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

Financial Empowerment Program Manager

Position Summary The Vice President of Finance and Chief Financial Officer (CFO) is responsible for providing strategic leadership and financial stewardship for United Way of Tucson and Southern Arizona (UWTSA) by partnering with the Executive Management Team to establish long-range goals, strategies, plans and policies. The Vice President of Finance and CFO is responsible for directing the fiscal functions of UWTSA in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate for not-for-profit organizations. The Vice President of Finance and CFO will assist in fiscal function of United Way of Tucson and Southern Arizona Capital Corporation. This position reports directly to the President and CEO and serves as a member of the Executive Management Team.United Way offers competitive wages and a generous benefits packet with employer contributions for full time employees including medical, dental, 401K, HRA, PTO, 13 paid holidays, and opportunities for educational and professional development. For more information about our organization, see <a href="http://www.unitedwaytucson.org" target="_blank">www.unitedwaytucson.org</a>.Salary range: $157,000 - $161,521 annually (DOE) with potential for generous incentives&nbsp; Duties and Responsibilities&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;In partnership with the CEO and the Executive Management Team, develop and drive execution of UWTSA’s fiscal strategies and actions.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Evaluate and advise on the impact of long-range planning, introduction of new programs/ strategies and regulatory action. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain credibility for the finance group by providing accurate and timely analysis of budgets, financial reports and financial trends in order to assist the Board, CEO, management and staff in performing their responsibilities.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Ensures compliance with all applicable financial and tax regulations and United Way Membership requirements (which includes all applicable local, state and federal laws).&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Safeguards UWTSA’s operations and assets from financial and operational risks.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Effectively communicates and enforces financial policies and procedures as well as establishes and monitors internal controls. •&nbsp;&nbsp;&nbsp;&nbsp;Oversee, coordinate and prepare for the annual external financial audit and any government, other funding source or regulatory audits. •&nbsp;&nbsp;&nbsp;&nbsp;During the on-site portion of the audit, work with external auditors to ensure the audit is completed in a smooth, efficient and timely manner. •&nbsp;&nbsp;&nbsp;&nbsp;Oversee corrective action if any items are reported in the audit management letter. •&nbsp;&nbsp;&nbsp;&nbsp;When necessary, act as the Internal Auditor by ensuring compliance with all accounting policies and procedures and by improving internal controls where necessary. •&nbsp;&nbsp;&nbsp;&nbsp;Provide staff leadership to various board committees to include but not limited to: Audit Committee, Finance Committee, and Investment Committee. •&nbsp;&nbsp;&nbsp;&nbsp;Provide leadership in an ongoing assessment of UWTSA’s financial performance against both the organization’s budget and its short and long-term strategies. •&nbsp;&nbsp;&nbsp;&nbsp;Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation, effectiveness and internal control structure of corporation. •&nbsp;&nbsp;&nbsp;&nbsp;Oversee all grants (e.g. Federal, State, and County). Work with program staff on financial aspects of grants. Ensure reconciliation of all grants with general ledger on a regular basis and ensure completion of all forms as required by grantor.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Provide strategic financial input and leadership on decision-making issues affecting the organization (i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position).&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group and provide individuals with professional and personal growth.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Provide technical financial advice and knowledge and excellent customer services as a component of all job duties. •&nbsp;&nbsp;&nbsp;&nbsp;Participate in continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Be an advisor from the financial perspective on any contracts into which the corporation may enter.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Lead and recommend financial efficiencies to ensure continuous improvement of accounting systems.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Participate in the Facilities Team for maintaining occupancy of facilities/space in buildings on the United Way of Tucson and Southern Arizona campus. •&nbsp;&nbsp;&nbsp;&nbsp;Perform other duties as assigned.Supervisory Responsibilities:&nbsp; Leads and/or builds a team that enables UWTSA to succeed. Responsible for the overall direction, coordination and evaluation of the finance department. Ensures staff work plans are aligned with UWTSA’s mission and strategic goals. &nbsp;Carries out supervisory responsibilities in accordance with UWTSA’s policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Conducts timely performance evaluations. Coaches, mentors and assists staff in professional growth and development within UWTSA and the community. QUALIFICATIONS&nbsp; Experience, Competencies and Education&nbsp; Minimum Qualifications:&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree in accounting, finance, business administration or related field with 10 or more years of progressive responsibility and financial leadership.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;At least five or more years of not-for-profit experience or equivalent combination of education and experience.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;At least five or more years of senior management/executive level experience involving strategic reporting, budgeting, data analysis, financial management and compliance for organizations with complex revenue streams.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;At least five or more years managing staff at the director and/or manager level with demonstrated success in building collaborative relationships. Proven ability to build, mentor and lead high performing finance teams.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Proven experience overseeing annual audits, grant management (adhering to local, state and federal regulations and compliance), restricted and unrestricted fund accounting, budget development and financial planning and analysis.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Track record of working closely with an engaged Board of Directors, particularly the finance, audit and investment committees.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Ability to support the CEO with strategic financial leadership, including long-term sustainability and growth planning.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Excellent analytical, problem solving and decision-making skills.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Strong communication and interpersonal skills, with the ability to translate complex financial information easily to both financial and non-financial audiences.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Experience in contract management and negotiation.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image •&nbsp;&nbsp;&nbsp;&nbsp;Strategic visionary with sound technical skills, analytical ability, good judgment and strong operational focus with a demonstrated capacity to establish and promote productive partnerships and collaborative efforts with a diverse group of constituents. •&nbsp;&nbsp;&nbsp;&nbsp;Proficient in Microsoft Office with specific expertise in Excel as well as other accounting software, in the areas of accounting &amp; financial management; budgeting &amp; forecasting; grant &amp; fund management; donor &amp; fundraising integration; compliance &amp; audit; reporting &amp; analytics and payroll &amp; HR integration.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Passion for the mission and values of the organization and the people we serve.&nbsp; Preferred Qualifications:&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Master’s degree in Finance, Accounting and/or Certified Public Accountant strongly preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Experience leading and recommending digital transformation that supports the goals of the organization.&nbsp;Other Qualifications and/or requirements:&nbsp;Must have a valid AZ Driver’s License, proof of current automobile insurance and daily access to a reliable vehicle.&nbsp;Ability to occasionally lift up to 25 lbs. as necessary. &nbsp;Ability to maintain a flexible work schedule and adjust it as required by changing activities.&nbsp;The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position. POLICY STATEMENT&nbsp;The United Way of Tucson and Southern Arizona is an equal opportunity employer. We champion diversity, equity, and inclusion. We take action to ensure equal opportunity and all candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected status.&nbsp; &nbsp;

United Way of Tucson and Southern Arizona

Vice President of Finance & Chief Financial Officer 

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

Accountant

ORGANIZATION OVERVIEW
Maui United Way has stayed vital to our community since 1945 for good reason: we know how to put the right people together with the right resources to make the right things happen. We are working to address Maui’s most vital needs through the impact areas of Education, Income (sustainability) and Health. Our goal is to bring people, organizations and our community together around a common cause, a common vision, and a common path forward.
Maui United Way, a leading nonprofit organization dedicated to creating positive community impact, seeks a skilled and experienced Chief Financial Officer. As a vital team member, you will be crucial in advancing our mission to improve lives across Maui County.&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
OVERVIEW OF RESPONSIBILITIES&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
The Chief Financial Officer will have primary day-to-day responsibility for planning, implementing, managing, and controlling all finance-related activities of the organization. They will report to the Chief Executive Officer and participate as a key member of the Executive Team. This position will directly influence and participate in the day-to-day operations, budgets, and long-range planning for Maui United Way. The Chief Financial Officer will also have overall responsibility for accounting, internal financial reporting, financial planning, budgeting, forecasting and analysis, tax and treasury.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
An individual must be able to perform each essential duty listed below at a satisfactory level:
<ul><li>Works with senior leadership team to establish major economic/financial objectives and policies for the organization.</li>
<li>Develops, analyzes and interprets statistical and accounting information to assess operating results in terms of performance against budget, cash flow projections and other matters bearing on the fiscal soundness and operating effectiveness of the organization.</li>
<li>Prepare accurate and timely financial reports for the executive team and the Board of Directors.</li>
<li>Coordinates and directs the preparation of the budget and financial forecasts for each department.&nbsp; Institutes and maintains other planning and control procedures, and analysis and reports variances.</li>
<li>Provide strategic financial leadership to ensure the fiscal health of Maui United Way.</li>
<li>Develop and manage the annual budget, aligning financial plans with organizational goals.</li>
<li>Ensures compliance with timely financial regulations, laws, and accounting standards.</li>
<li>Key contributor to the development and execution of organizational strategic initiatives.</li>
<li>Identify and manage financial risks, implementing effective controls.</li>
<li>Work collaboratively with other departments to align financial strategies.</li>
<li>Hires, develops, and leads staff.</li>
<li>Other duties as assigned.</li>
</ul>EDUCATION/REQUIREMENTS
<ul><li>Bachelor’s degree in finance, accounting or related field. CPA or MBA preferred.</li>
<li>Proven experience as a CFO or in a senior financial management role.</li>
<li>Strong financial acumen and successful financial management track record.&nbsp;</li>
<li>Excellent leadership, communication, and interpersonal skills.</li>
<li>Experience in the nonprofit sector is a plus.</li>
<li>Passion for the mission and values of United Way.</li>
<li>Proven ability to remain objective, discrete and exercise common sense at all times.</li>
</ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.
Interested candidates should submit their resume, cover letter, and salary expectations.
Maui United Way is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences who share our commitment to diversity, equity, and inclusion.
Join Maui United Way in making a lasting impact on our community.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

United Way Maui

Maui United Way

Chief Financial Officer

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

United Way of the Mid-South

Senior Associate, DTD Grant Specialist

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

6 Controlling / Finance Jobs