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

United Way of Tucson and Southern Arizona

Senior Accountant

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

Berkshire United Way

Manager of Finance and Administration

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

VITA Site Coordinator

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

United Way of Northern New Jersey

Advancement Officer

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

Position Title: &nbsp;Accounting Coordinator Reports To: &nbsp;Finance Director Type of Position: &nbsp;Part time; 15- 20 hours/week ROLE: Under the direction of the Finance Director, the Accounting Coordinator performs gift processing, provides AP, Payroll and Grant Management assistance and light office administration duties. &nbsp;DUTIES AND RESPONSIBILITIES: Gift Processing (55%): • Recording pledges, gifts, and payments on pledge accounts receivable in Donation Tracker • Entering payroll deduct AR payments accurately by pledge • Reaching out to companies to request payment detail on payroll deduct AR so that donations are credited to the right people for the right amount • Notify agencies of designated donations annually; collect ACH/anti-terrorism certifications and process designation payments quarterly • Maintain internal policies and procedures to ensure the quality and integrity of the donor database Accounting Support (45%): • Financial Policy review and updates • Assist in QuickBooks AP entry • Assist in QuickBooks biweekly payroll • Support the President/CEO as requested • Assist with Workplace Campaign projects, data entry, filing, and mailings &nbsp;Other Duties and Responsibilities (5%): • Provide assistance as needed to other UWYC programs and personnel. • Assist with UWYC Annual Campaign. • Serve as a United Way of Yellowstone County ambassador at all times by communicating the mission and vision of United Way. &nbsp;QUALIFICATIONS: Education and Experience • Minimum of three years of accounting, payroll and/or database management experience • Nonprofit experience preferred • Strong experience working with an electronic giving portal and pledges receivable Accounting Coordinator Job Description 9-11-2024 2 Knowledge and Skills • Demonstrated proficiency in accounts receivable management • Ability to motivate self, complete tasks in a timely manner, manage multiple priorities in a busy environment • Work effectively with a variety of people and personalities • Consistent in quality and quantity of work • Ability to work both independently and collaboratively in a team • Ability to maintain confidentiality &nbsp;OVERALL SKILLS &amp; ABILITIES: 1. Language Skills: Ability to read, analyze, and interpret professional documents. Ability to write and create documents in a manner that is understandable and organized. Ability to effectively present information and respond to questions. Ability to use effective interpersonal communication skills when interacting with staff, donors, community partners, and others. 2. Communication: Excellent skills communicating with diverse individuals and groups. 3. Reasoning Ability: Ability to solve practical problems and deal with a variety of variables. Ability to engage in strategic thinking and planning. 4. Physical Demands: The physical demands of the position are representative of those an employee encounters while performing the essential functions of this job. General movement around the office for communicating with others, using the copier, and filing. UWYC may make accommodations for those with disabilities to perform the essential functions of the job. The noise level in the work environment is usually low to moderate. &nbsp;UNITED WAY CORE COMPETENCIES FOR ALL STAFF • Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations. • Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. • Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. • Results-Driven: Dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. &nbsp;DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: Diversity is a core value at UWYC. We are passionate about building and sustaining an inclusive and equitable working environment. We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design and deliver solutions. Diversity, equity, and inclusion are vital to achieving our mission, living our values, and advancing the common good. UWYC is committed to diversity, equity and inclusion within its own organization and the community. The officers, directors, committee members, employees and persons served by UWYC shall be selected in a manner to promote diversity, equity, and inclusion and entirely on a non-discriminatory basis with respect to race, religion, national origin, ethnicity, age, gender, gender identity and expression, disability, sexual orientation, veteran-status, familial status, or socio-economic status. Compensation: Hiring Salary Range: $18.00-$22.00 per hour, DOE. &nbsp;Benefits: United Way offers flexible schedules and a comprehensive benefits package: • 100% employer paid premium for Direct Primary Care program • Paid time off • Sick leave • 403(b) with 5% employer contribution and 5% employer match after 1,000 hours • Employee Assistance Program • Free before-and-after-school childcare through CARE Academy and Discover Zone &nbsp;To Apply: Interested applicants should submit a resume and cover letter via email to Dean Wells, HR Director, <a href="mailto:unitedway@uwyellowstone.org" target="_blank">unitedway@uwyellowstone.org</a>, using “Accounting Coordinator” in the subject line.

United Way of Yellowstone County

Accounting Coordinator

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

United Way Worldwide

Financial Analyst

Position Title: Director of FinancePosition Reports to: Executive DirectorStatus: Full Time/ExemptHours per week: 37.5, with occasional evening and weekend work required.&nbsp;Location: Huntington, WV office. Position is not eligible for remote work due to responsibilities that require in-person attendance.Salary Range:&nbsp;60-70KPosition SummaryReporting directly to the Executive Director, the Director of Finance works to protect all assets of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc. by maintaining an effective system of accounting, financial control and reporting; serves as an ad hoc member of the Finance Committee; and works closely with Executive Director and leadership team to maintain organizational vision/mission and operations. The position requires strict confidence of all records, files, communications and information of the United Way office and its funded partner agencies. It also requires strict adherence to all state and federal laws and all United Way of the River Cities, Inc. policies and procedures.<h3>Key Responsibility Areas</h3><ol><li>Bookkeeping/Payroll<ol><li>Act on any correspondence relating to accounts receivable/payable.</li><li>Post accounts/campaign receivable to accounting/CRM systems daily. Generate reports regularly verifying accounts receivable.</li><li>Prepare and mail statements of balance due on accounts/campaign receivable.</li><li>Post pledge cancellations as appropriate and determine uncollectible receivables annually.</li><li>Verify Direct Deposit amounts with banks daily.</li><li>Maintain e-Pledge ACH/credit card system.</li><li>Prepare checks for operating disbursements and agency grants.</li><li>Reconcile all bank accounts monthly.</li><li>Assist Fundraising staff with CRM processing and necessary documentation.</li><li>Post CRM transactions to accounting system at least monthly.</li><li>Generate and deliver annual tax receipts to donors.</li><li>Compute payroll and maintain tax records including monthly federal tax deposits, quarterly payroll tax returns and annual W-2’s.</li><li>Complete mileage and other expense reimbursements to employees.</li><li>Coordinate and manage payment of employee benefits.</li></ol></li><li>Planning<ol><li>Assist Executive Director and staff in establishing an annual operating budget, and with budget monitoring and forecasting throughout the fiscal year.</li><li>Assist Finance Committee by completing preliminary financial reviews of grant applicants.</li></ol></li><li>Operations<ol><li>Ensure all business licenses are current, and records maintained.</li><li>Ensure all insurance policies are current, and records maintained.</li><li>Ensure all property records are current, and records maintained.</li><li>Ensure all technology licenses and other facility/equipment agreements are current and records maintained.</li><li>Ensure all lease and other property rental agreements are current and records maintained.</li><li>Assist Executive Director in coordinating daily operations of agency facilities.</li><li>Oversee facility and equipment contractors working at agency facilities.</li></ol></li><li>Reporting<ol><li>Maintain appropriate financial history as required by United Way of the River Cities and by government entities.</li><li>Prepare financial statements quarterly for Board of Directors and as needed for staff.</li><li>Assist with completion of annual United Way Worldwide requirements including Membership Certification and the Database 2 report.</li><li>Work with CPA firm contracted for annual audits of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc., providing records, files, documentation and other information as requested by auditors.</li><li>Work with contracted CPA firm to complete and file annual 990 tax forms.</li><li>Prepare reports and other documentation required to support grants received by the agency from government, charitable, corporate, or other external organizations.</li></ol></li></ol>Qualifications<ul><li>Bachelor’s degree in financial management, accounting or related field preferred.</li><li>Minimum five (5) years of accounting management experience preferred.</li><li>Experience with non-profit accounting preferred.</li></ul>Core Competencies&nbsp;<ul><li>Strategic Community Collaborator: Engages diverse stakeholders to accurately assess community needs and strategically guides United Way to contribute to the community’s priorities.</li><li>Effective &amp; Engaging Communicator: An effective and enthusiastic communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community.&nbsp;</li><li>Critical Thinking &amp; Creative Problem Solving: Able to address and overcome complex issues to achieve desired results – includes ability to gather, interpret and use relevant data to drive strategy development, make decisions and define results.</li><li>Planning &amp; Implementation: A leader who takes initiative in planning and developing department initiatives to achieve results that drive collective community outcomes.</li><li>Embracing &amp; Managing Change: Champions and facilitates change to ensure long-term community sustainability; successfully adapts to changing needs while maintaining positive relationships with all constituents, both internal and external.</li></ul>Skills&nbsp;<ul><li>Proficient in MS Word, Excel, Outlook, MS 360</li><li>Experience with QuickBooks, AccuFund, or other related accounting/bookkeeping software&nbsp;</li><li>Experience with data collection; database use&nbsp;</li><li>Experience with creating and maintaining budgets</li><li>Comfort and proficiency with presentation skills both one-on-one and publicly&nbsp;</li><li>Able to communicate effectively with co-workers to acquire and share needed information&nbsp;</li><li>Able to read, analyze and interpret complex materials – ability to apply concepts including fractions, percentages, ratios, and proportions to practical situations.</li><li>Able to work autonomously, take initiative and think strategically&nbsp;</li><li>Fluent in the English language, both oral and written, including correct punctuation, spelling, and grammatical usage</li><li>Ability to communicate and collaborate effectively with staff, Board members, volunteers and others in the community representing a broad range of interests and backgrounds</li><li>Understanding of and commitment to the mission, vision, and core beliefs of United Way of the River Cities&nbsp;</li></ul>Mental demands&nbsp;Duties require planning, organizing, and performing a variety of duties applying a wide range of procedures and rules. Duties require attention to detail, high degree of accuracy, reliability, timeliness, alertness, and use of judgment.&nbsp; Requires ability in verbal and written expression, creativity, and concentration. Involves access to and use of confidential data where discretion/sensitivity is of utmost importance. Mature judgment and confidence.&nbsp;Physical demands&nbsp;Frequently required to walk, sit, talk, and hear. Frequently required to work with a computer. Occasionally required to stand, reach, stoop, and handle and/or lift twenty-five pounds. Must be able to visibly check for completion and accuracy and to retrieve and transmit information. Use of general office environment equipment.&nbsp;Reasonable accommodation may be made to enable individuals to perform the essential functions.&nbsp; &nbsp;These job responsibilities are to be the main emphasis of this position. As with every job at United Way, it is not possible to define jobs precisely. Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment.&nbsp;About United Way &nbsp;United Way of the River Cities brings people, organizations, and our community together around a common cause, a common vision, and a common path forward. We work to build up the cornerstones of education, financial stability, and health, bringing people together from all backgrounds to be a part of local solutions. &nbsp; &nbsp;We offer a competitive salary and generous benefits package including professional development; dress for your day; free onsite parking; volunteering opportunities and leave; and paid time off (PTO).  Additionally, we offer access to comprehensive health, dental, vision, life, short-term and long-term disability insurance; a cafeteria plan for medical and dependent care expenses and a 403(b)-retirement plan. &nbsp; &nbsp;We seek diverse, qualified professionals who want to make a difference in the world. We are an equal opportunity employer and recruit, employ, train, compensate, and promote 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.  &nbsp; &nbsp;We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in our community. &nbsp; &nbsp;We believe that each United Way community member, donor, volunteer, advocate, and employee should have equal access to solving community problems. &nbsp;United Way is an Equal Opportunity Employer. We strive to include diversity, equity, and inclusion practices at the center of our daily work. We welcome applicants from diverse backgrounds and encourage them to apply.&nbsp;

United Way of the River Cities

Director of Finance

Position Summary:&nbsp;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>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 e-mail&nbsp;<a href="mailto:Victoria.Privett@uww.unitedway.org" target="_blank">Victoria.Privett@uww.unitedway.org</a>&nbsp;or call 703 -836-7112 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.

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.

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