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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. • 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. &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

PURPOSE OF POSITION:&nbsp;To provide strategic financial leadership of Orange County United Way (OCUW) and to oversee the Accounting, Information Technology, Facilities, and Human Resource functions.&nbsp;Provide staff leadership of the Finance and Audit committees and support to the Board of Directors, and other volunteer committees as required.Incumbent will be directly responsible for providing financial leadership of OCUW’s strategic planning process, preparation of the annual operating plan (budget), financial reporting, resource requirements of the accounting and IT organization; safeguarding OCUW’s financial and non-financial resources; establishing and maintaining adequate systems of internal accounting controls; ensuring adherence to organization’s financial policies; ensuring appropriate technology is in use; oversee human resources and recruitment, and provides staff leadership to volunteer committees as required.Under the direction of the Chief Executive Officer, lead designated staff and volunteers in the support of Orange County's United Way’s mission.&nbsp;MAJOR AREAS OF RESPONSIBILITY:<ul><li>Directly responsible for providing financial &amp; business leadership to OCUW.</li><li>Oversee Finance and Administration strategies that will ensure organizational goals and objectives are met with particular emphasis on financial accountability.</li><li>Lead the organization in the preparation of the annual operating budget.&nbsp;</li><li>Routinely prepare cash flow forecasts and monitor actual performance against the forecast.&nbsp;</li><li>Oversee OCUW’s investment portfolio in conjunction with guidance from the Finance Committee and investment advisor.</li><li>Ensure all financial &amp; business reporting is timely, and accurately prepared in accordance with GAAP and OCUW financial reporting standards.</li><li>Plan and oversee the completion of the annual independent audit.</li><li>Ensure all reporting to United Way Worldwide is done accurately and timely.&nbsp;</li><li>Oversee IT organization, systems, policies and practices.</li><li>Staff the Finance and Audit committees.</li><li>Oversee and manage the human resources division.&nbsp;</li><li>Oversee and manage the stewardship of our building and other assets.</li><li>Serve as a member of the Executive Team and Senior Leadership Team.</li><li>Support and participate in opportunities for mentoring and teambuilding with direct reports to ensure a high performing, focused team.&nbsp; Ensure the development of his/her staff to achieve the effective foundation for a high performing team.&nbsp;</li><li>Perform other job related duties as assigned.</li></ul>CORE COMPETENCIES:All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.Interpersonal Skills&nbsp;- Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open to others' ideas and tries new things.Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of customers or employees of organization.<h2>Job Requirements:</h2>Minimum of 7-10 years of senior financial management experience.&nbsp; Background should include experience working in an organization with revenues in excess of $25 million.&nbsp; Bachelor's Degree required; MBA preferred; Acceptable fields of study would include Business Administration, Management, and Finance.&nbsp; The emphasis must be in Finance or Accounting. Non Profit experience is helpful.Employment Standards:Knowledge of:<ul><li>Organizational management and leadership principles and practices</li><li>Current Financial Accounting Standards relevant to for-profit and non-profit organizations.</li><li>Organizational strategic planning.</li><li>Management trends and techniques – both with staff and volunteers.</li><li>Automated accounting systems.</li><li>Technology management.&nbsp;</li><li>Facilities Management.</li><li>Non workplace fundraising strategies, including endowment and planned giving.</li></ul>Skills in:<ul><li>Budgeting and fiscal management.</li><li>Cash flow and cash projection analysis.</li><li>IT systems, hardware, data bases and applications.</li><li>Determining strategic financial policies.</li><li>Working collaboratively on organizational, financial or technological issues.</li><li>Developing and leading a high performing, focused team.</li><li>Business Process Improvement &amp; Reengineering of financial operations.</li><li>Analyzing and solving extraordinary problems.</li><li>Dealing with staff, donors, volunteers with tact and diplomacy.</li></ul>Ability to:<ul><li>Develop and work with complex financial and statistical information.</li><li>Provide leadership to, recruit, manage, develop, motivate and organize both staff and volunteers.</li><li>Rapidly and accurately provide strategies and leadership to organization.</li><li>Form strong and positive work relationships with diverse groups of people.</li><li>Develop and execute short and long range organizational and divisional strategic plans.</li><li>Analyze and understand statistical and financial reports.</li><li>Develop and maintain ongoing working relationships with all departments within the organization</li><li>Determine developmental needs of staff and how to provide for those needs.</li></ul>COMPENSATION<ul><li>Commensurate with experience, education, and market –&nbsp;$200,000 – $250,000; competitive benefits.</li></ul>PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks.&nbsp; The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds.Send Resumes To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>&nbsp;

Orange County United Way

Chief Financial Officer

Reports to: President/Chief Executive Officer<h4>Role Overview</h4>The Finance Director is responsible for providing strategic leadership in all financial functions of the organization, including budgeting, financial planning, reporting, and compliance. This role ensures the financial health of the organization by overseeing daily financial operations, managing audits, and collaborating with senior leadership to support organizational goals.<h4>Key Responsibilities</h4>Financial Leadership:<ul><li>Develop and manage annual budgets, forecasts, and financial strategies.</li><li>Lead financial planning and analysis to guide decision-making processes.</li><li>Ensure timely and accurate processing of payroll, QuickBooks entries, and financial transactions, to include:<ul><li>Handle QuickBooks bill payments and receipt entries.</li><li>Enter pledge/check/EFT data from fundraising campaigns into CRM Lite.</li><li>Manage independent contractor payouts and employee mileage/expense reimbursements.</li><li>Ensure all checks requiring board member signatures are properly prepared and processed.</li></ul></li><li>Manage cash flow, oversee deposits, and handle grant payments and reimbursements.</li><li>Develop and review all financial reports, including accounts payable and receivable.</li><li>Oversee special event invoicing, revenue tracking, and independent contractor payouts.</li></ul>Compliance &amp; Reporting:<ul><li>Prepare and present financial statements and relevant reports to the board and executive leadership team.</li><li>Ensure compliance with applicable financial regulations, laws, and internal policies.</li><li>Lead financial audits by preparing required documentation and collaborating with external auditors.</li><li>Maintain a digital filing system for financial records and documentation.</li></ul>Collaboration:<ul><li>Collaborate with department heads to align financial practices with organizational goals.</li><li>Work with leadership to improve financial processes and efficiencies.</li></ul><h4>Qualifications</h4><ul><li>Bachelor’s degree in Finance, Accounting, or related field; CPA or MBA preferred.</li><li>Minimum 7 years of financial management experience, with nonprofit experience preferred.</li><li>Proficiency in QuickBooks, Microsoft Office Suite, and financial reporting tools.</li><li>Strong understanding of grant management, compliance, and audits.</li></ul><h4>Essential Skills</h4><ul><li>Exceptional analytical, organizational, and problem-solving abilities.</li><li>Excellent interpersonal and communication skills.</li><li>Proven leadership and ability to manage multiple complex projects.</li></ul>

United Way of West Tennessee

OFFICE LOCATION 1015 15th Street, NW Suite 1200, Washington, DC 8614 Westwood Center Drive, Suite 300, Vienna, VA WORK SCHEDULE Hybrid/Flexible REPORTS TO President &amp; CEO&nbsp; SALARY BAND: &nbsp; $138,000 - $176,000&nbsp;COMPENSATION &amp; BENEFITS United Way NCA offers competitive compensation and benefits including substantial paid leave, healthcare benefits, a matching retirement plan, and a great work environment.Mission: United Way of the National Capital Area is committed to the health, education, and economic opportunity of every person in our community, regardless of race, gender, income, and ability. We are uniquely positioned at the intersection of the public, private, philanthropic, and nonprofit sectors, and the only organization that can mobilize the best resources and people to lead collective impact for our community. Through our Community Commitment and programmatic focus, we are transforming our region and changing the story for thousands of people in a meaningful way. Who We Serve: The ALICE (Asset Limited, Income Constrained, Employed) population represents more than 500,000 low- and moderate-income households in our region that earn more than the Federal Poverty Level but less than the basic cost of living for the county/state in which they live. United Way NCA’s ALICE Lives Here initiative is one of United Way NCA’s strategic programs established to address the issues of inequity in our systems for employment, education, health and food access, financial stability, and opportunities for all to grow to the best of their abilities. Overview: Are you driven and passionate about ensuring that everyone has equitable access to health, education, and economic opportunity? Are you a natural leader who loves to build and develop teams? Are you a change-agent who is looking to make a lasting impact in your community and within your organization? If so, you may be just what we are looking for as we expand our team. Take a closer look and reach out if you meet these qualifications.Position Summary:&nbsp; Reporting to the President and CEO, the Vice-President of Accounting and Finance/Controller will be responsible for the direct management of several key accounting and financial reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; the procure-to-pay cycle; and compliance with contractual documents and government regulations. The Vice-President of Accounting and Finance/Controller will also be involved in supporting inbound and outbound grants management budgeting and reporting; payroll, time &amp; attendance, and employee benefits functions. The Vice-President of Accounting and Finance/Controller will be involved in supporting presentations to the Board of Directors and Finance and Audit committees; managing treasury and cash management duties; and will serve as a member of the Management Team. The Vice-President of Accounting and Finance/Controller will also lead, manage, coach and mentor up to five team members.The Vice-President of Accounting and Finance/Controller will ensure that the organization has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation, compliance with restricted grants and donations and to ensure flawless audits. The Vice-President of Accounting and Finance/Controller will work closely with program leaders and their staffs, not only to educate them regarding finance procedures but also to explore how the finance function can support program operations and grants administration. In addition, the Vice-President of Accounting and Finance/Controller will partner with the CEO, senior leadership, and the human resources (HR) and information technology (IT) staff to enhance and better integrate finance, HR, and IT functions.And finally, the Vice-President of Accounting and Finance/Controller will work closely with the CEO to help create and sustain a great workplace within the Finance department for competent, highly motivated, and results-oriented people whose core values and work ethic align with the organization’s high performance and mission-driven culture; and whose skills and experience contribute to achieving the organization’s goals and objectives. The characteristics of a great workplace that we aspire to create and sustain within the Finance department include: high employee morale, satisfaction, and retention; great customer service and a predisposition to collaborate and cooperate with colleagues; and the ability to achieve high productivity and measurable impact on a sustained basis.Key Responsibilities:Budgeting and Forecasting: Managing the annual revenue, expense and capital budgeting process, including providing staff with budget guidance, timeline, tools, training and hands-on assistance; promoting a budgeting culture and discipline characterized by the use of a zero-based bottom-up approach for creating and justifying annual budgets; conducting revenue and expense trend analysis and benchmarking to prepare a budget narrative and schedules that explain and substantiate the proposed budget; and facilitating the review and approval process in collaboration with the CEO, including budget presentations to the CEO, Finance Committee and Board of Directors.Enterprise Risk Management: Ensuring that the organization has the financial systems, policies, procedures, internal controls, segregation of duties and security access in place to safe guard assets and data; to prevent or detect fraud and conflicts of interest; to promote accurate and timely internal and external reporting and analysis; to ensure compliance with contracts, grant agreements, grantor and donor restrictions, debt covenants, and contractual obligations; and to ensure clean financial and government audits.Internal and External Reporting: Preparing accurate, comprehensive, timely and user-friendly financial reports and information in support of the organization’s internal and external reporting requirements, including (i) financial budgets, projections and crucial data to facilitate long-term financial planning by the Board and executive management; (ii) monthly budget vs. actual comparison reports, customized financial reports and analysis to enable management to monitor their budgets, make mid-course corrections, facilitate informed decision-making and promote programmatic and fundraising success; (iii) financial statements and footnotes required by the Board, Audit Committee, Finance Committee, the CEO, external auditors, lenders and donors to help monitor the financial health and direction of the organization; (iv) cash flow forecasts and historical trend reports to help ensure the organization’s obligations are extinguished in a timely manner while maximizing the return on the investment portfolio; (v) financial information and data required by government and regulatory agencies, including Form 990, Form 5500, A-133 single audit reports, expense reimbursement certification reports and compliance reports; (vi) financial information that substantiates the organization’s compliance with donor designations, restrictions and conditions and government grants and contracts; and (vii) organizational, programmatic, and financial data and information required to maintain GuideStar’s Platinum Seal of Transparency, Charity Navigator’s Four Star Charity designation, Dun &amp; Bradstreet, and other independent rating, watch dog and other oversite and business monitoring agencies.Financial Analytics, Advice and Counsel: Conducting in-depth financial analysis; providing expert financial perspective and opinions; proficient in spreadsheet design to facilitate complex analysis; and instrumental in helping to assess risk, analyze efficiency and inform business decisions made by executive management. Annual Audit: Serving as Management’s liaison to the external audit team throughout the annual audit life-cycle, ensuring that the organization has timely and accurately fulfilled all of its obligations and responsibilities as set forth in the terms of the engagement letter for the preparation and fair presentation of the financial statements in accordance with U.S. GAAP, preparation of IRS Form 990, and any other services requested (i.e., A-133 Audit), including providing the auditor with (i) a comprehensive audit binder containing a detailed trail balance and a supporting schedule and account reconciliation if applicable for each major account; (ii) complete, accurate and timely information and answers to questions requested in advance of and throughout the duration of the audit; and (iii) draft financial statements and footnotes and Form 990.Annual Financial Statements and Footnotes: Preparing comparative annual financial statements at the end of each fiscal year that are accurate and complete, including the statements of financial position, statements of activities, statements of functional expenses, and statements of cash flows and the related notes to the financial statements for the purpose of allowing the external independent auditor to express an opinion on whether the financial statements are presented fairly, in all material respects, in accordance with accounting principles generally accepted in the United States of America, including ensuring that the formats of all financial statements and footnote disclosures have been appropriately updated and the statement of functional expenses reflects how employees devoted their time during the current fiscal year.IRS Form 990: Providing the external auditor with all of the information required to prepare the organization’s IRS Form 990, including ensuring that each question is answered accurately and substantiated, and that all schedules are complete and accurate; sharing a complete and accurate IRS Form 990 with the Board of Directors at its December meeting; and filing Form 990 with the IRS and other governmental jurisdictions by the end of December and ensuring that all required extensions have been timely filed.Procure to Pay Cycle: Ensuring that all financial obligations, payouts, invoices, employee expense reports and so forth are extinguished in a timely and accurate manner, including (i) confirming the payment of each financial obligation is properly authorized and processed pursuant to established policies and procedures; thoroughly substantiated and documented; accurately coded and mapped to the proper natural and functional expense account and net asset category; and timely paid to the correct oblige/payee, including payments to donor-designees, vendors, contractors, consultants, employees, landlords, financial institutions and other payees; and (ii) ensuring that the payment of goods are properly matched to authorized purchase orders and approved shipping and receiving documents; that only pre-authorized payees are entered into the Great Plain’s Vendor Master; that timely and accurate Form 1099s are prepared and disseminated to applicable vendors in accordance with IRS regulations; and that the organization’s purchase card / travel card program and employee expense report process are administered in accordance with established policies and procedures.Payroll, Time &amp; Attendance and Employee Benefits: Supporting the Payroll department team members and the Human Resources department in the proactive management of the full-cycle payroll function, including accuracy and timeliness of employee pay, time &amp; attendance administration, and compliance with employee retirement and other benefits impacting payroll.Campaign Accountability Coordination: Collaborating with the head of Campaign Accountability to ensure that all the fundraising activity, including employee workplace giving campaigns, direct mail and other non-workplace giving campaigns, special events, corporate sponsorships, planned giving, inbound grants, in-kind and non-cash gifts and other transactions are properly considered during the budgeting, reporting, risk mitigation, audit and cash flow forecasting work, including transactions with restrictions or conditions.Commitment to Continuous Improvement: Demonstrating an on-going commitment to continuous improvement by implementing systems, structure, policy, and/or process enhancements that improve the quality of the Finance department’s products and services and/or the efficiency and/or effectiveness of a major business process used to operate the organization. Special Projects and Back-up: Leading and/or participating in special projects and activities as assigned.Solid Educational Background and Experience: Must have at least a bachelor’s degree in accounting or finance; must be an active CPA candidate or possess an active CPA license; and must have non-profit accounting and finance experience. A Master’s degree in accounting or finance or an MBA are preferred.This is an extraordinary opportunity for a mature leader with at least 10 years of accounting and finance experience, preferably in the non-profit sector, ideally beginning his/her career in accounting and audit, followed by experience gathering, evaluating, presenting and reporting financial and accounting information to executive teams and external stakeholders.At least 7 years of broad finance and accounting experience (preferably in a nonprofit organization with a budget of at least $10 million), including hands-on experience in a complex non-profit organization that has multiple programs and a high volume of financial transactions.At least 5 years of people management experience overseeing accounting and finance professionals and staff at all levels; including the ability to leverage strengths of the current finance and accounting staff, clarifying and enhancing roles and responsibilities and developing and implementing training programs in order to maximize and reach optimal individual and organizational goals and performance.Provide leadership in strengthening internal communications with and the financial acumen of all levels of staff throughout the organization; and create and promote a positive and supportive work environment consistent with the organization’s culture, values, core competencies and guiding principles.Must possess personal qualities of integrity, credibility, a strong work ethics and an unwavering commitment to the organization’s mission; a proactive, hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for finance and accounting and the ability to create and maintain a culture of fiscal stewardship, prudence, fidelity and extraordinary customer &nbsp;service.Demonstrated experience managing financial and government audits and working with external auditors; and managing financial and managerial reporting, budget development and analysis, accounts payable and receivable, general ledger, cash flow, and payroll.A track record in managing government grants as it relates to compliance, accounting and reporting of government, corporate and foundation grants, including those with restrictions and conditions.Technology savvy with advanced knowledge of accounting and reporting software, preferably Great Plains, FRX, PN3, and Andar; and advanced knowledge of Microsoft EXCEL, WORD and POWERPOINT.Commitment to recruiting, mentoring, training, and retaining a diverse team of top talent; and the foresight and ability to delegate effectively.Keen analytic, organization and problem-solving skills which allows for strategic data interpretation versus simple reporting.Strong interpersonal and communication skills; experience in effectively communicating key data in a user-friendly and concise manner to individuals with varying levels of financial acumen, including presentations to senior management, grantors, donors, Board members, Finance and Audit committee members or other outside partners and key stakeholders.Qualifications and Personal Attributes: Demonstrated ability to lead and manage a team in a fast paced, demanding and high transaction volume environment with emphasis on accuracy and timeliness; ability to multi-task and work under tight deadlines.A results-oriented leader with a high energy level; strong work ethic; a self-starter with little supervision required and organized; an excellent presenter with strong verbal and written communication and collaboration skills.&nbsp; Technically proficient in GAAP and IRS regulations governing non-profits; an individual with the utmost professional and personal integrity; ability to engage, assess risk, prioritize work, identify issues, and solve problems.A passion for United Way’s mission and its commitment to fighting for the health, education, and financial stability of every person in every community in the National Capital area and serving as a role model in the promotion of diversity, equity, and inclusion in everything we do.Individual and Organization-wide Competencies: The candidate must possess the following core competencies, which are required of all United Way NCA staff regardless of role. Values and Attributes: The candidate must demonstrate that his/her values and personal attributes align with those of United Way NCA.Complexity and Change: The candidate must demonstrate his/her understanding that social change requires the ability to comprehend and work within a complex, interdependent environment.Operational Excellence: The candidate must articulate his/her understanding that effective day-to-day operations is achieved through proactive leadership and sound management practices.Mission-Focused: The candidate must demonstrate how his/her performance and professional development can create real social change that leads to better lives and healthier communities within the National Capital Area.Relationship-Oriented: The candidate must demonstrate his/her ability to put people before process and capability to cultivate and manage relationships toward a common goal.Collaborative: The candidate must demonstrate his/her ability to mobilize resources (financial and human) and harness all sectors of the organization to achieve meaningful engagement and outcomes.Results-Driven: The candidate must demonstrate his/her ability to support shared and measurable goals that promote the common good.Brand-Steward: The candidate must demonstrate his/her ability to serve as a steward of the brand, including growing and protecting the reputation and results of United Way NCA and the greater network.To apply, please submit your resume along with a cover letter to Human Resources at: <a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>Successful candidates must pass criminal background and reference checks. United Way of the National Capital Area EOE M/F/D/V&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; unitedwaynca.org

United Way National Capital Area

United Way of the National Capital Area

Vice-President, Accounting and Finance/Controller

United Way of Chaves County is currently seeking a full-time Executive Director. This is a small office consisting of an Executive Director and an Administrative Assistant. The salary range is $63,000-$70,000. The Executive Director will provide leadership for United Way of Chaves County in developing financial resources and in identifying and responding to community priorities in health and human services. &nbsp;The Executive Director will ensure that all business affairs and practices are conducted in accordance with board policies and acceptable business standards. This position entails forming relationships with volunteers, donors, grantee agencies, corporate executives, local governmental leaders, funding organizations, and representatives of other United Way organizations.

Executive Director

United Way of Central Iowa is seeking&nbsp;a detail-oriented Senior Financial Analyst to join our team on a temporary basis&nbsp;(four to six months, not eligible for benefits). This individual will play a crucial role in enhancing our internal and external financial reporting structure, refining budget processes and building necessary financial models, helping to establish a framework for aligning organizational investments with funded partners’ operational outcomes. This role will also closely support the preparation and submission of the organization’s IRS form 990. The selected candidate will be required to understand and adhere to the organization’s confidentiality and proprietary information policies.&nbsp;This role is primarily in-person, with remote work available as needed, subject to pre-approval. The anticipated work hours are 20-30 per week through December 31st and increase to 40 hours per week after January 1st.&nbsp; The hourly salary is $35-45 per hour depending on experience. This position will not be available after the four-to-six month work period is completed as it is filling a temporary operational need.Accountabilities include:&nbsp;&nbsp;Budget Analysis: Assist in reverse engineering the current budget to gain a thorough understanding of the assumptions and methodologies used in its preparation, lead efforts to map budgeted expenses to GL accounts, providing valuable insights for future planning.&nbsp;<ul><li>Budget Preparation: Design budget templates to be used in the upcoming budget cycle, ensuring they meet the needs of all stakeholders.</li><li>990 Form Preparation: Assist in the gathering of data and detailed analysis required for the IRS Form 990, ensuring accuracy, completeness and compliance with non-profit reporting standards.&nbsp;</li><li>Develop Internal Reporting: Create and implement reporting tools to assist department leaders in monitoring organizational spending, providing insights that drive effective decision-making and guide prudent resource allocations.</li><li>Grant Reporting: Develop detailed reports for our largest grants to ensure compliance and effective tracking of grant activities and spending, with a focus on building frameworks for federal grants.</li><li>Review and Improve Reporting Processes: Evaluate existing internal and external financial reports, identifying opportunities for improvement and implementing best practices.</li><li>Financial Modeling &amp; Dashboard Development: Build financial models (cash forecasting, budget and revenue mix), and develop dashboards to analyze historical financial performance, identify trends, and provide insights for forecasting using predictive analytics.</li><li>Collaboration with Donor Services/Accounting: Support Senior Accountant on month-end analysis of financial results, work closely with the donor services group to develop recurring reports to support preparation of Board package/presentation and develop donor data analytics.</li></ul>

United Way of Central Iowa

Senior Financial Analyst

ABOUT US United Way of San Antonio and Bexar County 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 SUMMARY The UWSA Chief Financial Officer (CFO) is an experienced financial leader responsible for administrative service departments that include accounting, pledge processing and collections, grants accounting and reporting, information services, and human resources. &nbsp;The CFO directs all areas of internal and external financial reporting and budgeting for UWSA and acts as the staff liaison to the Audit Committee, Finance Committee, and the Diversity and Human Resources Committee. PRIMARY DUTIES AND RESPONSIBILITES •&nbsp;&nbsp;&nbsp;&nbsp;Lead all aspects of finance and administrative departments of the organization with annual revenues of approximately $46MM.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manages the organization’s treasury functions and relationships, including cash flow planning, investment management, and relationships with financial institutions and investment managers. &nbsp;This includes the investment of excess cash balances with approved investment management firms. •&nbsp;&nbsp;&nbsp;&nbsp;Establishes and monitors internal controls to assure safekeeping of the organization’s assets and the integrity of its financial reporting. •&nbsp;&nbsp;&nbsp;&nbsp;Directs the development of the annual budgets for UWSA. &nbsp;Responsible for presenting annual budgets to the UWSA finance committee for review and approval. &nbsp;Manages and approves expenditures throughout the fiscal year to stay within budget. •&nbsp;&nbsp;&nbsp;&nbsp;Directs the preparation and review of the annual GAAP basis financial statements of UWSA and coordinates the annual independent audit of the consolidated financial statements.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for consulting with and advising the CEO in matters associated with the management of financial reserves necessary to provide for the financial health of the organization. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates the preparation of tax related reports including the annual IRS Form 990 and retirement plan reporting. •&nbsp;&nbsp;&nbsp;&nbsp;Oversees the execution of the annual compensation study for the UWSA staff and coordinates with the review of this report with consultants appointed by the Diversity and Human Resources Committee. •&nbsp;&nbsp;&nbsp;&nbsp;Manages the preparation of the monthly internal financial statements for UWSA and presents them to the Board of Directors for approval. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for reviewing and approving all processes of the accounting department, including revenue recognition, accounts payable, pledge processing and accounts receivable, adjusting journal entries, payment of agency allocations, etc. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for allocating resources necessary for the Information Services department. Meets with department vice president regularly to ascertain department’s effectiveness, security, software requirements, and budget needs. •&nbsp;&nbsp;&nbsp;&nbsp;Oversees Human Resources department and coordinates the use of Human Resources consultants. •&nbsp;&nbsp;&nbsp;&nbsp;Risk management and coordination of all insurance policies.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manages the process of negotiating employee benefit contracts. Oversees the retirement plan advisory and TPA contracts. •&nbsp;&nbsp;&nbsp;&nbsp;Manages the allocation of capital expenditure funds and oversees the expenditure of these funds. •&nbsp;&nbsp;&nbsp;&nbsp;Consults with department heads as necessary to address personnel matters, costs, and budget needs. &nbsp;EDUCATION AND EXPERIENCE•&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree required / master’s degree preferred in accounting or other related field of study. •&nbsp;&nbsp;&nbsp;&nbsp;CPA certification strongly preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Public accounting experience preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Ten years or more experience in the human services field preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Experience in program evaluation •&nbsp;&nbsp;&nbsp;&nbsp;Experience staffing a broad cross-section of volunteer leaders and/or non-profit partners. •&nbsp;&nbsp;&nbsp;&nbsp;Strategic leadership of collective impact efforts. •&nbsp;&nbsp;&nbsp;&nbsp;Experience in working effectively in multicultural environments. •&nbsp;&nbsp;&nbsp;&nbsp;Strong relationships in the nonprofit, public and private sectors.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Staff and volunteer management.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Budget and fiscal management. &nbsp;KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with clients, community partners, donors and volunteers. •&nbsp;&nbsp;&nbsp;&nbsp;Proficiency in Microsoft Word, Microsoft PowerPoint, Microsoft Excel, budgeting and general ledger tools.. •&nbsp;&nbsp;&nbsp;&nbsp;Strong verbal and written communication skills including development of content relevant to the Impact Council for a wide variety of audiences and media. •&nbsp;&nbsp;&nbsp;&nbsp;Professional demeanor, confident and goal oriented. •&nbsp;&nbsp;&nbsp;&nbsp;Self-motivated and creative. •&nbsp;&nbsp;&nbsp;&nbsp;Dynamic, authentic leadership and team building skills. •&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational skills •&nbsp;&nbsp;&nbsp;&nbsp;Ability to manage multiple deadlines and priorities and problem-solve issues as they arise •&nbsp;&nbsp;&nbsp;&nbsp;Strategic thinking ability. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated independent decision-making and problem-solving ability. •&nbsp;&nbsp;&nbsp;&nbsp;Excellent verbal and written communication skills. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitation and presentation skills and experience. •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of Results-Based Accountability™, preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Data utilization expertise related to community issues. •&nbsp;&nbsp;&nbsp;&nbsp;Budget management experience. •&nbsp;&nbsp;&nbsp;&nbsp;Committee-level volunteer management. •&nbsp;&nbsp;&nbsp;&nbsp;Relationship management with a broad array of individuals and organizations.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Attention to detail in a multitasking environment. •&nbsp;&nbsp;&nbsp;&nbsp;Competent with Adobe Products Suite, preferred. &nbsp;UNITED WAY COMPETENCIES Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardLeadership Roles Competencies (building on Core Competencies): (check for People Leaders) Talent Management &amp; People Development, Business Acumen &amp; Strategic Direction, Operational Planning &amp; Execution, Outward TurningSenior/Functional Level Leadership (C-Suite and SVPs): (check for Senior Leaders) Strategic Community Collaboration, Deep Community Expertise, Product Development and Implementation, Donor Influence, Volunteer Engagement, Advocacy and Public PolicyBENEFITS •&nbsp;&nbsp;&nbsp;&nbsp;Employer-subsidized healthcare plan with employer-funded HRA offered. •&nbsp;&nbsp;&nbsp;&nbsp;Group dental, vision, life insurance and other insurance products available. •&nbsp;&nbsp;&nbsp;&nbsp;Paid holidays, personal and sick leave time. •&nbsp;&nbsp;&nbsp;&nbsp;403(b) retirement plan with employer matching available. &nbsp;WORK ENVIRONMENT •&nbsp;&nbsp;&nbsp;&nbsp;Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures. •&nbsp;&nbsp;&nbsp;&nbsp;Extended work on personal computing equipment, telephone, multi-functioning printer and calculator. •&nbsp;&nbsp;&nbsp;&nbsp;Reliable transportation 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, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours. &nbsp;PHYSICAL DEMANDS •&nbsp;&nbsp;&nbsp;&nbsp;Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Movement within the office and during external meetings and events, regularly. •&nbsp;&nbsp;&nbsp;&nbsp;Bends, stoops and twists, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Exerts up to 25 lbs. of force, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates, presents and collaboratively interacts with others, routinely. •&nbsp;&nbsp;&nbsp;&nbsp;Perform repetitive tasks, i.e., typing and texting, routinely.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. &nbsp;APPLY To submit your application visit <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-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.</a>&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Applications WILL NOT be accepted via email. •&nbsp;&nbsp;&nbsp;&nbsp;Contact <a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.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. United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | <a href="http://www.uwsastx.org" target="_blank">www.uwsastx.org</a>

United Way of San Antonio and Bexar County

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.

Finance Director 

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.

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