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ABOUT UNITED WAYS OF CALIFORNIAOur Mission and Vision:United Ways of California’s (UWCA) mission is to improve health, education, and financial stability for low-income children and families by enhancing and coordinating the community impact and advocacy work of California’s United Ways. We imagine an equitable California where every individual has the resources and opportunities they need to thrive.Why You Should Join Our Team:The work that we do at United Ways of California is dedicated to removing systemic barriers and fostering inclusivity through diversity, equity, and inclusion. Our goal is to promote belonging, job satisfaction, and overall well-being. If you believe that everyone deserves opportunities to live a good life and are excited about the opportunity to work together to advocate for the expansion of policies and programs that support our three foundational pillars of education, health, and financial empowerment, then join us to build a better, thriving California.ABOUT THE POSITIONReporting to the Associate Director of Economic Mobility, the Free Tax Prep Assistance Coordinator will primarily help coordinate the organization’s network of partners providing free tax prep assistance services. The Free Tax Prep Assistance Coordinator will help manage organizational efforts to coordinate the UWCA network in our shared goal of increasing capacity and services to low-income Californians and connecting them to critical tax credits such as the Earned Income Tax Credit, the Child Tax Credit, and the California Earned Income Tax Credit.Working closely with the Economic Mobility Program Manager, this position will collaborate closely with the organization’s programmatic teams, a network of over 14 local United Ways, government partners, third-party vendors, and statewide outreach partners, and will be part of United Ways of California’s passionate 20+ staff working across the state to solve some of California’s most critical issues facing low-income families today. The Free Tax Prep Assistance Coordinator will have exposure to a wide variety of resources, tools, and best practices available through the United Way network, and will have the ability to make connections with other service staff across the state.ESSENTIAL JOB DUTIES AND RESPONSIBILITIES<ul><li>Implement coordination of critical free tax prep services via our systems such as web, chat, and text, including creating and deploying new content on these platforms.&nbsp;</li><li>Collaborate with local United Ways and statewide partners for the purpose of developing and implementing a comprehensive outreach and support program.&nbsp;</li><li>Create impactful new social media and web content, including graphics, and captions and help post generated social media content across all channels.</li><li>Be the primary point of contact for troubleshooting and training with partners, and sometimes clients, on MyFreeTaxes.org, GetYourRefund.org platform, and appointment scheduling to ensure successful client services.&nbsp;</li><li>Monitor on a day-to-day basis our service systems to ensure messages and questions are answered and/or directed to right partners.&nbsp;</li><li>Research and gather best practices and input from network members to collaboration and capacity building amongst our networks.&nbsp;</li><li>Track and maintain a variety of manuals and electronic files or records from our systems to provide up-to-date information and support to our network partners.&nbsp;</li><li>Track MyFreeTaxes.org analytics and other service system reports to ensure we’re on track to meet service deliverables; report information back to partners as needed/appropriate.&nbsp;</li><li>Provide input to system improvement efforts in partnership with key staff, partners, and organizations.&nbsp;</li><li>Coordinate the preparation and submission of reports on grant deliverables and expenditures as required by funders.</li></ul>REQUIREMENTS AND QUALIFICATIONSEducation And Experience<ul><li>Bachelor’s Degree or higher in relative field required (e.g. social services, communications, business, public relations, etc.) required.</li><li>Minimum of three years’ work experience either in project coordination, or providing</li></ul>program support in economic development, poverty reduction, education or humanservices designed to support low-income communities, in a private, public or non-profit organization.&nbsp;<ul><li>Minimum one year experience leading free tax prep programming preferred.&nbsp;</li></ul>Skills And Qualifications<ul><li>Familiarity with managing online and virtual data systems and platforms.</li><li>Tech savvy and quick to adapt to new programs; familiarity with using Slack, Zoom, Canva, Google Drive, Air Table and Dropbox a plus.</li><li>Strong verbal and written communication skills and comfortability in communicating with partners and members of the public. Bilingual in Spanish is strongly preferred.</li><li>Excellent judgment and problem-solving ability.</li><li>Ability to multitask under deadlines. Ability to efficiently manage time and effectively manage workload. Demonstrated ability to work remotely.</li><li>Self-starter with the ability to work independently with staff guidance.</li><li>Ability to travel to periodic quarterly in-person team meetings a plus.</li></ul>Other Requirements and Preferences<ul><li>Prolonged periods of sitting at a desk and working on a computer.</li><li>Strong ethical backbone, willingness to make the extra effort to do the right thing.</li><li>Reliable transportation with minimum insurance/liability coverage.</li><li>Ability to travel periodically across California for in-person meetings, if necessary (reimbursements for travel costs provided).</li></ul>LocationUnited Ways of California is a virtual office space. The Free Tax Prep Assistance Coordinator can be located anywhere within the state of California, but Bay Area, Sacramento, or Los Angeles is preferred.Compensation and BenefitsMedical, Dental and Vision Insurance, 401k Retirement Plan, Vacation LeaveTo ApplySubmit a signed cover letter and resume by email detailing your skills, experience, and why you are interested in this position.Email:&nbsp;<a href="mailto:HR@unitedwaysca.org" target="_blank">HR@unitedwaysca.org</a>(Word or .PDF format only)Deadline to Apply: October 30, 2024The United Ways of California is an Equal Employment Opportunity Employer. We value and honor the diverse experiences, knowledge, skills, and perspectives of each individual. Our commitment to fairness and equity means that discrimination and prejudice have no place here. We strive to create policies and practices that are unbiased, inclusive, and considerate of every facet of a person’s identity. If you require any accommodations to complete this application, please email <a href="mailto:HR@unitedwaysca.org" target="_blank">HR@unitedwaysca.org</a>.

United Ways of California

Free Tax Prep Assistance Coordinator

ABOUT UNITED WAYS OF CALIFORNIAOur Mission and Vision:United Ways of California’s (UWCA) mission is to improve health, education, and financial stability for low-income children and families by enhancing and coordinating the community impact and advocacy work of California’s United Ways. We imagine an equitable California where every individual has the resources and opportunities they need to thrive.Why You Should Join Our Team:The work that we do at United Ways of California is dedicated to removing systemic barriers and fostering inclusivity through diversity, equity, and inclusion. Our goal is to promote belonging, job satisfaction, and overall well-being. If you believe that everyone deserves opportunities to live a good life and are excited about the opportunity to work together to advocate for the expansion of policies and programs that support our three foundational pillars of education, health, and financial empowerment, then join us to build a better, thriving California.ABOUT THE POSITIONThe Marketing and Communications Manager will primarily oversee the overall strategy and day-to-day management of the United Ways of California’s (UWCA) social media channels and email marketing systems, support in-house Spanish translation and ensure content is accurate and culturally appropriate, and collaborate to improve analytics, reporting, and cross-organizational digital marketing efforts.ESSENTIAL JOB DUTIES AND RESPONSIBILITIESIntegrated Communications Strategy<ul><li>Collaborate with the team to develop clear communications objectives and methods for measuring qualitative and quantitative communications outcomes.</li><li>Develop a contextual understanding of the organization’s core programs and advocacy priorities and apply this knowledge to recommend strategies and tactics that advance the organization’s communications efforts; collaborate with the communications team to create multi-channel programmatic and issue-based communications strategies.</li><li>Support the streamlining of communications best practices, including helping create internal organizational guides, tools, and resources.</li><li>Help identify collaboration opportunities with local California United Ways; support strengthening systems of sharing communications best practices across the network and communications channels.</li><li>Help identify and implement equity and inclusion best practices (Including accessibility and translation).</li></ul>Social Media Strategy and Management<ul><li>Manage daily operations of all social media accounts, including Facebook, Instagram, Twitter, LinkedIn, and YouTube; schedule and post content consistently using Sprout Social, ensuring optimal timing for audience engagement.</li><li>Monitor trends and provide recommendations for new approaches and expansion into additional platforms, as appropriate.</li><li>Develop channel and audience-appropriate content; craft and implement targeted social media strategy to drive organizational awareness and program participation.</li><li>Collaborate with programs, policy, and communications teams to create monthly social media calendars aligned with programmatic dates, legislative timelines, monthly themes, and other organizational content strategy.</li><li>Collaborate with team members and partners to gather community stories, testimonials, and updates to share on social platforms.</li><li>Keep up to date on California issues to ensure social media content is timely, responsive, and appropriately relevant to and reflective of the state’s current political and economic climate.</li><li>Facilitate the growth of our online community; engage with relevant communities, partner and mission-aligned organizations, and on relevant issue areas to expand reach and impact.</li><li>Foster relationships with followers by responding to comments, messages, and inquiries in a timely manner, in both English and Spanish.</li><li>Collaborate with the Brand Manager for graphic design and toolkit creation needs; support toolkit implementation within Social Press Kit, as needed.</li><li>Make recommendations for sharing social media best practices and tools with community ambassadors, partner organizations, staff, and volunteers.</li><li>Support staff with creative development and alignment of paid social media ad campaigns with organic or boosted content; internally run and monitor campaigns, manage ad budgets, as needed.</li></ul>Digital Marketing and Analytics Support<ul><li>Assist with implementation of communications strategies; support in managing vendors, advertising, and digital marketing projects, as needed.</li><li>Manage email marketing systems; format emails to ensure visually appealing and effective communication, collaborate with team members to coordinate timely email sends, optimizing engagement and response rates.</li><li>Support list management; manage and segment email lists to improve targeting, maintain database health, and ensure compliance with privacy regulations.</li><li>Identify opportunities to optimize email campaigns; leverage automation tools, analyze performance data, and conduct A/B testing, as needed.</li><li>Set up systems to track and analyze performance metrics across social media and email platforms; develop insights and recommendations to inform future strategies.</li><li>Coordinate with the team to create streamlined dashboards and hubs for storing and viewing communications systems data, as needed.</li><li>Utilize Google Analytics to track website traffic and user behavior, providing actionable insights, as needed.</li><li>Share communications outcomes across the organization, including providing information for monthly grant reporting, as needed.</li></ul>Spanish Translation Oversight<ul><li>Translate and adapt communications materials (e.g., newsletters, social media posts, website content) into Spanish to ensure accessibility for diverse audiences.</li><li>Review and edit translated content to ensure accuracy, cultural relevance, and adherence to organizational tone and style.</li><li>Collaborate with team members to maintain consistent messaging across languages.</li><li>Develop and implement efficient processes for translating and localizing content to improve workflow and turnaround times.</li></ul>REQUIREMENTS AND QUALIFICATIONSEducation And Experience<ul><li>Bachelor’s Degree or higher in marketing, communications, graphic design, journalism, public relations, public policy, social work, nonprofit management, or related field preferred but not required.</li><li>Minimum of 5 years of related experience in social media management or digital marketing/communications (lived experiences may also be considered); prior nonprofit industry experience or relevant field is preferred.&nbsp;</li><li>Demonstrated experience with producing timely and effective written communications pieces; experience with writing for digital, web-based platforms preferred.</li><li>Strong understanding of digital marketing tools and techniques.</li><li>Tech savvy and quick to adapt new programs; familiarity with using Slack, Zoom, Canva, Google Drive, and Dropbox.</li><li>Experience working with low-income, diverse communities, with a commitment to racial and economic justice, a plus.&nbsp;</li></ul>Skills And Qualifications<ul><li>Sharp verbal and written communication skills; comfortability in communicating with partners and working directly with members of the public.&nbsp;</li><li>Bilingual—fluent in Spanish and experience communicating with external audiences in Spanish (written and verbal) required.</li><li>Strategic mindset and excellent planning skills, with an ability to plan and devise appropriate program strategies.</li><li>Strong project management skills and ability to multitask under deadlines. Ability to efficiently and independently manage time and workload.</li><li>Ability to support implementation and evaluation of marketing campaigns.</li><li>Proven track record of the ability to form strategic relationships with partners and stakeholders.</li><li>Strong interpersonal communication skills and emotional intelligence, and ability to work collaboratively with many stakeholders.</li><li>Ability to think and work independently, and do so diligently in a virtual office environment, to think creatively to solve problems with limited oversight, excellent judgment and problem-solving ability.</li></ul>Other Requirements and Preferences<ul><li>Prolonged periods of sitting at a desk and working on a computer.</li><li>Ability to travel periodically across California for in-person meetings, if necessary (reimbursements for travel costs provided).</li></ul>LocationUnited Ways of California is a virtual office space. The Marketing and Communications Manager can be located anywhere within the state of California, but Bay Area, Sacramento, or Los Angeles is preferred.Compensation and BenefitsMedical, Dental and Vision Insurance, 401k Retirement Plan, Vacation LeaveTo ApplySubmit a signed cover letter and resume by email detailing your skills, experience, and why you are interested in this position.Email:&nbsp;<a href="mailto:HR@unitedwaysca.org" target="_blank">HR@unitedwaysca.org</a>(Word or .PDF format only)Deadline to Apply: October 28, 2024The United Ways of California is an Equal Employment Opportunity Employer. We value and honor the diverse experiences, knowledge, skills, and perspectives of each individual. Our commitment to fairness and equity means that discrimination and prejudice have no place here. We strive to create policies and practices that are unbiased, inclusive, and considerate of every facet of a person’s identity. If you require any accommodations to complete this application, please email <a href="mailto:HR@unitedwaysca.org" target="_blank">HR@unitedwaysca.org</a>.

Marketing and Communications Manager

1 | P a g eUnited Way of Lancaster is looking for a Coordinated Entry Intake Specialist to join our PA 211 East team. United Way for nearly 100 years has brought together the financial resources of donors, the passion of community volunteers, the expertise of community partners, and the dedication of the United Way staff to create change in our community. If you are a passionate and dedicated individual with a desire to make a difference, we’d like to talk to you.This position works with the 211 Team to provide information, referral, and prescreening for County specific programs, while acting in accordance with our values, vision, and mission.Responsibilities: • Answering inbound phone calls in a professional manner.&nbsp; • Assessing caller needs and facilitating appropriate referrals for families andindividuals seeking information regarding homelessness including evaluation eligibility using criteria for specialized housing contracts. • Assessing the 211 database and Continuum of Care database for resources and appropriately refer calls. • Demonstrate proficiency in using call center software, computer hardware and telephone equipment. • Maintain accurate data files to include reporting data needed to complete the program’s monthly quality assurance and outcomes reports.Qualifications: • Bachelor’s degree in social work or equivalent work experience in health and human services field. • Bilingual in Spanish and English a plus&nbsp; • A Valid Driver’s License is required&nbsp; • Clearances are required with relevance to the positionThis is full–time, Monday – Friday. Hourly Rate is $20.00/hrWe offer a competitive compensation and benefits package.<a href="mailto:btice@unwlanc.org" target="_blank">mailto:btice@unwlanc.org</a>2 | P a g eAll United Way of Lancaster employees are employed at will.United way of Lancaster is an Equal Opportunity Employer committed to diversity in the workplace.All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability, or other protected status.Please send your resume to <a href="mailto:btice@uwlanc.org" target="_blank">btice@uwlanc.org</a>. No phone calls please.

United Way of Lancaster County

CoC Intake Specialist - 211 PA East

Love people and serving the community?&nbsp; Join the UWLES team! &nbsp;United Way of the Lower Eastern Shore (UWLES) is seeking an energetic professional for Office Manager in Salisbury, Maryland.This team member serves as the agency’s key contact in the front office for callers and office guests while collaborating closely with all team members, donors, volunteers, and community members.&nbsp; This role helps meet the organization’s mission through daily administrative tasks, database entry/data management, program and event support, facilities/vendor support, and basic accounting functions.The successful candidate must be an effective and positive communicator, have strong technical and organizational skills, able to manage concurrent projects with varied deadlines, and be open to creative solutions. &nbsp;This team member supports the agency’s outreach and fundraising events as well, and must be comfortable engaging with donors, volunteers, and community members.Candidates who share our values, commitment to community, and dedication to team success are encouraged to apply – we look forward to learning more about you!&nbsp; Submissions are accepted online and must include a cover letter, current resume and three (3) professional references.&nbsp;&nbsp;Primary duties include:<ul><li>Serve as the agency’s primary and initial contact with telephone and office support for general &amp; referral inquiries, community guests, donors, volunteers, visitors, and vendors.&nbsp; This person’s workspace is in the front lobby of our Salisbury, Maryland office.&nbsp;</li><li>Team/Project/Administrative Support duties, including but not limited to:<ul><li>Office technology support, including managing online tools/meetings, on-site technology, and coordination of vendor support.</li><li>Conference room scheduling, room preparations and care.</li><li>Managing office volunteers and related projects.</li><li>Pledge processing and maintaining confidential data in donor database.</li><li>Support for Finance Manager related to daily processing &amp; posting of receivables and payables, including utilizing database and QuickBooks.</li><li>Processing daily mail and packages.&nbsp;</li><li>Coordination/scheduling of board and committee meetings, with assistance in preparation &amp; distribution of communications and support materials.</li><li>Facilities and supplies management – maintaining safety protocols, organization of primary office and storage areas, facilitating supply/equipment orders, vendor/maintenance scheduling, and maintaining general office inventory.</li><li>Coordination of direct mail processes in donor database and Excel such as managing mail lists, producing letters, and facilitating with team and print/mail vendor.</li><li>Maintain database and reports for agency’s direct program(s) as needed.</li><li>Event administrative, logistics, and outreach support as needed to ensure positive guest experiences.</li></ul></li><li>Administrative support as needed for Leadership, Development, and Impact team members.</li><li>Additional duties as assigned based on interests, talents, and ability.</li><li>Occasional evening or weekend hours will be required to support the agency’s outreach and fundraising needs.</li></ul>Minimum Qualifications include:<ul><li>Ability to work in a dynamic, inclusive team environment with a community-centered philosophy.</li><li>Comfortable in engaging directly with donors, volunteers, and community members at outreach, fundraising or community events.</li><li>Professional, positive, and friendly interpersonal and customer service skills. &nbsp;Commitment to equality, kindness, integrity, and confidentiality at all times.</li><li>Excellent oral and written communication skills.</li><li>Adaptable with strong multi-tasking &amp; prioritizing skills.&nbsp;</li><li>Able to work both independently and with teams of staff and volunteers.</li><li>Advanced computer skills required:&nbsp; high proficiency with all Microsoft Office products (Excel, Outlook, Word, SharePoint, etc.); ability to master databases; Experience with QuickBooks preferred.</li><li>Ability to quickly learn and excel in new programs, database platforms and processes.</li><li>Strong organizational skills.</li><li>Adaptable and flexible to dynamic work environment, with strong multi-tasking and prioritizing skills.</li><li>3 to 5 years of administrative support or relevant experience.</li><li>High school diploma/GED or its equivalent; Associate degree preferred.</li><li>Physical needs of position may include extended periods of sitting or standing and lifting items up to thirty (30) pounds.&nbsp;</li><li>Use of own vehicle in performance of some duties will be needed. Standard mileage reimbursement is provided (excluding daily commute).</li></ul>This is a full-time, salaried exempt position.&nbsp; Minimum salary is $44,000 and maximum salary is $46,000.&nbsp; &nbsp;Standard office and work hours are 8:30 am – 5:00 pm, Monday-Friday.&nbsp;Options for a four-day work week with a modified daily schedule are available with leadership approval. &nbsp;Occasional evening or weekend hours will be required to support the agency’s outreach and fundraising needs.&nbsp;Benefits:&nbsp; A full benefits package is offered and includes options for health, dental, vision, life insurance with AD&amp;D, long-term disability, workers compensation, unemployment, and supplemental insurances – most with employer paid portions which vary by type/plan; Simple IRA retirement is offered, with match after first year; &nbsp; Paid time off includes sick, vacation, personal, holiday, military and bereavement for immediate family; additional unpaid parental/caregiving leave available.&nbsp;UWLES is an Equal Opportunity Employer and candidates from all backgrounds and cultures are encouraged to apply. &nbsp;Reasonable accommodations may be available for individuals with disabilities to perform the essential duties.UWLES is a high-performing nonprofit leader of solutions, funding, and collaboration for the challenges of our region. &nbsp;We leverage talents, relationships, and financial resources to drive community change. &nbsp;Impacting 1 in 3 neighbors annually in our four-county service area, UWLES harnesses the power of our community to advance health, education, and financial stability for all neighbors.

United Way of the Lower Eastern Shore

Office Manager

Purpose and Scope of Job:The Resource Development Director is responsible for the development and execution of a comprehensive plan for revenue generation and year-round stewardship of key relationships. This role&nbsp;provides both the leadership and support to meet our community’s ongoing needs and to grow UWSWI’s philanthropic network. In addition, the Resource Development Director will guide and support a variety of volunteer-led committees, workplace champions, and Campaign leadership, with the goal of maximizing financial resource potential. The Director must be adept in soliciting charitable support, relationship management, project planning, and communication.Essential Responsibilities:&nbsp;Revenue &amp; Resource Generation<ul><li>Lead the development and implementation of a comprehensive, innovative development plan with clearly defined goals, timeframes, and metrics that maximize financial resources l&nbsp;</li><li>Use data to measure progress against key metrics and adapt to facilitate continuous improvement&nbsp;</li><li>Identify potential opportunities to increase revenue, including affinity groups and the re-engagement of lapsed donors&nbsp;</li><li>Equip Campaign volunteers with resources to support successful implementation of the Campaign, including training, sample strategies, and messaging&nbsp;</li><li>In conjunction with the Finance Department, ensure proper handling and management of donor data within the Andar donor database system&nbsp;</li><li>Represent United Way at various community events&nbsp;</li><li>Identify potential grant funding sources to support UWSWI Pathways or internal programs, including writing grants or assisting a grant-writer and coordinating grant reporting&nbsp;</li></ul>Relationship Management<ul><li>Build, maintain, and steward year-round relationships with Campaign Cabinet volunteers, key corporate contacts, and Leadership donors with the goal of expanding opportunities and increasing revenue&nbsp;</li><li>Research, identify, and develop relationships with business and individual prospects, sharing the United Way value proposition through in-person meetings and strategic communication&nbsp;</li><li>Develop strategies to assist in the recruitment of key campaign leadership volunteers and cultivate their engagement&nbsp;</li><li>Solicit constructive feedback from Cabinet, committees, and donors to identify areas for continuous improvement of processes, messaging, or implementation&nbsp;</li><li>Ensure proper recognition and acknowledgement of donations, sponsorships, and in-kind services; including, but not limited to, donor events, communications, and advertisements&nbsp;</li></ul>Campaign Management<ul><li>Develop yearly Campaign plan, budget, key events, and timelines to ensure smooth implementation of campaign activities&nbsp;</li><li>Track revenue generation, retention, and business activity throughout the year; update projections to target, and conduct the appropriate account analysis to build and refine business goals&nbsp;</li><li>Create and maintain a variety of reports for various Cabinets, Committees, volunteers, and UWSWI Leadership, succinctly capturing Campaign activity and progress toward goals&nbsp;</li><li>Facilitate ongoing communication among the Campaign Cabinet and Committees by hosting calls, in-person meetings, or providing regular email reports&nbsp;</li><li>Ensure proper planning, implementation, and follow up for a portfolio of workplace campaigns&nbsp;</li></ul>Leadership &amp; Supervision:<ul><li>Provide direct reports clear direction and support to achieve department/individual goals</li><li>Foster regular, open communication and constructive feedback in evaluating performance, promoting accountability and alignment with organizational vision and values</li><li>Identify opportunities for training and professional development</li></ul>Core Competencies:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<ul><li>Strategic</li><li>Results-oriented</li><li>Exceptional communicator</li><li>Empathetic</li><li>Problem-solving</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree in business, marketing, or nonprofit management with at least 5 years fundraising experience; will consider a combination of education, training, and related business experience (sales/relationship management)&nbsp; &nbsp; &nbsp;</li><li>Proven track record of soliciting and securing donations, sponsorships, or major gifts&nbsp;</li><li>Advanced project management skills, with demonstrated attention to follow-up&nbsp;</li><li>Demonstrated ability to plan the development of new revenue streams (both short- and long-term) and ability to bring them to fruition&nbsp;</li><li>Exceptional interpersonal and communication skills (written and verbal); ability to build relationships and influence a diverse range of people&nbsp;</li><li>Experience with donor or Customer Relationship Management (CRM) databases preferred&nbsp;</li><li>Proven self-starter and team player, leading projects independently and demonstrating proficiency in identifying solutions and opportunities&nbsp;</li><li>Demonstration of strong analytical skills in evaluating and interpreting fundraising data&nbsp;</li><li>Strong presentation skills, confidently articulating messages in group and individual settings</li><li>Experience with grant writing and/or grant reporting is a plus&nbsp;</li><li>Demonstrated proficiency with MS Office and other common software applications</li><li>Valid driver’s license; required minimum insurance coverage and daily access to reliable transportation</li></ul> Physical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

United Way of Southwestern Indiana

Resource Development Director

Purpose and Scope of Job:The Chief Financial &amp; Administrative Officer (CFAO) is the organization’s senior financial position and oversees all matters related to such. The CFAO is responsible for all accounting, finance, and treasury functions, as well as developing the financial infrastructure and systems needed to safeguard UWSWI’s financial assets. The CFAO is also responsible for providing operational leadership and management of proper internal controls, administrative and reporting procedures, information technology infrastructure, and people systems to effectively meet the mission and strategic objectives of the organization. This role serves as a strategic partner to the President &amp; CEO, advising and counseling on all financial matters, contracts, compliance, and enterprise risk, enabling the organization to respond to changing or adverse circumstances.&nbsp;Essential Responsibilities:Finance &amp; Data Management<ul><li>Advise, plan, and directly oversee all financial functions</li><li>Set strategy and review the annual budget</li><li>Review, analyze, and report on monthly results; update strategic financial plans and forecasts; provide quarterly financial reporting to internal and external stakeholders; and manage key contracts</li><li>Monitor the performance and application of investment funds</li><li>Prepare all financial materials for Board of Directors and Finance Committee, presenting information as requested. Also serves on selected taskforces as needed</li><li>Prepare cash flow projections and ensure adequate funding</li><li>Remain current on GAAP principles and tax laws applicable to nonprofit entities</li><li>Oversee grant administration, including federal, state and private grants</li><li>Analyze internal operations and identify areas for process improvement and enhancement</li><li>Monitor financial performance metrics and establish corrective measures as needed</li><li>Foster a success-oriented, accountable environment within the organization&nbsp;</li><li>Provide data analytics strategy and support to other staff or departments as needed</li></ul>Administrative &amp; Operations<ul><li>Oversee the functions of&nbsp;human resources, information technology, facilities, and office operations</li><li>Collaborate with the CEO to design, develop, and implement business strategies, plans, and procedures that align short and long-term objectives with organizational vision and operational strategies</li><li>Proactively manage information and technology vendor relationships. Recommend capital improvements as necessary</li><li>Provide oversight and act as primary point of contact for all UWSWI technology and data systems, including CRM</li><li>Ensure recruiting, onboarding, professional development, and retention strategies are comparable to market</li><li>Oversee the payroll function and ensure compliance with all 403b plan documents, federal and state regulations</li><li>Oversee all insurance policies, providing for adequate coverage in all areas</li><li>Negotiate, maintain, and ensure compliance with contracts regarding outsourced facilities maintenance&nbsp;</li></ul>Fiscal/Legal Compliance &amp; Controls<ul><li>Ensure internal controls &amp; systems are adequately designed and operating effectively</li><li>Oversee the annual financial statement audit and single audit</li><li>Oversee all tax and other required filings</li><li>Maintain banking relationships and ensure covenant compliance</li><li>Review financial legal matters and contracts</li></ul>Leadership &amp; Supervision:<ul><li>Provide direct reports clear direction, support, and mentorship to ensure a smooth, cohesive financial operation and attainment of department/individual goals</li><li>Foster regular, open communication and constructive feedback in evaluating performance, ensuring accountability and alignment with organizational vision and values</li><li>Oversee reconciliations, journal entries, cash receipts, directed gift reporting, and payments</li><li>Identify opportunities for training and professional development</li></ul>Core Competencies:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<ul><li>Ethical business conduct</li><li>Integrity</li><li>Strategic</li><li>Results-oriented</li><li>Analytical</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree in accounting, finance or business management required</li><li>CPA and/or Master of Business Administration, a plus</li><li>A minimum of 5 years of experience in a senior financial role in a complex organization with multiple revenue streams and/or as an auditor of nonprofits</li><li>Strong communication skills including a disposition to explain finances and financial concepts to individuals with varying degrees of financial understanding</li><li>An understanding of, or experience with, nonprofit organizations</li><li>Ability to read, analyze, and interpret complex documents; respond promptly and effectively to inquiries; prepare and deliver effective presentations to staff, board, committee members, and the public</li><li>Analytical skills, including modeling and the ability to apply logical thinking to a wide range of intellectual and practical problems</li><li>Proven self-starter and planner, prioritizing work to meet tight deadlines</li><li>Experience managing finance, human resources and/or information technology</li><li>Working knowledge of IT/business infrastructure, HRIS systems, accounting software and proficiency with Microsoft Office Suite</li><li>Valid driver’s license; required minimum insurance coverage and daily access to reliable transportation</li></ul>Physical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

Chief Financial & Administrative Officer

POSITION SUMMARY&nbsp;(Hybrid, 3 days in office - Alexandria, VA) &nbsp;The Vice President, Executive Communications provides leadership, planning, and execution of strategic communications management for the President &amp; CEO of United Way Worldwide and select others executive leaders as assigned (i.e., Board Chair).&nbsp;Collaborating with the Chief Executive Officer and the Executive Leadership Team, the Vice President, Executive Communications is responsible for developing a strategy and executing on a broad range of communications and messaging activities that elevate Executive(s) leadership voice and global positioning, align with organization objectives, and engage key stakeholders. The Vice President, Executive Communications will work to help devise appropriate thought leadership platforms for Executive leadership and develop or oversee the creation of external and internal communications and messaging materials.The Vice President is a seasoned professional with a demonstrated track record of navigating complex environments, demonstrates a high degree of judgement and discretion, is persistent and creative, and acts with a sense of urgency. This in-person position is based at United Way Worldwide’s headquarters in Alexandria, Virginia.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONThe Vice President must be able to perform essential duties listed below:<ul><li>Oversight: &nbsp;Management of other Executive Office communications staff and oversee executive communications consultants.</li><li>Speech Development:&nbsp;Research, write, and edit speeches for Chief Executive Officer. Contribute to the development of speeches, presentations, talking points, correspondence, social media posts, op-eds, blogs, thought-leadership papers on a variety of topics, as well as background material and research for events and meetings.</li><li>Message Strategy:&nbsp;Collaborate with internal teams, external partners, and content experts to define key messages and themes, ensuring consistency across all communications, including social media platforms, and&nbsp;seamless execution for Chief Executive Officer’s public and private engagements. Provide creative thinking on how United Way’s vision, mission, and goals are connected to external events and the ever-changing environment. Identify opportunities to leverage such events to promote the messages of the Chief Executive Officer.</li><li>Presentation Support:&nbsp;Assist in developing engaging presentation materials, including slide decks and visual aids, which complement Chief Executive Officer’s speeches and public appearances.&nbsp;Archives all presentations, speeches, and talking points for easy accessibility and future use and reference.</li><li>Research and Analysis:&nbsp;Conduct thorough research on relevant topics, trends, and audience interests to inform speech content and ensure accuracy.</li><li>Feedback Incorporation:&nbsp;Revise speeches based on feedback from Executive leadership and other stakeholders to refine messaging and delivery.</li><li>Crisis Communication:&nbsp;Collaborate with internal teams to assist in crafting statements and messages for sensitive or crisis situations, maintaining the organization’s voice and integrity.</li><li>Collaboration:&nbsp;Serve as general communications liaison between Executive Office and Marketing &amp; Communications team to&nbsp;ensure alignment in messaging and to leverage insights for speech development.</li><li>Training and Preparation:&nbsp;Travel with the Chief Executive Officer when requested to provide strategic and operational support, including advance work, meeting preparation, logistics coordination, communication with constituents and staff, as well as follow up to specific requests. Provide support for Executive leadership during speech rehearsals, offering guidance on delivery and presentation techniques.</li><li>Other duties as assigned.</li></ul>JOB REQUIREMENTSMinimum requirements include:<ul><li>Bachelor’s degree.</li><li>Minimum of eight to ten years of progressive experience in similar roles.</li><li>Five years of owning and initiating the work rather than being assigned the work is desirable.&nbsp;</li><li>Demonstrated success in crafting substantive and cohesive messaging, which has been successfully communicated to key audiences and resulted in a measurable difference (i.e. elevated profile, broadened visibility, increased funding, etc.). Writing samples are required.&nbsp;</li><li>Ability to quickly distill complex concepts into interesting and digestible pieces; ability to listen actively and thoughtfully and incorporate ideas to influence strategy and shape content.&nbsp;</li><li>Experience serving in an operational capacity, staffing and supporting an executive.&nbsp;</li><li>The ideal candidate will be up to date on relevant current events and policies in various sectors aligned with United Way priorities.&nbsp;</li><li>This person will be expected to accommodate the Chief Executive Officer’s extensive domestic and international travel schedule, with an understanding that there may be a need to work across various time zones.&nbsp;</li><li>They must be as flexible and responsive as is necessary.</li><li>Passion for the mission and excitement for the delivery of the work must be palpable in the person who holds this position.</li><li>In addition to being an experienced writer, the position requires strategic thinking, excellent oral communication skills, comprehensive proficient computer skills, as well as exceptional teamwork and interpersonal skills.&nbsp;</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.SALARY STATEMENTThe budgeted salary range for this position is currently $175,000 to $185,000 per year. Proffered salaries are determined by several factors, including the applicant’s knowledge, ­­­skills, and relevant experience; equity; and market factors.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. Protects the United Way brand, promoting its relevance and status to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.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. 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 it into specific, effective action/solutions.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 -836-7112 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.LIVE UNITED.

United Way Worldwide

Vice President, Executive Communications

The OpportunityUnited Way of New York State (UWNYS) seeks an innovative leader to serve as its next President &amp; CEO to shape the future of the network and increase collective impact across the State. Founded in 1975 to bring together local United Ways to have a voice in state policy, the network is at an exciting turning point and evolving to a Thriving United Way model to build upon local expertise and leverage the power of a statewide network to help improve the lives of all New Yorkers. &nbsp;The next President &amp; CEO, in partnership with network members and the Board, will define, shape and support a new strategic vision for the organization. The successful candidate will come with a growth mindset with proven progressive leadership experience, excellent track record in government and philanthropic fundraising, advocacy, and strong communication and networking skills. In June 2024, the UWNYS network completed an organizational visioning process and identified 3 key priority areas for UWNYS: Fundraising, Visibility, and Advocacy. The next President &amp; CEO will position the network as the “go-to” for local solutions and promote the power of the network, expand financial support from government and other sources, influence public policy, develop and manage statewide initiatives, including 211 and ALICE, that support the needs of local United Ways and the constituencies they serve. The next CEO must demonstrate a passion for United Way and be able to engage its membership and other stakeholders to advance the mission through collaboration, professional contacts and strategic communications.About United Way of New York State (UWNYS)Founded in 1975, UWNYS is a statewide advocacy and professional association representing 33 local United Ways across the state with a mission to strengthen the capacity of United Ways to be leaders in achieving results that improve the lives of all New Yorkers. UWNYS is composed of its United Way membership and the 211 networks, with combined annual revenue of $3M and two full-time and two part-time staff. The organization is funded primarily by membership dues from local United Ways and State grants.&nbsp;Essential Duties &amp; ResponsibilitiesNetwork Leadership, Visibility &amp; Support<ul><li>Provide leadership for the UWNYS network by shaping a strategic vision, operational plan, structure and network alignment to achieve the mission &nbsp;</li><li>Serve as a collaborative and guiding force in unifying the United Way system in New York State that leverages the strengths of local United Ways and connects member organizations at the regional and state levels for the greater benefit of all New Yorkers.</li><li>Identify and champion statewide opportunities or the network to increase resources, mission, and visibility of the strength of the network&nbsp;</li><li>Identify needs and support local United Ways with professional tools, guidance, and opportunities – including, but not limited to, hosting professional learning circles, identifying operational cost savings, shared services, and partnership opportunities, managing change, promoting diversity and inclusion, fundraising, and advocacy.&nbsp;</li><li>Foster partnerships and collaborations with local government agencies, nonprofits, healthcare providers, and community organizations to streamline service delivery and ensure that 211 is well integrated into the local social service ecosystem.</li><li>Partner with United Way Worldwide (UWW) to elevate the New York State network for new opportunities, identifying best-in-class learning from across the globe, and supporting the evolution to a Thriving United Way model. Represent NYS with UWW state association leadership.</li><li>Elevate the impact of the United Way and 211 networks through increased visibility, communication, and strategic opportunities. &nbsp;</li></ul>Government Relations &amp; Advocacy&nbsp;<ul><li>Serves as the designated spokesperson for UWNYS in communicating with state and federal government officials, press and public at large on network and statewide issues.</li><li>Provide leadership for the development and execution of a public policy agenda to strengthen and support the mission of UWNYS and local United Ways, and the public policy goals of key partners including state and local governments, business, labor and human service agencies.</li></ul>Resource Development &amp; Fundraising&nbsp;<ul><li>Identify public initiatives and funding opportunities for UWNYS and local United Ways to achieve mission. Train and support local United Ways to engage at the state and Federal level.&nbsp;</li><li>Manage grant applications on behalf of the shared network as identified</li><li>Coordinate statewide fundraising and advocacy efforts to support the UWNYS and key statewide initiatives, including the 211 system and ALICE.</li></ul>Board of Directors, Volunteer, and Staff Management&nbsp;<ul><li>Support the Board and committee chairs to develop and implement strategic and operational plans that advance the mission of UWNYS and 211.</li><li>Develop and support the volunteer committees of the network and structure to accomplish the goals and objectives of the organization.</li><li>Oversee the staff of the UWNYS organization, direct and manage staff responsibilities.&nbsp;</li><li>Oversight and support of Board committees, financial reporting, and regulatory compliance</li></ul>Experience, Skills &amp; Competencies&nbsp;<ul><li>Growth and opportunity driven, strategic thinker with sound technical skills, analytical ability, good judgment, strong operational skills</li><li>Exemplary non-profit and government relations experience</li><li>Solid knowledge of the state legislative process and ability to navigate the political, economic, and social environments that impact public policy decision making.&nbsp; &nbsp;</li><li>Collaborative and creative management style, trustworthy and demonstrates high ethical standards&nbsp;</li><li>Experienced negotiator and facilitator, able to bring people together regardless of differing needs and viewpoints to pursue the common good for network goals, public policy and legislation.</li><li>Well-organized and self-directed, able to think independently and find opportunities&nbsp;</li><li>Excellent written &amp; verbal communication skills, proven ability to strategically utilize social media &amp; technology; able to deliver persuasive speeches and presentations on controversial or complex topics</li><li>Master’s degree preferred. Bachelor’s degree or equivalent; and ten years related experience and/or training; or equivalent combination of education and experience.&nbsp;</li><li>Consistently demonstrates the values and mission of United Way&nbsp;</li><li>Performs other duties as assigned&nbsp;</li></ul>Compensation and BenefitsReports to: Board Chair and Board of Directors&nbsp;Location: This position is required to have a significant presence in the Capital Region of New York State most of the year. New York residency is required.&nbsp;Local travel required: Out-of-town travel occasionally required; ability and willingness to travel around the state to understand the challenges and opportunities of local United Ways, national conferences and trainings.&nbsp;FLSA Classification: ExemptSalary Range: $120K -$150K based on experience, plus excellent benefits package.Start Date:&nbsp;As soon as possible.To apply, please forward a cover letter and resume to Jackie Gordon &nbsp;(<a href="mailto:jackie.gordon@uww.unitedway.org" target="_blank">jackie.gordon@uww.unitedway.org</a>) by January 15, 2025. (No phone inquiries please)This job description lists only the responsibilities and qualifications deemed essential to the position in support of the ADA. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. United Way of New York State is an Equal Opportunity Employer. This policy prohibits discrimination based on sex, race, color, religion, creed, national origin, age, marital status, sexual orientation, gender expression, disability, genetic predisposition, veteran status, or status as a member of any other protected group or activity.&nbsp; &nbsp;

President & Chief Executive Officer

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

VITA Site Coordinator

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES
Summary/Objective 
	Reporting to the Director of Impact and Resource Development, this position is responsible for providing intensive case management support, individualized coaching, and navigational support to community members and community partners, to coordinate and deliver whole person care to individuals facing significant challenges and barriers. As part of the UWFM 211 team, this position works to reduce barriers to career pathways and employment, and to promote economic security and wealth creation.&nbsp; KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Conduct a whole person assessment to understand a unique situation, goals, and barriers.</li>
<li>Assist individuals to identify strengths and community support, prioritizing the most critical barriers.</li>
<li>Develop individualized plans that address identified barriers and goals.</li>
<li>Utilize resource database to find resources available to execute individual plans.</li>
<li>Assist individuals to access services to relevant resources and services that stabilize and improve their educational and wealth creation opportunities as well as their overall wellbeing.</li>
<li>Establish and maintain effective communication with all relevant stakeholders, including clients, team members, and external partners.</li>
<li>Act as a main point of contact to resource partners for caseload, addressing concerns and providing regular updates on case progress.</li>
<li>Analyze complex issues and challenges within cases and care coordination system.</li>
<li>Develop innovative solutions to address challenges and barriers on behalf of caseload and care coordination services.</li>
<li>Collaborate with cross-functional teams to overcome obstacles and achieve desired organizational and department outcomes around care coordination and reducing the racial wealth gap.</li>
<li>Continuously assess and enhance case management processes and methodologies.</li>
<li>Implement best practices to optimize case management efficiency and effectiveness. 
		&nbsp;</li>
</ul>EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Knowledge of common barriers faced by Fresno and Madera community members, specifically those from disinvested communities of color.</li>
<li>Strong interpersonal and communication skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Empathy and the ability to build rapport with clients.</li>
<li>Strong analytical, problem-solving skills and the ability to develop creative solutions.</li>
<li>Cultural sensitivity and the ability to work with diverse populations.</li>
<li>Familiarity with community resources and support services.</li>
<li>Experience using case management software and other relevant tools.</li>
<li>Proficiency in maintaining accurate records and documentation.</li>
<li>Commitment to client-centered, strengths-based approaches.</li>
<li>Knowledge of community programs, resources, and compliance requirements.</li>
<li>Strong organizational and time-management skills.</li>
<li>Leadership and decision-making abilities.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Bachelor’s degree or equivalent experience</li>
<li>A minimum 3 experience in case management, social work, or a related field.</li>
<li>Combination of experience and education.&nbsp;</li>
<li>Current Driver’s License and verifiable automobile insurance&nbsp;</li>
</ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

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