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TITLE:&nbsp;Finance Operations AssociateDEPARTMENT:&nbsp;AdministrationREPORTS TO: Vice President of AdministrationSTARTING WAGE:&nbsp;$20.00 – $23.00 per hourEMPLOYMENT STATUS: Full-TimeFLSA STATUS: Non-ExemptWHO WE ARE AND WHAT WE DOUnited Way of Southeast Minnesota mobilizes our community to action so all can thrive. For 100 years, United Way of Southeast Minnesota has seen how our communities’ greatest challenges are connected — and how we can bring people and resources together to address them. We meet basic needs today while working with community members to help create a better future for tomorrow.&nbsp;You can learn more about our organization, our impact, and our values at&nbsp;<a href="http://www.uwsemn.org" target="_blank">www.uwsemn.org</a>.HOW YOU WOULD FIT IN AND STAND OUT<ul><li>This role is managed by the VP of Administration. United Way’s Administration team has three employees, but this position collaborates across all departments.</li><li>Our organization has a strengths-based culture and finds value in diverse skills and strengths.&nbsp;</li><li>This position plays a key role in ensuring financial and data integrity and facilitating mission-driven work by ensuring the organization can function smoothly and with minimal distraction from logistical or operational concerns.</li><li>We are looking for an individual with a high attention to detail and experience in finance, data entry, database maintenance, or a related field. Key technical skills for this role are familiarity with CRM systems and comfort with Microsoft Office Suite.&nbsp;</li></ul>&nbsp;PRIMARY RESPONSIBILITIES AND EXPECTATIONSThe Finance Operations Associate is a key member of the United Way of Southeast Minnesota’s administration team. Serving as the primary liaison between the finance and Resource Development teams, this position handles data entry for the customer relationship management (CRM) database and supports various accounting and bookkeeping tasks. The&nbsp;Finance Operations Associate ensures the accuracy and integrity of data within the CRM and is involved in accounts receivable and accounts payable processes. Additionally, they provide technical and accounting support across multiple functional areas, including campaign management, pledge processing, allocations, property management, and personnel administration, assisting the VP of Administration as needed.The Finance Operations Associate reports to the Vice President of AdministrationAccounting and Finance Duties<ul><li>Record and maintain financial transactions, including accounts receivable and accounts payable.</li><li>Prepare and process daily deposits, including accounts receivable and campaign pledge receivables.</li><li>Generate and send monthly pledge receivable statements to relevant stakeholders.</li><li>Support Finance and Audit Committees by preparing meeting materials and taking meeting minutes.</li><li>Process accounts payable on a semi-monthly basis.</li><li>Assist with monthly credit card reconciliation and processing.</li><li>Support the preparation of monthly financial statements.</li><li>Assist with payroll processing and preparation of related reports.</li><li>Track incoming payments for meetings, events, and other organizational activities.</li><li>Perform other accounting and finance duties as assigned.</li></ul>Administrative Support<ul><li>Support organizational development initiatives by assisting in the logistics, progress tracking, and implementation.</li><li>Ensure compliance with internal policies and procedures, escalating concerns as needed.</li><li>Assist with HR functions, including coordinating onboarding processes, preparing documentation, and supporting new hire orientation.</li></ul>General Office Duties<ul><li>Back-up Executive Assistant and Office Coordinator (secondary support for answering phones, and assist as needed to respond to the needs of callers and visitors).</li><li>Work closely with Office Coordinator and Executive Assistant to ensure sufficient cross-training and back-up on critical office functions.</li></ul>THIS JOB IS FOR YOU IF YOU...&nbsp;<ul><li>Are detail-oriented and organized.</li><li>Have experience in finance, bookkeeping, database maintenance or related field&nbsp;</li><li>Are familiar with Generally Accepted Accounting Principles</li><li>Thrive in a mission-driven, community-based organization.</li><li>Are comfortable using tools like Excel, accounting software, Microsoft Office 365 and learning new tech.&nbsp;</li></ul>OUR WORKPLACE&nbsp;<ul><li>Our typical work week is 37.5 hours.</li><li>We are looking to hire a resident of our service area (Olmsted, Dodge, Winona, or Fillmore Counties) who lives within daily commuting distance, as we are rooted in our local community. In-person meetings and activities are required.</li><li>Typicall offer hours are Monday-Friday from 8:30 a.m. – 4 p.m.</li><li>We offer flexible work schedules to meet individual and family needs, and we need you to be available during peak times. We are willing to work together to make sure both employee and organizational needs are met.</li><li>Hybrid/remote work options are available on an individual basis.</li><li>Occasional availability outside of typical office hours is expected for special events.</li></ul>United Way of Southeast Minnesota is an equal opportunity employer. Individuals who share lived experiences with the people and communities we serve are strongly encouraged to apply. We intentionally do our best to eliminate bias and remove barriers that may limit other applicant pools. United Way encourages applications from individuals of all races, genders, ages, and abilities.COMPENSATION AND BENEFITS<ul><li>Starting wages of $20.00 – $23.00 per hour, depending on qualifications.&nbsp;</li><li>Employees are paid electronically twice a month.</li><li>Benefits include health, dental, and life insurance; 403b retirement plan with 9% employeer match available after one year of employment; 12 weeks paid parental leave.&nbsp;</li><li>20 days paid time off plus 15 paid holidays.</li></ul>TO APPLY:Please email Mathew Bjorngaard (<a href="mailto:mathewb@uwsemn.org" target="_blank">mathewb@uwsemn.org</a> with your resume and a cover letter that touches on topics such as interest in the role, relevant experience, connection to the mission. Applications without a cover letter will not be accepted.Applications will be considered on a rolling basis and position is open until filled. Priority consideration will be given to applications received by 4:00pm on Friday, June 20th.

United Way of Southeast Minnesota

United Way of Southeast MN

Finance Operations Associate

The Vice President of Finance &amp; Operations (VPFO) reports to and serves in an advisory capacity to the President / CEO, 
	Committee Chairs, and Board of Directors providing strategic leadership where needed. The VPFO is a member of the Senior 
	Leadership Team and is a strategic thought leader that embraces change for growth. The VPFO has strong business and financial 
	acumen and is accountable for the financial and risk management operations of the organization. The VPFO is responsible for 
	financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and 
	Building Services.
Leadership 
	• Leads staff in areas of finance, human resources, data systems, and operations 
	• Brings strong financial leadership and excellence in all areas of finance 
	• Has the ability to examine and understand strategic business needs and develops financial plans to support those needs 
	• Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives. 
	• Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports 
	for Board, Committees, management team, and staff 
	• Fulfills leadership role as a member of Senior Leadership Team.
Finance &amp; Operations 
	• Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants 
	receivable, revenue/expenses, bank reconciliations, cash flow projections, etc. 
	• Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration 
	with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for 
	future organizational planning. 
	• Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the 
	organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial 
	standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial 
	institutions, makes deposits, audits and reconcile accounts and processes, etc. 
	• Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances 
	to President / CEO, Finance Committee, and staff. 
	• Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for 
	timely compliance with requests and achieves a clean audit opinion. 
	• Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently. 
	• Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of 
	organization. 
	• Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards. 
	• Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. 
	Recommends action to President / CEO. 
	• Conducts risk assessment and recommends action to President / CEO as needed. 
	• Procures insurance coverage for worker’s compensation, D&amp;O, EPLI, General Liability, and Property. Manages claims 
	processing as needed. 
	• Creates capital expenditures budget and manages capital related improvements. 
	• Maintains personal property inventory and depreciation schedule. 
	• Reviews and authorizes work as related to data management, information systems update, communications technology, etc.
Human Resources 
	• Maintains HR files including employee personnel files and annual compliance records/reports
• Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved. 
	• Manages confidential information with integrity. 
	• Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by 
	employee and law, PTO/holidays, garnishments, etc. 
	• Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k 
	plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual 
	meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures 
	specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to 
	resolve questions and problems. 
	• Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems. 
	• Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations. 
	• Processes monthly benefits plan invoices for payment. 
	• Annually conducts open enrollment for employee benefit plans. 
	• Ensures that organization complies with employment law and mitigates risks associated with employment practices. 
	• Updates policy manual as needed to align with organizational and legal requirements. 
	• Creates and maintains systems for internal equity with skill set assessment, job banding, etc. 
	• Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and 
	carriers.
General 
	• Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization. 
	• Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and 
	staff. 
	• Complies with all policies &amp; procedures, participates in company meetings, events, and training, and represents the 
	organization in a professional manner. 
	• Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, 
	maintaining a clean and safe work environment for all. 
	• Seeks professional development to enhance job performance and productivity. 
	Required Competencies 
	• Ability to solve problems quickly and effectively. 
	• Highly organized with strong attention to detail. 
	• Honest approach to interpersonal relationships to ensure trust and confidentiality. 
	• Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others 
	in a way that shows compassion and attentiveness.
Other Duties 
	Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities 
	that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.
Finance &amp; Related Software Systems 
	• Andar (CRM System) – No prior experience required as software is used exclusively by United Ways across the nation. 
	• Quickbooks (or similar preferred) 
	• Microsoft Excel (3+ year preferred)
Minimum Qualifications 
	• CPA Preferred 
	• Bachelor’s degree in Accounting / Finance required; Masters Preferred 
	• Minimum five years of experience as a leader with financial accountability

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