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UNITED WAY OF SOUTH HAMPTON ROADS 
 

Title: A/P Specialist 
Department: Finance 
Report To: Controller 
Date Created: November 2024 

 
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. 
 
Objectives &amp; Expectations: 
 
Under general supervision, create and maintain accounting records for UWSHR using the QuickBooks 
Desktop application. Assist the Senior Accountant with accounts payable and other accounting 
functions. 
 
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 proactive 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. 

 
Key Skill Requirements: 
 

 • Understand the account and company setup steps and maintain a general knowledge of the major 
areas of QuickBooks Desktop application. 

 • Import data from outside sources into QuickBooks 
 • Create and maintain vendor records, including contact information, payment terms, and any other 

information required. 
 
Job Resposibilities: 
 

 • Assist with bills and cash disbursement to clients and partners 
 • Manage bills received from vendors 
 • Prepare 1099’s for vendors 
 • Process payments and control expenses by receiving, processing, coding (using GL codes), 

verifying, and reconciling invoices. 
 • Ensure that all company procedures, approval processes, and internal controls related to 

accounts payable are followed 
 • Charge expenses to accounts and cost centers by analyzing invoices and expense reports 
 • Prepare A/P checks and ACH batches 
 • Verifiy vendor accounts by reconciling monthly statement and related transactions 
 • Scan and maintain A/P records 
 • Make bank deposits, order checks, verify bank drafts and charges, and resolve bank errors 
 • Perform miscellaneous job-related duties as assigned. 


 
Qualifications: 
 

 • Excellent knowledge of computers and the Internet – work fluently with Microsoft Office, Outlook, 
Windows operating systems, and PCs. 

 • Ability and aptitude for working with numerical data. 
 • Attention to detail 
 • Solid understanding of QuickBooks Desktop 
 • Ability to effectively manage time, meet deadlines, and work under pressure. 
 • Ability to work independently and as a member of a team. 
 • Ability to communicate effectively, both orally and in writing. 
 • Knowledge of general office procedures, such as copying, faxing, filing, and shredding. 
 • Nonprofit accounting background a plus 
 • Flexible and adaptable to change. 

 
Working Environment: 
 
Typical office environment with some time spent in outside meetings. Nights and weekends may be 
required for special events or meetings. 
 
Physical Requirements: 
 

 • This job may require exerting up to 25 pounds of force frequently, and/or a negligible amount of 
force constantly to move objects 

 • Worker must frequently talk, hear and use typical office equipment 
 • Walking, standing or sitting for extended periods of time 
 • Ability to provide personal transportation 
 • Ability to operate a computer for extended periods 
 
 

Why is United Way of South Hampton Roads a Great Place to Work? 
 
 • 37.5-hour work week 
 • Remote Mondays and Fridays 
 • Flexible and compressed schedule opportunities 
 • Competitive pay 
 • 403(b) retirement match up to 11% 
 • Health and dental insurance – employer pays 80% for employees/74% for dependents 
 • Health Savings Account or Flexible Spending Account 
 

Other employer-paid benefits: 
 • Short-term and long-term disability insurance 
 • Cell phone stipend 
 • Term life insurance 
 • 18 days of paid time off (PTO) the first year of employment 
 • 11 federal holidays 
 • Parental leave up to 12 weeks 
 • 4 hours per month for personal appointments (doctor, dentist, legal, etc.) 


 
 • Volunteer policy (serve up to 8 hours per year at another nonprofit) 
 • Bereavement leave 
 • Jury duty leave 
 • Quarterly social events 
 • Professional development opportunities 
 • And so much more! 
 
 

United Way of South Hampton Roads is an Equal Opportunity Employer. In order to provide equal employment and 
advancement opportunities to all individuals, employment decisions at UWSHR will be based on merit, qualifications, and 
abilities. UWSHR does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, 
national origin, age, disability, sexual orientation, gender identity, veteran status or genetics. Please Note: Requirements, skills, 
and abilities described above are representative of those that must be met by an employee to successfully perform the essential 
functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, 
and requirements be interpreted as all-inclusive.

Accounts Payable Specialist

Purpose and Scope of Job:The Chief Financial &amp; Administrative Officer (CFAO) is the organization’s senior financial position and oversees all matters related to such. The CFAO is responsible for all accounting, finance, and treasury functions, as well as developing the financial infrastructure and systems needed to safeguard UWSWI’s financial assets. The CFAO is also responsible for providing operational leadership and management of proper internal controls, administrative and reporting procedures, information technology infrastructure, and people systems to effectively meet the mission and strategic objectives of the organization. This role serves as a strategic partner to the President &amp; CEO, advising and counseling on all financial matters, contracts, compliance, and enterprise risk, enabling the organization to respond to changing or adverse circumstances.&nbsp;Essential Responsibilities:Finance &amp; Data Management<ul><li>Advise, plan, and directly oversee all financial functions</li><li>Set strategy and review the annual budget</li><li>Review, analyze, and report on monthly results; update strategic financial plans and forecasts; provide quarterly financial reporting to internal and external stakeholders; and manage key contracts</li><li>Monitor the performance and application of investment funds</li><li>Prepare all financial materials for Board of Directors and Finance Committee, presenting information as requested. Also serves on selected taskforces as needed</li><li>Prepare cash flow projections and ensure adequate funding</li><li>Remain current on GAAP principles and tax laws applicable to nonprofit entities</li><li>Oversee grant administration, including federal, state and private grants</li><li>Analyze internal operations and identify areas for process improvement and enhancement</li><li>Monitor financial performance metrics and establish corrective measures as needed</li><li>Foster a success-oriented, accountable environment within the organization&nbsp;</li><li>Provide data analytics strategy and support to other staff or departments as needed</li></ul>Administrative &amp; Operations<ul><li>Oversee the functions of&nbsp;human resources, information technology, facilities, and office operations</li><li>Collaborate with the CEO to design, develop, and implement business strategies, plans, and procedures that align short and long-term objectives with organizational vision and operational strategies</li><li>Proactively manage information and technology vendor relationships. Recommend capital improvements as necessary</li><li>Provide oversight and act as primary point of contact for all UWSWI technology and data systems, including CRM</li><li>Ensure recruiting, onboarding, professional development, and retention strategies are comparable to market</li><li>Oversee the payroll function and ensure compliance with all 403b plan documents, federal and state regulations</li><li>Oversee all insurance policies, providing for adequate coverage in all areas</li><li>Negotiate, maintain, and ensure compliance with contracts regarding outsourced facilities maintenance&nbsp;</li></ul>Fiscal/Legal Compliance &amp; Controls<ul><li>Ensure internal controls &amp; systems are adequately designed and operating effectively</li><li>Oversee the annual financial statement audit and single audit</li><li>Oversee all tax and other required filings</li><li>Maintain banking relationships and ensure covenant compliance</li><li>Review financial legal matters and contracts</li></ul>Leadership &amp; Supervision:<ul><li>Provide direct reports clear direction, support, and mentorship to ensure a smooth, cohesive financial operation and attainment of department/individual goals</li><li>Foster regular, open communication and constructive feedback in evaluating performance, ensuring accountability and alignment with organizational vision and values</li><li>Oversee reconciliations, journal entries, cash receipts, directed gift reporting, and payments</li><li>Identify opportunities for training and professional development</li></ul>Core Competencies:&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;&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;<ul><li>Ethical business conduct</li><li>Integrity</li><li>Strategic</li><li>Results-oriented</li><li>Analytical</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree in accounting, finance or business management required</li><li>CPA and/or Master of Business Administration, a plus</li><li>A minimum of 5 years of experience in a senior financial role in a complex organization with multiple revenue streams and/or as an auditor of nonprofits</li><li>Strong communication skills including a disposition to explain finances and financial concepts to individuals with varying degrees of financial understanding</li><li>An understanding of, or experience with, nonprofit organizations</li><li>Ability to read, analyze, and interpret complex documents; respond promptly and effectively to inquiries; prepare and deliver effective presentations to staff, board, committee members, and the public</li><li>Analytical skills, including modeling and the ability to apply logical thinking to a wide range of intellectual and practical problems</li><li>Proven self-starter and planner, prioritizing work to meet tight deadlines</li><li>Experience managing finance, human resources and/or information technology</li><li>Working knowledge of IT/business infrastructure, HRIS systems, accounting software and proficiency with Microsoft Office Suite</li><li>Valid driver’s license; required minimum insurance coverage and daily access to reliable transportation</li><li>This is not a remote work position</li></ul>Physical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

United Way of Southwestern Indiana

Chief Financial & Administrative Officer

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

United Way of Central Iowa

Senior Financial Analyst

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

United Way National Capital Area

United Way of the National Capital Area

Vice-President, Accounting and Finance/Controller

Join the team at United Way of Northwest Vermont as our next Controller! Recognized as a Best Place to Work, we pride ourselves on fostering a supportive and collaborative environment where you can make a meaningful impact. In this strategic leadership role, you'll oversee all finance and accounting functions, ensuring accurate financial reporting and compliance while providing valuable insights to program directors and budget managers. If you have 7-10 years of accounting experience, a commitment to our mission, and a passion for leading a high-performing team, we invite you to apply and help us drive positive change in our community!&nbsp;At United Way, our mission is to build a stronger Northwest Vermont by mobilizing our community to improve people’s lives. Our wide range of employee benefits reflects that commitment by investing in the overall wellbeing of our staff. We actively foster an inclusive and welcoming culture. Benefits include: health, dental, and vision insurance; generous paid vacation time; 403 (b) contributions; hybrid and flexible schedules; a robust wellness program, and more.POSITION TITLE: Controller&nbsp;EMPLOYMENT TYPE: Full Time, Exempt&nbsp;UNIT ORGANIZATION: OperationsREPORTS TO: Chief Executive OfficerSALARY RANGE: $75,000 – $90,000PURPOSE OF POSITIONThe Controller plays a critical strategic leadership role in the organization, overseeing all finance and accounting functions to ensure accurate and timely financial reporting. This position manages the general ledger, accounts payable and receivable, and various financial processes, including budget preparation and cash flow analysis. The Controller also ensures compliance with audit and regulatory requirements, leading the financial audits and the preparation of compliance reports. Additionally, this role supports program directors and budget managers by providing financial insights and assisting with the management of their respective budgets. As a team leader, the Controller supervises and mentors finance staff, fostering a collaborative and efficient work environment.KEY AREAS OF RESPONSIBILITYThe primary responsibilities of this position include, but are not limited to:Finance and Accounting Leadership&nbsp;<ul><li>Responsible for general ledger accounting and financial reporting, accounts payable, accounts receivable, vendor and allocation disbursements, fixed asset accounting, cash accounting, and the accounting for grants, and other miscellaneous receipts.</li><li>Responsible for monthly and annual accounting cycles, monthly financial reports, and reconciliation of general ledger accounts and related processes.</li><li>Assist program directors and other budget managers with monthly review of their respective general ledgers and needed reclasses.</li><li>Create and assist in the distribution of department and program-level financial statements.</li><li>Create, maintain, and update various worksheets and detail schedules.</li><li>Prepare the annual budget, financial forecast, and long-range planning.</li><li>Prepare cash flow analysis and management dashboards as needed.</li><li>Prepare financial statements for Fiscal Sponsored Programs.</li></ul>Compliance and Audit&nbsp;<ul><li>Manage and coordinate the independent financial audits for the organization.</li><li>Manage and coordinate the preparation and submission of the annual IRS Form 990 and other financial or operational compliance reporting.</li><li>Ensure that accounting and financial reporting is performed in accordance with current established professional standards.</li><li>Work with budget Managers to review and submit grant reporting to funding partners as needed and ensure grant compliance.</li><li>Review and update internal controls, processes, and procedures in support of reliable and useful financial reporting and business process improvement.</li></ul>SUPERVISIONProvide team leadership for the finance and accounting staff through supervision and mentorship that fosters a positive and collaborative working environment.&nbsp;CONFIDENTIALITY/DISCRETIONA very high level of confidentiality and discretion is needed as the role will have access to confidential personnel and financial information.EXPERIENCE<ul><li>7-10 years of experience in finance, accounting, or a related field is required. Relevant education will be considered in lieu of experience.&nbsp;</li><li>Proficiency in Microsoft Office applications, including but not limited to Word, Excel, Outlook required.</li><li>Use of accounting software is required.&nbsp;</li></ul>COMPETENCIES<ul><li>Commitment to the mission and values of United Way of Northwest Vermont.</li><li>Ability to work independently with minimum supervision and as part of a team.</li><li>Organized, able to prioritize, strategically plan, and meet deadlines.</li><li>Clear and effective communicator, a responsive listener, and an efficient collaborator in a way that builds excellent relationships.</li><li>A high degree of attention to detail, trustworthiness, and comfort in dealing with numbers, spreadsheets, financial information, and vendors.</li><li>Ability to translate and effectively communicate financial concepts to various audiences with varying levels of financial acumen</li></ul>APPLICATION INSTRUCTIONSApplications and inquiries can be directed to&nbsp;<a href="mailto:hiring@unitedwaynwvt.org" target="_blank">hiring@unitedwaynwvt.org</a>. Please attach a copy of your resume and cover letter to your application. The deadline to apply is 11/24/2/2024.

United Way of Northwest Vermont

Controller 

United Way of Tompkins County'Finance DirectorReports to: &nbsp;President &amp; CEOPosition Overview United Way of Tompkins County seeks a full-time Finance Director responsible for managing the general financial operations of UWTC while maintaining accountability and assurance of financial integrity. &nbsp;The position responsibilities include G/L accounting, AP, AR, supporting cash flow management, annual audit and tax preparation facilitation, and collaboration with senior management and team members. Must have significant experience with and proficiency with GAAP, Quickbooks and other Microsoft Office software and Excel. &nbsp;Experience with CRM software is strongly preferred.&nbsp; Position Type/Expected Hours of Work This is a full-time, exempt position with a required 40 hours weekly. &nbsp;Days and hours of work are generally Monday through Friday, 8am to 5pm on a mutually agreed-upon schedule with the opportunity for flexible time and remote/hybrid work as approved by senior management. &nbsp; Key Duties &amp; Responsibilities •&nbsp;&nbsp;&nbsp;&nbsp;Maintain an accurate system of financial accounting and reporting to the President &amp; CEO, assisting UWTC to meet community commitments and objectives in service of its mission. &nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Work with the Chief Development Officer and Relationships Manager to appropriately book campaign-related accounts receivable (pledge payments) in both the CRM (Andar360) and Quickbooks •&nbsp;&nbsp;&nbsp;&nbsp;Ensure accounts receivables are properly invoiced and support pledge collections, communications, and other income-generating activities. •&nbsp;&nbsp;&nbsp;&nbsp;Ensure that accounts payable for UWTC direct services, grants, service agreements, and donor designations as well as organizational bills are made in a timely manner following established policies &amp; procedures. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain records of the organization’s accounting system. Ensure that all organizational documents required as part of the annual audit are maintained and assessable to provide to assigned auditors. •&nbsp;&nbsp;&nbsp;&nbsp;Prepare standard monthly financial reports including reconciling all financial (non-investment) accounts, balance, profit &amp; loss, and other specialized reports as required for budget planning &amp; assessment.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Record investment activity quarterly, provide reconciliations, and make recommendations to the President &amp; CEO. •&nbsp;&nbsp;&nbsp;&nbsp;Ensure the use of appropriate and accurate accounting practices.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Provide oversight of risk management, property, and casualty insurance. •&nbsp;&nbsp;&nbsp;&nbsp;Record in-kind contributions and prepare tax letters. •&nbsp;&nbsp;&nbsp;&nbsp;Report and process payroll bi-weekly and payroll reports quarterly and annually. •&nbsp;&nbsp;&nbsp;&nbsp;Process contributions to UWTC retirement plans in accordance with policies and practices. •&nbsp;&nbsp;&nbsp;&nbsp;Assist the President &amp; CEO and Chief Operating Officer with budget planning, records &amp; reporting. •&nbsp;&nbsp;&nbsp;&nbsp;Support the activities of the Personnel, Finance &amp; Audit Committee, as directed by the President &amp; CEO. •&nbsp;&nbsp;&nbsp;&nbsp;Assist the independent auditor &amp; tax preparer with their duties. •&nbsp;&nbsp;&nbsp;&nbsp;Other duties standard to the position.Related Requirements•&nbsp;&nbsp;&nbsp;&nbsp;Proactive and positive collaboration with staff, donors and visitors •&nbsp;&nbsp;&nbsp;&nbsp;Excellent organizational and communication skills •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrate flexibility and time-management skills to ensure timely communication and report-sharing with staff and board, as directed by the President &amp; CEO.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Excellent attention to detail. •&nbsp;&nbsp;&nbsp;&nbsp;Active participation in and experience with team building, strategic planning and anti-racism processes.Compensation $64,350, with options of health insurance packages, generous paid time off, life insurance, retirement, and other benefits as per UWTC policies. Supervisory Responsibility None United Way Core Competencies for All Staff&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&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;&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;&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;&nbsp;&nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater networkOrganization United Way of Tompkins County (UWTC) is an innovative and collaborative nonprofit organization that drives solutions to the most pressing human service community needs in Tompkins County. Through our advocacy and relevant leadership, we provide options for impactful giving, and we fund programs and initiatives that help create a thriving community. Our engaged staff, board, volunteers, donors, and partnerships distinguish us as a trusted champion for positive change. UWTC transforms the dynamics of poverty in Tompkins County by addressing human need and creating conditions for economic security for all.United Way of Tompkins County is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at UWTC are based on business needs, job requirements and individual qualifications, without regard to (including but not limited to) race, creed, sex, gender expression/identity, national origin, age, sexual orientation, marital status, disability, domestic violence victim status, predisposing genetic characteristics, military or veteran status, or status in any group protected by federal, state, and local law.To Apply Please send cover letter and resume to Michael Ramos, UWTC President &amp; CEO, at <a href="mailto:mramos@uwtc.org" target="_blank">mramos@uwtc.org</a>. Applications will be accepted on a rolling basis until position is filled, with initial review on November 8. &nbsp;

United Way of Tompkins County

Finance Director

Vision and Mission:At United Way of Northeast Florida, we envision a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community’s toughest challenges by connecting people, resources and ideas. Diversity, Equity and Inclusion is not only valued and demonstrated in our hiring practices, it is a fundamental part of our mission throughout our organization and the communities we serve. &nbsp;Our Values:• Teamwork – We work together to accomplish our goals and help each other succeed. • Innovation - We are fearless, imaginative trail blazers. • Mission Focused- We are passionate about our community’s wellbeing and creating &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; lasting change. • Integrity – We are honest, transparent and act ethically to create trust. • Excellence – We set clear, high expectations for ourselves and our work. &nbsp;Purpose of Position:An Accounts Payable (AP) &amp; Payroll Specialist is responsible for timely and accurate data entry and payment processing of company’s payables and payroll, reconciling related accounts and completing various reporting requirements while adhere with company’s internal policies and procedures. Key Responsibilities and Essential Functions:&nbsp;• Monitor and manage dedicated AP &amp; Payroll inboxes&nbsp;• Enter and post invoices, grant request, expense reimbursements, allocation payouts, and &nbsp; &nbsp; other payables into accounting system&nbsp;• Confirm proper GL coding of such entries and attach relative support and approvals&nbsp;• Generate and process monthly designation payouts&nbsp;• Ensure payment requests are processed and paid in a timely and accurate manner while &nbsp; &nbsp; &nbsp; adhering to financial policies and procedures&nbsp;• Investigate and resolve problems associated with processing of AP and payroll&nbsp;• Maintain and ensure accuracy of vendor files/records (name, address, W-9, ACH &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; information, etc.)&nbsp;• Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly &nbsp; &nbsp; &nbsp; vendor statements&nbsp;• Reconcile the accounts payable ledger to ensure that all bills and payments are accounted &nbsp; &nbsp;for and properly posted.&nbsp;• Generate reports detailing accounts payables status&nbsp;• Prepare grant financial reporting and invoicing on the monthly basis&nbsp;• Establish and maintain relationships with new and existing vendors&nbsp;• Assist during the annual external audit&nbsp;• Prepare supporting documents/vendor records for tax return preparation&nbsp;• Prepare and file annual forms 1099&nbsp;• Collect, calculate, and enter data to maintain and update payroll and administrative &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; databases and software programs&nbsp;• Review timesheet data, payroll information and pension feedback files to ensure &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;completes and accuracy&nbsp;• Process changes to payroll, such as new hires, terminations, and wage increases&nbsp;• Resolve payroll and pension discrepancies by collecting and analyzing information&nbsp;• Process payroll and pension contributions, ensuring that employees receive accurate and &nbsp; &nbsp; &nbsp;timely payments&nbsp;• Compile summaries of earnings, taxes, deductions, leave, and non-taxable wages and &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; reporting on this&nbsp;• Maintain accurate records of payroll documentation and transactions.&nbsp;• Ensure compliance with federal, state, and local payroll, wage, and hour laws and best &nbsp; &nbsp; &nbsp; &nbsp; practices.&nbsp;• Coordinate with HR department to ensure correct employee data&nbsp;• Provide payroll information when requested by answering questions and requests&nbsp;• Maintain employee confidence and protects payroll operations by keeping information &nbsp; &nbsp;confidential&nbsp;• Stay current with changes in legislation that may affect payroll&nbsp;• Perform other such duties as may be assigned by the supervisory team&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. Experience/Qualifications:&nbsp;• Bachelor’s degree in finance, accounting or any other related field&nbsp;• At least 3 years of proven experience in the similar role&nbsp;• Efficient with NetSuite, Paychex, and other accounting and payroll tools&nbsp;• Knowledge and understanding of GAAP (General Accepted Accounting Principles)&nbsp;• Familiar with payroll procedures and can manage multiple tasks in a timely and effective manner&nbsp;• Utilizes payroll software and employs a keen understanding of financial and tax regulations to perform duties&nbsp;• Demonstrated proficiency in the use of computer equipment, phones, various software programs and resource file&nbsp;• Intermediate level Excel skills and hands-on experience with proprietary software • Excellent organizational skills and attention to detail&nbsp;• Proactive to identify and resolve problems&nbsp;• Comfortable working in a fast-paced environment and adapt readily to changes&nbsp;• Ability to work effectively under stress and maintain productivity and composure under pressure&nbsp;• Effectively prioritizes work and establishes clear goals in coordination with supervisor&nbsp;• Ability to work with limited supervision while maintaining motivation and a high standard of work&nbsp;• Strong listening and written and verbal communication skills&nbsp;• A clear understanding of the importance of confidentiality&nbsp;• Service-oriented – understands the purpose of their work and the importance of delivering a high standard of work&nbsp;• Flexibility to work within a hybrid, remote environment&nbsp;• Overtime as assigned&nbsp;• Ability to pass a background check and pre-employment drug screening&nbsp;• Keep all activities in line with the core values and contribute to the positive culture of United Way of NE Florida&nbsp;• Actively participate in the broader organizational activities and be a brand steward within the community, outside agencies and/or programs to enhance United Way services to the community&nbsp;• Staff members who drive a vehicle on UWNEFL business must provide proof of a valid driver’s license and current automobile insurance &nbsp;Compensation and Benefits:&nbsp;• Competitive Pay – Commensurate with education and experience based on current market&nbsp;• Health Insurance – Generous zero to low-cost Medical, Dental, and Vision for employees and dependents&nbsp;• 403(b) Matching – Generous matching up to 6% of annual pay&nbsp;• Holidays – 11 paid holidays, three personal holidays, and four year-end bonus days• Vacation – Two weeks paid vacation • Flexible Schedule – Hybrid working environment with the ability to modify as needed&nbsp;• Vibrant Work Environment – office space in The Jessie in downtown Jacksonville, a nonprofit and community gathering space in a sustainable, state-of-the-art facility with free monthly parking&nbsp;• Purpose – Help United Way transform NEFL into a community of opportunity and hope for ALL people&nbsp;• Employee Assistance Program&nbsp;• A fun, challenging, and inclusive culture &nbsp;General Physical Requirements for Essential Functions of the Job: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required. Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment. This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements. &nbsp;Additional Information: The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements. We have built an environment that celebrates the differences in backgrounds and experiences. United Way invests in activities that lead to greater inclusion, diversity, and equity. We are an equal-opportunity employer and we especially encourage and invite members of traditionally underrepresented communities to apply. United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment. UWNEFL reserves the right to adjust work location.

United Way of Northeast Florida

Northeast Florida

Accounts Payable & Payroll Specialist

Summary of Job: &nbsp;This position is responsible for providing financial, administrative, and clerical services to the Finance Department in order to ensure effective, efficient and accurate financial operations. Primary activities include accurate processing of incoming payments, collections, campaign pledge processing, purchase orders, and providing instructions and/or account support to other personnel in accordance with established practices. Other activities to include&nbsp;accurate processing of authorized invoices, recording, updating and reconciling related financial information, budget monitoring, payroll processing, and providing instructions and/or accounting support to other personnel in accordance with established practices.&nbsp;

Capital Area United Way

Finance Manager 

ORANGE COUNTY UNITED WAY 

 JOB ANNOUNCEMENT 
 

Job Title: OC Free Tax Prep: Site Coordinator, VITA 
(Volunteer Income Tax Assistance Program) 

Reporting To: Senior Program Manager, 
United for Financial Security 

Department: Community Impact 
Position: Part-time/Temporary 
December 2024 to April 2025 


Summary 
United Way’s OC Free Tax Prep (OCFTP) educates the community about the Earned Income Tax Credits and offers free 
tax preparation services to low- and moderate-income taxpayers throughout Orange County by participating in the 
Internal Revenue Service (IRS) Volunteer Income Tax Assistance (VITA) Program and by encouraging self-filing online 
through MyFreeTaxes.com. The Campaign is a partnership with the IRS, Franchise Tax Board, and over 30 local 
organizations. OCFTP is part of Orange County United Way’s Income strategies, which assist residents to become 
financially independent by focusing on education and services that build financial stability. 


Purpose of Position 
Manages free tax preparation sites and events hosted by Orange County United Way within Orange County (locations 
to be determined based on availability). 

 
Key Duties and Responsibilities 
 • Performs all responsibilities that will ensure the safe and efficient operation of the VITA sites, including 

maintaining privacy and confidentiality of taxpayer information 
 • Coordinates with Senior Program Manager on all aspects of site management, IRS and program 

requirements, and e-file administration 
 • Assists with outreach to Orange County residents, students and workers, increasing awareness about the 

program 
 • Manages VITA site operations during the tax season and ensure sites are open as scheduled and adequately 

staffed to meet the demand of appointments 
 • Ensures that all volunteers working at the site have completed the required certification and recognize and 

appreciate volunteers 
 • Ensures that all volunteers working at the site have the proper tools and information to accurately 

file tax returns 
 • E-Filing/Transmission and Quality Review: 

o Acts as the e-file administrator (ERO) 
o Reviews tax returns to be e-filed to ensure quality and completeness 
o E-files returns within 48 hours of preparation 
o Maintains files for accepted returns and paper returns 
o Reviews rejects and informs tax filer within 24 hours. Take necessary action to fix the problem and 

resubmit the tax return 
 • Attends relevant IRS and United Way meetings as directed 
 • Assists at United Way free tax preparation events 
 • Completes additional related tasks when requested 
 • Represents the work of United Way professionally and responsibly


 
Qualifications 

The ideal Site Coordinator will have the following education and skill requirements: 

 • Prior VITA experience required – familiar with TaxSlayer Software 

 • CPA, CPA Candidate, CTEC or EA preferred 

 • Associate or Bachelor degree in accounting, tax, or related-field preferred 
 • Required to pass (at minimum) the online IRS certifications in Basic, Advanced, and Health Savings 

Account once hired and prior to teaching 

 • Experience in Customer Service and Problem-Solving Skills 

 • Must be available to work flexible hours, evenings and Saturdays 

 • Ability to manage and coordinate an all-volunteer staff 

 • Ability to work independently in a fast-paced setting 

 • Ability to work under pressure 

 • Demonstrates proficiency in analytical skills 

 • Ability to work with Microsoft Excel 
 
Training 
Classroom training or self-study through IRS Link and Learn and a passing score of 80% or more on the tax 
law and standards of conduct exams at the Advance level. A special IRS Site Coordinator training is also 
required. This course covers all the quality site requirements and other administrative items necessary to 
effectively operate a VITA site. 
 

Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 


While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside the 
office to access file cabinets, records, and office machinery. Constantly operates a computer and other 
office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally 
ascends/descends stairs, and constantly positions self to maintain computers in the office, including under 
the desks. The person in this position frequently communicates with coworkers and customers who have 
inquiries about our business operations and the community we service; therefore, the person must be able 
to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds. 
 

Schedule 
Must be available to work flexible hours, evenings and Saturdays, every week throughout tax season. 
Meetings, trainings, and gatherings prior to tax season will be required, and most likely occur during the 
workday. 
 
Non-Exempt Temporary 
Pay for this position is $30/hr. Average hours are 8 to 20 hours a week, depending on determined schedule. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

Site Coordinator, VITA (Volunteer Income Tax Assistance Program)

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>

15 Controlling / Finance Jobs