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Job Title:  Manager, Major Gifts                                                                                        Status:  Full-Time 
	Department:  Resource Development                                                                             Grade:  Management 
	 
Date Prepared:  01/08/2024                                                                                              FLSA Status:  Exempt

	SUMMARY 
	This position is responsible for the management of individual donor engagement which includes the following groups:  Community Gifts, Leadership Society, Major Gifts, Planned Giving, and the supervision of staff assigned to manage these donor groups.  Develop, manage, and implement effective strategies and tactics to cultivate new relationships, increase donor engagement, and in turn increase financial contributions from strategic donor groups to United Way’s annual campaign.  Provide professional customer care to individual donors and volunteers, ensuring quality follow through and overall satisfaction.  This position reports to the Vice President, Resource Development.
	RESPONSIBILITIES 
	Include the following, but are not limited to:
	DIVISON MANAGEMENT
<ul><li>Monitor staff performance to strategic goals/expectations and provide timely coaching &amp; feedback.</li>
<li>Assist staff in identifying and managing top prospects within their assigned portfolios.</li>
<li>Manage staff projects and committees as assigned as well as special assignments required by other divisions.</li>
<li>Remain current by having up-to-date knowledge of internal support processes.</li>
<li>Provide regular and timely communication with Management Team, cabinet leadership, ambassadors, and assigned volunteers.</li>
<li>Staff projects and committees as assigned, as well as special assignments with other divisions as required by Vice President – Resource Development.</li>
<li>Working closely with staff to oversee management and production of the annual leadership society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names as well as monthly Leadership Newsletter.</li>
<li>Lead a cross-departmental work group to ensure that all individual solicitations are timely and appropriate.</li>
<li>Manage the acknowledgement process of individual donors so that all thank you correspondence is thoughtful, timely and accurate.</li>
<li>Execute multi-year gift procurement strategy aligned with United Way’s Key Initiatives</li>
<li>Refocus public perception of United Way from a three-month campaign to a year-round community impact leader in communications and interactions with customers.</li>
</ul>
	EXPECTED OUTCOMES 
	Increase the contribution and engagement level of individuals within the above donor segments.  Integrate all aspects of United Way’s development strategy in work plans.  Demonstrate effective division leadership.  Effectively communicate United Way’s value add to all constituents.
	TOCQUEVILLE SOCIETY PROGRAM MANAGEMENT
<ul><li>Manage portfolio of Jane Bradley Pettit Society members, Tocqueville Donors, and Prospects.</li>
<li>Identify, cultivate, solicit, and steward major gift donors ($10,000+) inside and outside the workplace.</li>
<li>Design the strategy to recruit, cultivate and/or steward major gifts donors and qualified prospects by using marketing materials, working with other Resource Development staff, planning events and other engagement opportunities.</li>
<li>Work collaboratively with Resource Development Account Managers to identify major gifts prospects from the Workplace Campaign.</li>
<li>Work closely with Tocqueville Society Cabinet members.</li>
<li>Oversee the Major Gifts Communications calendar and timeline, as well as other key communication to donors from United Way leadership.</li>
</ul>
	EXPECTED OUTCOMES 
	Build and maintain relationships with current and prospective Tocqueville Society members providing excellent customer service. 
	Effectively communicate United Way’s value-add to all constituents.  Increase revenue from major donor base.
	PLANNED GIVING PROGRAM MANAGEMENT
<ul><li>Help to identify planned giving prospects and coordinate their solicitation.</li>
<li>Working closely with Planned Giving lead, develop effective planned giving strategies as well as identify opportunities to promote unique planned giving opportunities and transformational gift vehicles.</li>
<li>Help to develop process for maintaining relationships with current Legacy Society Members including annual touch points. </li>
</ul>
	EXPECTED OUTCOMES 
	Implementation of strategies to demonstrate growth of the overall Planned Giving program by building and maintaining relationships with current and prospective Planned Giving prospects by providing excellent customer service.
	PERFORMANCE STANDARD  
	All United Way information is held confidential.  There is no disclosure of any internal United Way strategic information, or volunteer, vendor and donor information.
	SUPERVISORY RESPONSIBILITIES 
	Manage/supervise staff responsible for the management of the following divisions: Community Gifts, Leadership Society, Major Gifts and Planned Giving. Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws.  Responsibilities include interviewing, hiring or effectively recommending hiring, and training support staff; planning, assigning and directing work; appraising performance and coaching; effectively recommend performance-based increases; discipline employees; handling and resolving complaints and employee relations problems.   EDUCATION &amp; EXPERIENCE REQUIREMENTS
<ul><li>Undergraduate degree related to marketing, sales, management or business, human services, or philanthropy</li>
</ul>from a four-year college or university and 7+ years fundraising or related experience
<ul><li>Understanding of marketing, sales or fundraising and high touch customer service roles, as well as general supervisory experience.</li>
<li>Understanding of non-profits, human services, and philanthropy.</li>
</ul>
	CORE COMPETENCIES
<ul><li>Mission-Focused.  The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations.</li>
<li>Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>Results-Driven.  United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li>
<li>Brand Steward.  United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.</li>
</ul>
	ADDITIONAL SKILLS &amp; COMPETENCIES 
	Ability to apply database management software concepts to practical situations.  Proficient with computer applications such as MS Office, Word, Excel, Access, PowerPoint, ANDAR, and Internet desired.
	LANGUAGE SKILLS  
	Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  Ability to write speeches and articles for publication that conform to prescribed style and format.  Ability to effectively present information to top management, public groups and/or boards of directors.
	MATHEMATICAL SKILLS  
	Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
	REASONING  
	Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 
	PHYSICAL DEMANDS 
	The physical demands at UWGMWC are representative of what is needed 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>While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.</li>
<li>Specific vision abilities required by this job include close vision requirements due to computer work.</li>
<li>Light to moderate lifting is required (such as loading paper into a paper tray).</li>
<li>Ability to uphold the stress of traveling (in designated positions).</li>
<li>Regular, predictable attendance is required; including additional overtime as business demands dictate.</li>
</ul>WORK ENVIRONMENT 
	The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Moderate noise (business office with computers, phone, printers and light traffic).</li>
<li>Ability to work in a confined area.</li>
<li>Ability to sit at a computer terminal for an extended period of time.</li>
</ul>
	AMERICANS WITH DISABILITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.  DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.
	  
	This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

United Way of Greater Milwaukee & Waukesha County

United Way of Greater Milwaukee and Waukesha Cnty

Manager, Major Gifts

JOB DESCRIPTION

	Job Title: Account Manager, Leadership Giving                                                 Job Grade:  26
	Department: Resource Development                                                                   Reports to: Manager, Major Gifts 
	 
Date Prepared: January 2024                                                                               FLSA Status: Exempt

	JOB SUMMARY:
	Manage fundraising efforts within the Leadership division including stewardship of donors giving $1200 - $9999. Grow United Way’s leadership program to include strategies for impactful interactions with current and prospective donors. Provide a wide range of support services and coordination for fundraising and annual campaign activities. Recognize and maintain the confidentiality and sensitive nature of division matters. Anticipate potential problems and develop solutions. This position reports to the Manager, Major Gifts.
	RESPONSIBILITIES: 
	Include the following, but are not limited to:
	LEADERSHIP DIVISION 
	In partnership with the Account Manager, Leadership &amp; Community Gifts, steward donor relationships with individuals who give $1200-$9999 both in and out of the workplace.
	Set Goals and Update Projections
<ul><li>Work closely with Data Team and other staff to review lists and assign goals.  </li>
<li>When appropriate, create formulas to mass assign and apply goals, stretch goals, and external goals to for Leadership donors and prospects.</li>
<li>Based on donor response, provide ongoing updates to projections throughout campaign and reassess overall during Projection Setting process mid-campaign.</li>
</ul>
	Volunteer Management
<ul><li>Recruit Leadership Society Cabinet Members to support fundraising in the Leadership Division</li>
<li>Follow the timeline and ensure leadership prospect lists are created, distributed, and collected accordingly.</li>
<li>Work with staff and volunteers to identify new prospects to add to the lists.</li>
<li>Work with Leadership Society Cabinet Members to choose prospects to call on and act as the staff liaison for assigned Leadership Society volunteers.</li>
<li>Ensure all information is provided to the Information Coordinator in a timely manner for input.</li>
</ul><ul><li>Provide Leadership Society Cabinet Members with training, tools to aid their solicitation efforts, regular updates, and general support as needed.</li>
</ul>
	LEADERSHIP GIVING PROGRAM
<ul><li>Working with the Account Manager, Leadership &amp; Community Gifts, create and develop a more robust stewardship program for donors currently giving to United Way, but not engaged outside of an annual contribution.</li>
<li>Establish meaningful leadership giving levels between $1200 and $9,999, beyond level of financial contribution.</li>
<li>Create and manage a strategic plan for stewarding donors through leadership giving levels with the goal of those donors with capacity joining United Way’s Tocqueville Giving Society.</li>
<li>Work closely with Marketing &amp; Communications and Corporate Engagement team to develop communication strategies to promote the leadership program in and outside of the workplace.</li>
<li>Work closely with Marketing and Communications team to develop written letters and communication plans for the program.</li>
<li>Oversee identification and cultivation of leadership prospects and current leadership donors.</li>
<li>Collaborate with the Donor Networks team to increase Leadership Donors’ participation in Donor Networks.</li>
<li>Support Leadership Events, including Donor Network activities, as needed.</li>
</ul>
	STEP-UP PROGRAM  
<ul><li>Assist the Account Manager, Leadership &amp; Community Gifts with the assessment, development, and management of a Leadership Step-Up program: donors who have opted to “step-up” to leadership giving; a three-year commitment to contributing $1,200  </li>
<li>Ensure that donors are staying on track each year to continue their recognition in the Leadership Registry </li>
<li>Work closely with Marketing &amp; Communications and Corporate Engagement team to continue to enhance communication strategies to promote the step-up program in and outside of the workplace </li>
<li>Assist with the identification and cultivation of step-up prospects and current participants  </li>
</ul>
	JOB REQUIREMENTS: QUALIFICATIONS AND COMPETENCIES
	SUPERVISORY RESPONSIBILITIES No supervisory responsibilities.
	EDUCATION &amp; EXPERIENCE REQUIREMENTS
<ul><li>Undergraduate degree related to marketing, sales, business, or philanthropy and a minimum of four to six (4-6) years related experience, or equivalent experience directly related to fundraising</li>
<li>Requires experience in nonprofit fundraising and basic understanding of United Way’s model</li>
<li>Extensive computer experience (Excel, Word, Powerpoint, Teams) and the ability to learn new programs independently required</li>
<li>Strong analytical abilities to manage and utilize large data files required</li>
<li>Database experience required, strong preference for candidates with Andar experience</li>
<li>Project management experience required</li>
<li>Attention to detail essential</li>
<li>Ability to communicate and interact well on all levels</li>
<li>Demonstrated skills in writing and editing copy for various purposes</li>
</ul>
	CORE COMPETENCIES &amp; ATTRIBUTES
<ul><li>Mission-Focused.  Ability to link donor, volunteer, and advocates’ aspiration to needs; Ability to catalyze others’ commitment to mission; Strives vigorously to accomplish shared goals; Separates one’s own interests from organizational interests in order to make the best possible judgements for the organization.</li>
<li>Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.  Allocates time for relationship building, consciously creates time for engaging with others and deepening relationships.  Help others achieve their goals by sharing ideas, time, and resources.</li>
<li>Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.  Focuses on shared goals.</li>
<li>Results-Driven.  United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. Has a clear vision and focus on results and can effectively communicate goals and impact.  Has the necessary organizational skills to deliver on our modern business model.  Advocates for support of our strategic initiatives and the foundational and sustaining force of our community impact fund.</li>
<li>Brand Steward.  Acts with integrity and strong ethics to foster trust at all levels.</li>
</ul>
	AMERICANS WITH DISABILITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of nondiscrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions, and privileges of employment.
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment related programs and personnel actions.
	DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.
	  
	This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

Account Manager, Leadership Giving

JOB DESCRIPTION

	Job Title: Event Manager                                                       Job Grade:  26
	Department: Marketing and Communications                          Reports to: Director of Marketing
Date Prepared: January 2024                                                FLSA Status: Exempt
	POSITION OVERVIEW: Manage, plan and coordinate major United Way events. Ensure a strong event and brand presence for United Way at key community-wide functions. Oversee and execute special projects. Continue to identify and cultivate business, community and individual partnerships that grow the support of United Way. 
	ESSENTIAL JOB FUNCTIONS and EXPECTED OUTCOMES include the following.  Other duties may be assigned.
	EVENTS MANAGEMENT                                                                                                                  80%
<ul><li>Plan and implement United Way events, which includes: Annual Meeting, Community Campaign Kickoff, Community Campaign Closing Celebration, Bruncheon, Philanthropic 5 Awards, CIO Forum, Danishes &amp; Diversity, Tocqueville Party, Spree, PhilanthroParty, Pride Homecoming, Volunteer Recognition Breakfast, and other events as needed.
<ul><li>Project management: locations, timelines, logistics and all event details.</li>
<li>Manage all potential venue and vendor communication throughout the planning process including menu and room needs.</li>
<li>Secure, coordinate, and communicate event support responsibilities and logistic needs with staff assigned to help with day of event execution.</li>
<li>Manage audio-visual services and address needs for successful event execution.</li>
<li>Coordinate with designer on invite, signage, presentation, and other design needs.</li>
<li>Secure event entertainment as needed.</li>
<li>Coordinate invitation and mailing lists for events.</li>
<li>Oversee event attendance.</li>
<li>Direct floor space layout and assigned seating needs.</li>
<li>Manage all guest relations, staff support coordination, event entertainment and logistics the day of the event – troubleshooting any challenges to ensure that the event runs smoothly.</li>
<li>Implement enhancements that promote fiscal responsibility.</li>
<li>Align all events with United Way strategic objectives.</li>
<li>Conduct post-event analysis and provide recommendations for improvement.</li>
</ul></li>
<li>In addition, ensure a strong, well-executed brand presence at key community and business events where United Way is present. Partnership opportunities may include sporting events, golf outings, or business functions.</li>
<li>Partner with event workgroup during weekly meetings that include key staff members plus oversee event process documentation.</li>
<li>Attend donor network team meetings.</li>
</ul>	MARKETING &amp; BRANDING SUPPORT                                                                                          20%
<ul><li>Maintain all event pages of the United Way website - including calendar listings, evergreen event pages, and web requests as needed.</li>
<li>Facilitate annual ordering of branded merchandise for staff, board of directors, and campaign cabinet.</li>
<li>Research and select thank you gifts for campaign cabinet, temporary staff, and others as needed.</li>
<li>Support video production for campaign closing event needs including annual Give &amp; Win Sweepstakes and Million Dollar Company videos.</li>
<li>Procure and research event related supplies – including easels, table clothes, signage, banners, backdrops, centerpieces, etc.</li>
<li>Develop positive relationships with key donors and stakeholders.</li>
</ul>	SUPERVISORY RESPONSIBILITIES   No direct supervisory responsibility.
	QUALIFICATIONS EDUCATION and/or EXPERIENCE
<ul><li>Requires a bachelor's degree from a four-year college or university in marketing, communications or related field and at least 5 years of directly related meeting/event experience or equivalent combination. Nonprofit experience a plus.</li>
<li>Demonstrated success in various business and marketing written communications.</li>
<li>Demonstrates an understanding of brand management and experiential marketing.</li>
<li>Demonstrated success in customer service excellence, project management, and problem solving. </li>
</ul>
	LANGUAGE SKILLS
<ul><li>Demonstrated excellent oral and written communication skills.</li>
<li>Ability to:
<ul><li>Write in a prescribed style and format.</li>
<li>Work in a complex environment using interpersonal skills.</li>
<li>Communicate and work effectively with volunteers and others in the community representing a broad range of interests and background.</li>
<li>Read, analyze and interpret complex materials.</li>
<li>Respond to common inquiries or complaints from internal and external partners and customers. Good understanding of group dynamics and group facilitation skills.</li>
</ul></li>
</ul>
	MATHEMATICAL SKILLS  Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
	OTHER SKILLS
<ul><li>Creative and results-oriented self-starter.</li>
<li>Demonstrated excellence in verbal and written communication.</li>
<li>Proven ability to:
<ul><li>Understand, embrace and effectively articulate United Way strategic focus and priorities, brand, and community impact.</li>
<li>Develop communication and marketing strategies that enhance United Way competitiveness in the charitable giving market and align with M&amp;C division and overall United Way goals.</li>
<li>Work well independently and in teams with staff and volunteers.</li>
<li>Customize national marketing concepts and materials to local needs.</li>
<li>Apply word processing and database management software concepts to practical situations. </li>
<li>Work well in a deadline driven and fast-paced environment, balancing strategic concerns with day-to-day activities. </li>
</ul></li>
<li>Demonstrated skills in leading teams, preparing and managing project budgets, designing work plans, managing for results and supervising outside vendors.</li>
<li>Ability to work independently and take initiative, proficient in the use of technology, ability to manage multiple projects at one time, thrives in fast paced environment.</li>
</ul>
	REASONING ABILITY 
	Ability to:
<ul><li>Define problems, collect data, establish facts, and draw valid conclusions.</li>
<li>Solve practical problems with a variety of variables in situation where only limited standardization exists.</li>
<li>Interpret a variety of instructions furnished in written, oral, or diagram form.</li>
</ul>
	PHYSICAL DEMANDS 
	While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit, stand and use hands to keyboard and write. The employee is occasionally required to stand and reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
	WORK ENVIRONMENT 
	The noise level in the work environment is usually moderate.
	AMERICANS WITH DISABALITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions. 
	DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work. 
	 
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

Event Manager

JOB DESCRIPTION (Non-Management)

	Job Title:  Accountant (Non-Union)                                                         Status:  Full-Time 
	Department:  Finance &amp; Operations (Finance)                                         Grade:  Non-Union 
	 
Date Prepared:  1/31/24                                                                        FLSA Status:  Exempt

	SUMMARY 
	To provide technical lead and administrative support to the Accounting/Finance department.  To act on behalf of the Controller in his/her absence.  Additionally, this position reports to the Controller.
	RESPONSIBILITIES 
	Include the following, but are not limited to:
	PAYROLL &amp; BENEFITS
<ul><li>Prepare necessary payroll/tax requests.</li>
<li>Prepare payroll journal entries.</li>
<li>Calculate retirement/thrift plan contributions and processes for payment.</li>
<li>Communicate with SASI for FSA and HRA benefits.</li>
<li>Prepare quarterly organizational unemployment compensation premium calculation as needed.</li>
<li>Provide assistance and support to the Human Resources department in the interpretation and implementation of the employee benefit program.</li>
<li>Act as backup to payroll processing individuals who process bi-weekly payroll.</li>
</ul>
	MONTHLY CLOSING:
<ul><li>Reconcile all bank statements.</li>
<li>Reconcile general ledger accounts to the supporting detail.
<ul><li>Balance MIP and Andar software for accounts receivable each campaign year.</li>
<li>Balance MIP and Andar software revenue accounts for each campaign year.</li>
</ul></li>
</ul><ul><li>Prepare cash, standard, miscellaneous, and all other necessary journal entries.</li>
<li>Monthly S/L Depreciation to include building improvement/office equipment, etc., Excel spreadsheet, journal entries, and year-end addition and disposals spreadsheets.</li>
<li>Miscellaneous Excel spreadsheets as needed (example, special events).</li>
<li>Review and reconcile balance sheet accounts after monthly journal entries have been entered.</li>
<li>Assist Distribution Specialist in balancing the combined campaigns:  SECC, City, County and MPS with Andar to the bank.</li>
</ul>
	BANKING/OVERNIGHT INVESTMENTS
<ul><li>Service as a liaison with banks on banking issues.</li>
<li>Calculate and initiate transfer of funds among operating account and the dedicated accounts for the large public sector combined campaigns.</li>
</ul>
	STOCK DONATIONS
<ul><li>Ensure timely sale of all stock donations.</li>
<li>Coordinate recording of stock pledges in campaign software system.</li>
<li>Prepare acknowledgement letters to donors.</li>
<li>Maintain file related to stock donations and corresponding United Way acknowledgements.</li>
</ul>	GENERAL ACCOUNTING
<ul><li>Prepare financial reports for the United Way preliminary and annual audit.</li>
<li>Responsible for security and internal controls related to automated payments of agency allocations.
<ul><li>Set-up and maintenance of all templates for ACH at the designated financial institution.</li>
</ul></li>
<li>Assist and/or back-up A/P Accounting Associate with preparation of year-end 1099 tax reports.</li>
<li>Provide back-up to Accounting department as appropriate.</li>
</ul>
	CREDIT CARD PROCESSING 
	General tasks related to all credit card processing:
<ul><li>Prepare journal entries.</li>
<li>Manual credit card processing.</li>
<li>Post credit card payments to Andar.</li>
<li>Prepare letters for credit card declines.</li>
<li>Correspondence with donors related to credit card transactions.</li>
</ul>Specific tasks related to Vision 2, MobileCause, and PayPal:
<ul><li>PayPal:  run reports.</li>
<li>Vision 2:  post credit card payments to Andar.</li>
</ul>Specific tasks related to Special Events:
<ul><li>On-site cash/credit card processing.</li>
<li>Reconciliations to Andar and General Ledger.</li>
<li>Coordinate iPads and programming of credit card machines for special events.</li>
</ul>
	FUNCTIONAL DUTIES
<ul><li>Perform the duties of the Accounting Associate A/P in his/her absence.</li>
<li>Perform the duties of the Accounting Associate A/R in his/her absence.</li>
</ul>
	JOB RELATIONSHIPS
<ul><li>External:     Individual donors, company representatives, financial service vendors, key financial volunteers</li>
<li>Internal:      All Staff</li>
</ul>
	EDUCATION &amp; EXPERIENCE REQUIREMENTS
<ul><li>Required:  Two years of college or equivalent advanced training to qualify for an Associate’s degree with an Accounting major.</li>
<li>Required:  Two years’ general accounting including preparation of general ledger and financial statements.  Experience beyond four years can be substituted for a degree. </li>
</ul>
	CORE COMPETENCIES
<ul><li>Mission-Focused.  The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations.</li>
<li>Relationship-Oriented.  United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator.  United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>Results-Driven.  United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li>
<li>Brand Steward.  United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.</li>
</ul>
	ADDITIONAL SKILLS &amp; COMPETENCIES
<ul><li>Good communication and interpersonal skills, to include basic writing skills.
<ul><li>Ability to respond to common inquiries or complaints from customers, agencies, or members of the business community.</li>
<li>Ability to effectively present information to management, public groups and/or board of directors.</li>
</ul></li>
<li>Demonstrated aptitude for accounting and ability to handle a wide variety of tasks.</li>
<li>Accurate and detail oriented with good organizational skills.</li>
<li>Intermediate level Microsoft Excel experience preferred.</li>
<li>Demonstrated dependability.</li>
<li>Flexible and positive approach in problem solving.</li>
</ul>
	PHYSICAL DEMANDS 
	The physical demands at UWGMWC are representative of what is needed 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>While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.</li>
<li>Specific vision abilities required by this job include close vision requirements due to computer work.</li>
<li>Light to moderate lifting is required (such as loading paper into a paper tray).</li>
<li>Ability to uphold to the stress of traveling (in designated positions).</li>
<li>Regular, predictable attendance is required; including additional overtime as business demands dictate.</li>
</ul>WORK ENVIRONMENT 
	The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Moderate noise (business office with computers, phone, printers and light traffic).</li>
<li>Ability to work in a confined area.</li>
</ul>Ability to sit at a computer terminal for an extended period of time.
	AMERICANS WITH DISABALITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended.  UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability.  UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense.  UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. 
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic.  This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.  DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.
	  
	This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

Accountant

Job Description
United Way of Greater Milwaukee &amp; Waukesha County
	JOB DESCRIPTION

	Job Title: Manager, Corporate Volunteerism                                          Status: Full-Time, Exempt
	Department: Volunteer Engagement                                                       Grade: 27
	Date Prepared: January 2024                                                                   FLSA Status: Regular Full-Time

	Position Overview This position will lead the successful planning and facilitation of United Way’s corporate and workplace volunteer engagement efforts with excellence in both customer service and project management. This position reports to the Manager, Volunteer Engagement. 
	ESSENTIAL JOB FUNCTIONS and EXPECTED PERFORMANCE OUTCOMES
	VOLUNTEER AND COMMUNITY ENGAGEMENT
<ul><li>Develop and manage strategic corporate engagement experiences that align with customer interests and United Way priorities.</li>
<li>Manage and steward a portfolio of workplace accounts in partnership with Resource Development Account Managers.</li>
<li>Researches and develops volunteer project options and menus that meet the needs of corporate and workplace partners consistently.</li>
<li>Serve as a Volunteer Engagement Division liaison to Corporate Engagement, working in collaboration to achieve collective success across divisions.</li>
<li>Prioritize current and prospective corporate donors with greatest growth potential in partnership with Resource Development (RD) Division, developing and implementing relationship building and unique engagement strategies for each organization.</li>
<li>Support the achievement of overall resource generation goals for volunteer engagement activities, signature events, key initiatives, and United Way organizational goals.  Resources to be mobilized include sponsorships, custom project fees, gift in-kind contributions, dollars for doers, corporate match programs, and individual volunteer donations.</li>
<li>Develop and manage assigned corporate/workplace projects and signature event budgets.</li>
<li>Serve as lead project manager for specific, large-scale signature events, as assigned.  </li>
<li>Manage a variety of on-site volunteer experiences for customers from start to finish, including event coordination, day of facilitation, and customer feedback/thank you efforts.</li>
<li>Promotes and facilitates supply drives at assigned accounts including Diaper Bank, Mary Lou’s Closet, and other key initiative priorities.</li>
<li>Support training and key presentations to local stakeholders and customers, as requested.</li>
<li>Secure key statistics and figures regarding the impact of volunteerism.</li>
<li>Research local/ regional/national CSR plans of current and potential donors to create strategic volunteer engagement opportunities that align with corporate philanthropic interests.</li>
<li>Cultivate new volunteer engagement relationships with Professional Associations and Employee Resource Groups/Business Resource Groups.</li>
<li>Manage and mentor seasonal employee to support volunteer engagement division during the annual campaign.</li>
<li>Ensures data compliance with United Way’s existing internal donor management systems, managing the collection of corporate engagement activities, interests, key contacts, and other information that aligns with strategic and relationship building priorities.</li>
<li>Develop and cultivate year-round relationships with company volunteer engagement coordinators and professional organization contacts.</li>
<li>Support the volunteer thank you and feedback solicitation process by developing impact reports for sponsors, distributing surveys, and analyzing feedback for continuous improvements.</li>
<li>Work with a temporary volunteer engagement staff member.</li>
</ul>	Expected Outcome: Actively engaged volunteers successfully complete meaningful, mission-focused volunteer projects that expand their understanding of United Way’s role in improving lives and the community.  Current and new relationships are developed year-round and grown through excellence in customer service.

	CORE COMPETENCIES • Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivation. 
	• Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	• Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	• Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
	SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities.
	QUALIFICATIONS EDUCATION and/or EXPERIENCE
<ul><li>Bachelor’s degree required from a four-year college or university in marketing and/or communications, business, nonprofit management, etc.</li>
<li>4-6 years of directly related experience or equivalent combination in volunteer management, customer service, project management, and event planning.</li>
<li>Excellent written, verbal and presentation communication skills.</li>
<li>Experience in excelling in high demand, customer-focused roles.</li>
</ul>
	OTHER SKILLS
<ul><li>Ability to work independently and take initiative.</li>
<li>Excellence in written and verbal communications</li>
<li>Proficient in the use of technology</li>
<li>Ability to manage multiple projects at one time.</li>
<li>Thrives in fast paced environment.</li>
</ul>
	PHYSICAL DEMANDS 
	The physical demands at UWGMWC are representative of what is needed 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>While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.</li>
<li>Specific vision abilities required by this job include close vision requirements due to computer work.</li>
<li>Moderate lifting is required.</li>
<li>Ability to uphold the stress of traveling (in designated positions).</li>
<li>Regular, predictable attendance is required; including additional overtime as business demands dictate. </li>
<li>Valid Driver’s license and comfortability driving company vans.
<ul><li>Practice and training available as needed.</li>
</ul></li>
</ul>	WORK ENVIRONMENT 
	The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li>Moderate noise (business office with computers, phone, printers and light traffic).</li>
<li>Ability to work in a confined area.</li>
<li>Ability to sit at a computer terminal for an extended period of time.</li>
</ul>
	AMERICANS WITH DISABILITIES 
	It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of nondiscrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions, and privileges of employment.
	EQUAL OPPORTUNITY EMPLOYER 
	It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment related programs and personnel actions.
	DIVERSITY, EQUITY &amp; INCLUSION STATEMENT: 
	Diversity, Equity &amp; Inclusion is a core value at United Way of Greater Milwaukee &amp; Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work. 
	 
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.

Manager, Corporate Volunteerism

Campaign Strategist
Position Summary:
The campaign strategist is a full-time, salaried position, reporting to the Chief Philanthropy Officer (CPO). This team member is responsible for co-developing and executing fundraising strategies in partnership with the CPO, designed to strengthen Brown County United Way’s impact in the community. This involves, but is not limited to, the annual workplace campaign, new business engagement, year-round corporate giving opportunities, donor recognition, and other strategies that build relationships with new and existing donors. 
Qualities and Qualifications
The ideal team member believes in diversity, equity, and inclusion for all people; is passionate about improving the quality of life for everyone in Brown County; has the ability to work both autonomously and collaboratively; is highly organized, flexible and can effectively multitask; has excellent oral and written communication skills. Related Bachelor’s degree or relevant experience in relationship building and fundraising.  
Key Responsibilities:
Under the direction of and collaboration with the Chief Philanthropy Officer, shall:
<ul><li>Oversee a multimillion-dollar workplace giving campaign:
<ul><li>Plan and execute the workplace campaign including the campaign timeline, volunteer engagement, and promotions.</li>
<li>Lead the Loaned Executive Program.</li>
<li>Assist in attracting and retaining new businesses and donors.</li>
<li>Collaborate with CPO to lead campaign chairs and campaign cabinet.</li>
<li>Collaborate with the Communication &amp; Engagement Strategist to prepare all campaign materials and donor segmented donor marketing materials.</li>
<li>Steward relationships with corporate leaders of all workplace campaigns.</li>
<li>Maintain and update donor records using Andar database.</li>
<li>Develop and execute year-round corporate giving opportunities.</li>
</ul></li>
<li>Solicit in-kind contributions and sponsorships.</li>
</ul><ul><li>Attend Resource Development Committee and subcommittee meetings.</li>
<li>Attend education/training programs based on identified needs.</li>
<li>Other duties as assigned.</li>
</ul>Work Environment
We offer a hybrid work model, enabling staff to work both in the office and remotely. We also have a “dress your day” policy for allowing employees to select appropriate dress for the business of each workday.
Salary Range
$50,000 - $55,000 annually
To Apply
Email a resume and letter of interest to <a href="mailto:corrissa@browncountyunitedway.org" target="_blank">corrissa@browncountyunitedway.org</a>
About Brown County United Way
Established in 1925, Brown County United Way’s mission is to unite people, ideas and resources to create community solutions that strengthen every person and every community in Brown County. Our vision is an inclusive community where all individuals are able to meet their basic needs and have equal opportunity for stability in their health, education, financial wellbeing and connection to community.

Campaign Strategist

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

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

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

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

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

Controller

HubCAP Community Resource Navigator
Position Description
Position Summary
The Community Resource Navigator will assist in the delivery of mobile, collaborative, place-based services to individuals living and working within Brown County through a new initiative called the HubCAP (Community Access Partnership). The position will be a crucial connector to help individuals and families who struggle to attain and maintain stability in their education, health, housing, and financial wellbeing. The position is full-time salaried with benefits and reports to the HubCAP Project Coordinator.
Qualities and Qualifications
The ideal team member believes in diversity, equity, inclusion, and belonging for all people; is passionate about improving the quality of life for everyone in Brown County; has the ability to effectively work with a wide variety of individuals and groups; is highly organized, flexible, and can effectively multitask. Familiarity with the social services system in the community.
Advantages: Related Bachelor’s degree or equivalent certification or training. Experience working and engaging with diverse communities and populations. Lived experience finding community services and other resources to meet your needs. Bilingual. Experience with Microsoft Office Suite and Google Suite.
Key Responsibilities
<ul><li>Develop a deeper understanding of and collect real-time information about the unique needs and challenges experienced by Brown County residents.</li>
<li>Collaborate with the HubCAP Project Coordinator, other Brown County United Way team members, Brown County United Way’s Advocacy Council, and other multisector partners to help address community members’ needs and barriers to accessing services, resources, and information.</li>
<li>Organize week-to-week HubCAP locations, activities, and programming, including some evenings and weekends.</li>
<li>Help community members engaging with the HubCAP to obtain the services and supports they need.</li>
<li>Be familiar with or be willing to learn about local information and referral resources, including but not limited to 211, Family Services Crisis Center, the Aging &amp; Disability Resource Center of Brown County, and MyConnectionsNEW.org.</li>
<li>Participate in Brown County area resource fairs, community coalitions, clinics, and outreach initiatives as assigned.</li>
</ul><ul><li>Willingness to attend trainings and obtain certifications funded by the employer as needed.</li>
</ul><ul><li>Possess a valid Wisconsin driver’s license and be able to drive HubCAP vehicles throughout Brown County on a daily basis.</li>
<li>Provide backup staff support to the overall organization as needed.</li>
<li>Other duties as assigned by the HubCAP Project Coordinator.</li>
</ul>About Brown County United Way
Established in 1925, Brown County United Way’s mission is to unite people, ideas, and resources to create community solutions that strengthen every person and every community in Brown County. Our vision is an inclusive community where all individuals are able to meet their basic needs and have equal opportunity for stability in their health, education, financial well-being, and connection to community.
About the HubCAP
Powered by Brown County United Way, the HubCAP (Community Access Partnership) delivers services and information to community residents via specialized vehicles deployed to neighborhoods, parks, places of employment and worship, and other locations where people live, work, and gather. There is a particular focus on providing equitable access to health, early childhood, education, economic support, and housing services to underserved, marginalized, and at-risk populations in partnership with many community organizations.
Brown County United Way is an equal opportunity employer and does not discriminate on the basis of race, ethnicity, national origin, gender, marital status, sexual orientation, health status, religious or political affiliation, disability, or any other classification considered discriminatory under applicable law.

8 Full time Jobs in Wisconsin