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The Chief Financial Officer (CFO) for Trident United Way is accountable for the administrative, financial, legal, and risk management operations of the organization, including the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve organization assets and report accurate financial results. The CFO also oversees facilities management, operations, and IT support strategies.As the financial leader of the organization, the CFO will serve as a valued member of the executive management team. The CFO will directly influence and participate in the day-to-day operations, budgets and long-range planning for the organization. The CFO will have overarching responsibility for accounting, internal and grant-related financial reporting and legal compliance, short- and long-term financial planning, budgeting, audit, forecasting and analysis, tax and treasury operations.&nbsp;The CFO serves in an advisory capacity to the CEO and Board of Directors providing strategic leadership where needed. Working in tandem with the other executives, the CFO collaboratively develops and implements the organization’s short-term and long-term financial operating model. The CFO provides organizational and functional leadership and direction with regard to all finance related activities, guided by a commitment to providing timely, accurate and high quality information and service. The CFO will be a critical thought partner to the organization’s program, marketing, technology, talent management, and fundraising functions.RESPONSIBILITIESThe major responsibilities of this position include, but are not limited to:Planning<ol><li>Develops and evaluates short and long-term strategic financial objectives for the organization, ensuring always that they are aligned with overall strategy and mission.&nbsp;</li><li>Partners with members of the executive team to establish economic, financial and strategic objectives, to implement organizational strategy, and to oversee mission critical projects and initiatives.&nbsp;</li><li>Manages the budget and financial forecasts processes. Leads the budgeting and financial forecasting processes, as well as institutes and maintains other planning and control procedures.</li><li>Collaborates and provides leadership with community impact and fundraising staff in the development and pricing of community impact products that are responsive to donors’ needs and interests and that capture and reflect accurately both the programmatic and actual costs to create, manage, and oversee these programs.</li><li>Is adept at evaluating ROI and key process indicators for various resource development practices, strategies and programs and provides leadership to prioritize efforts and deploy staff and financial resources.</li></ol>Operations<ol><li>Oversees accounting and finance staff and related activities to ensure effective and efficient processes for all financial transactions which operate within established internal controls and allow for timely and accurate financial reporting.</li><li>Monitors and ensures the adequacy of cash.&nbsp;</li><li>Staffs and maintains relations with Chairs and members of the Finance, Audit, Investment, and HR &amp; Governance Committees under the CFO’s portfolio. Develops relationships with other committee and board members in order to serve their fiduciary oversight needs.</li><li>Is adept at managing the financial complexity of both unrestricted and restricted (designated) revenue streams. Understands the need to work with companies, donors, and public sector environments in an effort to: maintain these relationships; engage those donors and workplaces; effectively capture our costs related to these activities; and to measure progress in encouraging support for Trident United Way’s impact work.</li><li>Develops, instructs, directs, motivates, and supports staff across the organization but most directly within the function(s) s/he leads.</li><li>Demonstrates commitment to the effective use of technology within the financial functions of the organization, always ensuring that computers, databases, programs, and servers are functioning appropriately, safely and in accordance with contracts.</li></ol>Financial Information<ol><li>Provides timely and accurate analyses and financial reporting in order to ensure the highest level of financial oversight by executives and board members.&nbsp;</li><li>Interprets statistical and accounting information to assess operating results in terms of performance against budget, cash flow projections, long term sustainability, and the operating effectiveness of the organization.&nbsp;</li><li>Collaborates with program and fundraising staff to prepare grant applications and create budgets and reports. Understands requirements of governmental grants including reporting, federal and state contracting processes, and regulations, manages grants effectively and ensures that the organization complies with requirements, and successfully completes government audits. Meets with potential donors/funders on an “as needed” basis to address financial questions raised by these stakeholders.</li></ol>Risk Management<ol><li>Safeguards the organization’s assets, including the community fiduciary and brand trust.&nbsp;</li><li>Builds and maintains high levels of credibility for the CFO position and staff under s/he management within the organization, the executive team, and board communities, and other external constituencies.</li><li>Develops and maintains systems of internal controls, including evaluating and implementation of financial policies, procedures and standards designed to preserve organizational assets. Ensures that the Enterprise Risk Management function is operating effectively to protect organizational assets.</li><li>Ensures compliance across the organization with governance requirements and applicable local and international regulatory laws, rules for financial and tax reporting, and UWW membership compliance and reporting – unafraid to take action where non-compliance is identified.&nbsp;</li></ol>QUALIFICATIONSEducationDesirable, But Not Required<ul><li>MBA or CPA&nbsp;</li><li>Previous experience in mid to large United Way Member organization.</li><li>Understands the local community and the unique challenges and opportunities available</li></ul>Skills and Experience<ul><li>Bachelor’s degree,</li><li>10+ years of financial management experience in complex non-profit and/or for-profit sectors</li><li>Background in complex organizations of commensurate size and scope.</li><li>Extensive finance and cash flow management experience.&nbsp;</li><li>Skilled at effectively presenting information and ideas to executive teams, volunteers, and board of directors.</li><li>Passion for the mission and values of United Way.</li><li>Ability to earn the confidence and respect of stakeholders.</li><li>Recognized as a collaborative, motivational, supportive, and visionary leader.</li><li>Outstanding interpersonal, coaching, and listening skills, with the ability to communicate positively within all levels of the organization.</li><li>Demonstrate ability to remain objective, be discrete, and exercise common sense always. Able to develop strong, trusting relationships within department and organization.</li><li>Thrive in a dynamic environment and able to work on various projects simultaneously, requiring strong organizational and time management skills.</li><li>Track record of developing partnerships, building teams and managing conflict.&nbsp;</li><li>Experience in strategic planning and execution.&nbsp;</li><li>Recognized for both emotional intelligence and intellectual rigor.&nbsp;</li><li>Committed to exploring new ideas and innovative approaches to solving problems.&nbsp;</li><li>Enjoy the position and have fun</li></ul>PHYSICAL DEMANDS OF JOB<ul><li>This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.</li><li>Worker must frequently use typical office equipment (telephone, copier, printer, fax, etc.)</li><li>Worker sits most of the time.</li><li>Worker communicates with constituents, clients, and/or partners by phone and in person.</li><li>Routinely required to walk and occasionally travel by car.</li></ul>WORK ENVIRONMENTThis is a hybrid position.&nbsp; Primarily works in a climate controlled office-based setting.&nbsp; &nbsp;The opportunity to work remotely 2 days a week is available.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. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.Title VI:&nbsp;NO PERSON in the United States shall, on the ground of race, color, or national origin, be excluded from participating in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance.&nbsp;&nbsp; &nbsp;

Trident United Way

Chief Financial Officer

PURPOSE:&nbsp; To contribute to the attainment of United Way of York County’s mission and vision by providing complete and accurate financial and accounting systems and reports, raising awareness of the financial position of the organization, in addition to adding value and engaging staff by administering human resources functions and high-level support to the organization’s operations.Key Functions&nbsp;&nbsp;Finance:<ul><li>Manage the day-to-day operations of the financial and accounting systems for all operating and reserve funds adhering to Generally Accepted Practices (GAP)</li><li>Position United Way of York County as a fiscally sound organization through consistent application and review of policies and procedures</li><li>Ensure organizational compliance with all federal, state and local laws and membership standards established by United Way Worldwide (UWW)</li><li>Assumes responsibility for all receivables billing/collection, and monitors cash flow projections, reserves, investments and cash position making necessary recommendations to President and Finance Committee to ensure strong financial position</li><li>Auditing of campaign contributions and data entry</li><li>Deliver and manage organizational budget and provide reports to President, Finance Committee and director level staff</li><li>Manages preparation and mailing of tax receipts</li><li>Makes recommendations regarding annual spending plan and revenue/grants (allocations) forecast</li><li>Obtain and keep current professional certifications as necessary to perform the job</li><li>Participate in on-line training, webinars, and when possible, attend seminars to keep abreast of industry and system best practices and enhancements</li></ul>Human Resources Administration<ul><li>Maintains payroll, retirement and employee records and necessary tax forms with respect to total confidentiality</li><li>Managing administration for the functional areas of human resources including, but not limited to, benefits administration, insurance program, Worker’s Compensation, employee relations, performance management, staff training and personnel records</li><li>Maintains vacation, sick leave, and retirement records for employees</li><li>Oversees functional accounting recording for audit, IRS 990&nbsp;</li><li>Manages maintenance on office equipment and technology updates, vendor relationships, accuracy of posting and reporting of data entry, updating partner agency status in donor software, email contacts and inform staff of changes</li></ul>&nbsp;Administrative<ul><li>Develop and maintain records, board meetings, committee meetings, etc.</li><li>Ensure adequate insurance coverage for organization and programs</li><li>Ensure adequate insurance coverage for organization and properties (secures bids and presents recommendations to President to ensure maintenance contracts are in place)</li><li>Assist IT in maintenance, back-up and security of business data</li><li>Ensure that staff are trained on computer protocol such as closing programs before leaving for the day and storage of files.</li><li>Completes data collection/updates of the donor database for all revenue sources</li><li>Respond to telephone, email and individual inquiries, providing information, redirecting calls, or taking messages using excellent customer service skills</li><li>Ensure board meeting minutes are captured and recorded appropriately</li><li>Ensure that office equipment and technology options are updated and under maintenance</li><li>Coordinate all communications and correspondent with vendor of record for equipment and technology needs</li><li>Manage inventory of general office/program supplies as budgeted</li><li>Process mail projects as scheduled for Resource Development such as PLS and residential mailings</li><li>Provide reception for incoming calls, lobby and 2-1-1 I&amp;R</li><li>Serve on Property Management committee with other owners</li><li>Responsible for coordination of overall maintenance of building and grounds including repairs</li></ul>Resource Development<ul><li>Extracts and communicate payroll deduction information to company HR/Payroll managers</li><li>Answer inquiries and/or company complaints from internal and external customers, e.g., donors or donor companies and work effectively and professional to answer and solve problems</li><li>Identify and research lapsed and lapsing donors</li><li>Completes tasks of acknowledgements, thank you and donor recognition via written and electronic communications to ensure timely response and cultivation of relationships</li><li>Produce monthly/quarterly donor billing statements</li><li>Complete in conjunction with other departments the Database II Report for UWW, including ongoing documentation of data and information</li><li>Update UW and Agency data in third-party processor’s portals, Candid (GuideStar) and other websites as needed or annually when data changes&nbsp;</li></ul>Responsibilities and Duties:&nbsp;Finance<ul><li>Manage general ledger system, including cash receipts as indicated by segregation of duties and internal control policy</li><li>Manage accounts payable and all related processes for a minimum of bi-monthly payments; minimize checks issued outside of scheduled process</li><li>Monitor and balance accounts/pledges receivables to minimize uncollected accounts</li><li>Records and prepares for deposit of all receivables as indicated by segregation of duties and internal control policy</li><li>Ensure bank deposits are made weekly, utilizing banking technologies available to maximize operational cash flow</li><li>Manage data collection/updates of the donor database for annual campaign</li><li>Develop department budget process with regular reporting of actual versus budget analysis to President</li><li>Reconcile all financial accounts on a monthly basis</li><li>Prepare monthly financial reports and balance updates for board and finance committee review</li><li>Report and transmit allocations and donor designations to member agencies</li><li>File required payroll tax documents and records</li><li>Maintains support files for processing unique donations&nbsp;</li><li>Provide staffing support for the Finance Committee</li><li>Provide continuous quality improvement with internal controls in the general ledger, campaign management system, pledges receivables and accounts payable systems areas</li><li>Maintain accounting records and administers Emergency Food and Shelter Program funds</li><li>Participate as required in the campaign pledge accounting process and supervision of temporary staff</li><li>Process Resource Development reports as requested</li><li>Serve as liaison between donors, agencies and United Way to ensure financial reports submitted per Memorandum of Agreement, and to resolve financial questions</li><li>Provide special analysis of accounts upon request</li><li>Review bi-monthly Payroll Register and communicates payroll to contracted service, responsible for the distribution payroll EFT notices&nbsp;</li><li>Analyze and monitor employee time distribution report, including documentation of paid time-off records for employees</li></ul>Annual Duties<ul><li>File required tax documents and records</li><li>File registration with SC Secretary of State as non-profit corporation</li><li>File annual Raffle registration with SC Secretary of State</li><li>Coordinate annual independent audit and completion of IRS Tax Form 990 with Finance Committee and audit firm to file by due date (November 15th for fiscal year)</li><li>Coordinate annual completion of Form 1096, 1099, and W-3 Miscellaneous Income for vendors to file by due date (February 1st for calendar year)</li><li>Coordinate preparation and filing of UWW Membership Certification documents by established due dates</li><li>Prepare State Employees Combined Campaign applications with UW Association of SC</li><li>Recertification of SAMS registration by established due dates</li><li>Assist President in preparation of organization’s annual operating budget</li><li>Provide finance/accounting support for eligibility and allocation process</li><li>Provide technical assistance to agencies for budget and financial sections of eligibility and program application process</li><li>Develop, manage and monitor/track financial data for annual report</li><li>Conducts annual review and update of UWYC Finance Policy</li><li>Develop, manage and monitor/track and&nbsp;annual review of the Capital Budget</li></ul>Other duties as assigned to achieve the mission of the UWYCUnited Way Professional Core Competencies for all United Way StaffCompetencies for working toward a world of economic and social opportunity for all.&nbsp;<ul><li>Mission Focused:&nbsp;The United Way’s top priority is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.</li><li>Relationship-Oriented: &nbsp;The United Way understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator: &nbsp;The United Way understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li><li>Results-Driven: &nbsp;The United Way is dedicated to shared and measurable goals for the common good: creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li><li>Brand-Steward: &nbsp;The United Way is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul>Key Skills<ul><li>Commitment to excellence and to the mission of United Way of York County</li><li>Internally motivated to recognize and act on opportunities to further the mission of UWYC</li><li>Ability to appropriately present information and data in written, electronic, and oral forms to diverse target markets</li><li>Excels in providing customer service; provides courteous and timely responses to inquiries regarding financial and administrative matters</li><li>Maintains confidentiality of all customers/stakeholders at all times</li><li>Builds relationships; thinks and acts strategically</li><li>Conduct multiple projects with minimal supervision</li><li>Exhibits decisiveness – takes initiative in identifying problems and solutions</li><li>Demonstrates good judgment under pressure</li><li>Manages quickly changing priorities and resulting workflow</li><li>Delivers tasks and projects on time</li><li>Communicates effectively</li><li>Attention to detail and superior accuracy in work delivered</li><li>Knowledge of financial based software and accounting systems</li><li>Proficiency in spreadsheet and word processing applications</li><li>Team-oriented, yet able to work independently when necessary</li><li>Internally motivated to recognize and act on opportunities to further the mission of United Way of York County</li><li>Superior organizational, problem solving and communication skills including attention to detail and accuracy in work delivered</li></ul>Job Requirements<ul><li>Minimum of associate’s degree in business accounting, Office Technology or related field from a 2-yr college or technical school or at least 4 years successful related work experience</li><li>Valid driver’s license, insurance and vehicle are required</li><li>Proficiency in QuickBooks, CRM Software, and MS Office applications is required</li></ul>Physical Demand:<ul><li>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.&nbsp;</li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</li><li>While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.&nbsp; The employee frequently is required to reach with hands and arms.&nbsp; The employee is frequently required to stand, walk, and may occasionally be required to stoop, kneel, crouch, or crawl.&nbsp; The employee must occasionally lift and/or move up to 30 pounds.&nbsp; Must have a valid SC Driver’s license.</li></ul>The above statements are intended to describe the general nature and level of work being performed by the individual in this position.&nbsp; They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of the position.United Way of York County, SC, is committed to a policy of equal employment opportunity (EEO) in recruitment, hiring, training, and promotion of persons based on merit, qualifications and competence.&nbsp;

United Way of York County, SC

Finance and Business Office Manager

Position Title: Director of FinancePosition Reports to: Executive DirectorStatus: Full Time/ExemptHours per week: 37.5, with occasional evening and weekend work required.&nbsp;Location: Huntington, WV office. Position is not eligible for remote work due to responsibilities that require in-person attendance.Salary Range:&nbsp;60-70KPosition SummaryReporting directly to the Executive Director, the Director of Finance works to protect all assets of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc. by maintaining an effective system of accounting, financial control and reporting; serves as an ad hoc member of the Finance Committee; and works closely with Executive Director and leadership team to maintain organizational vision/mission and operations. The position requires strict confidence of all records, files, communications and information of the United Way office and its funded partner agencies. It also requires strict adherence to all state and federal laws and all United Way of the River Cities, Inc. policies and procedures.<h3>Key Responsibility Areas</h3><ol><li>Bookkeeping/Payroll<ol><li>Act on any correspondence relating to accounts receivable/payable.</li><li>Post accounts/campaign receivable to accounting/CRM systems daily. Generate reports regularly verifying accounts receivable.</li><li>Prepare and mail statements of balance due on accounts/campaign receivable.</li><li>Post pledge cancellations as appropriate and determine uncollectible receivables annually.</li><li>Verify Direct Deposit amounts with banks daily.</li><li>Maintain e-Pledge ACH/credit card system.</li><li>Prepare checks for operating disbursements and agency grants.</li><li>Reconcile all bank accounts monthly.</li><li>Assist Fundraising staff with CRM processing and necessary documentation.</li><li>Post CRM transactions to accounting system at least monthly.</li><li>Generate and deliver annual tax receipts to donors.</li><li>Compute payroll and maintain tax records including monthly federal tax deposits, quarterly payroll tax returns and annual W-2’s.</li><li>Complete mileage and other expense reimbursements to employees.</li><li>Coordinate and manage payment of employee benefits.</li></ol></li><li>Planning<ol><li>Assist Executive Director and staff in establishing an annual operating budget, and with budget monitoring and forecasting throughout the fiscal year.</li><li>Assist Finance Committee by completing preliminary financial reviews of grant applicants.</li></ol></li><li>Operations<ol><li>Ensure all business licenses are current, and records maintained.</li><li>Ensure all insurance policies are current, and records maintained.</li><li>Ensure all property records are current, and records maintained.</li><li>Ensure all technology licenses and other facility/equipment agreements are current and records maintained.</li><li>Ensure all lease and other property rental agreements are current and records maintained.</li><li>Assist Executive Director in coordinating daily operations of agency facilities.</li><li>Oversee facility and equipment contractors working at agency facilities.</li></ol></li><li>Reporting<ol><li>Maintain appropriate financial history as required by United Way of the River Cities and by government entities.</li><li>Prepare financial statements quarterly for Board of Directors and as needed for staff.</li><li>Assist with completion of annual United Way Worldwide requirements including Membership Certification and the Database 2 report.</li><li>Work with CPA firm contracted for annual audits of United Way of the River Cities, Inc. and United Way of the River Cities Foundation, Inc., providing records, files, documentation and other information as requested by auditors.</li><li>Work with contracted CPA firm to complete and file annual 990 tax forms.</li><li>Prepare reports and other documentation required to support grants received by the agency from government, charitable, corporate, or other external organizations.</li></ol></li></ol>Qualifications<ul><li>Bachelor’s degree in financial management, accounting or related field preferred.</li><li>Minimum five (5) years of accounting management experience preferred.</li><li>Experience with non-profit accounting preferred.</li></ul>Core Competencies&nbsp;<ul><li>Strategic Community Collaborator: Engages diverse stakeholders to accurately assess community needs and strategically guides United Way to contribute to the community’s priorities.</li><li>Effective &amp; Engaging Communicator: An effective and enthusiastic communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community.&nbsp;</li><li>Critical Thinking &amp; Creative Problem Solving: Able to address and overcome complex issues to achieve desired results – includes ability to gather, interpret and use relevant data to drive strategy development, make decisions and define results.</li><li>Planning &amp; Implementation: A leader who takes initiative in planning and developing department initiatives to achieve results that drive collective community outcomes.</li><li>Embracing &amp; Managing Change: Champions and facilitates change to ensure long-term community sustainability; successfully adapts to changing needs while maintaining positive relationships with all constituents, both internal and external.</li></ul>Skills&nbsp;<ul><li>Proficient in MS Word, Excel, Outlook, MS 360</li><li>Experience with QuickBooks, AccuFund, or other related accounting/bookkeeping software&nbsp;</li><li>Experience with data collection; database use&nbsp;</li><li>Experience with creating and maintaining budgets</li><li>Comfort and proficiency with presentation skills both one-on-one and publicly&nbsp;</li><li>Able to communicate effectively with co-workers to acquire and share needed information&nbsp;</li><li>Able to read, analyze and interpret complex materials – ability to apply concepts including fractions, percentages, ratios, and proportions to practical situations.</li><li>Able to work autonomously, take initiative and think strategically&nbsp;</li><li>Fluent in the English language, both oral and written, including correct punctuation, spelling, and grammatical usage</li><li>Ability to communicate and collaborate effectively with staff, Board members, volunteers and others in the community representing a broad range of interests and backgrounds</li><li>Understanding of and commitment to the mission, vision, and core beliefs of United Way of the River Cities&nbsp;</li></ul>Mental demands&nbsp;Duties require planning, organizing, and performing a variety of duties applying a wide range of procedures and rules. Duties require attention to detail, high degree of accuracy, reliability, timeliness, alertness, and use of judgment.&nbsp; Requires ability in verbal and written expression, creativity, and concentration. Involves access to and use of confidential data where discretion/sensitivity is of utmost importance. Mature judgment and confidence.&nbsp;Physical demands&nbsp;Frequently required to walk, sit, talk, and hear. Frequently required to work with a computer. Occasionally required to stand, reach, stoop, and handle and/or lift twenty-five pounds. Must be able to visibly check for completion and accuracy and to retrieve and transmit information. Use of general office environment equipment.&nbsp;Reasonable accommodation may be made to enable individuals to perform the essential functions.&nbsp; &nbsp;These job responsibilities are to be the main emphasis of this position. As with every job at United Way, it is not possible to define jobs precisely. Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment.&nbsp;About United Way &nbsp;United Way of the River Cities brings people, organizations, and our community together around a common cause, a common vision, and a common path forward. We work to build up the cornerstones of education, financial stability, and health, bringing people together from all backgrounds to be a part of local solutions. &nbsp; &nbsp;We offer a competitive salary and generous benefits package including professional development; dress for your day; free onsite parking; volunteering opportunities and leave; and paid time off (PTO).  Additionally, we offer access to comprehensive health, dental, vision, life, short-term and long-term disability insurance; a cafeteria plan for medical and dependent care expenses and a 403(b)-retirement plan. &nbsp; &nbsp;We seek diverse, qualified professionals who want to make a difference in the world. We are an equal opportunity employer and recruit, employ, train, compensate, and promote qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws.  &nbsp; &nbsp;We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in our community. &nbsp; &nbsp;We believe that each United Way community member, donor, volunteer, advocate, and employee should have equal access to solving community problems. &nbsp;United Way is an Equal Opportunity Employer. We strive to include diversity, equity, and inclusion practices at the center of our daily work. We welcome applicants from diverse backgrounds and encourage them to apply.&nbsp;

United Way of the River Cities

Director of Finance

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

United Way National Capital Area

United Way of the National Capital Area

Vice-President, Accounting and Finance/Controller

Organizational Summary:For more than a century, United Way of Central Iowa (UWCI) has played a unique role in bringing togetherpeople and organizations from every corner of central Iowa to create and implement initiatives that address the community's most pressing needs. UWCI has purposely leaned into its expertise and has sought out the expertise of others in the community to ensure lasting impact. Growth and adaptation plus tried and true strategies are helping the organization to dig deep and foster an equitable, engaged and empowered community.Today, UWCI has 61 employees, and approximately $35 million in net assets and is dedicated to authentically engaging nonprofits, businesses, elected officials, community leaders and those with lived experiences to collaborate and implement long-lasting solutions, UWCI remains committed to building upon its work to eliminate barriers and challenges for all central Iowans.&nbsp;United Way of Central Iowa was recognized by The Business Record as one of the Top 25 Most Influential Nonprofits in the Greater Des Moines region in 2023. UWCI continues to invite and engage new individuals in meaningful impact, working to fulfill the organization’s commitment to new and existing areas that promote equity. Our overall strategy – United to Thrive – creates an imperative that all individuals in the community should not just survive but thrive. The United to Thrive five focus areas include Essential Needs, Early Childhood Success, Education Success, Economic Opportunity and Health and Well-Being See the link above for more information about our organization.&nbsp;Position Summary:&nbsp;United Way of Central Iowa is seeking a Finance Director to&nbsp;oversee the organization’s finance function with a focus on accuracy, efficiency, and full regulatory compliance. This role requires a proactive approach in leading day-to-day accounting activities, delivering critical financial reporting, delivering insights to support decision-making, and executing on budget and forecasting responsibilities that align with the organization’s mission and strategies in the five areas of thriving community.The Finance Director builds and maintains strong relationships and partnerships, collaborating internally across the organization to enhance financial accountability and transparency and externally with funded organizations, auditors and business partners.&nbsp;Reporting to and working closely with the Chief Financial Officer (CFO), the Finance Director plays a vital role in crafting and executing innovative financial strategies that drive the organization’s mission forward. This position oversees 2 senior accountants and provides cross-functional team leadership. &nbsp;This position incorporates the organization’s strategic imperative around diversity, equity and inclusion within their area of responsibility.The selected candidate will have a passion for the organization’s mission, have strong relationship building skills and the ability to work with individuals from diverse backgrounds and experiences, and be a self-starter. Candidates must have a minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A or strategy and a minimum of 3-5 years of supervision experience. (Other necessary experience and qualifications are included below).&nbsp;We are committed to building an inclusive team; we invite candidates of all backgrounds to apply. This position offers a full benefits package, a hybrid remote work schedule, (2 days at home, 3 days in the office) and a starting salary range from $100,000 - 115,00 depending on skills and experience. This is a fulltime position based in Des Moines, Iowa.&nbsp;Essential Accountabilities Include (but not limited to):<ol><li>Partner with the CFO to provide strategic direction in financial planning and management, promoting cross-functional coordination, creative problem-solving, and stewardship of accounting and financial activities</li><li>Own the budgeting and forecasting process, delivering precise financial projections, and developing forecasting models to support both short-term objectives and long-term sustainability.</li><li>Oversee the preparation and timely delivery of accurate monthly, quarterly, and annual financial statements and reports.&nbsp;</li><li>Establish robust financial reporting frameworks and refine existing reports to enhance budget transparency, drive resource stewardship, and support sound decision-making.&nbsp;</li><li>Ensure adherence to regulatory standards including guidelines governing grants and restricted funds, GAAP, federal, state and local laws. Lead the organization’s annual audit and 990 preparation processes.&nbsp;</li><li>Hire, develop, and manage a responsive, results-oriented finance team focused on service and operational excellence.&nbsp;</li><li>Collaborate with CFO on driving continuous improvement of financial systems, processes, and policies, enhancing efficiency in reporting, budget monitoring, and month-end close activities.&nbsp;</li><li>Manage cash flow to maintain operational liquidity, support capital investments, and optimize asset utilization.&nbsp;</li><li>Engage and collaborate with internal stakeholders including organizational leaders in both strategic and tactical planning, providing guidance as needed in financial discussions and externally with funded organizations, auditors and business partners.</li><li>Promote financial acumen throughout the organization by providing training as needed, and leading internal financial performance discussions.</li><li>Leverage technology and champion automation where appropriate to implement tools and processes that streamline workflows, improve decision-making, and data accuracy.</li><li>Proactively identify and mitigate financial risks through strong internal controls, regular risk assessments, policy reviews and development of robust contingency plans.</li></ol>Competencies:&nbsp;<ol><li>Analytical skills:&nbsp;Ability to develop information and raw data into very meaningful conclusions.</li><li>Management skills: Ability to achieve desired outcomes by setting goals and priorities that deliver results and the ability to motivate team members.</li><li>Communication, verbal: Ability to send tactful and appropriate verbal messages and listen to others’ responses to convey information.&nbsp;</li><li>Communication, written: Ability to write concise, clear letters, reports, articles or emails to convey information.</li><li>Equity understanding and integration: Ability to integrate an equity perspective and outcomes centered on diversity and inclusion within areas of responsibility.&nbsp;</li><li>Team Building: Ability to lead, manage and motivate others with respect, service and humility to meet organizational goals while celebrating varied perspectives. Ensures that team members are actively involved in team activities and work collaboratively.</li><li>Business Acumen:&nbsp;Ability to understand business-related topics and issues.</li><li>Problem Solving:&nbsp;Ability to recognize courses of actions that can be taken to manage problems or potential problems and apply contingency plans to solve those problems.</li><li>Detail Oriented: Ability to pay meticulous attention to new situations and apply previously successful approaches to those situations.&nbsp;</li><li>Adaptability:&nbsp;Ability to adapt to both short-term and long-term changes in workplace conditions or needs&nbsp;</li><li>Project Management:&nbsp;Ability to plan, organize, direct and control tasks to meet a specific goal.</li><li>Customer Oriented:&nbsp;Ability to serve clients (both internal and external) by focusing efforts on meeting their needs, understanding their concerns, and seeking to build trust.&nbsp;</li><li>Relationship Building&nbsp;– Ability to establish and maintain a good rapport and cooperative relationship with customers and coworkers of diverse backgrounds and experiences.&nbsp;</li><li>Decision Making: Ability to evaluate information and select an effective suitable course of action using sound judgment.</li><li>Integrity: Ability to gain confidence and trust of others through honesty, authenticity, and acceptance of responsibility.</li><li>Ethical&nbsp;– Ability to act and consistently adhere to high standards of organizational and professional conduct.</li></ol>Education:<ol><li>Bachelor’s degree in Finance, Accounting, or related field.&nbsp;</li><li>Advanced degree and/or training preferred such as MBA, Master’s in Finance, Accounting or related field.&nbsp;</li></ol>Experience:<ol><li>Minimum of five to seven years’ progressive experience in financial accounting, FP&amp;A and strategy.</li><li>Solid accounting experience with thorough understanding of generally accepted accounting principles (GAAP), financial reporting and internal controls.&nbsp;</li><li>Knowledge of auditing principles and practices, preferably in a not-for-profit environment.</li><li>Knowledge of fund accounting procedures and procedures related to restricted donations, and fundraising campaigns preferred.&nbsp;</li><li>Self-starter with collaborative mindset and strong analytical/strategic thinking skills.</li><li>Demonstrated experience in financial systems implementation or optimization - Prophix and MIP systems experience preferred.&nbsp;</li><li>Minimum of three to five years of staff supervision experience with the ability to lead and motivate a team of finance professionals.&nbsp;</li></ol>UWCI is an equal opportunity organization and all qualified applicants for employment or contract assignments will receive consideration for employment without regard to race, religion, skin color, gender, national origin, ethnicity, sexual orientation, gender identity, physical or mental abilities, genetic information, pregnancy, disability, age, family or marital status, veteran status or other characteristic protected by applicable. United Way of Central Iowa will consider qualified candidates with criminal histories in a manner consistent with the role requirements and any applicable local, state, and Federal law. If you are a job seeker with a disability, or are assisting someone with a disability, and require accessibility assistance or accommodation to apply for one of our jobs, please call 515-246-6516.

United Way of Central Iowa

Finance Director 

At United Way of Greater St. Louis, we unite people and organizations to tackle the most critical challenges facing our community. Through collaborative efforts, we're transforming our region into a place where everyone can live, work, and thrive. Join us in this mission to create lasting change beyond just a day job. Come be a part of something meaningful! &nbsp;The Accounting Manager - Grants and Foundations performs specific lead accountant duties for various grants, programs and accounts. This role is an audit liaison for those programs and accounts and provides excellent customer service to other internal departments, to external donors, and to other stakeholders. A high degree of personal integrity and ability to maintain confidentiality is necessary given financial areas of responsibilities. &nbsp;General Responsibilities:<ul><li>Function as lead accountant for miscellaneous internal grants, community initiative program funds and temporary restricted funds, doing necessary journal entries and reporting to assure funds are spent only to the extent they are available.</li><li>Meticulously tracking all grant funds received, ensuring expenditures strictly adhere to specific guidelines outlined in the grant agreement, classifying costs as either direct or indirect, and maintaining detailed documentation to demonstrate compliance with federal regulations, particularly regarding allowable costs and cost principles outlined in 2 CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards).</li><li>Manage financial accounts as assigned and prepare associated, assigned reconciliations and work papers for annual audit, 5500 and 990 federal returns and other miscellaneous reporting.</li><li>Follow established guidelines for keeping supervisors informed of progress, developments and obtaining approvals.</li></ul> &nbsp;Key Accountabilities:<ul><li>Submit periodic reports to the funding agency detailing grant activity, invoices, and progress updates, and coordinate with program team to ensure compliance including reviews of sub-contractors.</li><li>Engage as primary contact during regular governmental audits related to assigned grants.</li><li>Responsible for the recording of all fixed assets into the Fixed Asset system including the associated general ledger account entries, activities and balances.</li><li>Accountable for the receivables process, including invoicing for receivables from all contractual arrangements, reconciling receivable accounts, generating invoice reports when requested and notifying supervisor or CFO or outstanding invoice amounts.</li></ul> &nbsp;KSA (Knowledge, Skills and Abilities):<ul><li>Minimum of a Bachelor's degree, in accounting or related field, non-profit experience preferred</li><li>Knowledge of use and operation of standard office equipment and 10-key, at a level generally acquired through 1+ years' related experience.</li><li>Computer proficiency in Windows environment and MS Office Suite. Advanced proficiency in Excel and Word preferred.</li><li>Minimum of five (5) years' experience in maintaining moderately complicated accounting records and compiling financial reports. Federal grant management experience preferred.</li><li>Three (3) years' work experience in non-profit agency or related experience.</li><li>Knowledge of accounting systems and financial analysis.</li><li>Ability to acquire, analyze and apply professional/technical knowledge, skills, experience, and judgment to accomplish results, better service customers and contribute to the organization's intellectual capital.</li></ul>We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3-year vesting schedule. &nbsp;Employment is contingent upon a successful background check.United Way of Greater St. Louis is an equal opportunity employer.to apply: &nbsp;<a href="mailto:Careers@stl.unitedway.org" target="_blank">Careers@stl.unitedway.org</a>

United Way of Greater St. Louis

Greater St. Louis

Accounting Manager - Grants and Foundations

Job Summary This position processes and maintains financial and accounting records relating to accounts payable, accounts receivable, and purchasing. This is a full-time, non-exempt position reporting to&nbsp; the CFO. All United Way of Tucson and Southern Arizona (UWTSA) programs and strategies work toward building a thriving community by uniting people, ideas, and resources. United Way offers competitive wages and a generous benefits packet with employer contributions for&nbsp; full time employees including medical, dental, 401K, HRA, PTO, 13 paid holidays, and opportunities for educational and professional development. For more information about our organization, see&nbsp; <a href="http://www.unitedwaytucson.org" target="_blank">www.unitedwaytucson.org</a>.Salary/Wage: $22.12/hr. - $24.52/hr. ($46,000 - $51,000 annually) &nbsp;ESSENTIAL DUTIES AND RESPONSIBILITIES Accounts Payable and Accounts Receivable • &nbsp;Review submitted invoices, bills, expense reports, etc. to ensure they are accurate and properly&nbsp; approved and enter them into the accounting program for weekly check runs. • &nbsp;Process payouts and other payments to agencies from various sources and multiple checking&nbsp; accounts on various payment schedules. • &nbsp;Reconcile monthly vendor statements to accounting records as applicable. Purchasing • &nbsp;Monitor requests for expenditures (POs), ensuring pre-assigned numbers are carried forward and that the forms have been completed fully and correctly. • &nbsp;Download credit card transactions, reconcile, code, and then import transactions into accounting software in a timely manner and on a monthly basis.Cash Handling • &nbsp;Participate in campaign and other events where the handling of cash transactions is anticipated and immediately following events, reconcile cash receipts to ensure that all payments have been&nbsp; accounted for and collected. • &nbsp;Process credit card transactions from donors in a secure, accurate, and timely manner. Administrative Functions • &nbsp;Pick up, process and distribute all incoming mail and meter and mail out all outgoing mail for the Organization. • &nbsp;Prepare the filing of financial records relating to accounts payable; assist with preparation of records for audit. • &nbsp;Perform duties in accordance with UWTSA policies and procedures such as, but not limited to, attending staff meetings, completing accurate and timely timesheets and expense reports and&nbsp; covering for other administrative support staff as assigned. Customer Relationship Management • &nbsp;Provide excellent customer service as a component of all job duties. • &nbsp;Ensure requests for information from staff, vendors, donors, volunteers, and other stakeholders are responded to in a positive and timely manner. Other Duties as AssignedMinimum Qualifications, Knowledge, Skills, and Abilities: • &nbsp;Associate degree and two years of accounts payable or bookkeeping experience including&nbsp; maintaining general ledgers and performing accurate 10-key data entry. Equivalent education and experience may be considered. • &nbsp;Demonstrated excellent written/verbal communication skills, including clear, concise, and accurate written documents, grammar, and spelling. • &nbsp;Demonstrated customer service, problem solving, time management, and organizational skills. • &nbsp;Demonstrated skills using Windows-based software, including internet browsers, e-mail, word processing, spreadsheets, and database software. Skills using current Microsoft Office Suite&nbsp; strongly preferred. • &nbsp;Demonstrated ability to establish and maintain effective working relationships with all levels of staff as well as diverse vendors, volunteers, donors, community partners, and other constituents. • &nbsp;Demonstrated ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain confidentiality, and to respect and observe organizational protocols. • &nbsp;Demonstrated ability to maintain a flexible work schedule and adjust it as required by changing activities. • &nbsp;Must possess a current and valid Arizona Driver’s License and provide proof of auto insurance. • &nbsp;Ability to maintain composure under high-volume conditions. • &nbsp;Ability to occasionally lift up to 25 lbs. when necessary.POLICY STATEMENTThe United Way of Tucson and Southern Arizona is an equal opportunity employer. We take action to ensure equal opportunity, and all candidates are considered without regard to race, color,&nbsp; religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected status. &nbsp;

United Way of Tucson and Southern Arizona

Accounts Payable Associate

ABOUT US United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis. JOB SUMMARY The UWSA Chief Financial Officer (CFO) is an experienced financial leader responsible for administrative service departments that include accounting, pledge processing and collections, grants accounting and reporting, information services, and human resources. &nbsp;The CFO directs all areas of internal and external financial reporting and budgeting for UWSA and acts as the staff liaison to the Audit Committee, Finance Committee, and the Diversity and Human Resources Committee. PRIMARY DUTIES AND RESPONSIBILITES •&nbsp;&nbsp;&nbsp;&nbsp;Lead all aspects of finance and administrative departments of the organization with annual revenues of approximately $46MM.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manages the organization’s treasury functions and relationships, including cash flow planning, investment management, and relationships with financial institutions and investment managers. &nbsp;This includes the investment of excess cash balances with approved investment management firms. •&nbsp;&nbsp;&nbsp;&nbsp;Establishes and monitors internal controls to assure safekeeping of the organization’s assets and the integrity of its financial reporting. •&nbsp;&nbsp;&nbsp;&nbsp;Directs the development of the annual budgets for UWSA. &nbsp;Responsible for presenting annual budgets to the UWSA finance committee for review and approval. &nbsp;Manages and approves expenditures throughout the fiscal year to stay within budget. •&nbsp;&nbsp;&nbsp;&nbsp;Directs the preparation and review of the annual GAAP basis financial statements of UWSA and coordinates the annual independent audit of the consolidated financial statements.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for consulting with and advising the CEO in matters associated with the management of financial reserves necessary to provide for the financial health of the organization. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates the preparation of tax related reports including the annual IRS Form 990 and retirement plan reporting. •&nbsp;&nbsp;&nbsp;&nbsp;Oversees the execution of the annual compensation study for the UWSA staff and coordinates with the review of this report with consultants appointed by the Diversity and Human Resources Committee. •&nbsp;&nbsp;&nbsp;&nbsp;Manages the preparation of the monthly internal financial statements for UWSA and presents them to the Board of Directors for approval. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for reviewing and approving all processes of the accounting department, including revenue recognition, accounts payable, pledge processing and accounts receivable, adjusting journal entries, payment of agency allocations, etc. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for allocating resources necessary for the Information Services department. Meets with department vice president regularly to ascertain department’s effectiveness, security, software requirements, and budget needs. •&nbsp;&nbsp;&nbsp;&nbsp;Oversees Human Resources department and coordinates the use of Human Resources consultants. •&nbsp;&nbsp;&nbsp;&nbsp;Risk management and coordination of all insurance policies.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manages the process of negotiating employee benefit contracts. Oversees the retirement plan advisory and TPA contracts. •&nbsp;&nbsp;&nbsp;&nbsp;Manages the allocation of capital expenditure funds and oversees the expenditure of these funds. •&nbsp;&nbsp;&nbsp;&nbsp;Consults with department heads as necessary to address personnel matters, costs, and budget needs. &nbsp;EDUCATION AND EXPERIENCE•&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree required / master’s degree preferred in accounting or other related field of study. •&nbsp;&nbsp;&nbsp;&nbsp;CPA certification strongly preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Public accounting experience preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Ten years or more experience in the human services field preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Experience in program evaluation •&nbsp;&nbsp;&nbsp;&nbsp;Experience staffing a broad cross-section of volunteer leaders and/or non-profit partners. •&nbsp;&nbsp;&nbsp;&nbsp;Strategic leadership of collective impact efforts. •&nbsp;&nbsp;&nbsp;&nbsp;Experience in working effectively in multicultural environments. •&nbsp;&nbsp;&nbsp;&nbsp;Strong relationships in the nonprofit, public and private sectors.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Staff and volunteer management.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Budget and fiscal management. &nbsp;KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with clients, community partners, donors and volunteers. •&nbsp;&nbsp;&nbsp;&nbsp;Proficiency in Microsoft Word, Microsoft PowerPoint, Microsoft Excel, budgeting and general ledger tools.. •&nbsp;&nbsp;&nbsp;&nbsp;Strong verbal and written communication skills including development of content relevant to the Impact Council for a wide variety of audiences and media. •&nbsp;&nbsp;&nbsp;&nbsp;Professional demeanor, confident and goal oriented. •&nbsp;&nbsp;&nbsp;&nbsp;Self-motivated and creative. •&nbsp;&nbsp;&nbsp;&nbsp;Dynamic, authentic leadership and team building skills. •&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational skills •&nbsp;&nbsp;&nbsp;&nbsp;Ability to manage multiple deadlines and priorities and problem-solve issues as they arise •&nbsp;&nbsp;&nbsp;&nbsp;Strategic thinking ability. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated independent decision-making and problem-solving ability. •&nbsp;&nbsp;&nbsp;&nbsp;Excellent verbal and written communication skills. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitation and presentation skills and experience. •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of Results-Based Accountability™, preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Data utilization expertise related to community issues. •&nbsp;&nbsp;&nbsp;&nbsp;Budget management experience. •&nbsp;&nbsp;&nbsp;&nbsp;Committee-level volunteer management. •&nbsp;&nbsp;&nbsp;&nbsp;Relationship management with a broad array of individuals and organizations.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Attention to detail in a multitasking environment. •&nbsp;&nbsp;&nbsp;&nbsp;Competent with Adobe Products Suite, preferred. &nbsp;UNITED WAY COMPETENCIES Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardLeadership Roles Competencies (building on Core Competencies): (check for People Leaders) Talent Management &amp; People Development, Business Acumen &amp; Strategic Direction, Operational Planning &amp; Execution, Outward TurningSenior/Functional Level Leadership (C-Suite and SVPs): (check for Senior Leaders) Strategic Community Collaboration, Deep Community Expertise, Product Development and Implementation, Donor Influence, Volunteer Engagement, Advocacy and Public PolicyBENEFITS •&nbsp;&nbsp;&nbsp;&nbsp;Employer-subsidized healthcare plan with employer-funded HRA offered. •&nbsp;&nbsp;&nbsp;&nbsp;Group dental, vision, life insurance and other insurance products available. •&nbsp;&nbsp;&nbsp;&nbsp;Paid holidays, personal and sick leave time. •&nbsp;&nbsp;&nbsp;&nbsp;403(b) retirement plan with employer matching available. &nbsp;WORK ENVIRONMENT •&nbsp;&nbsp;&nbsp;&nbsp;Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures. •&nbsp;&nbsp;&nbsp;&nbsp;Extended work on personal computing equipment, telephone, multi-functioning printer and calculator. •&nbsp;&nbsp;&nbsp;&nbsp;Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours. &nbsp;PHYSICAL DEMANDS •&nbsp;&nbsp;&nbsp;&nbsp;Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Movement within the office and during external meetings and events, regularly. •&nbsp;&nbsp;&nbsp;&nbsp;Bends, stoops and twists, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Exerts up to 25 lbs. of force, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates, presents and collaboratively interacts with others, routinely. •&nbsp;&nbsp;&nbsp;&nbsp;Perform repetitive tasks, i.e., typing and texting, routinely.The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County. &nbsp;APPLY To submit your application visit <a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY." target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.</a>&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Applications WILL NOT be accepted via email. •&nbsp;&nbsp;&nbsp;&nbsp;Contact <a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment. United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | <a href="http://www.uwsastx.org" target="_blank">www.uwsastx.org</a>

United Way of San Antonio and Bexar County

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

Orange County United Way

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

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