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Reports to&nbsp;&nbsp; &nbsp;&nbsp;211 StatewideOperations Director&nbsp;Location: &nbsp; Must Reside in Wisconsin&nbsp;United Way of Wisconsin is seeking an organized, enthusiastic, forward-thinking, and mission-focused individual who understands and respects the needs of 211 resource directory users and has an interest in the human services delivery system. The 211 Community Resource Database Associate (Associate) will develop and maintain relationships with agencies and community groups that assist all populations, with an emphasis but not limited to service providers in Wisconsin. This is a full-time, regular, non-exempt position.&nbsp;&nbsp;ABOUT UNITED WAY OF WISCONSIN&nbsp;&nbsp;United Way improves lives and strengthens communities by mobilizing partners to close gaps and open opportunities so everyone can thrive in Wisconsin. The United Way connects partners, donors, volunteers, and community leaders to tackle the root causes of complex challenges while making a positive impact on the lives of Wisconsinites. Statewide our key initiatives are 211 Wisconsin, Volunteer Wisconsin, Workforce Development, and Techquity Wi. We also provide member support services to local and independent United Ways in Wisconsin, and 211 regional contact centers.&nbsp;&nbsp;CORE COMPETENCIES&nbsp;Candidates must be able to demonstrate strong analytical and critical thinking skills, exercise sound judgment, and dynamic teamwork. The person should excel at effective communication, sound technical skills, analytical ability, good judgment, and a strong operational focus. A commitment to updating and improving the community resource directory is essential with an understanding that success will include in person conversations, professional phone, and written communication skills, and be comfortable with using modern technical platforms to enter data and edit content using a systemwide style guide.&nbsp;&nbsp;The individual should have exceptional listening skills, a high level of energy and integrity; compassion for all members of the community and staff and is initiative-taking.&nbsp;&nbsp;ESSENTIAL DUTIES AND RESPONSIBILTIES:&nbsp;The duties listed below are intended only as illustrations of the types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment.&nbsp;&nbsp;Service Directory Curation and Data Entry&nbsp;Regularly update and maintain a comprehensive directory of community service providers, including contact information, eligibility criteria, and service details. &nbsp;Verify agency programs and index the services according to a standard indexing system.&nbsp;Conduct research to identify service providers missing from the directory and add resources and incorporate them into the database. &nbsp;Ensure data accuracy by verifying information with providers and updating as needed. &nbsp;Ensure compliance with national accreditation, taxonomy, and coding standards.&nbsp;&nbsp;Outreach and Community Engagement&nbsp;Assist in implementing outreach strategies to raise awareness about available services within the community. &nbsp;Conduct surveys, telephone, and other methods to regularly update and collect community resource database service listing.&nbsp;&nbsp;QUALIFICATIONS&nbsp;Excellent and demonstrated communication and people skills to interact with diverse populations, required.&nbsp;Strong research and analytical abilities to identify appropriate resources, required.&nbsp;Meticulous with strong organizational skills to maintain accurate information, required.&nbsp;Proficiency in computer applications for data entry and report generation, required.&nbsp;Proficiency in using Microsoft Office products including word and excel, required.&nbsp;Knowledge of local community resources and social service agencies, required.&nbsp;&nbsp;Knowledge of substance use treatment and support services, preferred.&nbsp;&nbsp;Productivity driven with a focus on measurable results.&nbsp;Critical thinking and problem solving.&nbsp;Ability to work independently, as well as in a team environment.&nbsp;&nbsp;Ability to establish and maintain positive working relationships and remain positive.&nbsp;&nbsp;Flexible, able to manage priorities and deadlines in a fast-paced environment without compromising quality.&nbsp;WORKING CONDITIONS&nbsp;Hours of operation are Monday through Friday 8:30 to 5:00 pm.&nbsp;Work involves frequent use of office equipment and exposure to computer screens.&nbsp;&nbsp;Work requires oral and written communication with internal and external partners.&nbsp;&nbsp;Hybrid work environment within the state of Wisconsin.&nbsp;Physical and Mental Demands&nbsp;The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.&nbsp;While performing the duties of this class, an employee is regularly required to stand, walk, and sit, talk or hear both in person and by telephone; use hands and fingers repetitively to handle or feel objects or controls and operate computers and other standard office equipment; reach with hands and arms.&nbsp; &nbsp;&nbsp;Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.&nbsp;While performing the duties of this class, the employee is regularly required to use written and oral communication skills; read and interpret information; analyze and solve problems; observe and interpret people and situations; learn and apply new information or skills, work under intensive deadlines and interact with UWWi staff and members and others encountered in the course of work.&nbsp;

United Way of Wisconsin

211 Community Resource Specialist & Data Entry Associate

<h2>Summary:&nbsp;</h2>The accountant provides accounting and data entry services with the emphasis on daily accounts receivable transactions and assists with payroll processes. The accountant maintains financial records of United Way Fox Cities including assuring integrity of the accounting software, campaign pledge and receivable database, and financial statements.&nbsp;&nbsp;<h2>Essential Duties/Responsibilities:&nbsp;</h2>Accounts Payable and Receivable:&nbsp;<ul><li>Performs accounts payable processes ensuring accuracy and adherence to policies, procedures, and controls, including review of employee travel/expense reports.&nbsp;</li><li>Pay agencies, based on Board approved Agency investments, through online banking system, set up new agencies on direct deposit.&nbsp;</li><li>Maintain systems necessary for accurate distribution of grants and designations.&nbsp;</li><li>Maintain and update accounts receivable by posting payment transactions to existing receivables.&nbsp;</li><li>Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments.&nbsp;&nbsp;</li><li>Prepare and mail direct billing statements to individuals and organizations and track payments.&nbsp;</li><li>Generate receivable batch reports and prepare information in a format for general ledger entries.&nbsp;</li><li>Prepare bank deposits for pledge payments and deliver to the bank.&nbsp;</li><li>Assist with budget and reporting functions related to grants, including:&nbsp;</li><li>Review, record and update budgets.&nbsp; &nbsp;</li><li>Prepare and submit program expenses.&nbsp;</li><li>Create and track payments.&nbsp;</li><li>Analyze program reports.&nbsp;</li><li>Monitor payroll hours.&nbsp;</li><li>Update financial policies as needed for grant compliance.&nbsp;</li><li>Keep appropriate documentation for program expenses.&nbsp;</li><li>Ensure compliance.&nbsp;</li></ul>Payroll:&nbsp;<ul><li>Process bi-monthly payroll process.&nbsp;</li><li>Review payroll and related journal entries to ensure accuracy.&nbsp;</li><li>Assist with payroll preparation, including tax filing.&nbsp;</li><li>Benefits maintenance and payments.&nbsp;</li></ul>Monthly and Yearly Closing Process:&nbsp;<ul><li>Applies accounting principles and techniques to systematically record and present financial data. Ensures that accounting transactions are recorded and reported accurately and in a timely fashion.&nbsp;</li><li>Performs 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;&nbsp;</li><li>Prepare the month end close journal entries for responsible areas.&nbsp;</li><li>Prepare balance sheet account reconciliation and perform variance analysis.&nbsp;</li><li>Maintain organized, accurate and complete accounting records.&nbsp;</li><li>Assist with account analysis, as needed.&nbsp;</li><li>Assist with preparation of monthly financial reports on a timely basis.&nbsp;</li><li>Manage financial record retention and destruction.&nbsp;</li><li>Assist with completion of surveys &amp; statistical reports.&nbsp;</li><li>Assist with annual budget processes.&nbsp;</li></ul>Annual campaign:&nbsp;<ul><li>Process pledges receivable process, including receipting, posting, invoicing and statement preparation.&nbsp;</li><li>Work closely with the Resource Development team relative to the finance staff’s work, including monitoring campaign performance and projections for the monthly financial statements.&nbsp;</li><li>Reconcile Customer Relationships Management software (Andar) pledges and accounting software (MIP)&nbsp;</li><li>Assist in auditing campaign envelopes and with entering campaign designation information into campaign software database&nbsp;</li></ul>Audits:&nbsp;<ul><li>Assist with annual audit, reporting and other projects, as assigned in preparation of audit work schedules.&nbsp;</li><li>Assist in the preparation of the annual tax return information for External Auditors&nbsp;&nbsp;</li><li>Assist in the preparation of the audited financial statements and footnotes.&nbsp;</li><li>Respond to outside agency audit information requests.&nbsp;</li><li>Develop, implement, and monitor internal controls to ensure fiscal integrity.&nbsp;</li><li>Maintain appropriate financial and accounting files.&nbsp;</li><li>Perform duties related to other financial audits.&nbsp;</li></ul>

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