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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. 
<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.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  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.  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:       Chief Financial Officer
Position Leads:         Manager of Pledge Audit &amp; Processing, Donor &amp; Designation Data Associate, Manager of Accounts Receivable
FLSA Status:             Exempt, Full-Time 
Salary Range:            Upper 70's to Low 80's
Benefits:                    Complete Benefits Package Available
Reviewed:                  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.  UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.

United Way of Central Indiana

Finance Senior Manager

Job Title:  Controller (Management)                               Status:  Full-Time 
	Department:  Finance and Operations                            Reports to: Vice President of Finance 
	 
Date Prepared:  10/31/2023                                             FLSA Status:  Exempt

	POSITION OVERVIEW: Lead the finance and accounting functions of United Way in collaboration with accounting department and the Vice President of Finance (“VPF”). Work with Finance Committee and Board of Directors on financial oversight of organization. Provide oversight to accounting department to ensure accountability and proper administration of the organization’s financial affairs in conformity with applicable business and regulatory standards. Partner with VPF on strategic initiatives to improve effectiveness and efficiency of all work and provide backup relative to financial matters for the VPF as needed.
	ESSENTIAL JOB FUNCTIONS AND EXPECTED PERFORMANCE OUTCOMES include the following.  Other duties or responsibilities may be assigned.
	LEAD THE FINANCE AND ACCOUNTING TEAM
<ul><li>This department has a staff of six employees for whom the Controller is the direct supervisor. Responsibilities include the support and development of this team in annual and day-to-day matters including: setting and supporting the achievement of performance goals, supervision and appraisal of ongoing performance, training, cross-training and assigning and directing work. This position is also responsible for the hiring and any needed discipline in the team, both with the support of the HR department.</li>
</ul>
	Expected Outcome:  Skilled, well-trained problem-solvers who know how to work well together.
	ACCOUNTING FUNCTION LEAD
	MONTHLY AND YEARLY CLOSING PROCESS
<ul><li>For Monthly and Yearly Closing Process:
<ul><li>Assist, coordinate, and review the activities of the accounting staff in the month-end and yearly closing process.</li>
<li>Complete and maintain support for normal monthly journal entries and any special entries.</li>
</ul></li>
<li>For Audits:
<ul><li>Coordinate annual financial audit (including A133 audits) and the 403b audit.</li>
<li>Prepare preliminary financial statements and related footnotes.</li>
<li>Ensure subsidiary reports and PBC schedules—prepared in house—are available on the first day of audit.</li>
<li>Prepare and file all required governmental reports (e.g. 5500’s) associated with benefit plans.</li>
<li>Develop, implement and monitor internal controls to ensure fiscal integrity.</li>
<li>Maintain appropriate financial and accounting files.</li>
</ul></li>
<li>For Accounts Payable and Receivable:
<ul><li>Oversee accounts receivable process, including receipting, posting, and statement preparation.</li>
<li>Ensure that accounts receivable status reports are provided monthly.</li>
<li>Monitor accounts payable process to ensure accuracy and adherence to policies, procedures, and controls, including review of employee travel/expense reports.</li>
<li>Control the timing of vendor payments to maximize available cash balance.</li>
<li>Maintain systems necessary for distribution of special disbursements, including combined campaigns, donor choice and allocations.</li>
</ul></li>
</ul><ul><li>For Payroll:</li>
</ul><ul><li>Oversee bi-weekly payroll process.</li>
<li>Review payroll and related journal entries and provide back-up in the absence of Grant Accountant. </li>
</ul>
	Expected Outcomes:  Monthly and yearly closings are accurate and timely. Audits are completed timely, and both the Statement of Activities and Statement of Financial Position are consistent with internal statements, meaning no material adjustments are required as a result of audit findings. Accuracy of all A/R and A/P processes. Proper documentation, support, timing and adherence to policies, procedures and controls. Accurate, on-time payroll.

	BOARD/EXECUTIVE LEADERSHIP SUPPORT
<ul><li>Assist VPF with compiling various reporting requirements and attend the Finance/Operations, Investment and Audit Committee meetings. Serve as a resource to those Committee members as it relates to the finances of the organization.</li>
<li>Organize and lead the administration of the quarterly Investment Committee meetings.</li>
<li>Present financial information in partnership with VPF at all Committee meetings as necessary.</li>
</ul>
	DRIVE OPEARTING RESULTS
<ul><li>For annual campaign:
<ul><li>Work closing with Manager, Transaction Processing relative to finance staff’s work, especially distribution and eligibility of donor choice payments.</li>
<li>Assist in the creation of campaign agreements with donor companies and other United Ways.</li>
</ul></li>
</ul><ul><li>Ensure that timeline is met relative to distributions of all donor choice payments. Provide support to coordinating committees of public sector combined campaigns (i.e., expense reports, designations, and distributions); participate at committee meetings as requested.</li>
<li>Participate in staff and volunteer committees responsible for evaluating donor choice and distribution policies.</li>
</ul>
	Expected Outcomes:  Efficient, accurate, timely donor choice distributions.

	INVESTMENTS/
<ul><li>Oversee investments, endowment and general portfolios in accordance with investment policy guidelines and direction from Investment Committee of the Board and outside Investment Consultant.</li>
<li>Monitor cash flow and line of credit to ensure adequate funds are available for operating needs.</li>
</ul>
	Expected Outcome:  Ensure cordial and effective banking relationships and accurate oversight of investments in line with directives of Investment Committee.

	QUALIFICATIONS EDUCATION AND EXPERIENCE:
<ul><li>Requires a Bachelor’s degree from a four-year college or university with a major or specialization in accounting and 10 + years of accounting and/or other finance experience.</li>
<li>5+ years of non-profit preferred and grant accounting or government contracting experience a plus.</li>
<li>Demonstrated excellence in the supervision of staff.</li>
<li>A certification as a public accountant (CPA) is highly desirable.</li>
</ul>
	CORE COMPETENCIES
<ul><li>Mission-Focused.  The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivation.</li>
<li>Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>Results-Driven.  United Way professionals are 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.  United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.</li>
</ul>
	OTHER SKILLS: Takes full responsibility for, i.e., “owns” full accounting system (GL, financial statements, reporting) such that it’s known intuitively. Possesses extreme attention to detail; organized.
	LANGUAGE SKILLS: Solid verbal and written communication skills are essential.  Applicant must have the ability to effectively present information to United Way board directors and volunteer committees and respond to common inquiries from customers and regulatory agencies.
	MATHEMATICAL SKILLS: Ability to apply and interpret concepts such as fractions, percentages, ratios, and proportions to practical situations.
	REASONING ABILITY: Proven ability to interpret financial and accounting information in depth.  Ability to present financial and accounting reports to staff and volunteers in a concise, understandable format.
	PHYSICAL DEMANDS 
	While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to sit.  The employee is occasionally required to stand, walk, and use hands to keyboard, handle and reach with hands and arms.  The employee must occasionally lift and/or move up to ten pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to focus.
	The person performing this job must possess the ability to work well under pressure.
	WORK ENVIRONMENT 
	The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Moderate noise (business office with computers, phone, printers and light traffic).</li>
<li>Ability to work in a confined area.</li>
<li>Ability to sit at a computer terminal for an extended period of time.</li>
</ul>
	AMERICANS WITH DISABILITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions. 
	DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work. 
	 
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

United Way of Greater Milwaukee & Waukesha County

United Way of Greater Milwaukee and Waukesha Cnty

Controller

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

United Way Maui

Maui United Way

Chief Financial Officer

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

United Way of the Mid-South

Senior Associate, DTD Grant Specialist

The Vice President of Finance &amp; Operations (VPFO) reports to and serves in an advisory capacity to the President / CEO, 
	Committee Chairs, and Board of Directors providing strategic leadership where needed. The VPFO is a member of the Senior 
	Leadership Team and is a strategic thought leader that embraces change for growth. The VPFO has strong business and financial 
	acumen and is accountable for the financial and risk management operations of the organization. The VPFO is responsible for 
	financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and 
	Building Services.
Leadership 
	• Leads staff in areas of finance, human resources, data systems, and operations 
	• Brings strong financial leadership and excellence in all areas of finance 
	• Has the ability to examine and understand strategic business needs and develops financial plans to support those needs 
	• Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives. 
	• Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports 
	for Board, Committees, management team, and staff 
	• Fulfills leadership role as a member of Senior Leadership Team.
Finance &amp; Operations 
	• Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants 
	receivable, revenue/expenses, bank reconciliations, cash flow projections, etc. 
	• Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration 
	with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for 
	future organizational planning. 
	• Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the 
	organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial 
	standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial 
	institutions, makes deposits, audits and reconcile accounts and processes, etc. 
	• Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances 
	to President / CEO, Finance Committee, and staff. 
	• Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for 
	timely compliance with requests and achieves a clean audit opinion. 
	• Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently. 
	• Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of 
	organization. 
	• Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards. 
	• Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. 
	Recommends action to President / CEO. 
	• Conducts risk assessment and recommends action to President / CEO as needed. 
	• Procures insurance coverage for worker’s compensation, D&amp;O, EPLI, General Liability, and Property. Manages claims 
	processing as needed. 
	• Creates capital expenditures budget and manages capital related improvements. 
	• Maintains personal property inventory and depreciation schedule. 
	• Reviews and authorizes work as related to data management, information systems update, communications technology, etc.
Human Resources 
	• Maintains HR files including employee personnel files and annual compliance records/reports
• Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved. 
	• Manages confidential information with integrity. 
	• Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by 
	employee and law, PTO/holidays, garnishments, etc. 
	• Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k 
	plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual 
	meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures 
	specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to 
	resolve questions and problems. 
	• Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems. 
	• Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations. 
	• Processes monthly benefits plan invoices for payment. 
	• Annually conducts open enrollment for employee benefit plans. 
	• Ensures that organization complies with employment law and mitigates risks associated with employment practices. 
	• Updates policy manual as needed to align with organizational and legal requirements. 
	• Creates and maintains systems for internal equity with skill set assessment, job banding, etc. 
	• Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and 
	carriers.
General 
	• Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization. 
	• Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and 
	staff. 
	• Complies with all policies &amp; procedures, participates in company meetings, events, and training, and represents the 
	organization in a professional manner. 
	• Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, 
	maintaining a clean and safe work environment for all. 
	• Seeks professional development to enhance job performance and productivity. 
	Required Competencies 
	• Ability to solve problems quickly and effectively. 
	• Highly organized with strong attention to detail. 
	• Honest approach to interpersonal relationships to ensure trust and confidentiality. 
	• Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others 
	in a way that shows compassion and attentiveness.
Other Duties 
	Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities 
	that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.
Finance &amp; Related Software Systems 
	• Andar (CRM System) – No prior experience required as software is used exclusively by United Ways across the nation. 
	• Quickbooks (or similar preferred) 
	• Microsoft Excel (3+ year preferred)
Minimum Qualifications 
	• CPA Preferred 
	• Bachelor’s degree in Accounting / Finance required; Masters Preferred 
	• Minimum five years of experience as a leader with financial accountability

United Way of Central Minnesota

VP of Finance and Operations

Reporting directly to the President and CEO, The Finance Director is responsible for all accounting duties for the United Way of North Central Massachusetts (UWNCM), including but not limited to data processing, deposit preparation, account and bank reconciliations, financial statements and budget preparations.  The Finance Director works closely with all UWNCM personnel to ensure timely and accurate processing and reporting.  The Finance Director produces and analyzes financial reports on a monthly/quarterly basis.  This is a 20 hour per week position.
Responsibilities and Duties
<ul><li>Complete month-end close, process all general ledger entries as received on a monthly basis</li>
<li>Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance</li>
<li>Analyze financial statements for discrepancies and other issues that should be brought to the attention of the President/CEO</li>
<li>Reconcile balance sheet and P&amp;L accounts</li>
<li>Work closely with Treasurer to prepare/present bi-monthly financial reports for the Finance Committee</li>
<li>Coordinate annual audit.  Work closely with the audit team to ensure a complete and timely audit</li>
<li>Maintain accounting controls by preparing and recommending policies and procedures</li>
<li>Maintain financial security by following internal controls</li>
<li>Comply with federal, state, and local financial legal requirements</li>
<li>Supervise part time Bookkeeper</li>
<li>Perform other duties as assigned by President/CEO</li>
<li>Prepare yearly operating budget, working closely with UWNCM Treasurer and President/CEO</li>
<li>Skills and Qualifications</li>
</ul><ul><li>Associate or Bachelor Degree in Accounting</li>
<li>4+ years’ experience in general or non-profit accounting</li>
<li>Expertise with QuickBooks accounting system and Andar Enterprise database</li>
<li>Excellent organizational, problem-solving, prioritization, and communication skills</li>
<li>Strong management skills</li>
<li>Ability to function well in a team-oriented environment</li>
<li>Detail-oriented with strong time management skills</li>
</ul>Benefits and Compensation
<ul><li>$40-$45 dollars per hour</li>
<li>401K Pension Plan</li>
<li>Paid Vacation/Holiday</li>
<li>Family Friendly Flexible Environment</li>
<li>Work Life Balance</li>
</ul>Please send resume to Lisa Normandin at <a href="mailto:Lisa@uwncm.org" target="_blank">Lisa@uwncm.org</a> .
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●    Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations. 
	●    Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●    Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●    Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●    Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

16 Controlling / Finance Jobs