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Organizational Summary:For more than a century, United Way of Central Iowa (UWCI) has played a unique role in bringing togetherpeople and organizations from every corner of central Iowa to create and implement initiatives that address the community's most pressing needs. UWCI has purposely leaned into its expertise and has sought out the expertise of others in the community to ensure lasting impact. Growth and adaptation plus tried and true strategies are helping the organization to dig deep and foster an equitable, engaged and empowered community.Today, UWCI has 61 employees, and approximately $35 million in net assets and is dedicated to authentically engaging nonprofits, businesses, elected officials, community leaders and those with lived experiences to collaborate and implement long-lasting solutions, UWCI remains committed to building upon its work to eliminate barriers and challenges for all central Iowans.&nbsp;United Way of Central Iowa was recognized by The Business Record as one of the Top 25 Most Influential Nonprofits in the Greater Des Moines region in 2023. UWCI continues to invite and engage new individuals in meaningful impact, working to fulfill the organization’s commitment to new and existing areas that promote equity. Our overall strategy – United to Thrive – creates an imperative that all individuals in the community should not just survive but thrive. The United to Thrive five focus areas include Essential Needs, Early Childhood Success, Education Success, Economic Opportunity and Health and Well-Being See the link above for more information about our organization.&nbsp;Position Summary:&nbsp;United Way of Central Iowa is seeking a Finance Director to&nbsp;oversee the organization’s finance function with a focus on accuracy, efficiency, and full regulatory compliance. This role requires a proactive approach in leading day-to-day accounting activities, delivering critical financial reporting, delivering insights to support decision-making, and executing on budget and forecasting responsibilities that align with the organization’s mission and strategies in the five areas of thriving community.The Finance Director builds and maintains strong relationships and partnerships, collaborating internally across the organization to enhance financial accountability and transparency and externally with funded organizations, auditors and business partners.&nbsp;Reporting to and working closely with the Chief Financial Officer (CFO), the Finance Director plays a vital role in crafting and executing innovative financial strategies that drive the organization’s mission forward. This position oversees 2 senior accountants and provides cross-functional team leadership. &nbsp;This position incorporates the organization’s strategic imperative around diversity, equity and inclusion within their area of responsibility.The selected candidate will have a passion for the organization’s mission, have strong relationship building skills and the ability to work with individuals from diverse backgrounds and experiences, and be a self-starter. Candidates must have a minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A or strategy and a minimum of 3-5 years of supervision experience. (Other necessary experience and qualifications are included below).&nbsp;We are committed to building an inclusive team; we invite candidates of all backgrounds to apply. This position offers a full benefits package, a hybrid remote work schedule, (2 days at home, 3 days in the office) and a starting salary range from $92,000 – $102,000 depending on skills and experience. This is a fulltime position based in Des Moines, Iowa.&nbsp;Essential Accountabilities Include (but not limited to):<ol><li>Partner with the CFO to provide strategic direction in financial planning and management, promoting cross-functional coordination, creative problem-solving, and stewardship of accounting and financial activities</li><li>Own the budgeting and forecasting process, delivering precise financial projections, and developing forecasting models to support both short-term objectives and long-term sustainability.</li><li>Oversee the preparation and timely delivery of accurate monthly, quarterly, and annual financial statements and reports.&nbsp;</li><li>Establish robust financial reporting frameworks and refine existing reports to enhance budget transparency, drive resource stewardship, and support sound decision-making.&nbsp;</li><li>Ensure adherence to regulatory standards including guidelines governing grants and restricted funds, GAAP, federal, state and local laws. Lead the organization’s annual audit and 990 preparation processes.&nbsp;</li><li>Hire, develop, and manage a responsive, results-oriented finance team focused on service and operational excellence.&nbsp;</li><li>Collaborate with CFO on driving continuous improvement of financial systems, processes, and policies, enhancing efficiency in reporting, budget monitoring, and month-end close activities.&nbsp;</li><li>Manage cash flow to maintain operational liquidity, support capital investments, and optimize asset utilization.&nbsp;</li><li>Engage and collaborate with internal stakeholders including organizational leaders in both strategic and tactical planning, providing guidance as needed in financial discussions and externally with funded organizations, auditors and business partners.</li><li>Promote financial acumen throughout the organization by providing training as needed, and leading internal financial performance discussions.</li><li>Leverage technology and champion automation where appropriate to implement tools and processes that streamline workflows, improve decision-making, and data accuracy.</li><li>Proactively identify and mitigate financial risks through strong internal controls, regular risk assessments, policy reviews and development of robust contingency plans.</li></ol>Competencies:&nbsp;<ol><li>Analytical skills:&nbsp;Ability to develop information and raw data into very meaningful conclusions.</li><li>Management skills: Ability to achieve desired outcomes by setting goals and priorities that deliver results and the ability to motivate team members.</li><li>Communication, verbal: Ability to send tactful and appropriate verbal messages and listen to others’ responses to convey information.&nbsp;</li><li>Communication, written: Ability to write concise, clear letters, reports, articles or emails to convey information.</li><li>Equity understanding and integration: Ability to integrate an equity perspective and outcomes centered on diversity and inclusion within areas of responsibility.&nbsp;</li><li>Team Building: Ability to lead, manage and motivate others with respect, service and humility to meet organizational goals while celebrating varied perspectives. Ensures that team members are actively involved in team activities and work collaboratively.</li><li>Business Acumen:&nbsp;Ability to understand business-related topics and issues.</li><li>Problem Solving:&nbsp;Ability to recognize courses of actions that can be taken to manage problems or potential problems and apply contingency plans to solve those problems.</li><li>Detail Oriented: Ability to pay meticulous attention to new situations and apply previously successful approaches to those situations.&nbsp;</li><li>Adaptability:&nbsp;Ability to adapt to both short-term and long-term changes in workplace conditions or needs&nbsp;</li><li>Project Management:&nbsp;Ability to plan, organize, direct and control tasks to meet a specific goal.</li><li>Customer Oriented:&nbsp;Ability to serve clients (both internal and external) by focusing efforts on meeting their needs, understanding their concerns, and seeking to build trust.&nbsp;</li><li>Relationship Building&nbsp;– Ability to establish and maintain a good rapport and cooperative relationship with customers and coworkers of diverse backgrounds and experiences.&nbsp;</li><li>Decision Making: Ability to evaluate information and select an effective suitable course of action using sound judgment.</li><li>Integrity: Ability to gain confidence and trust of others through honesty, authenticity, and acceptance of responsibility.</li><li>Ethical&nbsp;– Ability to act and consistently adhere to high standards of organizational and professional conduct.</li></ol>Education:<ol><li>Bachelor’s degree in Finance, Accounting, or related field.&nbsp;</li><li>Advanced degree and/or training preferred such as MBA, Master’s in Finance, Accounting or related field.&nbsp;</li></ol>Experience:<ol><li>Minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A and strategy.</li><li>Solid accounting experience with thorough understanding of generally accepted accounting principles (GAAP), financial reporting and internal controls.&nbsp;</li><li>Knowledge of auditing principles and practices, preferably in a not-for-profit environment.</li><li>Knowledge of fund accounting procedures and procedures related to restricted donations, and fundraising campaigns preferred.&nbsp;</li><li>Self-starter with collaborative mindset and strong analytical/strategic thinking skills.</li><li>Demonstrated experience in financial systems implementation or optimization - Prophix and MIP systems experience preferred.&nbsp;</li><li>Minimum of three to five years of staff supervision experience with the ability to lead and motivate a team of finance professionals.&nbsp;</li></ol>UWCI is an equal opportunity organization and all qualified applicants for employment or contract assignments will receive consideration for employment without regard to race, religion, skin color, gender, national origin, ethnicity, sexual orientation, gender identity, physical or mental abilities, genetic information, pregnancy, disability, age, family or marital status, veteran status or other characteristic protected by applicable. United Way of Central Iowa will consider qualified candidates with criminal histories in a manner consistent with the role requirements and any applicable local, state, and Federal law. If you are a job seeker with a disability, or are assisting someone with a disability, and require accessibility assistance or accommodation to apply for one of our jobs, please call 515-246-6516.

United Way of Central Iowa

Finance Director 

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

VITA Site Coordinator - Wichita or Ark City

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>

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 

Finance Senior Manager
Accounting and Finance
United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.
This is an ambitious time to join United Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.
Join us as the Finance Senior Manager
As a key member of our Finance team, you'll play a pivotal role in the timely and accurate management of financial processes, accounting, audits, and reporting. Your responsibilities will encompass a range of critical functions, from benefits administration to bank account reconciliations and tax returns. Here, your expertise will make a meaningful impact in creating a thriving community where individuals and families have the opportunity to reach their full potential.
What You'll Do:
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.&nbsp;
<ul><li>Oversee financial processes, including 401k audits, financial statement audits, and property tax filings, to ensure accuracy and compliance.</li>
</ul>Collaborate closely with our Talent Management team to manage benefits administration, open enrollment, and COBRA, ensuring our employees receive the support they need.
<ul><li>Process general ledger entries for employer-paid benefits and bi-weekly payroll</li>
<li>Prepare bi-weekly payroll and reconcile benefit and payroll-related general ledger accounts to maintain financial transparency and accuracy.</li>
<li>Ensure the timely reconciliation and submission of benefit invoices for payments.</li>
<li>Play a critical role in supporting auditors and tax preparers during benefit plan audits and related tax return filings, gaining valuable experience, and contributing to the success of our organization.</li>
</ul>Key Accounting Functions:
<ul><li>Conduct monthly bank statement reconciliations</li>
<li>Track and resolve outstanding checks</li>
<li>Manage fixed assets and prepaids</li>
<li>Prepare real and personal property tax returns</li>
<li>Collaborate with JumpIN to manage financials</li>
<li>Play a key role in assisting in CBO financial evaluation as needed</li>
<li>Provide necessary support to auditors and tax preparers for financial audits and the 990-tax return</li>
<li>Ability to generate requested ad-hoc reports through accounting systems</li>
<li>Be ready to take on special assignments and other tasks on an as-needed basis, showcasing your adaptability and problem-solving skills</li>
<li>Offer crucial backup for payment and pledge processing through the CRM system</li>
<li>Invest in your professional growth through development and continuing education opportunities, both internally and externally</li>
<li>Utilize the CRM system for effective reporting and tracking of pledges and gifts</li>
</ul>Qualifications:
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.&nbsp; The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.&nbsp; The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability, and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
Education and/or Experience
<ul><li>Bachelor's degree in accounting or five years of relevant accounting experience.</li>
<li>Experience with Salesforce platform or CRM systems is preferred.</li>
<li>Five years of supervisory experience is desirable.</li>
<li>Proficiency in computer skills and attention to detail are essential.</li>
<li>Effective time management and multitasking abilities are required to meet deadlines.</li>
<li>Strong organizational and interpersonal skills are crucial for success.</li>
</ul>Note: Work experience may be considered as a substitute for educational requirements on a case-by-case basis.
Supervisory Responsibilities:
In addition to these qualifications, this role also includes supervisory responsibilities. The selected candidate will oversee the CRM Team, which consists of three team members responsible for audit and pledge processing, donor designated gifts, and accounts receivable.
Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Chief Financial Officer
Position Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manager of Pledge Audit &amp; Processing, Donor &amp; Designation Data Associate, Manager of Accounts Receivable
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Full-Time&nbsp;
Salary Range: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Upper 70's to Low 80's
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package Available
Reviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;November 2023
Equal Opportunity Employer
Please apply at uwci.org/careers
This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.&nbsp; UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.

United Way of Central Indiana

Finance Senior Manager

ORGANIZATION OVERVIEW
Maui United Way has stayed vital to our community since 1945 for good reason: we know how to put the right people together with the right resources to make the right things happen. We are working to address Maui’s most vital needs through the impact areas of Education, Income (sustainability) and Health. Our goal is to bring people, organizations and our community together around a common cause, a common vision, and a common path forward.
Maui United Way, a leading nonprofit organization dedicated to creating positive community impact, seeks a skilled and experienced Chief Financial Officer. As a vital team member, you will be crucial in advancing our mission to improve lives across Maui County.&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
OVERVIEW OF RESPONSIBILITIES&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
The Chief Financial Officer will have primary day-to-day responsibility for planning, implementing, managing, and controlling all finance-related activities of the organization. They will report to the Chief Executive Officer and participate as a key member of the Executive Team. This position will directly influence and participate in the day-to-day operations, budgets, and long-range planning for Maui United Way. The Chief Financial Officer will also have overall responsibility for accounting, internal financial reporting, financial planning, budgeting, forecasting and analysis, tax and treasury.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
An individual must be able to perform each essential duty listed below at a satisfactory level:
<ul><li>Works with senior leadership team to establish major economic/financial objectives and policies for the organization.</li>
<li>Develops, analyzes and interprets statistical and accounting information to assess operating results in terms of performance against budget, cash flow projections and other matters bearing on the fiscal soundness and operating effectiveness of the organization.</li>
<li>Prepare accurate and timely financial reports for the executive team and the Board of Directors.</li>
<li>Coordinates and directs the preparation of the budget and financial forecasts for each department.&nbsp; Institutes and maintains other planning and control procedures, and analysis and reports variances.</li>
<li>Provide strategic financial leadership to ensure the fiscal health of Maui United Way.</li>
<li>Develop and manage the annual budget, aligning financial plans with organizational goals.</li>
<li>Ensures compliance with timely financial regulations, laws, and accounting standards.</li>
<li>Key contributor to the development and execution of organizational strategic initiatives.</li>
<li>Identify and manage financial risks, implementing effective controls.</li>
<li>Work collaboratively with other departments to align financial strategies.</li>
<li>Hires, develops, and leads staff.</li>
<li>Other duties as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Bachelor’s degree in finance, accounting or related field. CPA or MBA preferred.</li>
<li>Proven experience as a CFO or in a senior financial management role.</li>
<li>Strong financial acumen and successful financial management track record.&nbsp;</li>
<li>Excellent leadership, communication, and interpersonal skills.</li>
<li>Experience in the nonprofit sector is a plus.</li>
<li>Passion for the mission and values of United Way.</li>
<li>Proven ability to remain objective, discrete and exercise common sense at all times.</li>
</ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.
Interested candidates should submit their resume, cover letter, and salary expectations.
Maui United Way is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences who share our commitment to diversity, equity, and inclusion.
Join Maui United Way in making a lasting impact on our community.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

United Way Maui

Maui United Way

Chief Financial Officer

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

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