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<h3>Description</h3>United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky. POSITIONThe role of the VITA Coordinator is to assist and support the Manager, Financial Stability in providing leadership for all VITA sites. The coordinator assists with all relevant VITA programming, including volunteer recruitment, tax site administration, volunteer and site coordinator training, and marketing. The individual works to further UWBG’s impact in Financial Stability through partnership development, program development and implementation, and communication about program/initiative success.ESSENTIAL FUNCTIONS<ul><li>Serves as secondary program contact for VITA to the public, tax sites, and the IRS; responds to inquiries as needed.</li><li>Implements volunteer recruitment plan; maintains volunteer records and provides ongoing correspondence to volunteers. Ensure the IRS Code of Conduct and Confidentiality Regulations are being practiced by all volunteers.</li><li>Provides tax site administration, including collecting required IRS forms, site material orders, software order and set-up, site coordinator recruitment and placement, and volunteer placement.</li><li>Ensure all tax sites follow IRS Quality Site Requirements, electronically file tax returns, and resolve rejected returns in a timely manner.</li><li>Coordinates with the Manager, Financial Stability to provide tax law training to volunteers; assists site coordinators in ensuring volunteers are trained and certified by the IRS.</li><li>Monitors grant and report deadlines and follows up with relevant parties to ensure compliance.</li><li>Oversees tax appointment screening and appointment scheduling process; serve as administrator of appointment scheduling software and executes 2-1-1 call center procedures.</li><li>Maintains confidentiality of taxpayer information.</li><li>Professionally represents UWBG in the community.</li><li>Must be willing to obtain IRS Basic Certification within the first year of employment.&nbsp;</li></ul>CORE UNITED WAY COMPETENCIESMISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives performance and professional motivations.RELATIONSHIP ORIENTED - Understands that people come before 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.&nbsp;BRAND STEWARD - A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. &nbsp;<h3>Requirements</h3>Education Requirements:<ul><li>Associate’s degree in social work, business, organizational management, or related field preferred.</li></ul>Experience required:<ul><li>Minimum of 1-3 years related experience in customer service, health and human service, non-profit, administrative support or other related field preferred or sufficient combination of education and experience. Familiarity with VITA tax preparation is strongly desired. Computer literacy, particularly in Microsoft Office, and reliable transportation are necessary.</li></ul>Skill requirements:<ul><li>Strong organizational skills</li><li>Strong time-management skills</li><li>Excellent oral and written communication skills</li><li>Timely and consistent attention to follow up</li><li>Personal leadership within a team environment, self-motivated and takes initiative, shares credit and takes responsibility for actions</li><li>Effective problem solver and decision maker</li><li>Computer literate: MS Office Suite; database knowledge a plus</li></ul>WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the Marksbury/Palmer Waypoint Center, hybrid work is possible with Manager approval.&nbsp;Reliable transportation is necessary as this position will be required to travel across a multi-county service area, including, but not limited to, visits to WayPoint Centers, VITA sites, community partners, and the administrative office.EXPECTED WORK HOURSTax season is defined as January through April. During this period, the expected work hours are Monday through Thursday, 11:30 AM to 8:00 PM, and Friday, 8:30 AM to 5:00 PM. From May through December, the standard work hours are Monday through Friday, 8:30 AM to 5:00 PM. Occasional Saturday work is required throughout the year. Flextime hours must be pre-approved by your manager. Employees must be willing to work a non-standard schedule, including nights, weekends, and other unusual hours, particularly during tax season. PHYSICAL REQUIREMENTSThe employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and/or pull objects weighing up to 25 lbs.&nbsp; PRE-EMPLOYMENT SCREENING REQUIREMENTSAny candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review.&nbsp;BENEFITSOur robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life/STD.SALARY&nbsp;$19.00 to $22.00 per hour &nbsp;

United Way of the Bluegrass

How Collective Impact works at UWBG

VITA Coordinator

Department: FinanceSupervisor: Chief Financial OfficerStatus: Salary, Exempt, Full-timeSalary Range: $60k – $65kLocation: Allentown, PAPosition Description Grant AccountantThe Grant Accountant provides financial oversight and general ledger management for all non-campaign in-bound grants.Accountabilities:<ol><li>Manage grant revenues and expenses within the general ledger (50% of time)</li><li>Manage financial aspects of portfolio of assigned individual grants (20% of time)</li><li>Lead grant implementation and compliance meetings (5% of time)</li><li>Collaborate with grant teams to develop grant proposals (5% of time)</li><li>Manage finance department fiscal year grant information (5% of time)</li><li>Improve &amp; innovate grant finance processes &amp; utilization of software (5% of time)</li></ol>Work Experience and/or Education&nbsp;Required&nbsp;Bachelors degree required in accounting or a relevant field. 3-plus years of paid work experience in non-profit accounting or grant administration. Relevant education considered in lieu of work experience.&nbsp;Skills&nbsp;Required<ul><li>Proficient in MS Excel and accounting software (Blackbaud Financial Edge preferred).</li><li>Exceptional eye for compliance and detail.</li><li>Understanding of federal, state and county grant compliance.</li><li>Strong organizational, interpersonal, and leadership skills.</li><li>Understanding of and commitment to the mission, vision, and goals of United Way.</li></ul>Reasonable accommodations may be made to enable individuals to perform the essential functions. United Way of the Greater Lehigh Valley is an equal opportunity employer.Benefits PackageIn addition to the base pay and annual merit increases this position is eligible for a full benefits package including subsidized medical, vision and dental insurance, fully paid life and ltd insurance, a 401k retirement plan with employer contributions and a generous paid leave policy.Work LocationThis position is based in the UWGLV office located in Allentown, PA and is required to report in person to that office at least 3 days a week.

United Way of the Greater Lehigh Valley

Grant Accountant

The President &amp; CEO of United Way of Northwest Michigan (UWNWMI) is a strategic leadership role that intersects community impact, collaboration, organizational management, resource development, and innovation. Reporting to the Board of Directors, the President &amp; CEO steers the strategy and operations of a dynamic nonprofit committed to improving lives across the NWMI region with an emphasis on the ALICE population. Key areas of focus include accessible childcare programs such as TriShare and Great Start to Quality, as well as a trailblazing dental access program, United We Smile. The President &amp; CEO is a visible and trusted leader in the community—building partnerships, forging donor relationships, influencing public policy, and ensuring every dollar raised drives measurable impact in health, education, and financial stability. With responsibility spanning fundraising, organizational strategy and sustainability, compliance, team development, and financial stewardship, this role is both broad and deeply rewarding. We’re seeking a proven leader, relationship builder, and strategic thinker with financial and operational management expertise who can inspire teams, engage stakeholders, and analyze and enhance the effectiveness, sustainability, and relevance of UWNWMI programs. If you are passionate about creating lasting change in Northern Michigan communities and have the vision to lead an evolving organization into its next chapter, we invite you to explore this opportunity. &nbsp;

United Way of Northwest Michigan

President & CEO United Way Northwest Michigan 

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

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

7 Controlling / Finance Jobs