audit information requests.</li><li>Develop, implement, and monitor internal controls to ensure fiscal integrity.</li><li>Maintain appropriate financial and accounting files.</li></ul>Payroll:<ul><li>Assist with bi-weekly payroll process, as needed.</li><li>Review payroll and related journal entries and provide back-up to the payroll accountant.&nbsp;</li><li>Assist with payroll preparation, including tax filing.</li></ul>&nbsp;Education and Experience:<ul><li>Bachelor’s degree in accounting required.</li><li>Certification as a public accountant (CPA) is preferred.</li><li>Non-profit experience preferred, with fund accounting experience preferred.</li><li>Experience working with CRM software (ex. Andar) preferred, but not required.</li></ul>Required Skills/Abilities:&nbsp;&nbsp;<ul><li>High attention to detail and accuracy</li><li>Ability to effectively manage multiple tasks and deadlines</li><li>Ability to continuously evaluate and improve processes</li><li>Ability to effectively communicate and interact with all levels of staff</li><li>Ability to learn new skills and adapt to a new environment</li><li>Well organized and takes initiative</li><li>Creative and analytical problem-solver</li><li>Professional</li><li>High integrity</li><li>Excellent computer skills with an emphasis on Excel</li><li>Strong connection to United Way’s vision, mission, values, and intentional behaviors with a positive ‘can-do’ attitude.&nbsp;</li></ul>This job description describes the general nature and scope of responsibilities for this position. Please note other duties and responsibilities may be assigned or removed at any time with or without notice.Work Environment:Work is primarily performed in an office environment. This position requires regular movement inside the office to access filing cabinets, office machinery, etc. Attendance at meetings outside of the office is occasionally necessary. The position also includes remaining in a stationary position a portion of the time, either standing or sitting, and occasional lifting of up to 20 pounds. There may be exposure to repetitive work on the computer. Evening and weekend hours may be required.The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

POSITION SUMMARY&nbsp;(Hybrid, 3 days in office - Alexandria, VA)As the Financial Analyst, you will assist the Director, Financial Planning &amp; Analysis and the CFO to track and assess financial outputs and services that United Way Worldwide finance division gives to our internal customers to maximize customer satisfaction and create opportunities for efficiency and growth. By developing, updating, and leveraging forecasts and budgets, you are constantly gathering relevant data and providing insights on financial projections that will support UWW’s financial decisions. In addition, you will use financial models to simulate different scenarios and provide reporting to various stakeholders showing the impact of various factors on our organization’s financial performance.KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONAn individual must be able to perform each essential duty listed below at a satisfactory level:&nbsp;<ul><li>Conduct financial analysis, forecasting, and modeling to provide insights for decision-making</li><li>Generate monthly financial activity reports and provide analytical insights on variances to expected&nbsp;</li><li>Collaborate with various internal UWW departments to analyze financial data and performance.&nbsp;</li><li>Assist in budgeting, variance analysis, and strategic planning processes.</li><li>Ability to utilize NetSuite (or similar cloud-based enterprise software system) for data mining and report creation.</li><li>Support and assist with the monthly financial reporting and financial/business analysis as requested</li></ul>Other Duties as AssignedJOB REQUIREMENTSMinimum requirements include:&nbsp;<ul><li>Bachelor’s Degree in Business, Finance or Accounting.</li><li>Minimum of 3 years of proven experience working as a financial analyst or relevant professional experience.&nbsp;</li><li>Demonstrated ability to work collaboratively and consultatively across all functions, proactively identifying trends and making recommendations based upon data and analysis.</li><li>Proven analytical and financial modeling skills, including experience working with financial reporting systems (NetSuite experience a plus) and proficiency with Microsoft Office products (Excel, PowerPoint, Word).</li><li>Working knowledge of Generally Accepted Accounting Principles.</li><li>Excellent verbal and written communications skills, excellent customer service skills, solid financial reporting knowledge.</li><li>Proficiency with Smartsheet and advanced Excel skills.</li><li>Prior experience working independently and taking initiative, while also functioning productively within a team.</li><li>Detail oriented with strong analytical, problem-solving, and organizational skills</li><li>Prioritize, multi-task, and meet deadlines in a fluid environment</li><li>Articulate communications skills to clearly convey financial concepts to internal teams.</li><li>Perform effectively in an environment with flexibility, motivation, and enthusiasm.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. &nbsp;It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.&nbsp;You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $75,000 to $80,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level:Accountability/Results Orientation - Is accountable for the achievement of assigned work projects. Collaborates with others to establish work project parameters, desired results/outcomes and resource requirements. Keeps team leader(s) informed on work progress and changes in work direction. Takes ownership of work and outcomes achieved, selecting the best work approach. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking - Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration - Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.Relationship Management - Utilizes rapport to build trust and collaboration with others. Identifies and shares mutual benefits/needs in working together. Is ethical in dealing with others to achieve the desired results. Interacts and communicates with diverse stakeholders effectively. Fosters and maintains working relationships across the United Way system. Formulates and communicates in an ethical and politically sensitive manner.Communications - Expresses work issues and problems in a clear and concise manner. Communicates effectively with others up, down and across the organization to achieve expected organization results. Gives and receives constructive feedback. Seeks direct input on team effectiveness and environment.Innovation/Creativity - Develops and implements new approaches to accomplish tasks that impact others in and outside of own team. Is able to reasonably "take risks.” Assists others in developing new systems, products, processes and procedures. Strives to stay current on new or emerging trends and capitalizes on them.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: <a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail <a href="mailto:Victoria.Privett@uww.unitedway.org" target="_blank">Victoria.Privett@uww.unitedway.org</a>&nbsp; or call 703-683-7860 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value the visible and invisible qualities that make you who you are.We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive to include diversity, equity, and inclusion practices at the center of our daily work.We commit to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.LIVE UNITED.

United Way Worldwide

Financial Analyst

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.&nbsp;
<ul><li>Oversee financial processes, including 401k audits, financial statement audits, and property tax filings, to ensure accuracy and compliance.</li>
</ul>Collaborate closely with our Talent Management team to manage benefits administration, open enrollment, and COBRA, ensuring our employees receive the support they need.
<ul><li>Process general ledger entries for employer-paid benefits and bi-weekly payroll</li>
<li>Prepare bi-weekly payroll and reconcile benefit and payroll-related general ledger accounts to maintain financial transparency and accuracy.</li>
<li>Ensure the timely reconciliation and submission of benefit invoices for payments.</li>
<li>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.</li>
</ul>Key Accounting Functions:
<ul><li>Conduct monthly bank statement reconciliations</li>
<li>Track and resolve outstanding checks</li>
<li>Manage fixed assets and prepaids</li>
<li>Prepare real and personal property tax returns</li>
<li>Collaborate with JumpIN to manage financials</li>
<li>Play a key role in assisting in CBO financial evaluation as needed</li>
<li>Provide necessary support to auditors and tax preparers for financial audits and the 990-tax return</li>
<li>Ability to generate requested ad-hoc reports through accounting systems</li>
<li>Be ready to take on special assignments and other tasks on an as-needed basis, showcasing your adaptability and problem-solving skills</li>
<li>Offer crucial backup for payment and pledge processing through the CRM system</li>
<li>Invest in your professional growth through development and continuing education opportunities, both internally and externally</li>
<li>Utilize the CRM system for effective reporting and tracking of pledges and gifts</li>
</ul>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.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.&nbsp; 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.&nbsp; 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
<ul><li>Bachelor's degree in accounting or five years of relevant accounting experience.</li>
<li>Experience with Salesforce platform or CRM systems is preferred.</li>
<li>Five years of supervisory experience is desirable.</li>
<li>Proficiency in computer skills and attention to detail are essential.</li>
<li>Effective time management and multitasking abilities are required to meet deadlines.</li>
<li>Strong organizational and interpersonal skills are crucial for success.</li>
</ul>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:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Chief Financial Officer
Position Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manager of Pledge Audit &amp; Processing, Donor &amp; Designation Data Associate, Manager of Accounts Receivable
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Full-Time&nbsp;
Salary Range: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Upper 70's to Low 80's
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package Available
Reviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; 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.

14 Controlling / Finance Jobs