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Vision and Mission:At United Way of Northeast Florida, we envision a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community’s toughest challenges by connecting people, resources and ideas.Diversity, Equity and Inclusion is not only valued and demonstrated in our hiring practices, it is a fundamental part of our mission throughout our organization and the communities we serve.Our Values:<ul><li>Teamwork – We work together to accomplish our goals and help each other succeed. </li><li>Innovation - We are fearless, imaginative trail blazers.</li><li>Mission Focused- We are passionate about our community’s wellbeing and creating lasting change. </li><li>Integrity – We are honest, transparent and act ethically to create trust. </li><li>Excellence – We set clear, high expectations for ourselves and our work.  </li></ul>Purpose of Position:A Staff Accountant performs a variety of duties such as preparing journal entries, assisting with audits and budgeting processes, reconciling accounts, and provides technical accounting, budget and other administrative support for Program Managers, under VP of Finance. Responsibilities include monitoring, analyzing and maintaining financial transactions for a wide variety of grants; tracking revenues and expenditures, and preparing required internal and external financial reports. Key Responsibilities and Essential Functions:<ul><li>Adherence to GAAP, best practices</li><li>Prepare monthly, recurring, and correcting journal entries</li><li>Prepare monthly balance sheet and income statement account reconciliations</li><li>Support month-end and year-end close</li><li>Assists with budgeting process and audit fieldwork for external audits</li><li>Provide advanced, technical grants accounting support work for Program Managers </li><li>Monitor, analyze and maintain financial transactions and accounting for a wide variety of programs funded by Federal, state and local grants.</li><li>Track revenues and expenditures by funding source. </li><li>Reconcile grant and program financial statements to the federal and county financial records by fund which may include many different grants.</li><li>Review data, identify errors through analysis, research, and interpretation of data, and provide recommendations to VP of Finance and/or Program Manager in determining corrective action.</li><li>Work closely with department staff, and Federal, state and local governmental agencies.</li><li>Bill on contract awards and prepares the necessary billing documents, as appropriate.</li><li>Track due dates and prepare reports for grantor agencies, verify invoices for allowable costs, and prepare monthly grant requests for reimbursement.</li><li>Maintain and document internal accounting controls as required by Federal, state and local grantors to ensure appropriate use of public funds. Must be familiar with OMB Circular A- 133 and related pronouncements. </li><li>Assist in development and implementation of administrative, program and subcontract budgets. </li><li>Perform other such duties as may be assigned by the supervisory team</li><li>These job responsibilities are to be the main emphasis of this position. As with every job at United Way, it is not possible to define jobs precisely. Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment.  </li></ul>Experience/Qualifications:<ul><li>Bachelor’s degree in Accounting required</li><li>Knowledge and understanding of GAAP (General Accepted Accounting Principles)</li><li>At least 3 years of proven experience in the similar role</li><li>Experience with Fund Accounting preferred</li><li>United Way or similar nonprofit experience is preferred</li><li>Public accounting experience a plus</li><li>Strong proficiency in Microsoft Excel, PPP and Word for Windows</li><li>Strong proficiency in accounting software applications (Net Suite preferred) and experience with CRM software a plus</li><li>Self-starter with the ability to prioritize work and outline the steps necessary to complete a project</li><li>Comfortable working in a fast-paced environment and adapt readily to changes</li><li>Excellent organizational skills and attention to detail</li><li>Flexibility to handle several on-going projects</li><li>Ability to work well under pressure and to set and meet deadlines</li><li>Excellent research and analytical skills</li><li>Ability to work effectively and efficiently in both a remote and office environment</li><li>Strong listening, written and verbal communication skills</li><li>A clear understanding of the importance of confidentiality </li><li>Keep all activities in line with the core values and contribute to the positive culture of United Way of NE Florida</li><li>Actively participate in the broader organizational activities and be a brand steward within the community, outside agencies and/or programs to enhance United Way services to the community</li></ul>Compensation and Benefits:<ul><li>Competitive Pay – Commensurate with education and experience based on current market</li><li>Health Insurance – Generous zero to low-cost Medical, Dental, and Vision for employees and dependents</li><li>403(b) Matching – Generous matching up to 6% of annual pay</li><li>Holidays – 11 paid holidays, three personal holidays, and four year-end bonus days</li><li>Vacation – Two weeks paid vacation </li><li>Flexible Schedule – Hybrid working environment with the ability to modify as needed</li><li>Vibrant Work Environment – office space in The Jessie in downtown Jacksonville, a nonprofit and community gathering space in a sustainable, state-of-the-art facility with free monthly parking</li><li>Purpose – Help United Way transform NEFL into a community of opportunity and hope for ALL people</li><li>Employee Assistance Program</li><li>A fun, challenging, and inclusive culture</li></ul>General Physical Requirements for Essential Functions of the Job:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required. Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements.Additional Information:The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.We have built an environment that celebrates the differences in backgrounds and experiences. United Way invests in activities that lead to greater inclusion, diversity, and equity.  We are an equal-opportunity employer and we especially encourage and invite members of traditionally underrepresented communities to apply.United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.UWNEFL reserves the right to adjust work location.

United Way of Northeast Florida

Northeast Florida

Staff Accountant

Position Title: Accountant Reports to: Accounting Director Classification: Full Time - Nonexempt Annual Salary: $19.54-$24.04 DOE Location: Lee County, FL Application Deadline: May 10, 2024, 5:00 PM Submit Cover Letter and Resume: <a href="mailto:Lisette@unitedwaylee.org" target="_blank">Lisette@unitedwaylee.org</a>ABOUT UNITED WAY OF LEE, HENDRY, AND GLADES United Way of Lee, Hendry, and Glades (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 $25+ million nonprofit social services organization, with 75+ employees in five locations with the main campus being located at 7273 Concourse Drive, Fort Myers, FL. Most of the funding is from private donations although UWLHG also receives local, state, and federal grants. Core Competencies for all United Way Professionals: • Mission-Focused: The United Way Professional’s top priority is to improve the quality of life for all people in our community. This competency drives their performance and professional motivations. • Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal. • 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. • Results-Driven: The United Way Professional is dedicated to shared and measurable goals including creating, resourcing, scaling, and leveraging strategies and innovations for the best impact. • 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.  Overview of Responsibilities: The Accountant’s primary responsibilities are to ensure accurate and timely administration of the accounts payable process. • Process vendor invoices, payment requests, and ensuring proper coding and approval prior to processing invoices and preparing check runs. • Reconcile vendor accounts by conducting research and resolve pricing and quantity discrepancies in a timely manner. • Responsible for all vendor, customer, and related files according to United Way’s policies, standards, and expectations. • Corrects errors by completing adjusting journal entries. • Work closely with accounting team for any accounting discrepancies and resolving issues. • Assist in requirements and preparation of year end audit. • Maintain accounting controls by following policies and procedures, complying with federal, state, and local financial legal requirements. • Secondary duties may include but are not limited to: &gt; Assist accounting director with developing and implementing plans and goals for the department. &gt; Assist in pledge and payment processing and reporting as needed. &gt; Assist Chief Financial Officer as needed. &gt; Collaborate across departments to assist with special projects, as necessary.  Education/Requirements • Associate degree in accounting or equivalent education or experience required. • Abila MIP and Microix experience highly preferred. • At least one year’s experience in Accounts Payable preferred. • Knowledge of not-for-profit accounting preferred. • High proficiency in Microsoft Word and Excel required.  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 accommodations 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 30 pounds and occasionally lift and/or move up to 40 pounds. There may be additional physical requirements associated with volunteer 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. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment, 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 a.m.-5 p.m. Evening and weekend events may be required occasionally for golf tournaments, auctions, and other special events. 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, and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way 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. Background testing will be conducted because of the nature of the position. Applicants may be asked to take an online skills assessment. Additional Information: • UWLHG is an exceptional workplace provides: • 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 employee, 401k, and Monthly Accrued PTO

United Way of Lee, Hendry, Glades

United Way of Lancaster is looking for a Controller to join our Finance Team. United Way 
for nearly 100 years has brought together the financial resources of donors, the passion of 
community volunteers, the expertise of community partners, and the dedication of the 
United Way staff to create change in our community. If you are a passionate and dedicated 
individual with a desire to make a difference, we’d like to talk to you. 

The Controller position will handle daily accounting functions, while acting in accordance 
with our values, vision, and mission. 


Responsibilities: 

 • Maintain accurate accounting records by processing accounts payable/receivable 
as transactions occur. 

 • Review and approve weekly accounts payable for accuracy and completion. 
 • Prepare and post general ledger entries. 
 • Track and prepare reports on the use of restricted funds and grants. 
 • Prepare month end reconciliations. 
 • Prepare month-end financial statements and management report. 
 • Prepare annual budget. 
 • Report to Finance Committee and attend meetings. 
 • Manage annual audit. 
 • Maintain fixed asset records. 
 • Maintain cash balances and banking relationships. 
 • Work with external auditors throughout annual audit. 


Qualifications: 

 • Bachelor’s degree in finance, accounting, or related field 
 • 5 years relevant work experience 
 • 2 years working with a nonprofit preferred 
 • Experience with MIP accounting software 


This is a full-time, on-site position Monday – Friday. 

We offer a competitive compensation and benefits package. 

Please send your resume to <a href="mailto:btice@uwlanc.org" target="_blank">btice@uwlanc.org</a>. No phone calls please. 


All United Way of Lancaster employees are employed at will. 

United way of Lancaster is an Equal Opportunity Employer committed to diversity in the 
workplace. 

All qualified applicants will receive consideration for employment without regard to sex, 
race, color, age, national origin, religion, sexual orientation, gender identity, protected 
veteran status, disability, or other protected status. 
 

<a href="mailto:btice@uwlanc.org" target="_blank">mailto:btice@uwlanc.org</a>

United Way of Lancaster County

Controller

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

United Way of the Mid-South

Senior Associate, Grant Specialist

Position Title:            Vice President, Finance and Administration Department:              Finance and Administration Report To:                 President and CEOType:                          Full-Time, Exempt, PermanentDate Revised:            March 2024ABOUT US: United Way is advancing the common good in Ventura County by providing help today in ways that strengthen tomorrow. United Way has the scope, expertise and influences to bring together human services agencies, government, businesses, private foundations and dedicated volunteers around a common vision of creating maximum impact and achieving long-lasting results. Why United Way? We all want to have the greatest possible impact on our community and the issues that we care about. Join the movement. At United Way, you unite your hopes and strengths with others to accomplish more than any of us can alone.POSITION SUMMARY:As a key member of the executive senior management team, the Vice President of Finance and Administration will work closely with the President and CEO on financial policy and direction while being an active participant in the organization’s overall strategy. Responsible for financial matters to ensure accountability and proper administration in accordance with generally accepted accounting principles, legal and other regulatory standards, grant requirements, and nonprofit business practices. Direct and oversee the finance, accounting, budgeting, treasury, risk management, human resources, payroll, benefit administration and IT efforts of the organization. The Vice President of Finance and Administration works in collaboration with other departments including the Resource Development team providing guidance to meet strategic goals, as well as Community Impact to assist with grant tracking deliverables and allocations.  ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to:<ul><li>Establish and implement short- and long-range finance, human resources and IT department goals, objectives, policies, and operating procedures. Establish critical measures, monitor financial performance and develop solutions to business challenges.</li><li>Provide timely and accurate analysis of financial reports, budgets and financial trends for effective communications with internal management, the Finance Committee, Audit Committee, Investment Committee, and the Board of Directors.</li><li>Act as lead staff for Finance/Audit/Investment Committee. Keep Finance Committee apprised of organization’s financial condition, including areas of fiscal stewardship, financial performance, investment policies and performance, and adequacy of reserves. Engage the Committee around issues, trends and changes in the organization’s operating model and operational delivery. </li></ul>OTHER DUTIES/RESPONSIBILITIES: Strategy: <ul><li>Partner with the President and CEO on operational and strategic issues; provide strategic recommendations based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis in conjunction with mission-based work.</li><li>Participate in ongoing strategic planning process as an integral member of the senior management team; engage with senior leadership to align financial management with short-and long-term financial planning and projections.</li><li>Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establish functional objectives in line with organizational objectives. </li></ul>Financial and Operational Management: <ul><li>Ensure timeliness, accuracy and usefulness of financial and management reporting for decision-making that mitigates risks and results in strong financial performance. </li><li>Ensure effective internal controls are in place and in compliance with generally accepted accounting principles and applicable federal, state and local regulatory laws and rules for financial reporting and IRS 990 filing.</li><li>Ensure effective treasury operations through strong cash management practices and appropriate product solutions. </li><li>Ensure timely and quality processes for audits, tax returns, and other compliance reporting as appropriate. </li><li>Enhance and/or develop and implement finance, risk management, human resources, and IT-related policies and procedures by way of systems that will improve the overall operation and effectiveness of the organization. Seek full range of business solutions.</li><li>Engage other members of senior management team to facilitate cross-department collaboration that ensures financial and IT services positively support the organization’s evolving strategy, operational delivery and data collection needs. </li></ul>Professional Development: <ul><li>Develop and manage direct staff; guide larger multi-disciplinary teams outside of direct span of control. Evaluate finance, human resources and IT division structures and team plans for continual improvement and employees’ professional development. </li><li>Update knowledge by remaining apprised of new regulations, new technologies and new business practices. Educate others on financial matters by providing financial advice and sharing knowledge for continual improvement. </li><li>Maintain relationships with investment community and professional organizations. Act as primary contact for banks, insurance companies, audit firms and other vendors. </li></ul>MANAGEMENT AND SUPERVISION: Oversee the operations of United Way of Ventura County’s finance and administrative staff. 1 Direct report, 1 Indirect.  EDUCATION REQUIREMENTS: The ideal candidate will have a Graduate Degree in Accounting with a CPA certification preferred.  EXPERIENCE REQUIREMENTS:Preferably 5 years as a Controller or senior-level finance or accounting position in a nonprofit environment. Additionally, the candidate will have the following skills/knowledge:<ul><li>Demonstrated excellence in managing finance, accounting, budgeting, control and reporting at a nonprofit organization.</li><li>Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles.</li><li>Experience in strategic planning and execution. Strong analytical skills and experience interpreting a strategic vision into an operational model. </li><li>Skill in examining, developing, reengineering and recommending financial, and technology systems, policies and procedures. </li><li>A collaborative and flexible style, with a strong service mentality, and who is seen as a team player committed to lifelong learning. </li><li>Strong commitment to developing team members. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects. </li><li>Demonstrated commitment to the social sector with a passion for the organization’s mission.</li><li>Recognize and be responsive to the needs of all stakeholders of the organization, including donors, volunteers, and community constituents. </li><li>Work requires willingness to work a flexible schedule.</li></ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF:<ul><li>Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.</li><li>Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li><li>Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li><li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul> PHYSICAL REQUIREMENTS:<ul><li>While performing the duties of this job, the employee is occasionally required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms, climb stairs, balance, stoop, kneel, crouch or crawl, talk or hear, taste or smell. The employee must occasionally lift and/or moves up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. </li><li>Primarily works in climate controlled office-based setting. </li><li>The employee is exposed to weather conditions prevalent at the time. </li><li>The noise level in the work environment is usually moderate.</li></ul> COMPENSATION: $80,000 to $90,000 per year DOE with generous benefits.Send Cover Letter and Resume to:United Way of Ventura County702 County Square Drive, Suite 100Ventura, CA 93003<a href="mailto:Yvonne.Estrada@vcunitedway.org" target="_blank">Yvonne.Estrada@vcunitedway.org</a>

Vice President, Finance & Admimistration

Why United Way Suncoast?Do you want to be part of a non-profit organization that makes a difference in your community? Do you want to be part of a passionate team focused on improving the lives of others? Now is your opportunity! United Way Suncoast is seeking a Senior Accountant. The Senior Accountant position is an integral part of the Finance and Gift Stewardship Team. This position assists in all aspects of accounting to ensure the highest level of transparency and accountability. This role truly ensures our core values of Stewardship, Collaboration, and Integrity are met by the financial statements produced and used by all other teams within the organization.We're not asking you to apply for a job. We're asking you to embrace a movement that gives people the freedom to rise. In return, you'll be embraced by colleagues that will appreciate every contribution you make.Our team members enjoy a flexible work environment built on transparency and trust and most have hybrid schedules. There are many growth opportunities including the ability to learn about and contribute to efforts across the organization. We offer a competitive total rewards package including shortened benefit eligibility periods, several weeks of PTO, and no cost medical and dental options to name a few!Objectives &amp; Responsibilities: • Prepares the month-end close including preparation of worksheets and reconciliations to ensure timely preparation and analysis of monthly financial statements. • Records monthly activity relating to pledges, bad debt, designations, and credit card payments to the general ledger. • Assists in the preparation of the annual budget. • Assists in year-end close and annual audit, and in preparing Form 990 worksheets. • Provides customer service and support to internal customers and vendors with respect to various accounts payable and related accounting inquiries. • Reviews and approves payroll and tax related forms including Form 941 and W-2. Provides back up for payroll processing. • Maintains understanding of grants and contributions with Standard ASC-606, internal policies and procedures, and donor rules and regulations. • Provides support in onboarding accounting system upgrades and conversions through onboarding, training, and documentation of procedural updates. • Hires, trains, supervises, or coaches team members, interns, and/or volunteers to ensure program goals are achieved. • Develops and refines processes to improve efficiency and achievement of goals and objectives. • As a member of the Senior Team, contributes to organizational improvement and risk management. • Consistently demonstrates Our Suncoast Code and Values including applicable elements of leading self, team, and organization.Qualifications and Skills for Success: • Typically reflects eight or more years of relevant experience and three or more years of team member development experience. • Bachelor’s degree; equivalent training or experience may be accepted in lieu. • Ability to work some evening and weekend hours. • Bilingual or Multilingual (English/Spanish/Creole) a plus.Diversity, Equity, and Inclusion: • Behaviors reflect a belief that individuals from diverse backgrounds lead to a more successful organization. • Educates oneself about DEI issues within the organization and community. • Demonstrates a willingness to become aware of and address one’s own implicit biases. • Deliberately works to include individuals from underrepresented backgrounds in efforts both internally and externally as appropriate. • Identifies and integrates the tools and resources needed to create more equitable environments.

Neighborhood Resource Center

United Way Suncoast

Centennial

Senior Accountant

Job DescriptionUnited Way of BrevardUnited Way of Brevard, Florida (UWB) was established in 1957 by a group of concerned individuals who wanted to help those who were in need. Our work focuses on the building blocks of a good life – Education, Income and Health. Our community wins when kids succeed in school, adults can secure a good job, manage their finances, and provide a healthy environment for their families. Together, the contributions of thousands of individual donors become a force for change in the community.POSITION SUMMARYThe Finance Specialist position provides expertise and performs complex clerical, bookkeeping, and accounting assignments, prepares accounting statements and financial reports. He/She completes accounting entries accurately and timely. He/She provides organizational leadership regarding grant accounting, quality work and customer service by valuing internal and external customers and cooperating productively with other employees, seeking ways to improve the quality and timeliness of work.Key Responsibilities  Prepares financial reports and various accounting statements<ul><li>Posts journal entries to general ledger</li><li>Functions as primary liaison for potential Finance contractors and United Way Leadership</li><li>Accounts Payables/Accounts Receivable duties</li><li>Processes payroll and prepares necessary payroll reports</li><li>Proofs accounting reports for clerical accuracy</li><li>Allocates expenditures to correct accounts according to departmental procedures</li><li>Assist with the preparation of annual audits and required Federal/State/Local tax reports and filings</li><li>Performs other related duties as assigned</li></ul>POSITION REQUIREMENTSThese specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.Education and Experience:Bachelor’s degree in Accounting requiredNon-Profit experience highly preferredThree years plus accounting experience demonstrating a clear understanding of all areas of bookkeeping and general ledger entries.Ability to effectively work in virtual and on site office environments with minimal supervision and recommendations to prioritize work and outline steps necessary to complete a project.Excellent knowledge of accounting, Microsoft Word and Excel for Office365QuickBooks experience requiredMIP Abila Fund Accounting experience highly preferred- Pay differential available for highly qualified candidate.Demonstrated research and analytical skills.Ability to think strategically in the development of process improvements and policy enhancements.Self-motivated with the ability to prioritize work and outline the steps necessary to complete a project and work in a team environment.Flexibility to handle several on-going projects.Ability to work well under pressure and to set and meet deadlines.Strong proficiency in accounting software applications.Non-profit background and knowledge of United Way policies and processes for campaign and financial reporting extremely helpful.Experience with non-profit audits and requirements a plus. Pay differential available for highly qualified candidate.This position provides expertise and support insuring accounting entries are completed accurately and timely. It provides organizational leadership regarding grant accounting. It also ensures quality work and customer service by valuing internal and external customers and cooperating productively with other employees, seeking ways to improve the quality and timeliness of work.The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy machine, fax machine, calculator, personal computer, related printers, and other related office equipment.The incumbent in this position must be able to read and interpret documents or instruments; perform highly detailed work; assist or guide problem solving; perform complex mathematical functions; conduct meetings and presentations, prepare written communication; perform highly specialized analytical reasoning; withstand stress; and handle multiple, concurrent tasks and constant interruptions.United Way of Brevard is an equal opportunity employer. We offer a competitive salary, a learning environment, and employee benefits to include health insurance, paid holidays, paid time off, and a retirement plan. Please submit your resume and cover letter to <a href="mailto:hr@uwbrevard.org" target="_blank">hr@uwbrevard.org</a> United Way Core Competencies For All Staff· Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.· Relationship-Oriented: Understands that people come before process and are astute in cultivating and managing relationships toward a common goal.· Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.· Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.· Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.About Brevard County, FloridaBrevard County, Florida, also known as Florida’s Space Coast, is a groundbreaking region along the east coast of the Sunshine State. Home to the world-famous launch pads of Kennedy Space Center and Cape Canaveral Space Force Station, Brevard County’s rich history is built upon generations of high-tech talent, yet boasts a small-town community feel where members can truly make a difference. With an abundance of amenities for the right work-life balance, Florida’s Space Coast offers a unique lifestyle with tropical weather, cultural activities, educational opportunities, year-round outdoor recreation, and a family-friendly atmosphere. Even the world's most significant vacation playground is just a short ride, which means you can get annual passes for endless access to the thrills and off-season crowds at Orlando theme parks and attractions, all while enjoying the relaxed oceanside community that has sent man to the moon, and continues to launch advances for humankind. You can learn more about the endless lifestyle options found here, at <a href="http://www.LiveBigSpaceCoast.com" target="_blank">www.LiveBigSpaceCoast.com</a>.

United Way of Brevard County, Florida

United Way of Brevard 

Finance Specialist 

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.

United Way of Greater Milwaukee & Waukesha County

United Way of Greater Milwaukee and Waukesha Cnty

Accountant

ORGANIZATION OVERVIEW
We work with 58 nonprofit and school-based partner programs to make a big difference in Kennebec County, Maine. We believe that we can accomplish greater things together, and United Way has evolved from its roots as a fundraising organization to become a critical community convener. We mobilize local partners, businesses, community leaders, public officials, and residents to expand opportunities available in our area to help people succeed. Our priority areas are Health, Education and Financial Stability. More than 32,000 local people received assistance from a United Way program last year. One out of every four local people were directly supported by United Way.
Position Objective: This position is responsible for managing the overall financial procedures of the organization, including all accounting functions, audit preparation, accounting controls, the pledge/designation process, and the financial portions of grant management. This position will work with the President &amp; CEO on the annual budget process and in developing financial and budget reports for management purposes.
OVERVIEW OF RESPONSIBILITIES
Financial Accounting &amp; Reporting:
<ul><li>Develop and monitor annual budget and strategic forecast for the organization.</li>
<li>Coordinate and manage all activities for the annual audit, including preparation of financial statements and tax filings. Implement audit recommendations annually.</li>
<li>Prepare timely journal entries to ensure accuracy and appropriateness.</li>
<li>Maintain general ledger accounts, which accurately reflect the financial activity of the organization in accordance with generally accepted accounting principles (GAAP) and United Way Worldwide (UWW) standards.</li>
<li>Ensure that financial activity associated with community investments is accounted for properly and in accordance with funding agreements.</li>
<li>Maintain a monthly financial reporting system that supports the annual budget.</li>
<li>Provide monthly financial reports and/or financial presentations to the President &amp; CEO and the Board of Directors.</li>
<li>Maintain a close and successful working relationship with the Board Treasurer in overseeing UWKV’s finances.</li>
</ul>Financial Operations:
<ul><li>Manage campaign pledge processing, designations, and subsequent payments.</li>
<li>Manage accounts payable, payroll, sick/vacation time tracking, pledges receivable, and collection activities.</li>
<li>Develop, implement, monitor, and adhere to finance policies and internal control procedures; recommend improvements to strengthen controls as needed.</li>
<li>Review all expenditures and prepare for approval by President &amp; CEO.</li>
<li>Supervise cash management, reserve account, and the investment account’s compliance with the Investment Policy.</li>
<li>Serve as fiscal/administrative manager for several external entities and campaigns.</li>
<li>Prepare and submit required financial and membership reports to UWW.</li>
</ul>General Operations:
<ul><li>Supervise the Administrative &amp; Finance Assistant position, providing regular oversight and performance evaluations.</li>
<li>Ensure the smooth functioning of UWKV’s business operations.</li>
<li>Identify inefficiencies and propose strategies to increase efficiency and productivity across the organization.</li>
<li>Oversee operational policies and procedures in alignment with the organization’s goals.</li>
<li>Work with information technology vendors to ensure the organization’s data security and privacy, as well as provide staff training on data security and privacy as needed.</li>
<li>Serve as primary onsite contact with building management to address facilities issues.</li>
<li>Serve as primary onsite contact with information technology vendors to address computer and network issues.</li>
<li>Provide support to the President &amp; CEO, the Board of Directors and the Finance Committee, as needed.</li>
<li>Support a variety of annual campaign activities and fundraisers.</li>
<li>Provide back-up to other staff members by answering the telephone, greeting visitors, routing calls and handling a variety of inquiries.</li>
<li>Fulfill other duties and special projects as assigned by the President &amp; CEO.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Bachelor's degree in finance, business administration, accounting or a related field, or equivalent combination of education and experience</li>
<li>Experience in financial accounting for nonprofit organization</li>
</ul>Preferred Skills:
<ul><li>Considerable knowledge of computer software programs and applications for financial management (including Quickbooks and Excel)</li>
<li>Working knowledge of generally accepted accounting principles (GAAP) and financial reporting/budgeting in a nonprofit environment</li>
<li>Understanding of or ability to learn customer relationship management (CRM) systems</li>
<li>Ability to plan, organize, and direct comprehensive financial programs</li>
<li>Strong supervisory skills</li>
<li>Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy</li>
<li>Ability to communicate effectively both verbally and in writing; to establish positive public relations; and to interact effectively with a wide variety of people</li>
<li>Provide excellent attention to detail</li>
<li>Ability to deal with extremely confidential and sensitive information</li>
</ul>WORK ENVIRONMENT
While performing the duties of this job, the employee is frequently exposed to office work environment conditions. Internally controlled working environment with little or no hazardous conditions (e.g., fumes, toxic or caustic chemicals, extreme heat/cold conditions, vibrations, and/or airborne particles) in normal work location. The noise level in the work environment is usually quiet to moderate. Participation in early morning, evening and weekend meetings and events is required. The employee will frequently be required to utilize own transportation to travel throughout the Kennebec Valley region to visit with stakeholders. The employee will also be required to occasionally attend meetings and events out of the area.
Physical demands include:
<ul><li>Remaining stationary approximately 95% of the time.</li>
<li>Operating a computer and other office productivity machinery.</li>
<li>Communicating information and ideas so others will understand. Must be able to exchange accurate information.</li>
<li>Moving about the office and in the community.</li>
<li>Moving boxes or supplies up 50 pounds, with or without accommodation</li>
</ul>DIVERSE &amp; INCLUSIVE WORKPLACE
United Way of Kennebec Valley is an equal opportunity employer. UWKV is committed to seeking and sustaining a culturally and ethnically diverse environment and to the principles that promote inclusive practices.
Diversity, equity and inclusion (DEI) lies at the core of achieving our mission, living our values, and advancing the common good. We acknowledge that injustices have persisted throughout history and continue to exist in our communities today. Within our own organization, we create and maintain an equitable and inclusive environment that leverages the unique contributions of diverse individuals and organizations in all aspects of our work.
<ul><li>We take the broadest possible view of diversity, going beyond visible differences, to affirm the humanity of all individuals.</li>
<li>We bring an equity lens to our organizational practices to guide decision-making and advance goals in this space.</li>
<li>We engage the power of inclusion to create the innovative solutions and community ownership necessary to address complex community issues.</li>
<li>We hold ourselves accountable, consistently examining and evolving our core beliefs over time, to honor the members of our communities.</li>
<li>We ensure staff and volunteers broadly reflect the diversity of the communities we serve.</li>
</ul>For more information: <a href="https://uwkv.org/Diversity" target="_blank">https://uwkv.org/Diversity</a>
Pay: $65,000.00 - $78,000.00 per year
Benefits:
<ul><li>403(b)</li>
<li>403(b) matching (7%)</li>
<li>Dental insurance</li>
<li>Disability insurance</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Holidays (13)</li>
<li>Life insurance</li>
<li>Paid parental leave</li>
<li>Paid time off (starting: 15 vacation, 12 sick)</li>
<li>Professional development assistance</li>
<li>Tuition reimbursement</li>
<li>Vision insurance</li>
</ul>

United Way of Kennebec Valley

Director of Finance & Operations

Finance Senior Manager
Accounting and Finance
United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.
This is an ambitious time to join United Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.
Join us as the Finance Senior Manager
As a key member of our Finance team, you'll play a pivotal role in the timely and accurate management of financial processes, accounting, audits, and reporting. Your responsibilities will encompass a range of critical functions, from benefits administration to bank account reconciliations and tax returns. Here, your expertise will make a meaningful impact in creating a thriving community where individuals and families have the opportunity to reach their full potential.
What You'll Do:
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 
<ul><li>Oversee financial processes, including 401k audits, financial statement audits, and property tax filings, to ensure accuracy and compliance.</li>
</ul>Collaborate closely with our Talent Management team to manage benefits administration, open enrollment, and COBRA, ensuring our employees receive the support they need.
<ul><li>Process general ledger entries for employer-paid benefits and bi-weekly payroll</li>
<li>Prepare bi-weekly payroll and reconcile benefit and payroll-related general ledger accounts to maintain financial transparency and accuracy.</li>
<li>Ensure the timely reconciliation and submission of benefit invoices for payments.</li>
<li>Play a critical role in supporting auditors and tax preparers during benefit plan audits and related tax return filings, gaining valuable experience, and contributing to the success of our organization.</li>
</ul>Key Accounting Functions:
<ul><li>Conduct monthly bank statement reconciliations</li>
<li>Track and resolve outstanding checks</li>
<li>Manage fixed assets and prepaids</li>
<li>Prepare real and personal property tax returns</li>
<li>Collaborate with JumpIN to manage financials</li>
<li>Play a key role in assisting in CBO financial evaluation as needed</li>
<li>Provide necessary support to auditors and tax preparers for financial audits and the 990-tax return</li>
<li>Ability to generate requested ad-hoc reports through accounting systems</li>
<li>Be ready to take on special assignments and other tasks on an as-needed basis, showcasing your adaptability and problem-solving skills</li>
<li>Offer crucial backup for payment and pledge processing through the CRM system</li>
<li>Invest in your professional growth through development and continuing education opportunities, both internally and externally</li>
<li>Utilize the CRM system for effective reporting and tracking of pledges and gifts</li>
</ul>Qualifications:
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability, and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
Education and/or Experience
<ul><li>Bachelor's degree in accounting or five years of relevant accounting experience.</li>
<li>Experience with Salesforce platform or CRM systems is preferred.</li>
<li>Five years of supervisory experience is desirable.</li>
<li>Proficiency in computer skills and attention to detail are essential.</li>
<li>Effective time management and multitasking abilities are required to meet deadlines.</li>
<li>Strong organizational and interpersonal skills are crucial for success.</li>
</ul>Note: Work experience may be considered as a substitute for educational requirements on a case-by-case basis.
Supervisory Responsibilities:
In addition to these qualifications, this role also includes supervisory responsibilities. The selected candidate will oversee the CRM Team, which consists of three team members responsible for audit and pledge processing, donor designated gifts, and accounts receivable.
Position Leader:       Chief Financial Officer
Position Leads:         Manager of Pledge Audit &amp; Processing, Donor &amp; Designation Data Associate, Manager of Accounts Receivable
FLSA Status:             Exempt, Full-Time 
Salary Range:            Upper 70's to Low 80's
Benefits:                    Complete Benefits Package Available
Reviewed:                  November 2023
Equal Opportunity Employer
Please apply at uwci.org/careers
This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.  UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.

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