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ROLE: The Finance Director provides strategic fiscal leadership, ensuring strong operational controls, effective reporting, and accurate financial forecasting. This role leads the preparation of operating and capital budgets, performs detailed variance analyses, and drives the financial health of the organization. The Finance Director works closely with organizational leadership and is supported by an Accounting Coordinator to implement financial procedures and fiscal strategies aimed at optimizing resources and maximizing community impact. &nbsp;DUTIES AND RESPONSIBILITIES: Financial (50%) • Supervise the Accounting Coordinator and ensure timely processing of payroll, accounts receivable, and accounts payable. • Conduct monthly reconciliation of financial assistance, billing, and tuition collection for CARE Academy. • Prepare and deliver accurate and timely financial statements. • Develop the annual budget in collaboration with UWYC staff, setting income and expense expectations for the current and upcoming fiscal years. • Engage cost center managers to monitor and report budget progress. • Prepare fiscal year-end financials in compliance with GAAP, ensuring proper allocation of expenses and income. • Manage capital investments and expenses, ensuring alignment with organizational growth targets. • Act as a liaison to the UWYC Finance Committee, coordinating meetings, producing financial reports, and leading strategic recommendations. • Lead and manage the annual audit process, liaising with external auditors, and preparing financial data for audit and Form 990 completion. • Coordinate and oversee compliance programs related to endowment funds, Charitable Gift Annuities, and stock gifts, ensuring processes are aligned with donor intent, legal requirements, and effective stewardship. &nbsp;Grant Management (40%) • Support staff who oversee grants by providing pre-award, award, and post-award fiscal grant management; and working with program staff to ensure compliance with State, Federal, and Private grant reporting requirements. • Manage the grant disbursement process and reconciliation of fund balances to General Ledger and grant budgets. • Prepare and maintain a summary workbook for each grant, analyzing year-to-date spending, remaining balances, and areas of under/over utilization, with recommendations based on grant contracts. &nbsp;Administration (10%) • Collaborate with President and CEO to design and implement business strategies and procedures that align with organizational vision and financial goals. • Ensure an effective system of internal controls is in place, including developing and documenting financial policies and procedures. • Foster a collaborative and cohesive team environment with the Accounting Coordinator. • Implement mitigation controls to address potential risks related to economic, tax, publicity, donor, and agency relations issues. • Stay up-to-date on relevant federal and state financial policies, legislation, and best practices for non-profits. • Refer regularly to the United Way Worldwide resources to learn about new policies and/or best practice recommendations. • Stay current on any federal/state policies or legislation that could affect non-profit accounting standards. &nbsp;Other Duties and Responsibilities • Provide assistance as needed to other UWYC programs and personnel. • Serve as a United Way of Yellowstone County ambassador at all times by communicating the mission and vision of United Way. • Perform other duties as assigned. &nbsp;QUALIFICATIONS: Education and Experience • Bachelor’s degree in a business-related field • At least five years of advanced accounting experience • Strong knowledge of GAAP and FASB guidance as applied to non-profit accounting • Experience with nonprofit organizations and federal, state, local government, and private grant management is preferred. • Proven experience in annual budgeting and long-term strategic financial planning. Skills and Competencies • Proficient in accounting software applications, especially QuickBooks. • Strong leadership skills, with experience in the development and supervision of staff, and the ability to inspire and motivate others. • Expertise in mathematical concepts such as probability and statistical inference. • Ability to interpret a variety of instructions in written, oral, diagram, or schedule format. • Professional, organized, and courteous demeanor. • Excellent written and verbal communication skills. • Ability to manage multiple priorities effectively in a busy environment, meet deadlines, and work independently or collaboratively. • Strong analytical skills, with the ability to connect tasks and outcomes. • Available to work Monday to Friday, with occasional evenings, weekends, or early morning hours as needed. &nbsp;OVERALL SKILLS &amp; ABILITIES: 1. Language Skills: Ability to read, analyze, and interpret professional documents. Ability to write and create documents in a manner that is understandable and organized. Ability to effectively present information and respond to questions. Ability to use effective interpersonal communication skills when interacting with staff, donors, community partners, and others. 2173 Overland Ave, Billings, MT 59102 + 1 (406) 252-3839 UnitedWayYellowstone.org 2. Communication: Excellent skills communicating with diverse individuals and groups. 3. Reasoning Ability: Ability to solve practical problems and deal with a variety of variables. Ability to synthesize a large amount of information into concrete needs and action steps. Ability to engage in strategic thinking and planning. 4. Physical Demands: The physical demands of the position are representative of those an employee encounters while performing the essential functions of this job. The employee can expect to sit or stand in front of a computer for long periods, extensive use of computer keyboard, ten-key, and phone. General movement around the office for communicating with others, using the copier, and filing. UWYC may make accommodations for those with disabilities to perform the essential functions of the job. The noise level in the work environment is usually low to moderate. &nbsp;UNITED WAY CORE COMPETENCIES FOR ALL STAFF • 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. &nbsp;DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: Diversity is a core value at UWYC. We are passionate about building and sustaining an inclusive and equitable working environment. We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design and deliver solutions. Diversity, equity and inclusion are vital to achieving our mission, living our values, and advancing the common good. UWYC is committed to diversity, equity and inclusion within its own organization and the community. The officers, directors, committee members, employees and persons served by UWYC shall be selected in a manner to promote diversity, equity and inclusion and entirely on a non-discriminatory basis with respect to race, religion, national origin, ethnicity, age, gender, gender identity and expression, disability, sexual orientation, veteran-status, familial status, or socio-economic status. &nbsp;Hiring Salary Range: $59,000-$65,000 DOE. &nbsp;United Way offers flexible schedules and a comprehensive benefits package: • 100% employer paid health/dental/vision premiums • A minimum of 10 vacation days, 12 wellness days, 11 holidays, and 2 personal days • Paid Summer Fridays off (Memorial Day through Labor Day) • 403(b) with 5% employer contribution and 5% employer match after the first year • Flexible spending and dependent care accounts • Free Childcare at CARE Academy &nbsp;To Apply: Interested applicants email a resume and cover letter via email to: <a href="mailto:unitedway@uwyellowstone.org" target="_blank">unitedway@uwyellowstone.org</a> using Finance Director in the subject line.

United Way of Yellowstone County

Finance Director

Organizational Summary:For more than a century, United Way of Central Iowa (UWCI) has played a unique role in bringing togetherpeople and organizations from every corner of central Iowa to create and implement initiatives that address the community's most pressing needs. UWCI has purposely leaned into its expertise and has sought out the expertise of others in the community to ensure lasting impact. Growth and adaptation plus tried and true strategies are helping the organization to dig deep and foster an equitable, engaged and empowered community.Today, UWCI has 61 employees, and approximately $35 million in net assets and is dedicated to authentically engaging nonprofits, businesses, elected officials, community leaders and those with lived experiences to collaborate and implement long-lasting solutions, UWCI remains committed to building upon its work to eliminate barriers and challenges for all central Iowans.&nbsp;United Way of Central Iowa was recognized by The Business Record as one of the Top 25 Most Influential Nonprofits in the Greater Des Moines region in 2023. UWCI continues to invite and engage new individuals in meaningful impact, working to fulfill the organization’s commitment to new and existing areas that promote equity. Our overall strategy – United to Thrive – creates an imperative that all individuals in the community should not just survive but thrive. The United to Thrive five focus areas include Essential Needs, Early Childhood Success, Education Success, Economic Opportunity and Health and Well-Being See the link above for more information about our organization.&nbsp;Position Summary:&nbsp;United Way of Central Iowa is seeking a Finance Director to&nbsp;oversee the organization’s finance function with a focus on accuracy, efficiency, and full regulatory compliance. This role requires a proactive approach in leading day-to-day accounting activities, delivering critical financial reporting, delivering insights to support decision-making, and executing on budget and forecasting responsibilities that align with the organization’s mission and strategies in the five areas of thriving community.The Finance Director builds and maintains strong relationships and partnerships, collaborating internally across the organization to enhance financial accountability and transparency and externally with funded organizations, auditors and business partners.&nbsp;Reporting to and working closely with the Chief Financial Officer (CFO), the Finance Director plays a vital role in crafting and executing innovative financial strategies that drive the organization’s mission forward. This position oversees 2 senior accountants and provides cross-functional team leadership. &nbsp;This position incorporates the organization’s strategic imperative around diversity, equity and inclusion within their area of responsibility.The selected candidate will have a passion for the organization’s mission, have strong relationship building skills and the ability to work with individuals from diverse backgrounds and experiences, and be a self-starter. Candidates must have a minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A or strategy and a minimum of 3-5 years of supervision experience. (Other necessary experience and qualifications are included below).&nbsp;We are committed to building an inclusive team; we invite candidates of all backgrounds to apply. This position offers a full benefits package, a hybrid remote work schedule, (2 days at home, 3 days in the office) and a starting salary range from $100,000 - 115,00 depending on skills and experience. This is a fulltime position based in Des Moines, Iowa.&nbsp;Essential Accountabilities Include (but not limited to):<ol><li>Partner with the CFO to provide strategic direction in financial planning and management, promoting cross-functional coordination, creative problem-solving, and stewardship of accounting and financial activities</li><li>Own the budgeting and forecasting process, delivering precise financial projections, and developing forecasting models to support both short-term objectives and long-term sustainability.</li><li>Oversee the preparation and timely delivery of accurate monthly, quarterly, and annual financial statements and reports.&nbsp;</li><li>Establish robust financial reporting frameworks and refine existing reports to enhance budget transparency, drive resource stewardship, and support sound decision-making.&nbsp;</li><li>Ensure adherence to regulatory standards including guidelines governing grants and restricted funds, GAAP, federal, state and local laws. Lead the organization’s annual audit and 990 preparation processes.&nbsp;</li><li>Hire, develop, and manage a responsive, results-oriented finance team focused on service and operational excellence.&nbsp;</li><li>Collaborate with CFO on driving continuous improvement of financial systems, processes, and policies, enhancing efficiency in reporting, budget monitoring, and month-end close activities.&nbsp;</li><li>Manage cash flow to maintain operational liquidity, support capital investments, and optimize asset utilization.&nbsp;</li><li>Engage and collaborate with internal stakeholders including organizational leaders in both strategic and tactical planning, providing guidance as needed in financial discussions and externally with funded organizations, auditors and business partners.</li><li>Promote financial acumen throughout the organization by providing training as needed, and leading internal financial performance discussions.</li><li>Leverage technology and champion automation where appropriate to implement tools and processes that streamline workflows, improve decision-making, and data accuracy.</li><li>Proactively identify and mitigate financial risks through strong internal controls, regular risk assessments, policy reviews and development of robust contingency plans.</li></ol>Competencies:&nbsp;<ol><li>Analytical skills:&nbsp;Ability to develop information and raw data into very meaningful conclusions.</li><li>Management skills: Ability to achieve desired outcomes by setting goals and priorities that deliver results and the ability to motivate team members.</li><li>Communication, verbal: Ability to send tactful and appropriate verbal messages and listen to others’ responses to convey information.&nbsp;</li><li>Communication, written: Ability to write concise, clear letters, reports, articles or emails to convey information.</li><li>Equity understanding and integration: Ability to integrate an equity perspective and outcomes centered on diversity and inclusion within areas of responsibility.&nbsp;</li><li>Team Building: Ability to lead, manage and motivate others with respect, service and humility to meet organizational goals while celebrating varied perspectives. Ensures that team members are actively involved in team activities and work collaboratively.</li><li>Business Acumen:&nbsp;Ability to understand business-related topics and issues.</li><li>Problem Solving:&nbsp;Ability to recognize courses of actions that can be taken to manage problems or potential problems and apply contingency plans to solve those problems.</li><li>Detail Oriented: Ability to pay meticulous attention to new situations and apply previously successful approaches to those situations.&nbsp;</li><li>Adaptability:&nbsp;Ability to adapt to both short-term and long-term changes in workplace conditions or needs&nbsp;</li><li>Project Management:&nbsp;Ability to plan, organize, direct and control tasks to meet a specific goal.</li><li>Customer Oriented:&nbsp;Ability to serve clients (both internal and external) by focusing efforts on meeting their needs, understanding their concerns, and seeking to build trust.&nbsp;</li><li>Relationship Building&nbsp;– Ability to establish and maintain a good rapport and cooperative relationship with customers and coworkers of diverse backgrounds and experiences.&nbsp;</li><li>Decision Making: Ability to evaluate information and select an effective suitable course of action using sound judgment.</li><li>Integrity: Ability to gain confidence and trust of others through honesty, authenticity, and acceptance of responsibility.</li><li>Ethical&nbsp;– Ability to act and consistently adhere to high standards of organizational and professional conduct.</li></ol>Education:<ol><li>Bachelor’s degree in Finance, Accounting, or related field.&nbsp;</li><li>Advanced degree and/or training preferred such as MBA, Master’s in Finance, Accounting or related field.&nbsp;</li></ol>Experience:<ol><li>Minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A and strategy.</li><li>Solid accounting experience with thorough understanding of generally accepted accounting principles (GAAP), financial reporting and internal controls.&nbsp;</li><li>Knowledge of auditing principles and practices, preferably in a not-for-profit environment.</li><li>Knowledge of fund accounting procedures and procedures related to restricted donations, and fundraising campaigns preferred.&nbsp;</li><li>Self-starter with collaborative mindset and strong analytical/strategic thinking skills.</li><li>Demonstrated experience in financial systems implementation or optimization - Prophix and MIP systems experience preferred.&nbsp;</li><li>Minimum of three to five years of staff supervision experience with the ability to lead and motivate a team of finance professionals.&nbsp;</li></ol>UWCI is an equal opportunity organization and all qualified applicants for employment or contract assignments will receive consideration for employment without regard to race, religion, skin color, gender, national origin, ethnicity, sexual orientation, gender identity, physical or mental abilities, genetic information, pregnancy, disability, age, family or marital status, veteran status or other characteristic protected by applicable. United Way of Central Iowa will consider qualified candidates with criminal histories in a manner consistent with the role requirements and any applicable local, state, and Federal law. If you are a job seeker with a disability, or are assisting someone with a disability, and require accessibility assistance or accommodation to apply for one of our jobs, please call 515-246-6516.

United Way of Central Iowa

Finance Director 

Salary Range: The salary for this position is competitive and commensurate with experience and qualificationsHybrid Schedule: 2 days from home and 3 days on-site Benefits (The Good Stuff)<ul><li>Exempt (Salary): 3 WKS+ Vacation Paid*</li><li>12 Paid Holidays</li><li>12 PTO Paid Days</li><li>Competitive Health Benefits Package</li><li>Wellness Program Reimbursements up to $50/month</li><li>Short Term Disability at NO COST</li><li>Life Insurance &amp; AD&amp;D 2X Annual Salary at NO COST</li><li>Employee Assistance Program</li><li>Retirement Plan UP TO 6% Employer Funding</li><li>Professional Development Opportunities</li><li>Discounted On-Site Early Childhood Care</li><li>Tuition Assistance for Early Education Degree</li><li>Free Monthly Transit Card</li></ul>*Vacation amounts may vary based on roles, schedules, and years of serviceHelp us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami! United Way Miami, Inc. is hiring a VP, Finance &amp; Controller to join our team. As VP, Finance &amp; Controller you will manage the UWM and subsidiaries’ accounting operations and ascertain good organizational financial health. This position oversees the core financial functions, including accounting, reporting, compliance, and operational finance, with the alignment to strategic objectives. The ideal candidate will bring exceptional leadership and technical expertise to manage financial activities and partner closely with the CFAO on strategic initiatives.&nbsp;&nbsp;UWM is an equal opportunity employer and a drug-free workplace, please visit our Career site homepage to view our EEO statement and Drug-Free policy.Principal Duties and Responsibilities:<ul><li>Oversee and prioritize the activities of the finance and accounting staff. Responsible for the general ledger, cash and investments reconciliation, accounts payable and receivable, collections, revenue recognition, grant fiscal administration, and fiscal agent services. Ensure timely and correctness of all general ledger entries by compiling and analyzing asset and liability account information; maintain fixed asset register and depreciation records. Review cash reconciliation and maintain proper cash flow analysis with expected funding needs. Ensure accuracy and timeliness of all financial transactions while ensuring compliance with GAPP and regulations.</li><li>Prepare all financial reports; provide monthly detailed analysis of financial activity to team and department management; including proper tracking of respective revenues and expenses. Conduct financial analysis to identify trends, efficiencies, and cost reduction opportunities.</li><li>Review the collection status of all accounts receivable. Identify past due accounts and direct collection efforts; ensure adjustments to sub-ledger to correct account information; prepare collection tracking reports and special analysis requested by donors, management, and volunteers.&nbsp;</li><li>Protect the organization’s assets by establishing, monitoring, improving, and enforcing internal controls and procedures. Maintain a documented system of accounting policies and standard operating procedures. Optimize financial systems, tools, and processes to improve reporting accuracy and operational efficiency.</li><li>Prepare organizational annual and semi-annual budgets by establishing schedules; collecting, analyzing, and consolidating financial data, and recommending revenue and expense plans.</li><li>Coordinate and lead the annual audit process, liaising with external auditors. Oversee regulatory reporting, including all required planning and compliance, and ensure proper preparation of all tax and other legal annual requirements. Support fiscal aspects of grant funding.</li><li>Responsible for the timely annual financial report. Maintain proper communication with fiscal agent entities’ management.</li><li>Lead and develop a high-performing finance team, fostering professional growth and accountability.</li><li>Responsible for the supervision of subordinate employees including training, developing, measuring performance, disciplining, and directing tasks. Has authority to hire, transfer, promote, compensate, or terminate subordinate employees or recommend such actions.&nbsp;</li></ul>Education Requirements: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field or equivalent experience. Master’s degree in Accounting, Finance, or Business Administration. Certified Public Accountant (CPA) or equivalent professional certification, and additional certifications, are a plus.Experience Requirements: 10 years of progressive experience in finance and accounting, with a track record of success in leadership roles. Strong understanding of GAAP, financial analysis, and risk management principles. Proven ability to lead and develop a high-performing finance team. Experience with financial systems and ERP platforms, with a preference for implementation and optimization expertise. Previous experience in a nonprofit organization or a similar industry is highly desirable but not required.Technology Requirements: Advanced Accounting databases, financial systems and Excel, Intermediate Outlook and Word; Knowledge of modern web browsers.Other Essential Knowledge/Skills: Must have excellent financial management background with good analytical skills. Must be detail-oriented and able to multi-task; able to engage, assess, and hire quality and committed individuals with the ability to provide leadership and contribute strategic perspective. Strong customer service, management, and development skills are required, as well as the ability to engage in public speaking. The Spanish language is not a requirement but helpful.Direct Supervision of Others: Associate Director, Accounting; Director, Revenue Operations; Sr Accountant, General Ledger; Assistant ControllerCareer growth: We encourage you to grow by providing formal and informal development programs, coaching, and on-the-job challenges. We want you to ask questions, take chances, and explore the possible.Apply with confidence! Research indicates that individuals, especially people of color and women, may hesitate if they don't meet every requirement. At United Way Miami, we embrace diversity and inclusion. If you're enthusiastic about a role, apply, even if your experience or education isn't an exact match. You could be the perfect fit for this position or discover other exciting opportunities within our organization. Please note that while some roles may have specific requirements for funding eligibility, we STILL encourage you to explore our job opportunities.

United Way Miami

VP, Finance & Controller-Hybrid

As the organization's leader and under the Board's direction, the President and CEO is responsible for establishing and executing United Way of Lake County's mission, vision, and strategic plan through collaboration with community leaders, volunteers, and staff. In this position, the CEO must be able to build upon existing relationships and be innovative in finding new networks across the private, public, and corporate sectors to improve conditions in the community by increasing resources and financial support for United Way of Lake County.

United Way of Lake County

President and CEO

Finance &amp; Administration&nbsp;&nbsp;&nbsp;&nbsp;General Description: Reporting to the CFO, the Controller will be responsible for oversight of all United Way of Broward County (UWBC) finance, accounting and reporting activities.&nbsp; The Controller will be involved in supporting presentations to the finance and audit committees and will work closely with the senior leadership team.&nbsp;The controller will:<ul><li>Lead the day-to-day finance operations with a budget of $30M - $40M</li><li>Be responsible for the overall supervision, professional development, training and oversight of their direct staff.</li><li>Ensure that UWBC has the systems and procedures in place to support effective program implementation and conduct successful audits.</li><li>Work closely with program leaders and their staff to education them regarding finance and accounting procedures.</li><li>Explore how the finance function can support program operations.</li><li>Partner with CFO, senior leadership, HR and IT staff to enhance and better integrate finance, HR and IT functions.</li></ul>Primary Job Responsibilities &amp; Duties:&nbsp;<ol><li>Leverage strengths of the current finance team members, help to clarify roles and responsibilities, and develop and implement training programs to maximize and reach optimal individual goals.</li><li>Oversee all accounts, ledgers and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.</li><li>Maintain internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures.</li><li>Coordinate all audit activities and preparation of Form 990.</li><li>Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of the company’s financial status.</li><li>Assist UWBC leadership in the annual budgeting and planning process; administer and review all financial plans and compare actual results with a view to identify, explain and correct variances as appropriate.</li><li>Support the CFO engaging the board’s audit and finance committees around issues and trends in financial operating models and delivery.</li><li>Oversee all financial, project/program and grants accounting; ensure that expenditures are consistently aligned with grant and program budgets throughout the grant/fund period; collate financial reporting materials for government, corporate and foundation grants.</li><li>Manage operational cash flow forecasting by working in partnership with the program directors and establish finance and administrative systems to support program operations.</li><li>Manage and track the performance of invested assets in keeping with policies and investment guidelines.</li></ol>Other Job Duties:<ol><li>Provide leadership in strengthening internal communications with staff at all levels throughout the organization; create and promote a positive and supportive work environment.</li><li>As needed, participates in committees and work groups that involve finance functions of the company.</li><li>Use discretion and judgment in the performance of duties every day and make critical decisions affecting financial operations.</li><li>&nbsp;Assist in maintaining Council on Accreditation (COA) standards.&nbsp;</li><li>&nbsp;Work closely with, and fully supports the COA and Performance and Quality Improvement (PQI) committees to understand the strategic priorities that align with the agency goals.</li><li>Performs other duties and assumes other responsibilities as assigned by supervisor.</li><li>Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts.</li></ol>Supervises:&nbsp;This position will supervise the team including functional responsibility over: accounting, accounts payable, accounts receivable, payroll and grants administration.Education &amp; Experience Requirements:&nbsp;<ul><li>Bachelor’s Degree in Accounting/Business Administration required; CPA and/or MBA preferred.&nbsp;</li><li>Seven to ten years’ accounting and finance experience, ideally beginning in accounting and audit, followed by experience gathering, evaluating, presenting and reporting financial information to executive teams and stakeholders.&nbsp;</li><li>Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll and accounting for investments.</li><li>Must have a successful history in grants management as it relates to compliance and reporting for government, corporate and foundation grants is essential.</li><li>Prior supervisory experience is required; Must have commitment to onboarding, mentoring, training and retaining a diverse team; the foresight and ability to delegate accordingly.</li><li>Keen analytic, organization and critical thinking skills which allows for strategic data interpretation versus simple reporting.</li><li>Proficiency required in MS Office including Word, Excel, Outlook, PowerPoint and other related accounting programs required.&nbsp;</li><li>Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management, board or other outside partners.</li><li>Ability and desire to translate simple complex financial concepts to individuals at all levels including finance and non-finance staff.</li><li>The ideal candidate will have&nbsp;experience in complex nonprofit financial operations that have multiple programs.&nbsp; The individual will have personal qualities of integrity, credibility, and unwavering commitment to UWBC’s mission; an initiative-taking hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for finance.</li></ul>Core Competency&nbsp;Requirements:<ul><li>Excels at customer service&nbsp;– Serves (treats) all customers (internal and external) with&nbsp;utmost respect and responsiveness in order to deepen relationships and advance&nbsp;UWBC’s&nbsp;mission.</li><li>Drives for results&nbsp;– Has a passion for innovation and risk-taking, meets and exceeds qualitative&nbsp;and&nbsp;quantitative goals in a&nbsp;thoughtful&nbsp;and&nbsp;time-driven manner.</li><li>Commits&nbsp;to&nbsp;the&nbsp;organization&nbsp;–&nbsp;Has&nbsp;the&nbsp;responsibility&nbsp;for&nbsp;aligning&nbsp;one’s&nbsp;own&nbsp;behavior,&nbsp;leadership&nbsp;and&nbsp;commitment&nbsp;with the&nbsp;needs,&nbsp;priorities,&nbsp;goals&nbsp;and&nbsp;culture of&nbsp;UWBC.</li><li>Embraces diversity and inclusion&nbsp;– Creates an atmosphere that respects and&nbsp;embraces&nbsp;engagement&nbsp;of all&nbsp;people,&nbsp;ideas and&nbsp;backgrounds&nbsp;and&nbsp;aligns with&nbsp;United&nbsp;Way’s values.</li><li>Seizes learning –&nbsp;Able and willing to learn new skills and knowledge and accept new&nbsp;challenges&nbsp;to&nbsp;further&nbsp;UnitedWay’s&nbsp;mission.</li><li>Manages multiple projects and tasks&nbsp;– Effectively manages time and resources to&nbsp;respond to emerging needs while continuing to deliver on organizational goals,&nbsp;objectives&nbsp;and&nbsp;timelines,&nbsp;and&nbsp;seeks&nbsp;help&nbsp;when&nbsp;needed in&nbsp;juggling&nbsp;priorities.</li><li>Personifies teamwork&nbsp;– Demonstrates good collaboration and communication to be&nbsp;effective&nbsp;in any&nbsp;team&nbsp;setting.</li></ul>Environment &amp; Physical Demands:&nbsp;The environment is climate controlled (i.e., heated and air-conditioned).&nbsp; Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration.&nbsp;

United Way of Broward County

Controller	

OVERVIEWExciting opportunity for retirees, stay-at-home parents, college students or anyone looking for a part-time, flexible job in the Wichita or Arkansas City Kansas areas!&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 - Wichita or Ark City

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.

United Way of Central Indiana

Finance Senior Manager

ORGANIZATION OVERVIEW
Maui United Way has stayed vital to our community since 1945 for good reason: we know how to put the right people together with the right resources to make the right things happen. We are working to address Maui’s most vital needs through the impact areas of Education, Income (sustainability) and Health. Our goal is to bring people, organizations and our community together around a common cause, a common vision, and a common path forward.
Maui United Way, a leading nonprofit organization dedicated to creating positive community impact, seeks a skilled and experienced Chief Financial Officer. As a vital team member, you will be crucial in advancing our mission to improve lives across Maui County.&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
OVERVIEW OF RESPONSIBILITIES&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
The Chief Financial Officer will have primary day-to-day responsibility for planning, implementing, managing, and controlling all finance-related activities of the organization. They will report to the Chief Executive Officer and participate as a key member of the Executive Team. This position will directly influence and participate in the day-to-day operations, budgets, and long-range planning for Maui United Way. The Chief Financial Officer will also have overall responsibility for accounting, internal financial reporting, financial planning, budgeting, forecasting and analysis, tax and treasury.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
An individual must be able to perform each essential duty listed below at a satisfactory level:
<ul><li>Works with senior leadership team to establish major economic/financial objectives and policies for the organization.</li>
<li>Develops, analyzes and interprets statistical and accounting information to assess operating results in terms of performance against budget, cash flow projections and other matters bearing on the fiscal soundness and operating effectiveness of the organization.</li>
<li>Prepare accurate and timely financial reports for the executive team and the Board of Directors.</li>
<li>Coordinates and directs the preparation of the budget and financial forecasts for each department.&nbsp; Institutes and maintains other planning and control procedures, and analysis and reports variances.</li>
<li>Provide strategic financial leadership to ensure the fiscal health of Maui United Way.</li>
<li>Develop and manage the annual budget, aligning financial plans with organizational goals.</li>
<li>Ensures compliance with timely financial regulations, laws, and accounting standards.</li>
<li>Key contributor to the development and execution of organizational strategic initiatives.</li>
<li>Identify and manage financial risks, implementing effective controls.</li>
<li>Work collaboratively with other departments to align financial strategies.</li>
<li>Hires, develops, and leads staff.</li>
<li>Other duties as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Bachelor’s degree in finance, accounting or related field. CPA or MBA preferred.</li>
<li>Proven experience as a CFO or in a senior financial management role.</li>
<li>Strong financial acumen and successful financial management track record.&nbsp;</li>
<li>Excellent leadership, communication, and interpersonal skills.</li>
<li>Experience in the nonprofit sector is a plus.</li>
<li>Passion for the mission and values of United Way.</li>
<li>Proven ability to remain objective, discrete and exercise common sense at all times.</li>
</ul>This job description describes the general nature and level of work performed by employees assigned to this position. 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.
Interested candidates should submit their resume, cover letter, and salary expectations.
Maui United Way is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences who share our commitment to diversity, equity, and inclusion.
Join Maui United Way in making a lasting impact on our community.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;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. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

United Way Maui

Maui United Way

Chief Financial Officer

ORGANIZATIONAL OVERVIEW 
	United Way of the Mid-South is a multi-million-dollar non-profit, public charitable foundation that 
	mobilizes financial and human resources across 8-counties to meet critical needs and to help 
	ensure that hundreds of thousands of Mid-Southerners can achieve their highest potential. We 
	support high-performing nonprofit agencies that are on the front lines fighting to decrease 
	poverty in our community. By joining United Way of the Mid-South (UWMS), you are uniting with 
	a team that is moving the needle on poverty and making our community a place where 
	everyone can thrive.
POSITION OVERVIEW 
	The Senior Associate, Grants Specialist supports the development of grant compliance 
	processes and procedures. The Grants Specialist will ensure compliance with established 
	internal control procedures for grants administration and grants management
PRIMARY DUTIES AND RESPONSIBILITIES 
	● Develop and maintain grant record-keeping systems, budgets, procedures and 
	documentation to provide for efficient project and department operation. 
	● Coordination of grant communication efforts between UWMS internal and external 
	stakeholders. 
	● Compile information into reports, graphs, tables, and other data presentation forms. 
	● Review, monitor, and analyze monthly financial transactions to ensure compliance with 
	grant requirements. 
	● Develop, coordinate and facilitate stakeholder training for grant compliance. 
	● Ensure compliance with established internal control procedures by examining records, 
	reports, operating practices, and documentation. 
	● Assist with preparation for monthly budget meetings. 
	● Assist in reviewing grant applications and grant budgets.
Senior Associate, DTD Grant Specialist
● Prepares accurate and timely financial reports on grants for internal management purposes. 
	● Develop and maintain standard operating procedures and user guides.
QUALIFICATIONS 
	● Bachelor’s Degree or equivalent work experience 
	● Excellent interpersonal skills. 
	● Strong written and verbal communication skills. 
	● Strong organizational and time management skills with the ability to manage multiple 
	deadlines, tasks, and projects efficiently and effectively.
PHYSICAL REQUIREMENTS 
	This job requires the individual to be able to lift 25 pounds and be able to maneuver a mobile 
	cart for supplies and materials. While performing the duties of this job, the employee is regularly 
	required to stand for long periods of time. The position may also require significant walking and 
	capacity to climb stairs, and the ability to talk to and hear customers during events. Specific 
	vision abilities required by this job include close vision, distance vision, depth perception, and 
	the ability to adjust focus. The job requires computer work and attention to detail. There may 
	be additional physical requirements associated with off-site events.
WORKING CONDITIONS 
	United Way of the Mid-South is an equal opportunity employer and does not discriminate 
	against any person because of race, color, creed, religion, sex, national origin, disability, age, 
	genetic information, or any other characteristic protected by law. This nondiscrimination policy 
	extends to all terms, conditions, and privileges of employment as well as the use of all company 
	facilities, participation in all company-sponsored activities, and all employment actions. United 
	Way of the Mid-South will make reasonable accommodations for qualified individuals with known&nbsp;disabilities unless doing so would result in an undue hardship. United Way of the Mid- 
	&nbsp;South is committed to demonstrating diversity, equity, and inclusion in our workplace and community. We value each individual's unique skills and contributions and believe in the power 
	of collective leadership, accountability and unity. 
	Flexible hours are required as job duties demand. Must have a valid Driver’s License, car 
	insurance, and reliable transportation. Must have a personal cell phone to communicate outside 
	of the office.
OTHER DUTIES
Please note, this job description is not designed to cover or contain a comprehensive listing of 
	activities, duties or responsibilities that are required of the employee for this position. Other 
	duties, responsibilities, and activities may change or be assigned at any time with or without 
	notice. 
	&nbsp;
UNITED WAY CORE COMPETENCIES
● Mission-Focused: Catalyze others’ commitment to the 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 the 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.
APPLICATION PROCESS 
	Qualified applicants should send a cover letter, resume, and three references (with phone 
	numbers) to the attention of <a href="mailto:careers@uwmidsouth.org" target="_blank">careers@uwmidsouth.org</a>. Please be sure to reference the position 
	for which you are applying in the subject line of your correspondence. For more information 
	about United Way of the Mid-South, please visit us online at <a href="http://www.uwmidsouth.org" target="_blank">www.uwmidsouth.org</a>.

United Way of the Mid-South

Senior Associate, DTD Grant Specialist

The Vice President of Finance &amp; Operations (VPFO) reports to and serves in an advisory capacity to the President / CEO, 
	Committee Chairs, and Board of Directors providing strategic leadership where needed. The VPFO is a member of the Senior 
	Leadership Team and is a strategic thought leader that embraces change for growth. The VPFO has strong business and financial 
	acumen and is accountable for the financial and risk management operations of the organization. The VPFO is responsible for 
	financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and 
	Building Services.
Leadership 
	• Leads staff in areas of finance, human resources, data systems, and operations 
	• Brings strong financial leadership and excellence in all areas of finance 
	• Has the ability to examine and understand strategic business needs and develops financial plans to support those needs 
	• Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives. 
	• Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports 
	for Board, Committees, management team, and staff 
	• Fulfills leadership role as a member of Senior Leadership Team.
Finance &amp; Operations 
	• Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants 
	receivable, revenue/expenses, bank reconciliations, cash flow projections, etc. 
	• Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration 
	with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for 
	future organizational planning. 
	• Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the 
	organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial 
	standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial 
	institutions, makes deposits, audits and reconcile accounts and processes, etc. 
	• Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances 
	to President / CEO, Finance Committee, and staff. 
	• Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for 
	timely compliance with requests and achieves a clean audit opinion. 
	• Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently. 
	• Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of 
	organization. 
	• Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards. 
	• Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. 
	Recommends action to President / CEO. 
	• Conducts risk assessment and recommends action to President / CEO as needed. 
	• Procures insurance coverage for worker’s compensation, D&amp;O, EPLI, General Liability, and Property. Manages claims 
	processing as needed. 
	• Creates capital expenditures budget and manages capital related improvements. 
	• Maintains personal property inventory and depreciation schedule. 
	• Reviews and authorizes work as related to data management, information systems update, communications technology, etc.
Human Resources 
	• Maintains HR files including employee personnel files and annual compliance records/reports
• Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved. 
	• Manages confidential information with integrity. 
	• Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by 
	employee and law, PTO/holidays, garnishments, etc. 
	• Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k 
	plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual 
	meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures 
	specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to 
	resolve questions and problems. 
	• Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems. 
	• Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations. 
	• Processes monthly benefits plan invoices for payment. 
	• Annually conducts open enrollment for employee benefit plans. 
	• Ensures that organization complies with employment law and mitigates risks associated with employment practices. 
	• Updates policy manual as needed to align with organizational and legal requirements. 
	• Creates and maintains systems for internal equity with skill set assessment, job banding, etc. 
	• Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and 
	carriers.
General 
	• Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization. 
	• Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and 
	staff. 
	• Complies with all policies &amp; procedures, participates in company meetings, events, and training, and represents the 
	organization in a professional manner. 
	• Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, 
	maintaining a clean and safe work environment for all. 
	• Seeks professional development to enhance job performance and productivity. 
	Required Competencies 
	• Ability to solve problems quickly and effectively. 
	• Highly organized with strong attention to detail. 
	• Honest approach to interpersonal relationships to ensure trust and confidentiality. 
	• Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others 
	in a way that shows compassion and attentiveness.
Other Duties 
	Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities 
	that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.
Finance &amp; Related Software Systems 
	• Andar (CRM System) – No prior experience required as software is used exclusively by United Ways across the nation. 
	• Quickbooks (or similar preferred) 
	• Microsoft Excel (3+ year preferred)
Minimum Qualifications 
	• CPA Preferred 
	• Bachelor’s degree in Accounting / Finance required; Masters Preferred 
	• Minimum five years of experience as a leader with financial accountability

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