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<h2>Position Summary&nbsp;</h2>The Accounting Clerk (Specialist) provides financial and administrative support including processing and reconciliation of cash receipts between systems, preparation of journal entries, updating supporting schedules relating to grants, programs, or other donor related activity.&nbsp;<h2>Essential Duties and Responsibilities</h2>The essential functions include, but are not limited to the following:<h2>Responsibilities</h2><ul><li>Import cash receipt transactions weekly into the accounting system from the donor database.</li><li>Reconcile cash receipts financial information between the accounting system, donor database, and the operating bank account.</li><li>Assist in the preparation of the monthly bank account reconciliations.</li><li>Prepare adjusting journal entries as directed.</li><li>Prepare a variety of complex and recurring accounting-related reports, summaries, and reconciliations.</li><li>Assist and backup the Accounts Payable process.&nbsp;</li><li>Maintain Vendor records.</li><li>Assist in the preparation of schedules to support grants, programs, and other donor related activity.</li><li>Assist in the reconciliation and maintenance of schedules for various general ledger accounts.</li><li>Assist with fixed asset inventory and recordkeeping.</li><li>Assist and backup the deposit and petty cash processes.</li><li>Assist with Annual Budget and Annual Audit and other projects within the department.</li><li>Maintain compliance with accounting standards, government regulations, and tax laws.</li><li>Assist, as assigned by management, with the organization’s disaster response efforts.</li><li>Perform other duties as assigned.</li></ul><h2>Minimum Qualifications (Knowledge, Skills, and Abilities)</h2><ul><li>Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred</li><li>2+ years progressive accounting/bookkeeping experience in public accounting or similar work environment</li><li>Knowledge of not-for-profit accounting MIP software preferred</li><li>Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with accounting software and general ledgers</li><li>Strong organization, oral and written communication skills</li><li>Ability to work independently and manage multiple projects and deadlines</li><li>Ability to promote excellent performance in self and others</li><li>Ability to solve problems independently, effectively, and creatively</li><li>Demonstrated attention to details and ability to work in a fast paced environment</li><li>Ability to conduct research, study and synthesize data, and establish priorities</li><li>Flexibility and ability to work on multiple high-priority projects</li><li>Demonstrated outstanding accounting skills</li></ul><h2>Physical Demands and Work Environment&nbsp;</h2>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.&nbsp;While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.<h2>Note</h2>This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.&nbsp;All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

United Way of Palm Beach County

Accounting Clerk

Job Title:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;VITA Operations ManagerClassification: Full Time Non-ExemptReports to:&nbsp;&nbsp; &nbsp;&nbsp;Senior Volunteer Engagement and VITA Program ManagerLocation:&nbsp; &nbsp; &nbsp; &nbsp; Lee, Hendry, and Glades CountiesStarting Salary:&nbsp;&nbsp; $42,000 - $45,000 DOEApplication Deadline:&nbsp; &nbsp;August 2, 2024Submit Cover Letter and Resume: <a href="mailto:MaryM@UnitedWaylee.org" target="_blank">MaryM@UnitedWaylee.org</a>ABOUT UNITED WAY OF LEE, HENDRY, and GLADES&nbsp; &nbsp;United Way of Lee, Hendry, and Glades (UWLHG) is a volunteer-driven organization dedicated to improving the quality of life for all people in our community.&nbsp; This is accomplished through fundraising, fund distribution (90+ partners), community building, volunteer advancement, and information and referral.&nbsp; UWLHG is a $20 million nonprofit social services organization, with 75+ employees in five locations with the main campus being located at 7273 Concourse Drive, Fort Myers, FL. The majority of funding is from private donations although UWLHG also receives local, state, and federal grants.Summary:&nbsp;&nbsp;The United Way of Lee, Hendry, and Glades VITA Operations Manager is responsible for engaging with the community, recruiting volunteers, and sharing information about VITA's free tax services and financial education programs. The VITA Operations Manager fosters positive relationships with partner agencies and organizations, ensuring coordination, organization, and communication for VITA site operations. They assist in ensuring that VITA sites run efficiently, volunteers are well-supported, and taxpayers receive the assistance they need during tax season. This role requires an outgoing personality, excellent communication skills, and the ability to work effectively with diverse groups.Key responsibilities/Essential Functions:<ul><li>Operational Support: Oversee the setup and logistics for tax preparation sites, ensuring the availability of all necessary equipment and supplies. Ensure VITA sites open as scheduled and are adequately staffed and stocked. Assist as a Site Coordinator or in other capacities at tax sites when needed.</li><li>Special Events:&nbsp;Coordinate with community organizations and volunteers to schedule and promote special tax events.</li><li>Site Inspections and Documentation: Conduct periodic site visits to assess organization and taxpayer service quality.&nbsp;Ensure that all IRS procedures are followed and maintain the confidentiality of sensitive client documents. Document site activities with photos for end-of-season celebration and reporting purposes.</li><li>Volunteer Recruitment and Retention:&nbsp;Assist in the recruitment, onboarding, and training of volunteers for the VITA program. Cultivate a positive and engaging environment to maintain volunteer motivation and satisfaction. Complete the Advanced and Site Coordinator VITA training and certification (training provided).</li><li>Client Support:&nbsp;Respond to and return taxpayer calls and inquiries, including scheduling appointments and providing relevant information.</li><li>Community Engagement &amp; Outreach: Cultivate strong relationships with partner agencies, community organizations, and residents to enhance program visibility, increase participation, and extend outreach efforts to a wider audience.&nbsp;</li><li>Data Collection and Reporting: Track and report on community engagement activities, volunteer participation, and program outcomes.&nbsp;</li><li>Emergency Response: During an Emergency, employees may temporarily be assigned to work and perform duties outside the normal scope of their position, location, and work schedule to fit the needs of the County and its citizens.&nbsp;</li></ul>Other DutiesThis job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change with or without notice.Direct Reports – NoneRequirements and qualifications&nbsp;<ul><li>Bachelor’s degree or 2 years comparative work experience.</li><li>Positive and energetic demeanor.</li><li>Experience managing volunteers.</li><li>Proficiency in database systems and Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook, with the ability to learn and navigate tax preparation software.</li><li>Strong organizational skills, critical thinking, time management, and problem-solving abilities.</li><li>Strong communication skills, including written, verbal, and interpersonal communication.</li><li>Ability to work independently and in a team environment, taking initiative when needed.</li><li>Ability to handle multiple responsibilities in stressful situations.</li><li>Strong teamwork skills and the ability to work effectively with a diverse group of clients and volunteers.</li><li>Resourcefulness in problem-solving and the ability to make decisive decisions when necessary.</li><li>Willingness to adapt to changing program needs and schedules, including working evenings and Saturdays.</li><li>A genuine passion for community service and a commitment to helping low-income individuals and families access vital tax assistance.</li></ul>Physical Demands:&nbsp;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.&nbsp;While performing the duties of this job, the employee is regularly required to sit for long periods of time, talk, and/or hear. The employee is frequently required to use finger and hand motion and occasionally to stand, walk, and reach with hands and arms. The employee must frequently lift and/ or move up to 30 pounds and occasionally lift and/or move up to 40 pounds. There may be additional physical requirements associated with department meetings/events. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.Requires talking, hearing, and visual acuity sufficient to perform these major functions. Occasionally, the work of this position is spent at offsite meetings, or event locations within Lee, Hendry, or Glades County.<ul><li>Licenses- Valid Florida Driver’s License that meets insurance guidelines-- as some travel to neighboring county may be required.</li></ul>Work Environment:&nbsp;The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. This job operates in a professional office environment, off-site venues, and outside event areas in various weather conditions. This role routinely uses standard office equipment such as computers, phones, and photocopiers.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.This is a full-time position with a typical work schedule from Monday to Friday, starting at 8:00 AM and concluding at 5:00 PM. Please note that evening and weekend events may be required, particularly during training and the tax season, to accommodate the demands of job duties.United Way is an equal employment 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, participation in all company-sponsored activities, and all employment actions. United Way will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in undue hardship.&nbsp;Terms of employment are subject to satisfactory negative drug testing as part of our drug-free workplace program.&nbsp; Level II background screening will be conducted because of the nature of the position.&nbsp; Applicants may be asked to take an online skills assessment.Additional Information:UWLHG is an exceptional workplace that can provide you with:<ul><li>Opportunity to work with smart, passionate, and enthusiastic team members and volunteers</li><li>Working with diverse staff and other constituents</li><li>Culture of high-performance expectations and accountability</li><li>Exciting and challenging work</li><li>Opportunity to help solve the community’s toughest problems</li><li>Competitive pay that is commensurate with demonstrated successful performance and experience</li><li>Paid Health and Dental Insurance for employee, 401k, and Monthly Accrued PTO</li></ul>

United Way of Lee, Hendry, Glades

VITA (Volunteer Income Tax Assistance) Operations Manager

Why Work for United Way Do you want to leave work every day knowing that you made an impact? At United Way of South Hampton Roads (UWSHR), you’ll work in a fun and supportive environment where every day is a new opportunity to make a difference. If you talk to our employees, the single trait we all have in common is passion. We work hard because we love what we do and we know how much our community needs us. You’ll learn from some of the best in the business and be constantly challenged in an ever-changing industry. Plus, we offer excellent benefits and opportunities for advancement. If you want to be great while doing good, join the United Way team. Overview Reporting to the President and CEO, the Vice President of Finance serves as an integral member of the senior leadership team, responsible for the development of UWSHR’s financial management strategy and contributing to the development of the organization’s strategic goals. The Vice President of Finance will be responsible for overseeing the financial operations of the organization, ensuring accurate financial reporting, implementing and maintaining effective internal controls, and providing strategic financial guidance to the leadership team to inform operational decisions. This position requires advanced skills in financial and operational planning, resource allocation, cost estimation, revenue forecasting, and variance analysis. Competencies: •Mission-Focused: Catalyzes others’ commitment to mission to create real social change that leads to better lives and healthier communities •Relationship-Oriented: 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 •Strength of Character: Demonstrates ability to be approachable and cooperative while also being a successful executive leader •Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network •Visionary: Confronts the complex realities of the environment and simultaneously maintains faith in a different and better future, providing purpose, direction and motivation •Team-Builder: First ensures that the right people are in the right roles at the right times; fostering commitment, trust, and collaboration among multi-cultural leaders and stakeholders •Outward Turning: Understands the dynamics of local, regional, and national environments, and works on an agenda rooted in the community’s own perception of its needs and aspirations •Business Acumen: Possesses a high-level of broad business and management skills and is effective at using financial resources wisely and for the greatest impact •Network-Oriented: Values the power of networks; striving to leverage United Way’s breadth of community presence, relationships and strategy Core Values: •We are responsive to each other and to the community. We do our best to anticipate challenges and needs so we can proactively address them. We do NOT react, we respond – promptly, appropriately and thoughtfully. •We build trust by being transparent, authentic and vulnerable. We communicate openly and listen with respect and empathy. We do NOT shy away from tough conversations or backtrack on our commitments. •We are determined and steadfast in our commitment to our goals. We are persistent and tenacious and seek creative solutions to overcome obstacles. We do NOT let failure keep us down – we brush it off and try again with renewed dedication the next day. •We are team players, always seeking opportunities to go above and beyond our job description to help our colleagues and partners. We aim to create a positive, fun environment where we are proud to be ourselves. We do NOT work in silos, but instead play to each other’s strengths and cover each other’s blind spots. •We care about community because to us, this work is personal. It’s for our families, our neighbors, our children, our friends. We are all here because we want our work to matter – to have some higher purpose – and we want to surround ourselves with others who desire the same. It’s NOT just a paycheck, it’s a purpose. Core Job Responsibilities Strategy, Vision, and Leadership: •Advise the President &amp; CEO and other members of senior leadership on financial planning, budgeting, cash flow, investment priorities, and policy matters. •Serve as the management liaison to the board and audit committee; effectively communicate and present critical financial matters at select board of directors and committee meetings. •Contribute to the development of UWSHR’s strategic goals and objectives •Maintain continuous lines of communication, keeping the President &amp; CEO informed of all critical issues and implement financial policies, procedures, and controls to safeguard the organization’s assets and ensure accurate financial reporting. Financial Management: •Develop and implement financial policies, procedures, and controls to safeguard UWSHR assets and ensure accurate financial reporting. •Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements, to provide timely and accurate information to management and the Board of Directors. •Monitor financial performance, identify areas of concern or improvement, and recommend corrective actions to ensure the financial stability and growth of the organization. •Understand key metrics that influence operational planning. Budgeting and Forecasting: •In conjunction with the Controller, collaborate with department heads to develop and manage the annual budgeting process, ensuring alignment with strategic objectives and financial targets. •Prepare regular financial forecasts and projections, monitoring actual performance against budgeted expectations and identifying variances for further analysis. •Provide guidance and support to department heads in monitoring and controlling their budgets,offering insights and recommendations as needed and requested. •Provide financial analysis and support to the leadership team, including financial modeling,profitability analysis, and scenario planning. •Articulate potential risks and their financial implications to help in creating more robust operational strategies. •Demonstrate sound financial acumen through resource allocation based on strategic priorities and budgetary constraints. Cash Flow Management: •Manage cash flow, including monitoring and forecasting cash needs, optimizing investment strategies, and overseeing accounts payable and accounts receivable processes. •Establish and maintain relationships with financial institutions and manage banking activities. Compliance and Audit: •Ensure compliance with all applicable financial regulations, laws, and reporting requirements. •Coordinate and manage external audits, tax filings, and other financial reviews as necessary. Team Development/Leadership: •Oversee, direct, and organize the work of the finance department. •Promote a culture of high performance and continuous improvement that values learning and a commitment to quality. •Ensure staff receive timely and appropriate training and development. •Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and recommend salary adjustments. •Mentor and develop staff using a supportive and collaborative approach: assign accountabilities;set objectives; establish priorities; and monitor and evaluate results. •Present complex financial information in an understandable way to stakeholders at all levels. Other duties as assigned Key Skills Requirements •Bachelor’s degree in finance or accounting mandatory •CPA license preferred •Proficiency with QuickBooks, Microsoft Excel, and cloud-based software (i.e., SharePoint) •Experience with CRM software preferred •Minimum of 5 years’ experience in a senior management role, ideally with both external audit and in-house financial management experience •Experience either as an employee or board member of a nonprofit organization; must be intimately familiar with nonprofit finance and accounting regulations •Proven track record of success facilitating progressive organizational change and development within a growing organization •Minimum 5 years of supervisory experience •Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills •Strong mentoring and coaching experience to a team with diverse levels of expertise •Superior management skills; ability to influence and engage direct and indirect reports and peers •Self-reliant, good problem solver, results oriented •Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical finance and administration initiatives. •Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior leadership, the board of directors, and staff •Passion for UWSHR’s missionSALARY &amp; BENEFITSThe starting salary range is $115,000-$135,000 for this position&nbsp; depending on experience.&nbsp; There is a very good benefits package.&nbsp; This is an on-site position.&nbsp;Interested? Please send your resume to <a href="mailto:jackie.gordon@uww.unitedway.org" target="_blank">jackie.gordon@uww.unitedway.org</a> We will continue accepting applications until the position is filled.

Vice President of Finance

Why Work with Us? Be part of an impactful, mission-driven organization. At United Way of Thunder Bay, we are committed to improving lives and building a strong community by engaging individuals and mobilizing collective action. Join our passionate team and help create a better future for all through effective administration, financial management, and operational support. Role Description The Operations Coordinator supports the Manager of Finance and Operations with administrative, financial, and operational responsibilities. This includes providing general administrative and human resource support to the organization. Your responsibilities will include overseeing the preparation and collection of receivables, preparing lottery license applications, and ensuring accurate recording of payments in the CRM system. You will provide backup support for CRM data entry and pledge processing, assist with donor designations, maintain records of revenue and expenses for special events, and support the annual audit process. In human resources, you will coordinate new and replacement positions, manage payroll and benefits in the absence of the Manager, and handle employee records such as sick time, overtime, and vacation. Additionally, you will research, implement, and maintain legislative organizational policies and procedures to ensure compliance. Job Specifications • Post-secondary education in a related field and/or appropriate experience in the non-profit sector is an asset • Strong research skills and attention to detail • Proficiency with Microsoft Office Suite and knowledge of CRM software • Strong understanding of basic accounting principles and practices • Proficiency with accounting software (preferably Sage50) • Excellent written and verbal communication skills • Use of a vehicle and a valid driver's license • Clear criminal records check How to Apply If you are passionate about making a difference and have the required skills and experience, please submit your resume and cover letter to <a href="mailto:esayat@uwaytbay.ca" target="_blank">esayat@uwaytbay.ca</a> by July 31, 2024. The United Way of Thunder Bay is an equal opportunity employer who encourages applications from all individuals, including Indigenous people, persons with disabilities, visible minority groups and women. Join us in creating lasting change in Thunder Bay!

United Way of Thunder Bay

United Way Thunder Bay

Operations Coordinator

Position Summary:&nbsp;(Hybrid, 3 days in office - Alexandria, VA)United Way Worldwide is seeking a highly skilled Senior Accountant to join our dynamic team. The Senior Accountant will play a crucial role in ensuring the accuracy and integrity of financial transactions, reporting, and compliance activities. Working closely with the Finance team, this individual will oversee various accounting functions, including but not limited to, general ledger maintenance, financial analysis, budgeting, and audit preparation. The ideal candidate will possess strong analytical abilities, exceptional attention to detail, and a commitment to upholding the highest standards of financial integrity. This is an excellent opportunity for a seasoned professional looking to make a meaningful impact within a renowned global nonprofit organization.Key Responsibilities/Essential Duties of Position:<ul><li>Prepare the month end close journal entries for responsible areas;</li><li>Prepare balance sheet account reconciliations and perform variance analysis;</li><li>Develop and refine monthly responsibilities to be in compliance with policy and internal controls;&nbsp;</li><li>Maintain organized, accurate and complete accounting records;</li><li>Assist the Sr Manager and Controller with annual audit, reporting, and other projects as assigned;</li><li>Work cross-functionally with other members of the finance team and departments within UWW for various projects and initiatives;&nbsp;</li><li>Participate in various business processes and technology integration initiatives;</li><li>Other duties as assigned;</li><li>Reports to the Sr Manager of Accounting.</li></ul>Job Requirements:<ul><li>Bachelor’s degree in accounting or related field;</li><li>CPA preferred but not required;</li><li>Ability to effectively manage multiple tasks and deadlines;&nbsp;</li><li>Excellent verbal and written communication skills;</li><li>Ability to interact with all levels of staff;</li><li>Experience with NetSuite preferred but not required.</li></ul>&nbsp;&nbsp;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. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $75,000 to $85,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level and be able to work onsite in Alexandria, VA:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned department, as well as the effective and efficient utilization of UWW resources (human, financial, and capital.) &nbsp; Articulates and communicates work goals and objectives, as well as expected work results. Establishes work quality standards for assigned teams in order to help ensure the attainment of departmental goals and objectives. Accepts responsibility for the outcomes achieved. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking -&nbsp;Weighs the pros and cons of available options and makes departmental decisions. Seeks input from team leaders on the potential impact of decisions on their ability to effectively achieve desired outcomes/results. Identifies and communicates departmental/organizational tactics, challenges and opportunities. Encourages risk-taking.Teamwork Collaboration -&nbsp;Builds a cohesive and diverse department. Supports and motivates others to contribute to the department. Determines the composition of teams required to accomplish departmental goals and objectives. Provides direction and clarity around goal priorities to empower work departments to be effective in collaborating to meet established departmental goals and objectives. Initiates and directs group change initiatives and serves as a change agent.Relationship Management -&nbsp;Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.This role requires a blend of technical expertise, analytical prowess, and effective communication skills to derive actionable insights from complex datasets. The successful candidate will contribute significantly to strategic decision-making processes by harnessing the power of data lake technologies and predictive analytics tools.&nbsp;If you are passionate about turning data into actionable insights and contributing to organizational success, we encourage you to apply.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please call (703) 836-7100 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value&nbsp;the visible and invisible qualities that make you who you are.We welcome&nbsp;that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily work.We commit&nbsp;to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.LIVE UNITED.

United Way Worldwide

Senior Accountant

The United Way of Greater Cincinnati (UWGC) has an immediate opening for a Director, Finance and Accounting who will be responsible for the direct management of the finance, accounting, donor services and property services teams. Focus includes budgeting, financial reporting, planning and forecasting, grant compliance, regulatory reporting, internal controls, research and analysis and the financial support and collaboration needed across the organization for UWGC and United Way Greater Cincinnati Foundation (UWGCF).Key Areas of Responsibility:<ul><li>Provide financial oversight for UWGC and UWGCF accounting and financial reporting. This includes review of accounting transactions, reconciliations with appropriate external data and reporting, as well as analysis of variances and changes.</li></ul><ul><li>Provide review and oversight of the annual consolidated financial statement audit. Review UWGC and Foundation Form 990s and state filings.&nbsp;</li></ul><ul><li>Responsible for leadership of the donor services function including campaign accounts receivable, billings, collections, pledge and designation processing, designation payouts, donor correspondence and preparation of related internal and external reports.</li></ul><ul><li>Responsible to recommend the external audit firm to the Chief Financial Officer and the Finance, Audit and Compliance Committee (FACC).</li></ul><ul><li>Review monthly financial statements and dashboard reporting, including variance analysis for submission to UWGC management. Review financial statement and variance analysis reports to the Board of Directors and the FACC as needed.&nbsp;</li></ul><ul><li>Responsible for leading and preparing the annual operating and capital budgets for UWGC.</li></ul><ul><li>Responsible for leading the forecasting of long-range strategic plans, cash flow, borrowing needs and projected revenues/expenses for the current year.&nbsp;</li></ul><ul><li>Responsible for banking/treasury management relationships, controls, user access and administration for UWGC and Foundation, and incorporating new automated functionality.&nbsp;</li></ul><ul><li>Coordinate processes and systems for accounting for various funding sources, fiscal sponsorships including compliance and reporting.</li></ul><ul><li>Perform corporate projects, such as, but not limited to:</li><li>Requests for proposal for banking and external auditors</li><li>Accounting and tax research</li><li>Updates on GAAP or GAAS</li><li>Policies and procedures revisions/updates</li><li>Respond to UWGC team member requests/inquiries; provide supporting documentation as necessary</li></ul>Competencies:&nbsp;Accountability, Transparency, Integrity-Organizational Commitment, Communication Skills, People Management, Technologically Proficient, and Time/Project ManagementMinimum Qualifications:<ul><li>Bachelor's degree in accounting or equivalent.</li><li>Master’s degree in finance or accounting, or CPA license preferred.</li><li>Knowledge of nonprofit accounting, GAAP, GAAS, and federal grant accounting.</li><li>Advanced Proficiency in basic Microsoft Word and intermediate Excel required.</li><li>Minimum ten years’ experience in general accounting required.</li><li>Minimum five years management experience required.</li></ul>Applicants should apply by Friday, July 12, 2024, via the link below:&nbsp;<a href="https://jobapply.page.link/X7jn4" target="_blank">https://jobapply.page.link/X7jn4</a>UWGC is an Equal Opportunity Employer Committed to Diversity, Equity and Inclusion

United Way of Greater Cincinnati

Director, Finance & Accounting

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

11 Controlling / Finance Jobs