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Workplace Fundraising SpecialistFundraising &amp; EngagementUnited 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.  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. Position Summary United Way of Central Indiana (UWCI) recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Workplace Fundraising Specialist will help advance the mission of United Way of Central Indiana by cultivating and maintaining relationships with key corporate partners and donors to grow giving and engagement with United Way of Central Indiana. This individual will achieve annual fundraising and engagement goals by executing an annual giving campaign for assigned portfolio of corporate accounts with an emphasis on building relationships with corporate partners and their employees. The Workplace Fundraising Specialist will collaborate with key volunteers to develop and grow employee giving at corporate partners, including consistent touchpoints with company contacts, exploring employee engagement opportunities, and developing individual donor messaging.  Position Duties &amp; Responsibilities 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>Fundraising:<ul><li>In conjunction with UWCI Internal Teams, develop and implement high-level strategies designed to maintain and grow the fundraising and engagement for corporate partners and their employees in assigned portfolio through year-round engagement.</li><li>Steward, cultivate and engage leadership level executives within assigned portfolio to build a broad base of support for UWCI focused fundraising activities with key corporate partners.</li><li>Creatively explore and introduce additional UWCI opportunities, as appropriate (i.e., volunteerism, sponsorships, etc.). Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly.</li><li>Write and deliver informative and engaging presentations on UWCI's mission and vision in front of varying audience sizes. Communicate impact stories that promote donor acquisition, retention, and growth. Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator to advance engagement and brand value. </li><li>Maintain and track communication with external partners, including corporate partners and individual donors within Salesforce CRM.</li></ul></li><li>Track campaign progress in online giving platforms and through Salesforce CRM. Proactively intervene and troubleshoot as needed to positively impact campaign outcomes.</li><li>Leverage data to provide strategic, targeted account management and excellent customer service, leading to long-term strategic plans with aggressive goals. </li></ul><ul><li>Internal Relationships:  <ul><li>Work collaboratively with internal stakeholders on projects, as assigned, to further UWCI's work. </li><li>Work with UWCI's Major Gifts, Volunteer Engagement, Community Impact, Strategic Information &amp; Intelligence, and Brand teams to identify, develop and implement opportunities to communicate community impact work and UWCI goals and priorities to key stakeholders.</li></ul></li><li>Annual Goals: Achieve established goals for annual fundraising and engagement. Work with the Workplace Fundraising Senior Manager to ensure goals reflect, align, and contribute to the broader goals of the organization.  </li><li>Flexibility: UWCI is evolving with our changing external environment. Flexibility is a key attribute for this position. A willingness to take on additional duties to ensure the success of the team is essential. Performs special assignments and other work on an as-needed basis. Role requires travel 10-15% of the time within UWCI service area. </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 accommodations 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, organization, flexibility, and adaptability. The individual will also maintain knowledge of trends in their area of responsibility and reviews literature to understand key issues. This individual regularly navigates Salesforce CRM database and utilizes Microsoft Excel, Word, and PowerPoint to illustrate data and information to a wide range of audiences. Routinely writes detailed reports and correspondence and responds to questions and/or complaints. Routinely speaks effectively and in a compelling manner before groups of customers, clients, and/or employees of corporate accounts. This individual routinely solves practical problems and deals with a variety of concrete variables in situations where standardization exists. Able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.This individual makes limited decisions and determines best methods to solve problems by referring to established precedents and policies. Impact of decisions is usually low to moderate cost. Education and/or Experience 1 to 2 years of experience in fundraising, public administration, sales, marketing. Bachelor's degree is required. An associate degree with relevant work experience would be considered. Knowledge of the central Indiana community and the human service sector is preferred.  Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, ability to build strong relationships both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion. Must have the ability to prepare and explain performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team. *Work experience may substitute for education requirements on a case-by-case basis.Position Leader: Workplace Fundraising Senior ManagerPosition Leads: N/A FLSA Status: Exempt, Full-Time           Salary Range: Upper 40's to Mid 50'sBenefits: Complete Benefits Package Available Reviewed: March 2024            Equal Opportunity EmployerPlease apply at uwci.org/careersThis 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.

United Way of Central Indiana

Workplace Fundraising Specialist

SupportSpecialist Impact- Sector Support 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.   Position Summary United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Support Specialist is a member of the Sector Support team and will assist the Director of Infrastructure with the administration of the infrastructure funds initiativeswhich are key components of United Way of Central Indiana's support of our vital human servicesnetwork priority. These initiatives include the Facilities Maintenance Fund (FMF), the TechnologyFund (TF) and the Capital Projects Fund (CPF). These three funds are designed to address thevarious capital and technological needs of United Way of Central Indiana's accredited partner organizations andcommunity projects utilizing capital grants, planning assistance, consulting services and training.  Position Duties &amp; Responsibilities 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.  Manage grant administration processes, ensuring accurate documentation and compliance. Fostereffective communication through correspondence with partner organizations, volunteers, and vendors. Prepare materials and assist with planning logistics for volunteer committee meetings, ensuring seamless and efficient proceedings. Assist with preparation of grant proposals and reports for funding partners. Assist with development and implementation ofeducational workshops relevant to Sector Support initiatives. Coordinate with Impact Leadership Team,Strategic Intelligence and Information, and Marketing/Brand Team to help effectively communicatepositive outcomes from infrastructure initiatives. Serve as a knowledgeable liaison between the Sector Support team and other parts of the organization, providing expertise and best practices related to infrastructure funds and other Sector Support initiatives. Support other Sector Support initiatives, including but not limited to upkeep of CRM database,contract invoicing, volunteer management, meeting coordination.  Work directly with Director of Infrastructure, Senior Director of Sector Support, and other members of the Sector Support Team, as needed. Undertake additional duties as assigned by the Sector Support team. 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. Education and or Experience: Associatedegree in related field or related experience required. Bachelor's degree is preferred but notrequired.  At least 2-4 years of relevant work experience preferred. Proficiency in Microsoft Office, with an emphasis on advanced Excel skills. Knowledge of the nonprofit sector is beneficial. Effective written and verbal communication skills.  A demonstrated ability to generate reports and work comfortably with complex data and proven experience working cross-functionally in a complex organization are required. Committed to personally championing diversity, equity, and inclusion initiatives.  *Work experience maysubstitute for education requirements on a case-by-case basis.  Position Leader:               Director of Infrastructure FLSA Status:                    Exempt, Full-Time Salary Range:                  Low to mid 50's Benefits:                         Complete Benefits Package Available Reviewed:                       February 2024 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.

Support Specialist

Research AnalystStrategic Intelligence &amp; Information DivisionUnited 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.  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. Position SummaryWe are looking for a Research Analyst to join our talented Strategic Intelligence and Information Team. In this role, you will work as a certified Efforts to Outcomes (a non-profit case management software) administrator with local non-profits and community partners on their data collection and reporting strategies. This position will regularly engage with and train non-profit executives and staff to transform their data collection practices, outcomes reporting, and program evaluation. You will act as a liaison between United Way's Strategic Intelligence and Information Division and external partners (including United Way's accredited partners and additional community partners) to create meaningful research and data products that tell the story of United Way's impact as well as inform of the needs in the Central Indiana Community. In executing on ETO responsibilities, you will lead external training sessions and conversations related to data collection buildout and reporting needs for community partners. This position will also assist with research and analytical projects conducted by the Strategic Intelligence and Information Division in support of the organization's goals and objectives. Position Duties &amp; ResponsibilitiesThe 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. Database Analytics and ReportingSupport and maintain partner non-profit organizations in <a href="https://eto-articles.socialsolutions.com/en/articles/4973079-what-is-eto" target="_blank">the Efforts to Outcomes (ETO) Database</a> which is a customizable human-services case management software. Cultivate relationships with ETO partners to facilitate trust and provide a deeper understanding of organizations and their role in Central Indiana community, to enhance their data collection and outcomes reporting. Utilize database management skills to administer UWCI ETO enterprise with over 30 partner organizations, to design, configure and maintain custom data collection buildouts. Write advanced reports in SAP Business Objects to track clients, outputs, and outcomes for our ETO partners.<ul><li>Create customized performance reports that aggregate results for external partner agencies, and internal partners using SAP Business Objects.</li><li>Work closely with the Community Research and Database Analytics Director and other members of Strategic Information to support the implementation, maintenance, and management of Efforts to Outcomes software, collaborating directly with agency executives and front-line staff to facilitate program performance management activities.</li><li>Conduct presentations for partner organizations related to ETO functionality and best practices for new staff and engage with program managers and data stewards to discuss data collection needs and new program buildouts or reporting requirements.</li><li>Lead efforts to collect, organize, scrub, validate, and otherwise prepare large data sets for research projects, e.g.: update and maintain a complex database of confidential information to ensure current and accurate information using systems such as Efforts to Outcomes (ETO).</li></ul>Data Analytics and ResearchCollect, research, and analyze internal and external data to inform UWCI's impact toolkit and strategies. Research, analyze and report out on community data to help inform grantmaking strategies for delegated impact areas. Data analytics and research efforts beyond immediate UWCI goals and initiatives.<ul><li>Support internal efforts to ensure ETO is optimized to support and advance UWCI's strategic plan.</li><li>Analyze and interpret results using standard statistical tools and techniques.</li><li>Identify new opportunities for process improvement.</li><li>Ensure that systems and procedural safeguards for protecting all sensitive personal and financial data are in place and practiced at all times to maintain organizational data security.</li></ul>Community Data Initiatives:Provide support for data collection reporting and analysis for UWCI Impact Initiatives such as Center for Working Families, Winter Assistance Fund, Community Data Equity Initiative. Cultivate and promote relationships with non-profit organizations by providing guidance and technical assistance and gaining a deeper understanding of data collection, reporting, and data systems. Design and support technical and reporting trainings to enhance the knowledge and reporting of non-profits in Central Indiana (Monthly ETO User Groups, Community Equity Data Initiative Trainings, etc.).<ul><li>Present research results both in written and verbal communications.</li><li>Pinpoint trends, correlations and patterns in data set.</li><li>Train internal and external partners on data-entry and data integrity.</li></ul>Perform special assignments and other work, on an as-needed basis which may include:<ul><li>Create on-line surveys and assist in analyzing data from survey research projects.</li><li>Assist with program evaluation and data analysis for various UWCI programs and initiatives.</li></ul>QualificationsTo perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present in the office while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations 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, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and review literature to understand key issues.Education and/or Experience<ul><li>Bachelor's degree required; graduate degree preferred. *Work experience may substitute for education requirements on a case-by-case basis.</li><li>2-3 years of relevant experience is required.</li><li>Ability to create training experiences that make technical and research concepts easy to grasp.</li><li>Strong communication and customer service skills.</li><li>Strong analytical skills, including expertise in the modeling and analysis of data is required.</li><li>Working knowledge of relational database concepts, SQL, and other business analytics tools is preferred.</li><li>Must possess a high level of computer proficiency and knowledge of various computer software, with skills in Microsoft Excel, Access, Word, and PowerPoint.</li><li>Ability to see the big picture and be detail oriented.</li><li>Must have excellent written and verbal communication skills.</li></ul>Physical Demands: The physical demands described here are general representations 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.<ul><li>While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.</li><li>The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus.</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>Office setting, with sustained use of a computer.</li><li>The noise level in the work environment is minimal to moderate.</li><li>Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.</li></ul>Position Leader:              Community Research and Database Analytics DirectorFLSA Status:                    Exempt, Salaried, Full-timeSalary Range:                   Mid-60'sBenefits:                           Complete Benefits Package AvailableEqual Opportunity EmployerPlease apply at uwci.org/careersThis 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.

Research Analyst ETO Team

Manager of Community EngagementIssue Area Team – Impact DivisionUnited 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.  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.Position SummaryUnited Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Community Engagement's primary responsibilities include project management and grants portfolio management that relies on working in partnership with community stakeholders and grantees, identifying and providing technical assistance coordination and support, facilitating shared learnings amongst stakeholders and grantees, and more. Additionally, this position works in a collaborative and integrated manner with team members across the Impact Division as well as across all other areas of UWCI to ensure that organizational goals and strategies are realized, and to assist Central Indiana in making significant progress toward meeting its poverty reduction goals.Position Duties &amp; ResponsibilitiesThe 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>Grantmaking &amp; Relationship Management: Collaborate with the Director of Impact Funds to support the Impact Funds grantmaking cycle; Review and assess grant proposals to reflect UWCI's values and impact priorities; Convene internal and external stakeholders as part of a grants review team to make funding recommendations; Conduct site visits to grantees to assess program relevance, organizational integrity, and stability; Review and approve funded grantees' evaluation reports and monitor grantees' progress in achieving key objectives; Provide technical assistance to grantees  to develop strategic approaches to systemic issues.   </li><li>Community Engagement and Thought Leadership: Facilitate and manage issue-area focused community events and engagements; Regularly convene and engage with community-based organizations and other community stakeholders to uplift best practices, identify new solutions, and inform and shape strategy and impact.</li><li>Peer Learning and Technical Assistance Management: Manage UWCI's Peer Learning calendar including content identification and creation with CBO partners, partnership spotlights, and facilitation of bi-monthly virtual meetings; Identify training needs and supports that allow grantees to progress in achieving key goals and objectives; Identify and provide technical assistance to grantees in partnership with and supplemental to other bodies of work.</li><li>Parent Advisory Council Management: Manage UWCI's Parent Advisory Council including internal and external stakeholder management and facilitation/coordination of monthly in-person meetings; Serve as liaison for council to UWCI leadership and community stakeholders; Lead all aspects of PAC grantmaking including facilitation of RFP, application process and review, and execution of contracts and grant payments</li><li>Integration and Collaboration: Collaborate in an intentional and forward-thinking way with team members within UWCI's Impact Division and across the organization to maximize the impact of UWCI's resources. </li><li>Research and Evaluation: Stay abreast of key issues, evidence-based best practices, and research to inform and shape current and future investments, initiatives, and programs that support outcomes for individuals and families. Connect with Strategic Information &amp; Intelligence Team to understand reports, adapt approach/strategy in response to reports, and give feedback on reports.  </li><li>Performs special assignments and other work, including temporary and/or back-up support of other Issue-Area or Impact Division functions and priorities, on an as-needed basis.</li></ul>QualificationsTo 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.Excellent partnership building skills with forming and maintaining external relationships are required. Ability to manage multifaceted projects across multiple environments is required. Must possess effective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes. Initiative, attention to detail, and a sense of urgency are essential. Reads and interprets documents such as operating instructions and procedure manuals. Routinely writes detailed reports and correspondence and responds to questions. Routinely speaks effectively before groups of customers, clients, and managers and/or employees of UWCI and external partner organizations. Routinely solves practical problems and deals with a variety of concrete variables in situations where standardization exists. Able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Makes decisions on how to carry out specific day-to-day tasks. Typically consults with supervisor on anything out of the ordinary.  Education and/or Experience <ul><li>Bachelor's degree in education, social work, or similar related area, with a focus on nonprofit management and/or governance preferred*</li><li>Minimum of five years of relatable experience in the education, nonprofit or public sector preferred*</li><li>Project and/or program management experience with a demonstrated ability to develop, implement and execute to achieve intended results by working in collaboration with team members, following through on commitments, prioritizing work, and managing time and resources well</li><li>Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment</li><li>Experience working within and across a broad range of human service providers including interfacing with community-based organizations, government institutions, and/or system stakeholders preferred</li><li>Experience with large-scale (e.g., community-wide) program and/or project management across a broad range of stakeholders highly preferred</li><li>Ability to and/or experience in facilitating convenings, workshops, focus groups, etc. </li><li>Knowledge of the Central Indiana region is highly preferred.</li></ul>*Work experience may substitute for education requirements on a case-by-case basis. Position Leader: Impact Funds DirectorPosition Leads: n/aFLSA Status:   Exempt, Salaried, Full-time              Salary Range: Low to mid-$60'sBenefits: Complete Benefits Package AvailableEqual Opportunity EmployerPlease apply at uwci.org/careersThis 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.

Manager of Community Engagement

Manager of Financial PathwaysIssue Area Team – Impact DivisionUnited 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.United Way of Central Indiana recognizes that the key to success is a strong and cohesive team working through shared values to achieve our mission. The Manager of Financial pathways leads investments and initiatives related to the development, implementation, and scale of financial pathways efforts, aiding in the creation and advancement of economic stability strategies to self-sufficiency and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to financial pathways and economic opportunity. This position works in a collaborative and integrated manner across the Issue Based team and Impact division as well as across all other areas of UWCI to ensure that the organizational goals and strategies are realized, and to assist Central Indiana in making significant progress toward meeting its poverty reduction goals.Position SummaryUnder the direction of the Economic Mobility Director in the Impact Division, the Manager of Financial Pathways will implement and manage a variety of initiatives and projects supporting United Way's Economic Mobility strategy including Center for Working Families and Volunteer Income Tax Assistance (VITA). This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming. In collaboration with the Issue Based Team, the Manager of Financial Pathways aids in the creation and advancement of pathways to economic mobility for households in Central Indiana.  Position Duties &amp; Responsibilities<ul><li>Lead a portfolio of investments and initiatives advancing the development, implementation, and scale of financial stability efforts anchored within the Center for Working Families™ framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.</li><li>Responsible for the coordination and oversight of Volunteer Income Tax Assistance Program (VITA) federal grant in support of low-income and elderly resident tax preparation assistance (project-based during tax season beginning in October lasting until June). Serves as internal project team leader, and external primary point of contact with stakeholders, financial partners, CBO partners, and residents.</li><li>Establish, manage, and scale financial pathways programming in collaboration with external partners through training, technical assistance, thought partnership, and convening.  </li><li>Prioritize and promptly respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, and/or providing information and resources to assist the organizations. </li><li>Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneously interfacing with community-based organization partners to review funded grantees' evaluation reports and monitor grantees' progress in achieving key objectives, ensuring timely reporting of UWCI grant-funded activities, metrics, and related outcomes. Build, maintain, and prioritize trusted relationships with partner organizations, manage appropriate and timely correspondence through a variety of mediums. Strive to be the best partner to all stakeholders.</li><li>Collaborate with the Economic Mobility Director to manage special grant making programs as assigned, responsible for adhering to and ongoing management within the departmental budget.</li><li>Collaborate with Manager of Workforce Pathways to ensure ongoing strategic timelines, deliverables, and outcomes are met within cross-functionality of investment portfolios.</li><li>Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI's Issue Based Strategies, and across UWCI's goals for donors to Give, Advocate and Volunteer.</li><li>Perform special assignments and other work, on an as-needed basis.</li></ul>QualificationsTo 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 review literature to understand key issues. The ability to collect data, establish facts, draw valid conclusions, and develop solutions is essential. The ability to manage multifaceted projects across multiple environments is required. Must possess effective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes. Initiative, attention to detail, and a sense of urgency are essential. Education and/or Experience <ul><li>Bachelor's degree in business administration, public administration, psychology, or related areas with a focus on nonprofit management and/or governance strongly preferred.  </li><li>At least (5) years' experience working in a relevant field including financial pathways programming, economic development, nonprofit management, and/or intermediary efforts required.</li><li>Experience working within and across a broad range of financial pathways and workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholders required.</li><li>Strong project management skills required with demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.</li><li>Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred.</li><li>Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred.</li><li>Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.  </li><li>Knowledge of the Central Indiana economic mobility ecosystem, key stakeholders operational within financial pathways and workforce ecosystem, and the state/local workforce system is highly desirable. </li></ul>*Work experience may substitute for education requirements on a case-by-case basis. Position Leader: Economic Mobility DirectorPosition Leads: n/aFLSA Status: Exempt, Salaried, Full-time              Salary Range: Low to Mid $60's           Benefits: Complete Benefits Package AvailableEqual Opportunity EmployerPlease apply at uwci.org/careersThis 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.

Manager of Financial Pathways

Manager of Financial Stability Initiatives 
Issue Area Team – Impact Division 
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. 
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Financial Stability Initiatives managesinvestmentsand initiatives related to the development, implementation, and scale of financial stability efforts, aiding in the creation and advancement of economic stability strategies to self-sufficiency and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to financial stability and economic opportunity. Additionally, this position works in a collaborative and integrated manner across the Issue Based team and Impact division as well as across all other areas of UWCI to ensure that the organizational goals and strategies are realized, and to assist Central Indiana in making significant progress toward meeting its poverty reduction goals.  
Position Summary 
Under the direction of the Director of Economic Mobility in the Impact Division, the Manager of Financial Stability Initiatives will implement and manage a variety of initiatives and projects supporting United Way's Economic Mobility strategy including Center for Working Familiesand Volunteer Income Tax Assistance (VITA). This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming.In collaboration with the Issue Based Team, the Manager of Financial Stability Initiatives aids in the creation and advancement of pathways to economic mobility for households in Central Indiana.   
Position Duties &amp; Responsibilities 
<ul><li>
Lead a portfolio of investments and initiatives advancingthe development, implementation, and scale of financial stability efforts anchored within the Center for Working Families™ framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.  
</li>
<li>
Responsible for the coordination, implementation, and oversight of Volunteer Income Tax Assistance Program (VITA) federal grant in support of low-income and elderly resident tax preparation assistance (project-based during tax season beginning in October lasting until June). 
</li>
</ul><ul><li>
Establish, manage, and scale financial stability programming in collaboration with external partners through training, technical assistance, thought partnership, and convening.   
</li>
<li>
Prioritize and promptly respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, and/or providing information and resources to assist the organizations.  
</li>
<li>
Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneously interfacing with community-based organization partners to review funded grantees' evaluation reports and monitor grantees' progress in achieving key objectives, ensuring timely reporting of UWCI grant-funded activities, metrics, and related outcomes.Build, maintain, and prioritize trusted relationships with partner organizations, manage appropriate and timely correspondence through a variety of mediums. Strive to be the best partner to all stakeholders. 
</li>
<li>
Collaborate with Director of Economic Mobility to manage special grant making programs as assigned, responsible for adhering to and ongoing management within the departmental budget.  
</li>
<li>
Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI's Issue BasedStrategies, and across UWCI's goals for donors to Give, Advocate and Volunteer. 
</li>
<li>
Perform special assignments and other work, on an as-needed basis. 
</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 review literature to understand key issues. The ability to collect data, establish facts, draw valid conclusions, and develop solutions is essential. The ability to manage multifaceted projects across multiple environments is required. Must possess effective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes.Initiative, attention to detail, and a sense of urgency are essential.  
Education and/or Experience  
<ul><li>
Bachelor's degree in business administration, public administration, psychology or related areas with a focus on nonprofit management and/or governance strongly preferred.   
</li>
<li>
At least (5) years' experience working in a relevant field including financial stability programming, economic development, nonprofit management, and/or intermediary effortsrequired. 
</li>
<li>
Experience working within and across a broad range of financial stability and workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholdersrequired. 
</li>
<li>
Strong project management skills requiredwith demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well. 
</li>
<li>
Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred. 
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred. 
</li>
</ul><ul><li>
Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.   
</li>
<li>
Knowledge of the Central Indiana economic mobility ecosystem, key stakeholders operational within financial stability and workforce ecosystem, and the state/local workforce system is highly desirable.  
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.  
Position Leader: Economic Mobility Director 
Position Leads: n/a 
FLSA Status:Exempt, Salaried, Full-time                
Salary Range: Low to Mid $60's, depending on experience     
Benefits: Complete Benefits Package Available 
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.

Manager of Financial Stability Intitiatives

Volunteer Engagement Senior Manager  
Fundraising &amp; Engagement Division 
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. 
Position Summary 
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Senior Manager leads United Way of Central Indiana's (UWCI) volunteer engagement strategies, programs, team, and partnerships. The Senior Manager promotes and executes volunteer engagement experiences and opportunities (for both individuals and corporations) that effectively support UWCI's mission and goals and increase participants' affinity for UWCI. The Senior Manager leads the creation and execution of strategies to strengthen and grow relationships with corporate partners, individual donors, Community Based Organizations, and volunteers. The Senior Manager guides development and execution of team goals that align with overarching organization goals around engagement.  
Position Duties &amp; Responsibilities 
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>
Leadership:Providestrategic direction and supervision for the Volunteer Engagement Team (positions listed below). Assure coordinated and clear individual and team goals are identified and monitored.Provide guidance and direction to team members while promoting individual thinking and innovation. Regular and meaningful updates with each team member are expected. 
</li>
<li>
Strategy Development: Responsible for creating and driving innovative strategies that will optimize engagement experiences for all key stakeholders.  This strategy includes creating new opportunities and/or revitalizing existing efforts that aim to include impactful ways for community members to feel inspired and participate with UWCI. 
</li>
<li>
Volunteer Management: Act as lead volunteer coordinator for all UWCI signature events and activities (Elevate, Thought Leadership Events, Annual Celebration, Go All IN Day, etc.).Provide support and leadership to the volunteer engagement team to help assure all engagement opportunities are effective, efficient, and meaningful.  
</li>
<li>
Programming: Oversee strategic development of various UWCI engagement programs, including leadership development programs, volunteer opportunities, immersive learning initiatives and cause-based initiatives.Act as programmatic lead for the Connecting Hearts at Home program in partnership with Eli Lilly and Company. Work cross-functionally to redesign and implement the Impact Ambassador program (volunteers who speak on behalf of UWCI and partner CBOs to share personal stories and solicit donations) to ensure the needs of all stakeholders are met.     
</li>
<li>
Financial Responsibility: Assist Vice President of Workplace Fundraising and Volunteer Engagement with the development of program budgets.Monitor program budgets with assistance of Volunteer Engagement Team Members. Work with fundraising team members to help secure external funding for projects that support volunteer &amp; engagement activities.  
</li>
</ul><ul><li>
Data Analysis: Ensure the accurate and consistent capture and measurement of volunteer and participant data. Collaboratecross-functionally with the Strategic Information and Intelligence division to analyze volunteer and participant data to make decisions on programming and to learn more about the behaviors of those that engage with UWCI. Share insights about the impact of volunteer and participant behavior onorganizational goals, including donor acquisition, retention, and growth.  
</li>
<li>
Relationships: Work cross-functionally to identify, develop and implement opportunities to engage constituents in impact work. Partner with Impact division to develop annual and long-term volunteer recruitment and engagement plans. Identify opportunities for community collaboration. Develop and maintain regular contact with community partners. Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly.   
</li>
<li>
Communication: Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator of the same to advance engagement and brand value.  
</li>
<li>
Annual Goals: Work with other Volunteer Engagement Team members to ensure that goals reflect, align,and contribute to the organization's broader goals. Achieve the annual goals.  
</li>
<li>
Performs special assignments and other work, on an as-needed basis.  
</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 review literature to understand key issues. 
Education and/or Experience 
<ul><li>
Bachelor's degree in Non-profit Management, Administration,or similar field or five years of relevant experiencerequired. 
</li>
<li>
Experience with Hands on connect, Salesforce database or other similar volunteer management and 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>*Work experience may substitute for education requirements on a case-by-case basis. (this sentence needs included after educational requirements).  
Position Leader:    Vice President Workplace Fundraising and Volunteer Engagement 
Position Leads:     Corporate Volunteer Engagement Specialist, Manager of Corporate Volunteer Engagement, Manager of Community Engagement, and Immersive Learning               
FLSA Status:         Exempt
Salary Range:       Mid 60's to Low 70's               
Benefits:              Complete Benefits Package Available 
Reviewed:            12/6/2023 
  Equal Opportunity Employer 
Please apply at uwci.org/team 
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.

Volunteer Engagement Senior Manager

Manager of Workforce Pathways Initiatives 
Impact Division 
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. 
Position Summary 
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Workforce Pathways Initiatives managesinvestmentsand initiatives related to the development, implementation, and scale of workforce development and financial stability efforts, aiding in the creation and advancement of career pathways to employment and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to career pathways and economic opportunity. Additionally, this position works in a collaborative and integrated manner across the Issue Based team and Impact division as well as across all other areas of UWCI to ensure that the organizational goals and strategies are realized, and to assist Central Indiana in making significant progress toward meeting its poverty reduction goals.  
Position Duties &amp; Responsibilities 
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.   
Under the direction of the Economic Mobility Director, the manager will collaborate across the Impact division and Issue-Based team to implement a variety of initiatives and investments supporting United Way's workforce development goals including but not limited to: 
<ul><li>
Establish and manage career pathways and workforce development initiatives alongside external partners and stakeholders that provide education, training, technical assistance, thought partnership, and other supports for UWCI partners. 
</li>
</ul><ul><li>
Respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, or providing information and resources to assist the organizations. 
</li>
<li>
Collaborate across internal teams and divisions to measure, report, and analyze the impact of workforce partnership services, while simultaneously interfacing with community-based organization partners to review funded grantees' evaluation reports and monitor grantees' progress in achieving key objectivesensuring timely reporting of UWCI grant-funded activities, metrics, and related outcomes. 
</li>
<li>
Maintain and develop trusted liaison relationships with UWCI partner organizations, manage appropriate and timely correspondence through a variety of mediums, and strive to be the best partner to all stakeholders. 
</li>
<li>
Manage special grant making programs to community-based organizations, as assigned. 
</li>
<li>
Collaborate with the Economic Mobility Director on special projects associated with advancing career pathways, workforce development and economic mobility efforts within UWCI's Economic Mobility Issue-Based ecosystem partnerships.  
</li>
<li>
Perform special assignments and other work, on an as-needed basis. 
</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 review literature to understand key issues.  
Excellent partnership building skills forming and maintaining external relationships isrequired. Ability to collect data, establish facts, draw valid conclusions, and develop solutions is essential. Ability to manage multifaceted projects across multiple environments is required. Must possess effective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes.  Initiative, attention to detail, and a sense of urgency are essential.  
Education and/or Experience  
<ul><li>
Bachelor's degree in business administration, public administration, psychology or related area with a focus on nonprofit management and/or governance preferred.   
</li>
<li>
At least (5) years' experience working in a relevant field including workforce development, economic development, financial stability programming, nonprofit management, and/or intermediary effortsrequired. 
</li>
<li>
Experience working within and across a broad range of workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholdersrequired. 
</li>
<li>
Strong project management skills requiredwith demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well. 
</li>
<li>
Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred. 
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred. 
</li>
<li>
Must possess excellent interpersonal, writing, and oral communication skills, diplomacy and discretion, critical thinking, and judgment.   
</li>
</ul><ul><li>
Knowledge of the Central Indiana labor market, regional workforce initiatives, key stakeholders operational within workforce ecosystem, and the state/local workforce system is highly desirable.  
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.  
Position Leader:Economic Mobility Director 
Position Leads: n/a 
FLSA Status:Exempt, Salaried, Full-time                
Salary Range: Low to Mid 60's 
Benefits: Complete Benefits Package Available 
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.

Manager of Workforce Pathways Initiatives

Research &amp; Data Operations Specialist
Strategic Intelligence and Information Division
Position Summary
United Way of Central Indiana is seeking a Research &amp; Data Operations Specialist to join our Strategic Intelligence &amp; Information (SII) division. This is an exciting opportunity to make a real difference in the community by helping us to improve our ability to assess our impact, identify areas for improvement, and make more informed decisions about our programs and services.
The Research &amp; Data Operations Specialist will play a key role in supporting the SII division's mission to provide data-driven insights that help United Way to achieve its goals. The ideal candidate will have a strong background in research, data analysis, and project management. They will also be able to work independently and as part of a team, and they will have excellent communication and presentation skills.
Responsibilities:
<ul><li>Lead the strategic development and execution of the SII team's operational processes, procedures, and practices.</li>
<li>Lead the project management and tracking of project deliverables in Smartsheet's.</li>
<li>Assist the Impact, Community, and Fundraising data teams on research, data organization, minor data manipulation, and data prep for analytical projects.</li>
<li>Manage the Data Insights &amp; Storytelling Hub (DISH).</li>
<li>Implement, execute, and optimize the SharePoint site for the department, ensuring clear communication throughout the entire organization.</li>
<li>Provide operational support in the documentation of Standard Operating Procedures (SOPS), and project organizations in MS Teams to support the historical documentation of projects for future records.</li>
<li>Stay abreast of key issues, evidence-based best practices, and research to inform and shape current and future investments, initiatives, and programs that support outcomes for individuals and households throughout Central Indiana.</li>
<li>Serve as a liaison to community partners by providing information, resources and technical assistance.</li>
<li>Perform special assignments and other work, on an as-needed basis.</li>
</ul>Qualifications:
<ul><li>Bachelor's degree in a related field or equivalent experience.</li>
<li>2-4 years of experience in research, data analysis, and project management.</li>
<li>Experience with project management software such as Smartsheet's.</li>
<li>Proficiency in Microsoft Excel, Microsoft Teams, and SharePoint.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Strong problem-solving and analytical skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Ability to meet deadlines and manage multiple projects simultaneously.</li>
</ul>Benefits:
<ul><li>Competitive salary and benefits package.</li>
<li>Opportunity to make a real difference in the community.</li>
<li>Collaborative and supportive work environment.</li>
<li>Chance to work with a talented team of professionals.</li>
</ul>If you are a highly motivated and experienced Research &amp; Data Operations Specialist who is passionate about making a difference in the community, we encourage you to apply for this exciting opportunity.
At United Way, we partner to design, support, and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Our vision is that Central Indiana will be a community where children, individuals and families thrive; neighbors care for each other; and we are proud of all our residents’ quality of life.
We pursue this vision in all we do as we ask our community to give, advocate and volunteer. We believe that vision can only be achieved if pursued with shared values, and therefore place great emphasis on building a team that will pursue this vision together with ICARE. This is an exciting time to be part of United Way of Central Indiana’s team as we embark on a new strategic framework that fosters innovation, builds community partnerships, and integrates across traditional functional areas.
Inclusion-Courage-Accountability-Respect-Excellence
Position Leader:          Strategic Research &amp; Analytics Senior Director
Position Leads:           N/A
FLSA Status:                Exempt, Salaried
Salary Range:               Low to Mid 50’s
Benefits:                      Complete Benefits Package Available
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 tim

Research & Data Operations Specialist

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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