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The Financial Coach assesses clients’ financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals. The financial coach will manage, develop, and implement incentivized savings financial coaching programs. The program is ran under Capital Area United Way’s (CAUW) Bank On Baton Rouge Initiative and is a coaching program that is volunteer based and uses financial technology to maintain and track clients’ progress. This position reports to the Director of Family Stability&nbsp;

Capital Area United Way

Financial Coach 

Summary of Job:&nbsp; This position will work closely with the Resource Development Staff to implement strategies that meet goals within workforce fundraising campaigns and year-round corporate engagement needs. This position is focused on providing a consultative approach to corporate philanthropy, which includes increasing workforce fundraising campaigns as well as corporate engagement through community impact.
Reporting Relationships: Employee reports to the Senior Vice President of Resource Development with oversight from the Senior Corporate Relationship Manager.
Other Key Relationships:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 
External:&nbsp; Account Executives, Employee Campaign Coordinators, Company CEOs, Donors, Campaign Cabinet volunteers, etc.
Internal: Senior Vice President of Resource Development, Senior Corporate Relationship Manager, Marketing Staff, Community Impact Staff, Finance Staff, and all other Staff of Capital Area United Way. &nbsp;
Essential Job Functions:&nbsp; 
<ul><li>Develop and implement strategic plans for assigned accounts to grow revenue through workforce fundraising campaigns. This includes but is not limited to:
<ul><li>Pre-campaign, mid-campaign and post-campaign analysis/management that will lead to creating goals, strategies, and projections for assigned accounts that contribute to the overall workforce campaign goal.</li>
</ul></li>
<li>Maintain regular communication with assigned accounts and volunteers to grow revenue and improve donor relationships. This includes but is not limited to:
<ul><li>Communications with Employee Campaign Coordinators (ECCs) to develop customized plans and share best practices for each account to increase revenue.</li>
<li>Generating year-round company engagement through communications, sponsorships, volunteer opportunities, etc.</li>
<li>With assistance from Corporate Engagement Manager, engaging companies in project and skills-based volunteer opportunities</li>
</ul></li>
<li>Ensures that accurate financial reports are received, documented, and tracked properly in Andar for all assigned accounts.</li>
</ul>Additional Job Functions:&nbsp; 
<ul><li>Create and deliver campaign presentations at employee meetings or other related activities.</li>
<li>Conduct face-to-face meetings with key decision makers (individuals or groups) when appropriate.</li>
<li>Assist Vice President of Resource Development and Director of Workplace Campaigns in managing Gottlieb Society and other affinity groups as needed.</li>
<li>Represent Capital Area United Way’s brand in a positive manner in all aspects of personal dress, behavior, and communications.&nbsp;</li>
<li>Maintain accurate and current financial and contact data for donors and accounts in Andar.</li>
<li>Interact with other departments and works as part of a high functioning organizational team.</li>
<li>Perform other duties and responsibilities as directed.</li>
<li>Participate in cross-functional activities and events in support of organization’s mission.</li>
<li>Strive to evaluate and implement continuous improvement to processes while maintaining quality throughout the organization.</li>
</ul>Competencies:
To perform the job successfully, the employee should demonstrate the following competencies to perform the essential functions of this position:
<ul><li>Strategic Thinking and Planning – Ability to think long-term, tying together the current operations with a more long-term focus.</li>
<li>Innovation and Creativity – The ability to think outside the routine way of doing business and develop new and creative ways of addressing community needs.</li>
<li>Flexibility/Resilience – The ability to adjust to and thrive in a complex and changing environment; handles setbacks and failures with professionalism and candor; effectively and appropriately responds in the face of adversity or conflict.</li>
<li>Ability to Multi-Task – The ability to handle multiple tasks and assignments; prioritizes more important tasks while maintaining a good handle on others; reports in a timely manner any barriers to task completion level ample opportunities for supervisor to adjust deadlines.</li>
<li>Results-Oriented Thinking and Behavior – A genuine concern for effectiveness.&nbsp; Possesses the desire to get the job done with excellence; mentally, is focused on getting the best results for actions taken; does not settle for mediocrity.</li>
</ul>Required Minimum Education and Experience:
<ul><li>Bachelor’s degree in Social Science, Marketing, Public Relations, Business Administration, or related field preferred.</li>
<li>Two years of related experience (business administration, fundraising, business sales or consulting).</li>
<li>Skilled in effective public speaking, written and verbal communication skills, training, organizing, and motivating others, work well independently and in a group.</li>
<li>Must be a self-starter.</li>
<li>Excellent leadership traits.</li>
<li>Ability to work alone, multi-task, prioritize goals and objectives and work well under pressure.</li>
<li>Computer skills, particularly Microsoft Office Suite a must, Andar would be a plus.</li>
</ul>General Physical Requirements:
<ul><li>Sedentary Work:&nbsp; Employee needs the ability to perform the full range of sedentary work which requires the ability to lift 25 pounds at a time and to lift materials such as campaign material and event set ups.</li>
<li>Physical Activities: Employee needs the ability to use a computer, have good problem-solving skills, communication skills, interpersonal skills, good motivator, flexible, team player and patience.</li>
<li>Transportation: Employee is required to have a valid driver’s license, current automobile insurance and access to reliable transportation.&nbsp;</li>
<li>Work Hours: Employee must have the ability to work some early mornings, evenings and weekends as required by the campaign and/or event.</li>
</ul>

Corporate Relationship Manager (CRM)

Job Title: Finance &amp; Donor Relations Specialist Department: FinanceReports to: Senior Pledge Processor &amp; Team Lead&nbsp;Status: Hourly, Non-exempt, Full-timeSalary Classification: Level II&nbsp;Location: AlbuquerqueORGANIZATION: Headquartered in Albuquerque, United Way of North Central New Mexico (UWNCNM) serves the people of five counties: Bernalillo, Sandoval, Santa Fe, Torrance, and Valencia. Our mission is connecting people to opportunities and services to equitably improve lives and strengthen communities.UWNCNM brings together donors, businesses, nonprofits, government, and others to create better solutions to our community’s challenges. Our programs and donor dollars ensure that individuals and families in central New Mexico have the opportunity to achieve potential through education, that they are healthy and safe, are financially stable and live life with dignity.In addition, UWNCNM has a strong commitment to Diversity, Equity and Inclusion and upholds the following values:<ul><li>· We value the visible and invisible qualities that make you who you are.</li><li>· We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.</li><li>· We believe that each United Way community member, donor, volunteer, advocate, and</li><li>employee must have equal access to solving community problems.</li><li>· We strive to include diversity, equity, and inclusion practices at the center of our daily</li><li>work.</li><li>We commit to using these practices for our business and our communities.</li></ul>PURPOSE:The Finance &amp; Donor Relations Specialist ensures a high level of personalized customer service to UWNCNM’s donors and agency partners, with a strong emphasis on accurate financial stewardship, donor account management, and efficient processing of donor gifts and designations. This includes providing consistent, dependable stewardship of Tocqueville Society donor relationships and gifts, ensuring that these valued contributors receive attentive support and reliable management of their philanthropic commitments. The role further supports donor engagement, financial reporting, and compliance, contributing to the organization’s fundraising and mission-driven goals.ESSENTIAL FUNCTIONS:Administration (70%)<ul><li>· Manages all donor and Tocqueville Society members’ accounts, including accurate data entry, record keeping, and reconciliation of pledges, payments, and financial adjustments.</li><li>· Tracks, completes and manages donor and Tocqueville Society members’ financial transactions including:</li><li>· Processing designation requests, payments, payment preferences, and pledges in the donor database and other databases, and utilizes the Prospect Management tool.</li><li>· Making financial adjustments to Tocqueville donors’ Personal Philanthropy Accounts working with the donors to accurately distribute their funds.</li><li>· Managing monthly, quarterly and annual pledge billing and reminders for Tocqueville and other donors.</li><li>· Coordinating bi-monthly financial payouts for Tocqueville donors (Two via ACH and two via check).</li><li>· Preparing pending payments and letters to agencies with each payout ensuring proper recognition of all gifts.</li><li>· Reconciles adjustments to donor pledges and payments.</li><li>· Ensures accurate records of donors and Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database.</li><li>· In working closely with the Major Gifts Tocqueville Officer, tracks and manages member recommitments and recruitment of new members through Prospect Management tool in donor database.</li><li>· Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures including but not limited to input, support, and development of new procedures and processes for Tocqueville Society.</li><li>· Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements.</li><li>· Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements.</li><li>· Provides customer service, updates and communications for DonorLink and AgencyLink.</li><li>· Research returned agency checks and dissolved agencies.</li><li>· Oversees Designation Management, Payout Module, and AgencyLink database.</li><li>· Regularly review and update donor management processes and procedures to ensure accuracy and completeness, proactively identifying efficiencies and implementing improvements with management approval.</li><li>· Ensure compliance with internal controls, audit requirements, and financial reporting standards.</li><li>· Prepare and distribute financial reports, donor statements, and documentation for audits and reviews.</li><li>· Contributes to the organizational shared goal of raising funds to support the mission and initiatives.</li></ul>Donor Engagement and Customer Relationship Management (Internal and External) (30%)<ul><li>· Builds relationships with donors and Tocqueville Society members through personal interaction stewardship, and timely communication, including providing turn-key service to all Tocqueville Society members by supporting their payment and designation choices, acknowledging their gifts, facilitating recognition, and supporting Investor Relations with Tocqueville special events.</li><li>· Provides top-tier customer service to all donors, volunteers and agency partners.</li><li>· Respond to all donor concerns appropriately and in a positive manner.</li><li>· Drafts and sends personalized acknowledgments, thank-you letters, and reports.</li><li>· Attends donor and Tocqueville Society events and supports donor recognition activities.</li><li>· Responds to donor inquiries regarding financial transactions, account status, and giving options</li></ul>General &amp; Team Support:<ul><li>· Participates actively in fundraising initiatives and cross-functional projects by coordinating donor and stakeholder communications, handling tasks such as fundraising pledge and payment processing, to support our organizational goals, mission and initiatives.</li><li>· Attend all staff meetings and trainings, and events as required or assigned.</li><li>· Performs other duties and special projects as assigned.</li></ul>CORE COMPETENCIES:<ul><li>· Deliver the highest level of customer service to volunteers, donors and staff.</li><li>· Demonstrate strong financial acumen, attention to detail, and knowledge of basic bookkeeping or accounting, ensuring accuracy in donor account management and financial stewardship.</li><li>· Exhibit excellent written and oral communication skills, including clear, concise, and professional correspondence and interactions with donors, volunteers, and colleagues.</li><li>· Contribute creative ideas and solutions through effective communication, events, and projects.</li><li>· Maintain a high level of organizational and interpersonal skills, managing multiple projects and deadlines while remaining flexible to changing needs.</li><li>· Work independently and collaboratively, showing initiative, self-motivation, a positive attitude, adaptability, and a commitment to team success.</li><li>· Proficiently use Microsoft Office Suite, donor management software, and online research tools to manage and analyze data, compose and prepare reports, and support decision-making.</li><li>· Demonstrate practical experience with AI and data analysis tools to enhance operational efficiency and innovation, inform strategic decisions, and drive continuous improvement.</li><li>· Proficient in internet navigation and online research using modern web browsers to gather, verify, and utilize information effectively for job-related tasks.</li><li>· Foster a welcoming and respectful workplace culture by working effectively with people from diverse backgrounds, actively committing to organizational values, and participating in team efforts to improve processes and outcomes.</li></ul>MINIMUM REQUIREMENTS:<ul><li>· Bachelor’s degree or 2 years’ experience in a financial/accounting role or administration.</li><li>· Experience in nonprofit donor stewardship, financial reporting, or accounting.</li><li>· Proficiency in all Microsoft Office products.</li><li>· Flexibility, independence, critical thinking and decision-making skills.</li><li>· The position requires a commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management.</li><li>· Excellent spelling and grammar, and good judgment.</li><li>· Ability to compile information, prepare reports and light bookkeeping.</li><li>· Effective time management, manage responsibilities independently and exercise initiative.</li></ul>Equipment Used:<ul><li>· Standard PC Office Equipment, telephone, computer, copy machine, printer, scanner, fax machine and related equipment</li><li>· Microsoft Office Suite, Outlook, Videoconferencing platforms (Zoom, Microsoft Teams, etc.), Internet and web browsers for research and information gathering.</li></ul>PHYSICAL REQUIREMENTS/WORKING CONDITIONS/DEXTERITY:UWNCNM is a hybrid workplace. This position is scheduled to work 8 hours a day, 4 days a week Tuesday through Friday. The schedule combines work-from-home on Wednesdays and Fridays, with mandatory in-person office attendance within UWNCNM’s office building required on Tuesdays and Thursdays. Due to business needs, you may occasionally be required to attend in-office days other than Tuesdays and Thursdays. The hybrid work schedule is subject to change, and you may be required to work 100% in-office at any time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.<ul><li>· Position is primarily in a standard office environment and requires long periods of sitting at a desk and computer to accomplish duties and to stand for limited periods of time.</li><li>· Regular attendance is required in this position.</li><li>· Must be able to operate a personal computer at an acceptable rate of speed and to view computer monitors.</li><li>· On designated in-office days, the employee must be able to perform duties within a cubicle setting, maintaining focus and productivity in an environment with varying levels of ambient noise, including conversations and other typical office sounds.</li><li>· Must have access to reliable internet when working from home.</li><li>· Must be able to work occasional early mornings, evenings and weekends including but not limited to attending a variety of meetings and events.</li><li>· Must have the flexibility to adapt schedule to meet evolving business needs as necessary.</li><li>· Must possess a valid New Mexico driver’s license and have daily access to a dependable motor vehicle with insurance to commute to work on designated in-office days, and to use to attend offsite events, meetings, and other work activities, including those specific to the job.</li><li>· Must be able to lift and/or move up to 20 pounds unassisted and occasionally lift and/or move up to 40 pounds with assistance.</li><li>· Must be able to perform the essential functions of the job with reasonable accommodation.</li></ul>SALARY RANGE: $27.00 to $31.00 per hour, hourly, non-exempt, 32 hours per week, FTE (Full Time Employee)BENEFITS:Full-time employees (FTE) are eligible for health, dental, life and long-term disability insurance, a retirement plan, flexible spending account and voluntary insurance programs. We offer a tuition reimbursement plan, volunteer time off, and generous leave time. Part-time employees (PTE) may be eligible for some of these benefits.UWNCNM supports the Americans with Disabilities Act (ADA). Please tell us if you need accommodation to perform the job's essential functions. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.United Way of North Central New Mexico is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We welcome applicants with disabilities and applicants from underrepresented racial and ethnic groups.This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This job description is meant only to be a guideline and may be modified at any time. UWNCNM is an At-will Employer. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.&nbsp;HOW TO APPLY:Interested applicants, or if you have additional questions, must supply a resume and cover letter to <a href="mailto:applicant@uwncnm.org" target="_blank">applicant@uwncnm.org</a> by January 25, 2026. Reference in the subject line: Application for Finance &amp; Donor Relations Specialist.

United Way of North Central New Mexico

United Way of Central New Mexico

Finance & Donor Relations Specialist Job Description

United Way of Lancaster is looking for a Diversion Resource Navigator in Berks County to join our PA 211 East team. United Way for over 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 is responsible for providing information, referral and prescreening for Berks County Housing programs. Exceptional customer service and accurate data recording is essential in this position, while acting in accordance with our values, vision, and mission. This position is full time and will be in person and traveling to sites. Must be flexible with the scheduled hours.Responsibilities:<ul><li>Help to implement diversion programs, ensuring compliance with policies, procedures, and legal requirements</li><li>Track program capacity, participant progress, and service utilization</li><li>Point of contact for referrals</li><li>Conduct intake assessments to identify participant needs, risks, and strengths</li><li>Develop individual diversion plans and connect participants to appropriate services</li><li>Maintain regular contact with participants to monitor progress, address barriers, and encourage engagement</li><li>Provide training and presentations to staff and partners about diversion program goals, eligibility, and processes</li><li>Maintain accurate, confidential case records and documentation</li><li>Track program outcomes and prepare reporting for internal leadership</li><li>Use data to identify trends, improve program effectiveness, and support grant reporting</li><li>Use de-escalation techniques and trauma-informed practices</li><li>This position will be out in the field and traveling 50% of the time</li></ul>Qualifications-<ul><li>High School Diploma or GED required</li><li>Degree in Social Work or equivalent experience preferred</li><li>Bilingual in Spanish and English required</li><li>Valid Driver's License is required</li><li>Clearances are required with relevance to the position</li></ul>This is a full-time hourly, non-exempt position, paying $20.00hrPlease send resume and cover letter to <a href="mailto:btice@uwlanc.org" target="_blank">btice@uwlanc.org</a>. &nbsp;No phone calls please.United Way is an Equal Opportunity Employer&nbsp;

United Way of Lancaster County

Diversion Resource Navigator - Berks County

United Way of Lancaster County is looking to add to our team.&nbsp;United Way for 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. &nbsp;If you are 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 Lancaster County specific programs, while acting in accordance with our values, vision, and mission.Responsibilities:<ul><li>Answering inbound phone calls in a professional manner</li><li>Assessing caller needs and facilitating appropriate referrals for families and individuals seeking information regarding homelessness including evaluation eligibility using criteria for specialized housing contracts</li><li>Accessing the 211 databases for resources and appropriately refer calls</li><li>Demonstrate proficiency in using call center software, computer hardware and telephone equipment</li><li>Maintain accurate data files to include reporting data needed to complete the program's monthly quality assurance and outcomes report</li></ul>Qualifications:<ul><li>Bachelor's degree in social work or equivalent work experience preferred</li><li>Bilingual in Spanish and English a plus</li><li>A valid driver's license is required</li><li>Clearances are required with relevance to the position</li></ul>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; This is a full-time position, Monday - Friday&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Hourly rate is $20.00/hrWe offer competitive compensation and benefits packageUnited Way of Lancaster County is an Equal Opportunity Employer

Lancaster Coordinated Entry Intake Specialist

Supervisor: Director, Community School ImplementationStatus: Salary, Exempt, Full-timeSalary Range: $50k – $55kLocation: Central Elementary School, &nbsp;Allentown PAPosition Description Community School CoordinatorThe Community School Coordinator serves as a strategic leader and key liaison between the school, families, and the surrounding community. This role is central to the successful implementation of the Community School model, ensuring that students receive the academic, social, emotional, and physical support they need to thrive.Operating as a coordinator rather than an executor, the individual in this role drives data-informed decision-making, stakeholder collaboration, and resource alignment to create sustainable, high-impact programs. Working closely with the principal, school leadership team, and lead agency, they design, develop, and supervise targeted interventions, enrichment activities, and family engagement initiatives that remove barriers to learning and enhance student success.Accountabilities:<ol><li>Provide collaborative leadership and school integration in the CS model (25% of time)</li><li>Manage community school data (20% of time)</li><li>Implement &amp; continuously improve CS programs (25% of time)</li><li>Develop &amp; maintain relationships with partners and coordinating infrastructure (15% of time)</li><li>Advocate for the CS model and engage community (5% of time)</li></ol>Work Experience and/or Education&nbsp;Required&nbsp;1-plus years of work experience (paid or unpaid) in education, social work or community development. Education in a related field considered in lieu of work experience.Skills&nbsp;Required<ul><li>Strong organizational, interpersonal, and leadership skills.</li><li>Demonstrated ability to use data for strategic decision-making and program evaluation.</li><li>Knowledge of local community resources, stakeholder engagement practices, and partnership-building strategies.</li><li>Ability to manage multiple projects simultaneously and provide technical guidance to diverse teams.</li><li>Understanding of and commitment to the mission, vision, and goals of United Way.</li></ul>Reasonable accommodations may be made to enable individuals to perform the essential functions. United Way of the Greater Lehigh Valley is an equal opportunity employer.Benefits PackageIn addition to the base pay and annual increases this position is eligible for a full benefits package including subsidized medical, vision and dental insurance, fully paid life and ltd insurance, a 401k retirement plan with employer contributions and a generous paid leave policy.Work LocationThis position is based in the assigned community school and requires an in-person presence at the school any time non-instructional staff are present.

United Way of the Greater Lehigh Valley

Community School Coordinator Central ES

Supervisor: Director, Community School ImplementationStatus: Salary, Exempt, Full-timeSalary Range: $50k – $55kLocation: Hays Elementary School, &nbsp;Allentown PAPosition Description Community School CoordinatorThe Community School Coordinator serves as a strategic leader and key liaison between the school, families, and the surrounding community. This role is central to the successful implementation of the Community School model, ensuring that students receive the academic, social, emotional, and physical support they need to thrive.Operating as a coordinator rather than an executor, the individual in this role drives data-informed decision-making, stakeholder collaboration, and resource alignment to create sustainable, high-impact programs. Working closely with the principal, school leadership team, and lead agency, they design, develop, and supervise targeted interventions, enrichment activities, and family engagement initiatives that remove barriers to learning and enhance student success.Accountabilities:<ol><li>Provide collaborative leadership and school integration in the CS model (25% of time)</li><li>Manage community school data (20% of time)</li><li>Implement &amp; continuously improve CS programs (25% of time)</li><li>Develop &amp; maintain relationships with partners and coordinating infrastructure (15% of time)</li><li>Advocate for the CS model and engage community (5% of time)</li></ol>Work Experience and/or Education&nbsp;Required&nbsp;1-plus years of work experience (paid or unpaid) in education, social work or community development. Education in a related field considered in lieu of work experience.Skills&nbsp;Required<ul><li>Strong organizational, interpersonal, and leadership skills.</li><li>Demonstrated ability to use data for strategic decision-making and program evaluation.</li><li>Knowledge of local community resources, stakeholder engagement practices, and partnership-building strategies.</li><li>Ability to manage multiple projects simultaneously and provide technical guidance to diverse teams.</li><li>Understanding of and commitment to the mission, vision, and goals of United Way.</li></ul>Reasonable accommodations may be made to enable individuals to perform the essential functions. United Way of the Greater Lehigh Valley is an equal opportunity employer.Benefits PackageIn addition to the base pay and annual increases this position is eligible for a full benefits package including subsidized medical, vision and dental insurance, fully paid life and ltd insurance, a 401k retirement plan with employer contributions and a generous paid leave policy.Work LocationThis position is based in the assigned community school and requires an in-person presence at the school any time non-instructional staff are present.

Community School Coordinator Hays ES

Job Description&nbsp;Job Title:&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; AccountantDepartment:&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; FinanceReports to:&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; ControllerStatus:&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;Full-TimeFLSA Classification:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ExemptMission:&nbsp;&nbsp;United Way Fox Cities (UWFC) improves lives by bringing diverse people together to build a stronger, more caring community for everyone.&nbsp;Core Values:&nbsp;&nbsp;Accountability, Community, Caring, Integrity, Commitment.Summary:The accountant uses technology to maintain the financial records of United Way Fox Cities and assure the integrity of accounting software, campaign pledge and receivable database, and financial statements.&nbsp;Essential Duties/Responsibilities:Payroll:<ul><li>Process bi-monthly payroll.</li><li>Review payroll and related journal entries to ensure accuracy.</li><li>Maintain and pay benefits.</li></ul>Accounts Payable and Receivable:<ul><li>Assist with accounts payable processes ensuring accuracy and adherence to policies, procedures, and controls.</li><li>Maintain systems necessary for accurate distribution of grants and designations.</li><li>Assist with accounts receivable processing and posting payment transactions.</li><li>Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments.&nbsp;</li><li>Prepare and mail direct billing statements to individuals and organizations and track payments.</li><li>Assist with grant and program reporting, budgeting, reimbursement, expense analysis, compliance, and documentation.</li><li>Assist with software changes and upgrades.</li></ul>Monthly and Yearly Closing Process:<ul><li>Apply accounting principles and techniques to systematically record and present financial data. Ensure that accounting transactions are recorded and reported accurately and in a timely fashion.</li><li>Perform journalizing entries and posting of cash receipts, cash disbursements, accounts payable, accounts receivable, and general journal entries in accordance with accounting policies and procedures.&nbsp;</li><li>Prepare balance sheet account reconciliation and perform variance analysis.</li><li>Maintain organized, accurate and complete accounting records.</li><li>Assist with account analysis, as needed.</li><li>Assist with preparation of monthly financial reports.</li><li>Manage financial record retention and destruction.</li><li>Assist with completion of surveys &amp; statistical reports.</li><li>Assist with annual budget processes.</li></ul>Annual campaign:<ul><li>Process pledges receivable, including receipting, posting, invoicing and statement preparation.</li><li>Work closely with Resource Development to monitor campaign performance and project monthly financial statements.</li><li>Reconcile Customer Relationships Management software and accounting software.</li><li>Assist in auditing campaign envelopes and with entering campaign designation information into campaign software database.</li></ul>Audits:<ul><li>Assist with annual audit, reporting and other projects, as assigned in preparation of audit work schedules.</li><li>Assist in the preparation of information used by external auditors for the annual tax return.</li><li>Respond to outside agency audit information requests.</li><li>Develop, implement, and monitor internal controls to ensure fiscal integrity.</li><li>Perform other duties related to financial audits.</li></ul>Education and Experience:<ul><li>Accounting degree is preferred.</li><li>Non-profit experience is valued but not required.</li><li>Experience working with CRM software is preferred but not required.</li></ul>Required Skills/Abilities:&nbsp;&nbsp;<ul><li>High attention to detail and accuracy.</li><li>Ability to effectively manage multiple tasks and deadlines.</li><li>Ability to evaluate and improve processes.</li><li>Ability to effectively communicate and interact with all levels of staff.</li><li>Ability to learn new skills and adapt to a new environment.</li><li>Well organized and takes initiative.</li><li>Creative and analytical problem-solver.</li><li>Professional and ethical.</li><li>Excellent computer skills with an emphasis on Excel.</li><li>Strong connection to United Way’s vision, mission, values, and intentional behaviors with a “team first” approach.&nbsp;</li></ul>This job description describes the general nature and scope of responsibilities for this position. Please note other duties and responsibilities may be assigned or removed at any time with or without notice.Work Environment:Work is primarily performed in an office environment. This position requires regular movement inside the office to access filing cabinets, office machinery, etc. Attendance at meetings outside of the office is occasionally necessary. The position also includes remaining in a stationary position a portion of the time, either standing or sitting, and occasional lifting of up to 20 pounds. There may be exposure to repetitive work on the computer. Evening and weekend hours may be required.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.

Accountant

1/2026 


 

Position Description 
Position Title: United Way 211 1st Responder/Veteran Care Coordinator 
Supervisor: Director of 211 
Classification: Full time Hourly non-exempt 
Wage: $ 19.42 hour DOE 
Send resume to: Xavier Varela (<a href="mailto:Xavier@unitedwaylee.org" target="_blank">Xavier@unitedwaylee.org</a>) 
Deadline for Applications: 5:00 PM February 6, 2026 
 
ABOUT UNITED WAY OF LEE, HENDRY, and GLADES 

 
United Way of Lee, Hendry, Glades and (UWLHG) is a volunteer driven organization dedicated to improving 
the quality of life for all people in our community. This is accomplished through fundraising, fund 
distribution (90+ partners), community building, volunteer advancement, and information and referral. 
UWLHG is a $20 million nonprofit social services organization, with 75+employees in five locations with the 
main campus being located at 7273 Concourse Drive, Fort Myers, FL. The majority of funding is from private 
donations although UWLHG also receives local, state, and federal grants. 
 
Job Summary 
 
The 1st Responder/Veteran Care Coordinator will provide comprehensive system navigation and support 
through intake, screening, assessment, referral, and linkages to 211 resources and services. The 1st 
Responder/Veteran Care Coordinator will act as a support to an individual’s improvement process and 
collaborate, coach, and challenge individuals to view their presenting crisis as an opportunity for growth and 
change. 

 
Key Responsibilities/Essential Functions 
 
The major responsibilities of this position include, but are not limited to: 
 • Models the attributes of respect, trust, sensitivity and confidentiality to callers, volunteers, and 

coworkers. 
 • Demonstrates competency in the field of peer recovery, including: 

o Actively implementing the values, philosophy, and standards of the Recovery Peer Specialist. 
o Modeling relationship building based on the tenets of peer support with callers, volunteers, and 

coworkers. 
o Attaining certification as a Recovery Peer Specialist within the required time frame of hire. 
o Provides care coordination services via telephone, email, IM/Chat, and in-person to 1st 

Responders/ Veterans, including: 
o Advocates on behalf of 1st Responders/Veterans and families to access federally funded and 

private organizations to meet basic and related service needs. 
o Conduct comprehensive needs and service assessments via telephone, email, or IM/Chat. 

• Assists clients and agencies with problem solving to arrive at helpful solutions. Types of calls will 
include basic needs, mental health (possible suicide threats), homelessness and medical requests. 

• Maintains confidentiality of client information. 
 • Accurately documents client assessments and referrals in program data system. 



 
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• Performs follow-up procedures to ensure quality of service delivery. 
 • Assists the 211 Contact Center as needed to ensure adequate coverage and high-quality service 

delivery during periods of increased demand, staffing needs, or emergency response. 
 • Engages in cross-departmental collaboration with United Way programs, including the United Way 

Volunteer Center and VITA (Volunteer Income Tax Assistance), to support programmatic coordination 
and enhance client access to services and resources. 

• Supports the Program Manager in all aspects of programming, including but not limited to data 
collection and reporting, meeting preparation and support, and other identified and emergent tasks as 
assigned. 

• Emergency Response- all employees will be required to work before, during, or after an Emergency as 
needed. During an Emergency, employees may temporarily be assigned to work and perform duties 
outside the normal scope of their position, location, and work schedule to fit the needs of the County 
and its citizens. 

• Some travel is required. 
 
Other Duties 
 • Please note this job description is not designed to cover or contain a comprehensive list of activities, 

duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and 
activities may change at any time with or without notice. Other duties as assigned. 

Education/Requirements 
 

• Experience serving in one of the armed services. 
 • Experience working with the 1st Responder/Veteran population is highly desirable. 
 • Four-year degree in Human Service-related field is preferred or two-year degree with equivalent 

experience. Direct experience may be substituted for education as appropriate. 
 • Strong organizational skills, critical thinking, and problem-solving abilities. 
 • Effective communication skills, including written, verbal, and interpersonal communication. 
 • Ability to work independently, as well as in a team-oriented environment. 
 • Ability to handle multiple responsibilities in stressful situations. 
 • Ability to establish and maintain positive and diverse working relationships. 
 • Proficiency in database systems and Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook. 
 • A knowledge of community resources and services in Southwest Florida is preferred. 
 
Direct Reports - None 
 
Physical Requirements &amp; Working Conditions 
 
Physical Demands: The physical demands described here are representative of those that must be met by 
an employee to successfully perform the essential functions of this job. Reasonable accommodation may be 
made to enable individuals with disabilities to perform the essential functions. While performing the duties 
of this job, the employee is regularly required to sit, talk, and/or hear. The employee is frequently required 
to use finger and hand motion and occasionally to stand, walk, and reach with hands and arms. The 
employee must frequently lift and/ or move up to thirty pounds and occasionally lift and/or move up to 



 
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forty pounds. There may be additional physical requirements associated with department meetings/events. 
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability 
to adjust focus. Requires talking, hearing, and visual acuity sufficient to perform these major functions. 
Occasionally, the work of this position is spent at offsite meetings, or event locations within Lee, Hendry, or 
Glades County. 

 
Licenses- Valid Florida Driver’s License. 
 
Work Environment: The work environment characteristics described here are representative of those an 
employee encounters while performing essential functions of this job. Reasonable accommodation may be 
made to enable individuals with disabilities to perform the essential functions. This job operates in a 
professional office environment, including occasional off-site venues, and outside event areas in various 
weather conditions. This role routinely uses standard office equipment such as computers, phones, and 
photocopiers. 
 
This is a full-time position. Days and hours of work are Monday through Friday, 8:00a.m. - 5:00p.m. Some 
evening and weekend hours may be required as job duties demand. 
 
United Way is an equal employment opportunity employer and does not discriminate against any person 
because of race, color, creed, religion, sex, national origin, disability age, genetic information or any other 
characteristic protected by law. This nondiscrimination policy extends to all terms, conditions, participation 
in all company-sponsored activities, and all employment actions. United Way will make reasonable 
accommodations for qualified individuals with known disabilities unless doing so would result in undue 
hardship. 
 
Terms of employment are subject to satisfactory negative drug testing as part of our drug-free 
workplace program. Level II background screening will be conducted because of the nature of the position. 
Applicants may be asked to take an online skill assessment. 
 
Additional Information: 
 • Opportunity to work with smart, passionate, and enthusiastic team members and volunteers. 
 • Working with diverse staff and other constituents 
 • Culture of high-performance expectations and accountability 
 • Exciting and challenging work 
 • Opportunity to help solve the community’s toughest problems 
 • Competitive pay that is commensurate with demonstrated successful performance and experience. 
 • Paid Health and Dental Insurance for employees, 401K, and Monthly Accrued Vacation and Sick Leave 




<ul>	<li>ABOUT UNITED WAY OF LEE, HENDRY, and GLADES</li>
	<li>Job Summary</li>
	<li>Key Responsibilities/Essential Functions</li>
	<li>Education/Requirements</li>
	<li>Direct Reports - None</li>
</ul>

United Way of Lee, Hendry, Glades

United Way 211 First Responder/veteran Care Coordinator

Guided by the overall strategic vision for the Financial Security Impact Area for United Way of the Plains, the Financial Empowerment Program Manager will guide community members as they navigate to financial stability. This full-time position will be responsible for delivering financial education, digital financial literacy, and financial coaching/counseling to the community. As part of this work, the Financial Empowerment Program Manager will participate in and lead community engagement activities, as assigned, with both the Free Tax Filing Services Program and the Bank On ICT Coalition.&nbsp; Through the involvement with these two programs, the Financial Empowerment Program Manager will convene and collaborate with area financial educators to close gaps in financial services and resources to the community.&nbsp;Successful applicants in this role will possess strong interpersonal skills. The ability to connect with individuals and have a strong, yet gentle, communication style for the purpose of professional coaching and financial education is key to the success of this role.Applicants for this role should also possess a foundational knowledge of personal finance and financial systems, deliver stellar customer service, and are successful in bringing groups of individuals together to address financial needs.&nbsp;The Financial Empowerment Program Manager will report to the Director of Community Impact with oversight over United Way of the Plains Financial Security services.KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS<ul><li>Provide financial empowerment services to area agencies and community members.&nbsp;</li><li>Deliver financial education materials to the community through group sessions, individual counselling/coaching, and community events.</li><li>Maintain a safe and secure environment for community members while they are being served.</li><li>Coordination and facilitation of the Bank On ICT Coalition, including building and maintaining relationships with community partners and Coalition members; planning and hosting Coalition meetings, outreach events, and other activities; and facilitating and supporting programmatic collaborations.</li><li>Assist in gathering and reporting on relevant data to support grant reporting and strategic outcomes that align with the Financial Security Impact Area.&nbsp;</li><li>Assist in the planning and execution of events with area agencies and the community to provide financial education, resource navigation, and one-on-one financial coaching/counseling.</li><li>Assist with issue-based collaborations within the Financial Security Impact Area.&nbsp;</li><li>Convene a committee of area financial educators, counselors, coaches, and mentors as part of the Bank On ICT Coalition.</li><li>Attend and participate in activities with the Volunteer Income Tax Assistance (VITA) Program.&nbsp;</li></ul>Minimum requirements and qualifications:<ul><li>Associates degree or 2 years relevant work experience in personal finance, banking, customer service, social services, or mental health care.</li><li>Proficiency using computers, including MS Office, the Internet, and databases.</li><li>Strong written and oral communication skills.</li><li>Strong relationship and team-building skills.</li><li>Proven critical thinking skills.</li><li>Able to manage multiple projects simultaneously.</li><li>Capable of working effectively with limited supervision.</li><li>Able to maintain confidentiality regarding sensitive information.</li></ul>Non-Negotiable Hiring Criteria:<ul><li>Naturally curious and self-motivated in a never-ending pursuit of continuous improvement.</li><li>Ability to interact in a positive way with individuals and groups.&nbsp;</li><li>Must be flexible and multitask oriented; can adapt to changing priorities.&nbsp;</li><li>Can work independently and responsibly while managing numerous projects simultaneously.&nbsp;</li><li>Dependable and reliable to meet deadlines; remains calm under pressure.&nbsp;</li><li>Lead by personal example; your word is your bond. &nbsp;</li><li>Possess excellent judgment and creative problem-solving skills.&nbsp;</li><li>Helps create a work environment that embraces and appreciates diversity.</li></ul>Core Competencies for all United Way Professionals&nbsp;<ul><li>Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency drives their performance and professional motivations.&nbsp;</li><li>Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal.&nbsp;</li><li>Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.&nbsp;</li><li>Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.&nbsp;</li><li>Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.&nbsp;</li></ul>How to Apply:&nbsp;Submit your cover letter and resume via email to:&nbsp;<a href="mailto:careers@unitedwayplains.org" target="_blank">careers@unitedwayplains.org</a> with “Financial Empowerment Program Manager” in the subject line.

14 1 - 2 years of experience Jobs