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ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 


Job Title: Associate Director, Major Gifts Reporting To: Chief Philanthropy Officer 

Department: Philanthropy Position: Full-Time/Exempt 

 
PURPOSE OF POSITION 

The Associate Director, Major Gifts will be expected to build and manage a portfolio of $10,000 - 
$100,000 Orange County United Way donors and advance prospects with the potential to make six-figure 
gifts to support our work. 
 
Responsible for managing and cultivating relationships with existing major gift donors and prospects, as 
well as identifying new prospects. An ability to empathize with donors and clearly communicate our 
organization’s mission is key. This position is expected to energize volunteers and donors, and persuade 
prospects to engage with our giving programs. The Associate Director will bring an accomplished track 
record of establishing and growing major giving programs. This position reports to the Chief Philanthropy 
Officer. 
 
DUTIES AND RESPONSIBILITIES 

 • Secure major gifts at the $10,000 to $100,000 level with the goal of raising $1.5 to $2 million 
annually within two years. 

 • Identify, qualify, cultivate, solicit and steward major gift prospects that meet and exceed all 
activity metrics and revenue goals. 

 • Help our donors accomplish their philanthropic goals and ambitions through a relationship with 
our organization. 

 • Make direct, face-to-face solicitations, and assist the board and other volunteers and staff with 
their solicitations (e.g. provide portfolio development support, strategic counsel, and help with 
donor communications). 

 • Serve as the staff lead for select donor affinity groups, to be determined. 
 • Manage systems and software to track and cultivate donors and prospects, including our donor 

database and wealth screening tools. 
 • Manage a portfolio of 100 - 125 donors and prospects. 
 • Work with the supervisor annually to establish strategies and set goals. 
 • Meet weekly expectations for entry into donor database, completion of donor contact reports, 

donor meeting preparation, and ensuring that moves management plans are updated regularly. 
 • Acknowledge major donors through public and private recognition. 
 • Utilize and lead Associate executives, board members, and volunteers as natural partners in 

cultivating and soliciting gifts. 
 • Develop and maintain positive, collaborative working relationships with the philanthropy, 

development, and community engagement teams. 
 • Build a broad base of support for long-term sustainable revenues. 
 • Attend and assist with donor and organization events as needed. 
 • Other duties as assigned. 


ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

.. 
 

EDUCATION AND REQUIRED EXPERIENCE 

 • Bachelor’s Degree from an accredited university or college preferred. 
 • A minimum of three - five years of relevant fundraising experience in managing high-level donor 

and prospect relationships with success soliciting six-figure gifts. 
 • Nonprofit experience in working with individual donor, solicitation, engagement and stewardship 

within Orange County and/or Southern California strongly preferred. 
 

KNOWLEDGE, SKILLS, AND ABILITIES 

 • At least 3–5 years of nonprofit fundraising experience, with a track record of securing individual 
and major gifts and meeting goals. Knows how to make donors feel appreciated by 
understanding what matters to them. 

 • Comfortable using donor databases, prospect research, and wealth screening tools to stay 
strategic in donor engagement. 

 • A strong communicator, both in writing and speaking, who knows how to inspire action. 
 • Skilled at building and maintaining relationships—whether with donors, colleagues, or 

community partners through empathy, active listening, transparency of intention and positive 
communication interactions. 

 • Organized and detail-oriented, ensuring donors and partners always feel supported and 
promises are kept. 

 • Someone who brings people together around a vision and motivates them to achieve big goals. 
 • Works well with senior leaders, including the CEO and executive team, to advance fundraising 

efforts. 
 • Passionate about the mission of Orange County United Way. 
 • Able to juggle multiple priorities, meet deadlines, and stay focused on what moves the needle. 
 • Ability to travel as needed and attend events, including evenings and weekends. 
 • Access to reliable transportation 

TECHNICAL KNOWLEDGE 

 • Advanced computer skills with emphasis on Microsoft office (Outlook, PowerPoint, Excel, and 
Word) to support report development and goal tracking. 

 • Proficient in using Zoom and Teams. Experience with Andar a plus. 
 

COMPENSATION 

 • Commensurate with experience, education, and market $80,000 - $110,000 per year. 
Competitive benefits. 


ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 


PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to 

successfully perform the essential functions of this job. Reasonable accommodations may be made to 

enable individuals with disabilities to perform the essential functions. 

While performing the duties of this Job, the employee is frequently required to be able to remain in a 

stationary position 75% of the time. The person in this position needs to occasionally move about inside 

the office to access file cabinets, records, and office machinery. Constantly operates a computer and 

other office productivity machinery, such as a calculator, copy machine and computer printer. 

Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 

including under the desks. The person in this position frequently communicates with coworkers and 

customers who have inquiries about our business operations and the community we service; therefore, 

the person must be able to exchange accurate information. The employee must occasionally lift and/or 

move up to 25 pounds. 

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


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

Orange County United Way

Associate Director, Major Gifts

ABOUT UNITED WAYUnited Way mobilizes communities around the world to close gaps and open opportunities so everyone can thrive. Through our global network spanning 37 countries and 1,100 communities, United Way connects partners, donors, volunteers, and community leaders to tackle the root causes of the world’s most complex challenges while making a positive impact in the lives of millions of people. Learn more at unitedway.org.&nbsp;INTERN EXPERIENCE AT UNITED WAY WORLDWIDEInterns at United Way Worldwide gain valuable learning and working experience at a leading nonprofit organization. Our goal is to make every intern who works with us learn about the area of work they believe they plan to pursue after graduation. &nbsp;We want each intern to feel included, valuable, and productive in the department in which they are assigned. &nbsp; In addition to the hands-on experience, you’ll receive working at the largest nonprofit in the world, you will be provided with weekly meetings led by subject matter experts and professional development workshops when available.&nbsp;APPLICANT REQUIREMENTSThe internship opportunities are open to current students attending a college or university. Applicants must be eligible to work within the United States and have all documentation at the time of their application. Internship schedules will generally be Mondays through Thursdays, off on Fridays.&nbsp;POSITION DEPARTMENTMarketing and Communications/Creative Studio TeamPOSITION SUMMARYUnited Way Worldwide is looking for a qualified intern to join our internal Creative Studio team. Our team supports internal clients from United Way Worldwide with creative projects that span across print, digital, and video. All design projects are required to adhere to the proper implementation of brand graphic standards. Interns can expect to work closely with the Creative Studio team and in tandem with internal clients on a variety of projects that may include: events, website development, network toolkits, social media etc. Intern will refine their design skills and learn hands-on about graphic design, digital asset management, video production and digital development in a fast-paced environment.&nbsp;PRIMARY PROJECTS<ul><li>Designing social media posts</li><li>Creating and editing PPT presentations</li><li>Assisting in BrandFolder maintenance&nbsp;</li><li>Editing Photographs for brand consistency&nbsp;</li><li>Attending Design meetings</li><li>Assisting of the creation of internal communications materials</li></ul>REQUIRED SKILLS<ul><li>Currently enrolled in an accredited undergraduate or graduate school program</li><li>Passion to create on-brand, innovative designs for print and digital applications&nbsp;</li><li>Excellent design and software skills</li><li>Proficiency in the Adobe Creative Suite for digital and print design (InDesign, Illustrator, and Photoshop)</li><li>Proficiency in Microsoft Office Suite (Microsoft Word and Powerpoint)</li><li>Attention to detail&nbsp;</li><li>Please have a portfolio of design samples to share for consideration</li></ul>PREFERRED SKILLS:&nbsp;<ul><li>Knowledge of Digital Asset Management platforms and organization is a plus</li><li>Experience with animation or motion graphic design is a plus</li></ul>HELPFUL INFORMATION<ul><li>Weekly meetings and supplemental professional development workshops provided onsite</li><li>Complete a learning plan according to school’s requirements for those receiving a grade</li><li>Chance to meet and work with nonprofit subject matter experts and leaders at UWW</li><li>Free coffee &amp; tea onsite</li><li>Free parking at United Way Worldwide’s parking garage</li><li>Near Blue/Yellow Metro line (Braddock Metro Station) and then board Alexandria Free Dash bus that has stops directly across from our building</li></ul>LOCATIONThis internship takes place at the United Way Worldwide office at 701 N. Fairfax St., Alexandria, VA 22314.TIME FRAMESummer – June 2, 2025 to July 31, 2025Pay Rate: &nbsp;$21.00 - $25.00 / hourEQUAL OPPORTUNITY EMPLOYERUnited Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;or call 703-836-7100 and provide the nature of your request and your contact information.DIVERSITY &amp; INCLUSION STATEMENT OF PRINCIPLEUnited Way Worldwide opposes discrimination of any form as evident in our Diversity and Inclusion Statement of Principle. &nbsp;We take the broadest possible view of diversity.We value&nbsp;the visible and invisible qualities that make you who you are.We welcome&nbsp;that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily work.We commit&nbsp;to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.Thank you for your interest in an internship opportunity with United Way Worldwide. You will be contacted if your qualifications are a good match, and you are selected for an interview.

United Way Worldwide

Intern, Graphic Designer 

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

<h3>Title</h3>Assistant Director<h3>Department</h3>Liberty and Long County Office<h3>Reports To</h3>Area Director<h3>Summary</h3>Supports the Area Director, manages the administrative needs of the county office and programs, oversees receptionist duties, screens clients as needed, and assists with United Way direct services in conjunction with 211.<h3>Employee Expectations</h3>The UWCE is synonymous with charitable service and strives to positively impact the issues people care most about in our community. All UWCE employees are critical to our work and expected to present the best image for our organization as they represent the United Way in our community. All employees are expected to accept their responsibilities, adhere to acceptable principles in matters of personal conduct and exhibit a high degree of personal integrity at all times.<h3>Position Requirements &amp; Qualifications</h3><ul><li>Bachelor’s degree preferred, High School/GED with 2+ years’ experience required.</li><li>Public speaking experience required.</li><li>Fundraising/sales experience preferred.</li><li>Proficiency in Microsoft Suite of tools and social media platforms required. Valid driver’s license and reliable mode of transportation required.</li></ul><h3>Essential Job Responsibilities</h3>Community Relations<ul><li>Corresponds with community on behalf of United Way.</li><li>Maintains appropriate relations with other professional and social service groups in the community and serves on appropriate community committees.</li><li>Assess community needs and attempts to fill service gaps through available solutions.</li></ul>Building / Office Oversight<ul><li>Manages administrative operations of the County Office, including services, tenants (as applicable), leases, equipment and building maintenance.</li><li>Maintains and processes check requests, purchase orders and petty cash.</li></ul>Direct Service Management<ul><li>Screens and vets client requests for Women United, Landing Military Family Relief Fund and other County emergency funds.</li><li>Processes applications for client assistance.</li><li>Directs clients to appropriate community partners.</li></ul>Fundraising &amp; Public Speaking<ul><li>Participates in annual county campaign, as applicable.&nbsp;</li><li>Fundraises alongside the Area Director, including pacesetter presentations, kickoff planning and supervision of Ambassador.</li><li>Develops and implements campaign strategy alongside Area Director.</li></ul><h3>Traits &amp; Distinguishing Characteristics</h3><ul><li>Well organized, self-directed and ability to multi-task.</li><li>Maintains exceptionally high standards of integrity and confidentiality.</li><li>Takes ownership of work and demonstrates willingness to accept responsibility for decisions and actions.</li><li>Demonstrates commitment to quality in every task performed.</li></ul>United Way Core Competencies for All Staff<ul><li>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.</li><li>Relationship-Oriented:&nbsp;Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator: 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: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.&nbsp;</li><li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul><h3>Physical Demands</h3>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.<ul><li>Much of the work of this position is completed while sitting at a desk, using a computer and phone. Requires talking, hearing and visual acuity sufficient to perform these major functions.</li><li>Some events will require long periods of standing.&nbsp;</li><li>&nbsp;Occasionally includes reaching above shoulder heights, below the waist or lifting up to 50 pounds for events, office equipment, supplies and materials.</li></ul><h3>Status</h3>Exempt (Salaried)<h3>Annual Rate of Pay</h3>$40,000 - $43,000

United Way of the Coastal Empire

Assistant Director

POSITION SUMMARY&nbsp;(Eligible for Hybrid/ 3 days in office - Alexandria, VA)The Director, Impact, Partnerships, and Policy Communications creates and executes integrated communications plans to support programs, government partnerships, and public policy work that advance the United Way network’s capacity to drive community impact at scale.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES<ul><li>Creation and management of communications plans:&nbsp;Create and execute communications plans to advance United Way’s 211 network, government partnerships, and public policy work, as well as supporting areas of work, including community resiliency and disaster response.&nbsp;</li><li>Content development: In service to UWW’s integrated content strategy, source, draft, and/or edit internal- and external-facing content related to United Way’s four impact areas (Healthy Community, Financial Security, Youth Opportunity, and Community Resiliency), government partnerships that drive impact work, and public policy priorities that support United Way’s impact agenda.</li><li>Writing and editing:&nbsp;Develop marketing and communications materials such as impact stories, scripts, direct emails, intranet and website content, social media content, toolkits, fact sheets, FAQs, PowerPoint presentations, and other tools as needed.</li><li>Event communications:&nbsp;lead communications for all events related to relevant subject matter areas, including Advocacy Forum and 211 Forum.&nbsp;</li><li>Data, analytics and insights:&nbsp;Understand programmatic data and ensure appropriate integration of data points into Marketing and communications efforts. Analyze performance of communications and relevant tools/assets to inform future approaches to communications strategies.</li><li>Organization and project management: Ensure consistent excellence in work quality and accountability for multiple deadlines through clear project management practices, including use of tools for project sequencing (Smartsheet) and collaboration (Microsoft Teams).</li><li>Relationship building: Foster strong professional relationships with colleagues within UWW and across the network, and partner to ensure alignment with UWW’s marketing and communications strategies and messages.&nbsp;</li><li>Brand stewardship: Champion the global United Way brand and drive network adoption of brand messaging, guidelines, marketing assets and related tools and learnings to ensure consistency and effectiveness. Proactively look for and develop new opportunities to elevate the United Way brand.</li><li>Additional responsibilities:&nbsp;Perform other duties as assigned, contributing flexibly to the team’s overall objectives and initiatives.</li></ul>JOB REQUIREMENTS:&nbsp;Minimum requirements include:<ul><li>Bachelor’s degree or commensurate experience.&nbsp;</li><li>A minimum of seven years of progressive experience in a similar role&nbsp;</li><li>Demonstrated experience translating overarching organizational goals into effective communications strategies.&nbsp;</li><li>Demonstrated experience developing strategic communications plans targeting multiple audiences, as well as success defining and achieving communications metrics/goals.</li><li>Demonstrated experience writing effective, brand-aligned content for internal and external audiences. &nbsp;</li><li>Must be a solutions-oriented, strategic thinker and communicator.&nbsp;</li><li>Must be a strong writer, editor, and presenter, and an effective communications consultant. &nbsp;</li><li>Strong cultural competencies and ability to effectively communicate to a diverse, global audience.</li><li>Experience using marketing automation tools (e.g. Hubspot)</li><li>Experience using project planning/project management software (e.g. Smartsheet)&nbsp;</li><li>Demonstrate proven leadership skills to instill stakeholder confidence in the role and value of strategic communications.&nbsp;</li><li>Experience developing and implementing marketing and communications strategies for organizations that 1) have a charitable mission, 2) are federated/decentralized, and/or 3) are global in scope, is strongly preferred.</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.&nbsp;SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $130,000 to $145,000 per year. Salary is determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.­­COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned team. Participates in the articulation of and communicates work goals and objectives, as well as expected work results. Assists in identifying work quality standards and training team members and accepts responsibility for the team's achieved outcomes.Decision-Making/Risk-Taking -&nbsp;Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Creates consensus by involving others in the problem-solving process. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration -&nbsp;Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.Relationship Management -&nbsp;Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.Innovation/Creativity -&nbsp;Shares a deep commitment to the UW vision. Develops a "connected" vision for the Group. Has a plan to meet Group vision and contribute to overall success. Promotes a climate that values and rewards innovation and creativity. Acknowledges and champions the efforts of others to "think outside the box.” Maintains knowledge of current and emerging trends that affect United Ways, UWW and/or the non-profit sector. Demonstrates ability to analyze information and translate into specific, effective action/solutions.Talent Builder -&nbsp;Empowers people to perform. Motivates and develops staff. Encourages staff to take on challenging assignments and developmental opportunities. Aware of learning and career goals of each direct report. Effective coach (e.g., aiding staff to develop their own insights and actions) and takes advantage of coachable moments (e.g., times when people experience success, disappointment, or are trying a skill for the first time). Helps people learn the right lessons from experience. Gives employees guidance and tools needed to do the job and steps out of their way. Supports healthy balance between work and personal life. Gives credit and recognizes achievements. Gives opportunity for people to present and work.Emotional Intelligence -&nbsp;Self-aware. Shows empathy for the concerns, motivations, challenges, and lived experience of others. Curious about how others feel. Compassionate. Confronts others supportively. Remains composed under pressure. Low ego—has strength of character without needing to draw attention to or protect one’s self. Authentic. Slow to blame and quick to accept personal responsibility. Ability to resolve conflicts productively. Keeps promises and follows through. Keeps confidences. Leads from a position of equality. Leads with respect and inclusivity. Creates, promotes, and pronounces psychological safety free of discrimination, judgement, and retribution.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;or call 703-683-7863 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value&nbsp;the visible and invisible qualities that make you who you are.We welcome&nbsp;that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily work.We commit&nbsp;to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.

Director, Impact, Partnerships & Policy Communications

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

The Community Schools Coordinator is responsible for planning and implementing the United Way of Greater Knoxville’s Community Schools strategy, utilizing the Four Pillar model of shared collaborative leadership &amp; practice, active family and community engagement, integrated systems of support, and enhanced learning opportunities. This work is done in close collaboration with school leadership, educators, families, neighborhoods, and community partners at designated schools. This school-based role focuses on identifying and coordinating available community resources while developing innovative partnerships and strategies to provide holistic support for students and their families. Will adhere to the principles and philosophy of United Way of Greater Knoxville (UWGK).Essential Duties and Responsibilities include but are not limited to the following:&nbsp;<ul><li>Assess the strengths, needs, and opportunities within the community and school to develop an annual site plan that aligns with school goals and avoids duplication of efforts.</li><li>Monitor and evaluate school-wide and targeted strategies through data collection and analysis, reporting progress to school leadership and community partners.</li><li>Implement and coordinate site plan strategies, continuously assessing their impact and making necessary adjustments to maximize effectiveness.</li><li>Convene and facilitate a site steering committee composed of community members, family representatives, and school personnel to address and prioritize needs and opportunities collaboratively.</li><li>Partner with school administrators, educators, and CS leadership to build upon existing strategies while identifying new opportunities that support students' academic, behavioral, social, emotional, and resource needs.</li><li>Foster open and effective communication with all stakeholders, serving as a liaison between the school, site steering committee, and broader community networks.</li><li>Support the steering committee in identifying resource gaps, setting priorities, securing partnerships, and ensuring effective governance of CS activities.</li><li>Cultivate partnerships with local organizations that expand resource access for students and families, streamlining collaboration for efficiency, reducing redundancy, and increasing impact.</li><li>Manage budget allocations responsibly and seek additional funding opportunities to ensure the financial sustainability of CS initiatives.</li><li>Collaborate closely with school leadership to align initiatives with school-wide goals and maintain regular communication regarding progress and outcomes.</li><li>Serve as an integrated school faculty member, participating in relevant committees to contribute to strategic visioning efforts.</li><li>Support school &amp; community-wide engagement efforts by sharing information, coordinating events, and fostering a welcoming and inclusive environment.</li><li>Ensure targeted stakeholders can access the supports, programming, and events that align with identified school priorities.</li><li>Perform additional duties as assigned to further the mission of United Way of Greater Knoxville.</li></ul>Required Skills/ Abilities<ul><li>Strong interpersonal, customer service, and coaching skills, with the ability to cultivate relationships across diverse communities and organizational levels.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Teams, and PowerPoint) and a willingness to learn new technologies as needed.</li><li>Ability to analyze data, interpret reports, and use insights to inform decision-making.</li><li>Strong attention to detail, commitment to accuracy, sound judgment, and meeting deadlines.</li><li>Ability to navigate fast-paced environments, manage multiple priorities, and adapt to evolving needs.</li><li>A blend of emotional intelligence and analytical thinking to address complex challenges effectively.</li><li>Curiosity and openness to learning, innovation, and creative problem-solving. Resilience to effectively navigate challenges and overcome barriers among stakeholders.</li><li>Excellent verbal and written communication skills in English, with cultural responsiveness in engaging diverse audiences.</li><li>Commitment to the mission and values of United Way of Greater Knoxville.</li></ul>Minimum Education and Experience:<ul><li>Associate’s degree in social work, human services, business, or an impact-related discipline.</li><li>Minimum of 1 year of relevant work experience</li></ul>Desirable, But Not Required:<ul><li>Deep understanding of the local community, including its strengths and challenges, with an interest in and desire to fix upstream barriers.</li><li>Experience in education, social services, mental health, juvenile justice, or related fields.</li><li>Professional experience working within communities with similar strengths and needs.</li><li>Multilingual and/or multicultural experience is highly valued, particularly in working with Spanish-speaking communities.</li></ul>Physical Demands:<ul><li>Ability to remain seated and use a computer for extended periods.</li><li>Ability to facilitate meetings and events, including carrying and distributing materials.</li><li>Moves supplies and donations weighing up to 30 lbs.</li><li>Access to reliable transportation for meetings and events within the Greater Knoxville area and state and regional locations.&nbsp;</li><li>Occasional evening or weekend availability may be required, with flexibility.</li></ul>Work Environment:&nbsp;<ul><li>This role requires flexibility, as responsibilities may be carried out in various locations based on organizational and community needs.&nbsp;</li><li>The primary office setting is a standard school environment.&nbsp;&nbsp;</li></ul>Start your journey here:United Way of Greater Knoxville (UWGK) is part of a global organization that directly impacts our local communities. We are committed to fostering a collaborative culture where every team member feels valued, respected, and empowered to contribute. Our work is rooted in making a meaningful impact, changing lives, and embracing the strengths of our community. YOU are an essential part of making our mission a reality. Join a team of great people, collaborate on meaningful work, and serve the communities you call home while you do it. &nbsp;To model equitable hiring practices, UWGK strives to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set level, experience and training, and licensure and certifications. To support the ability to reward merit-based performance, UWGK typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $42,000- $60,000/year. How we think: Our human capital is our most valuable asset. The collective sum of individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part of our culture, reputation, and the organization’s achievement. &nbsp;When you join UWGK, you become a trusted advisor, collaborating with colleagues and community stakeholders to bring actionable insights that deliver meaningful and sustainable outcomes. In 2022, we celebrated the United Way of Greater Knoxville's centennial year and unveiled our plans for the next 100 years. &nbsp;As a Thriving United Way, we are broadening our scope to include systems-level work in the areas of Community Schools, Early Education, Economic Mobility, and Health Communities. We will continue acting as a nonprofit funder and supporter, but we will also advocate on a larger scale to create lasting, systemic change in our community. As an equal opportunity employer, we want to empower all our teammates to succeed and grow. Please let us know if you require accommodation at any point during the recruitment process. We will be happy to assist. Ready to become part of our mission? Join UWGK - where your ideas and actions make a difference. Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status, political affiliation, genetic information, or any other legally protected status or characteristics. UWGK provides reasonable accommodations to qualified individuals with disabilities. UWGK offers of employment are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary depending on specific job criteria. UWGK will consider employment-qualified applicants with arrest and conviction records in accordance with all local regulations and ordinances. UWGK will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with UWGK's legal duty to furnish information.

United Way of Greater Knoxville

Community Schools Coordinator

PreK4Ward Lead Teacher Job Summary:PreK4Ward Lead Teacher Position is located in the Harrison County School DistrictFollow the Mississippi Early Learning Curriculum for Four Year Old’s by employing instructional methods and materials that are most appropriate for meeting PreK4Ward goals and objectives.Create a classroom and school environment that is conducive to learning and appropriate to the maturity and interests of four-year-olds.&nbsp;Assume responsibility for the safety and wellbeing of students under his/her direct supervision.Maintain written lesson plans, identifying clear objectives for all lessons, and submit for administrative review as required.Evaluate students on a regular basis and provide progress reports as required.Maintain and submit reports and records as required.Effectively communicate with parents or guardians as required.Assist the administration in implementing all policies and/or rules governing student life and conduct and develop reasonable rules of classroom behavior and procedure and maintain order in the classroom in fair and just manner.Strive to maintain and improve professional knowledge.Attend meetings as requested.Perform such other duties and assume other responsibilities as may be assigned by United Way of South Mississippi.Qualifications:Elementary Education or Early Childhood Education Degree and MS Certification preferred or PreK 4 experience of ten years or more.&nbsp;Resume must be included for consideration.&nbsp;Must Pass DRUG/ALCOHOL SCREENING and CRIMINAL BACKGROUND CHECK as outlined by HSCD.EOE

United Way of South Mississippi

PreK4Ward Lead Teacher 

Job LocationUnited Way of Dallas - Dallas, TX Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!! United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity. And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED. Position Summary: The Customer Relationship Management system (CRM) Data Analyst plays a crucial role in helping the United Way of Metropolitan Dallas understand and enhance their relationships with customers. By leveraging a wealth of data, the Analyst will provide insights that drive fundraising strategy and improve donor stewardship. The ideal candidate will be comfortable working with various data sources and systems, while maintaining high standards of quality and efficiency. The Data Analyst role is to be performed with high standards of service to internal and external customers. To perform the job successfully, competitive applicants should demonstrate the following competencies: <ul> 	<li>Mission-Focused: Create real social change that leads to improving lives in our community.</li> 	<li>Relationship-Oriented: Is able to communicate effectively to develop, grow and sustain productive relationships. Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships.</li> 	<li>Results-Driven: Dedicated to shared and measurable goals; creating, resourcing, scaling, and leveraging strategies and innovations for broad impact.</li> 	<li>Stewards: Our actions, behaviors, and decisions on behalf of our donors must be transparent, meet the highest ethical standards, and align with organizational goals.</li> </ul> The Data Analyst will work with the Executive Director, CRM and Database management in the analysis of data, visualizing data with graphs, infographics and other methods to create informational and actionable reports. This position will collaborate with team leaders and key stakeholders to collect, organize, and analyze constituent data that supports department leads and executives in the development of business strategies to advance UWMD Community Impact work and achieve UWMD mission and growth objectives. Responsibilities include ensuring data quality, access to reports and analytics, and facilitating communication of outcomes. This position will have access to proprietary and confidential information and as such requires confidentiality in these matters, and high integrity to protect donor and UWMD information. Competencies for Success: <ul> 	<li>Proficiency in data processing software and business development strategies.</li> 	<li>Strong analytical and statistical skills. Experience in finding and understanding data patterns.</li> 	<li>Ability to visualize data and create comprehensive reports. </li> 	<li>Microsoft Power BI knowledge/skills</li> 	<li>Excellent research, organizational, and written and verbal communication skills, with technical and non-technical audiences</li> 	<li>A level of proficiency in working with CRM, including prospect and constituent management, data quality, in developing reports as well as an understanding of nonprofit fundraising processes. </li> 	<li>Exhibits professional and positive conduct when interacting with board members, volunteers, community leaders and the public, as well as internal team members.</li> 	<li>Displays strong organizational skills and ability to prioritize multiple tasks and assignments, including responding to urgent requests as needed.</li> 	<li>Strong relationship management, collaboration and customer service mindset</li> 	<li>Employs excellent verbal communication skills, including the ability to express oneself concisely and clearly.</li> 	<li>Demonstrates high attention to detail.</li> 	<li>Is a self-starter and acts in a self-directed manner with little or no supervision.</li> </ul> Essential Responsibilities: <ul> 	<li>Data collection and management </li> 	<li>Responsible for data being properly reviewed for accuracy, organized, stored, and maintained in the CRM system </li> 	<li>Responsible for the appropriate collection and management of data to facilitate reporting of key performance indicators and metrics by specific segmentations and revenue streams</li> 	<li>Ensure streamlined processes with the Accounting and Fundraising teams to effectively manage pledge reminders and invoices</li> 	<li>Reporting and Visualization 	<ul> 		<li> 		<ul> 			<li>Creating reports for internal teams, external clients, and/or stakeholders.</li> 			<li>Visualizing data with graphs, infographics, and other methods.</li> 		</ul> 		</li> 	</ul> 	</li> </ul> Leadership and Teaming Attributes: <ul> 	<li>Strong collaboration skills.</li> 	<li>High energy, positive, “can-do” attitude</li> 	<li>Ability to adapt and operate in a high-speed, dynamic environment.</li> 	<li>Ensure cross-functional collaboration to support achievement of UWMD goals and objectives.</li> 	<li>Perform other duties as necessary to achieve the goals of the organization.</li> </ul> Inspired to be a part of the change? We invite you to apply: <a href="https://unitedwaydallas.org/careers/" target="_blank">Careers - United Way of Metropolitan Dallas (unitedwaydallas.org)</a> United Way of Metropolitan Dallas offers: Medical, Dental, Vision, 403b retirement savings plans, Life &amp; AD&amp;D, LTD, PTO, Parental Leave Join the Live United team to be part of the change. Apply Today! Education &amp; Experience Requirements: <ul> 	<li>Bachelor’s degree, in a relevant field such as Data Science, Statistics, or Business Analytics preferred.</li> 	<li>Minimum of 3 – 5 years of experience in CRM or ERP system data analysis</li> 	<li>Microsoft Power BI knowledge/skills</li> 	<li>Familiarity with data visualization tools and techniques.</li> 	<li>Minimum of 2 years nonprofit technology experience or equivalent background preferred.</li> </ul>

United Way of Metropolitan Dallas

Data Analyst

POSITION SUMMARY Gain hands-on experience by supporting the planning and coordination of HFUW Events and Experiences, including in-person events, volunteer outings, and corporate activities. KEY RESPONSIBILITIES &amp; ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level:<ul><li>Assist with frequent offsite and onsite events, including volunteer outings and corporate group activities.</li><li>Support outreach and volunteer recruitment activities.</li><li>Assist with the marketing, coordination, and logistics of events and projects.</li><li>Update and maintain Customer Relationship Management (CRM) system and volunteer database.</li><li>Provide meeting support, including setup, notetaking, and observation.</li><li>Develop in-depth knowledge of Heart of Florida United Way events and experiences.</li><li>Help with the inventory and distribution of event supplies and equipment.</li><li>Assist in collecting participant success stories to highlight program achievements.</li><li>Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.</li><li>May be classified as essential, requiring prompt and effective action during critical situations to ensure the safety and well-being of the community.</li><li>Contribute to overall organizational success by performing other duties and responsibilities as assigned.</li></ul> JOB REQUIREMENTS Job requirements include:<ul><li>High School diploma or equivalent; pursuing a degree in a related field such as event management, hospitality and tourism, or nonprofit management is required.</li><li>Proficiency in Microsoft Office is required, with intermediate experience in Excel preferred.</li><li>Customer service skills and experience required.</li><li>Attention to detail and accuracy.</li><li>Ability to develop multitasking skills and adapt to a fast-paced environment.</li><li>Ability to learn to work independently with minimal supervision.</li><li>Excellent communication skills, both written and oral, with strong listening abilities.</li><li>Ability to utilize organizational skills effectively.</li><li>Must have access to a private, secure, and stable high-speed internet connection.</li><li>Must have access to a quiet, confidential workspace.</li></ul> COMPETENCY REQUIREMENTS Communications - Ability to communicate effectively.&nbsp; Business Ethics - Ability to work with integrity and ethics.&nbsp; Judgment - Ability to use sound judgement.&nbsp; Initiative - Ability to take initiative.&nbsp; Teamwork - Ability to work in a team environment. PHYSICAL DEMANDS Physical demands include:<ul><li>Constantly remaining in a stationary position, often sitting, or standing for prolonged periods.</li><li>Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.</li><li>Constantly repeating motions and fine manipulation that may include the wrists, hands, and/or fingers. Ability to type using a keyboard.</li><li>Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.</li><li>Constantly assessing the accuracy, neatness and thoroughness of the work assigned.</li><li>Constantly viewing information on a computer screen.</li><li>Constantly traveling to the office or offsite location.</li><li>Constantly lifting and moving of items weighing up to approximately 40 pounds.</li><li>Constantly bending, stooping, or kneeling.</li><li>Frequently ascending or descending stairs, ramps, and the like.</li><li>Frequently moving about to accomplish tasks or moving from one worksite to another.</li></ul> WORKING CONDITIONS Working conditions include:<ul><li>Inside working environment.</li><li>Frequent working in an outdoor environment with high or low temperatures.</li><li>Occasional early mornings, evenings, and weekend hours.</li><li>High level of long periods of concentration.</li><li>Frequent interactions with internal and external customers.</li><li>Reliable transportation required.</li><li>Occasional travel to multiple locations in Orange, Osceola, and Seminole Counties.</li></ul> Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you! Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays 80% of your premium. Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term &amp; long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW. 401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan. Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance.&nbsp; Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire,

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