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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

United Way of Central Indiana

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.

Finance Senior Manager

Executive Assistant Strategic Intelligence and Information Division (SII)

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
The Executive Assistant will provide high-level administrative support to the Chief Strategic Intelligence and Information Officer (CSIO), who serves as a member of the Executive Team. Reporting directly to the CSIO, the Executive Assistant provides executive support in a one-on-one working relationship with the CSIO and members of the Strategic Intelligence team. The Executive Assistant also serves as a liaison to other senior management teams; organizes and coordinates executive outreach and external relations efforts and oversees special projects. The Executive Assistant must be creative and enjoy working within a fast-paced environment. The ideal individual will have the ability to exercise good judgment in a diversity of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.
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.
Executive Support
Provide executive support to the Chief Strategic Intelligence and Information Officer (CSIO), who is a member of the Executive Team, through daily management of emails, calendar, coordination of internal and external meetings, tracking tasks and managing communication. Provide and lead support to both internal and external parties with a high level of professionalism and in a manner that reflects positively on the organization.
<ul><li>Manage sensitive matters with a high level of confidentiality and discretion, especially decisions directly impacting the operations of the United Way.</li>
<li>Provide high level calendar management. Prioritize inquiries and requests while troubleshooting conflicts; make judgements and recommendations to ensure smooth day-to-day engagements.</li>
<li>Manage complex SII team calendars and schedules, resolving any scheduling issues.</li>
<li>Monitor, organize and respond to email questions on behalf of Chief Strategic Intelligence Officer.</li>
<li>Prepare Word, Excel, PowerPoint presentations, emails, agendas, reports, special projects, and other documents in support of objectives for the organization.</li>
<li>Proofread various department emails, letters, materials, and other documents.</li>
<li>Create end of day report that outlines tasks, meetings and communication that need action.</li>
<li>Work closely with the CSIO to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping the CSIO updated. Anticipate CSIO's needs in advance of meetings, conferences, etc.</li>
<li>Provide "gatekeeper" and "gateway" role, providing a bridge for smooth communication between the CSIO and team members, demonstrating leadership to maintain credibility, trust, and support.</li>
<li>Coordinate communications with other Executive Assistance Assistants to schedule meetings for Internal and external appointments (i.e., interviews, meetings, lunch outings, and ad hoc requests).</li>
<li>Manage all aspects of preparation/management for meetings which include assembling materials, meeting set up and logistics.</li>
<li>Conserve the Executive's time by reading, researching, collecting, and analyzing information as needed, in advance.</li>
<li>Excellent communication and time management skills; proven ability to meet deadlines.</li>
<li>Be responsive to emails/texts/phone calls in a timely manner.</li>
</ul>Project Collaboration and Support
Organize, and maintain folders, documents, reports, and records for the team through Microsoft Teams and other online platforms. Provide administrative support for organization initiatives.
<ul><li>Create and maintain Teams folder to ensure files and folders are organized and easy to navigate.</li>
<li>Create, file, and manage process documents for Strategic Intelligence's projects and community Impact work.</li>
</ul>Invoice Management and Contract Tracking
Oversee Strategic Intelligence's team's subscription renewals, invoices, and contracts. Process invoices and manage software service agreements. Develop and maintain invoice tracking reports to monitor billing dates, subscription renewals, and contracts.
<ul><li>Manage and monitor reports for Strategic Intelligence projects (i.e., finance, legal, budget reports, invoices, contracts).</li>
<li>Create and manage invoice tracking spreadsheet in Excel to monitor and track Strategic Intelligence's invoices, subscription renewals, contracts, and ad hoc purchases.</li>
<li>Send monthly notification emails to businesses prior to invoice due dates.</li>
<li>Process purchase orders through Intacct for all contracts, invoices, and ad hoc billing.</li>
<li>Manage online subscription and payments.</li>
</ul>Perform special assignments and other work, on an as-needed basis.
Flexibility
UWCI is evolving with our changing external environment. Flexibility and adaptability are key attributes for this position. A willingness to take on additional duties to ensure the success of the team is essential.

	Qualifications
To 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.
This person will have a commitment to equity and use that lens to shape their work.
Education and/or Experience
<ul><li>High School education required. Bachelor's degree preferred.</li>
<li>3-5 years of related experience required working in a role supporting executives.</li>
<li>Advanced Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams).</li>
<li>Must have excellent written and verbal communications skills.</li>
<li>Flexible hours as dictated by the needs of business for projects and meetings.</li>
<li>Must have a strong reputation for integrity and professionalism.</li>
<li>Ability to resolve conflict constructively.</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.
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>
</ul><ul><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:      Chief Strategic Intelligence and Information Officer Position Leads:  N/A   FLSA Status            Exempt, Full-Time            Salary Range:          Mid 60s           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.

Executive Assistant- SII

Fundraising Research and Analytics Director
Strategic Intelligence and Information Division
Position Summary
As the Fundraising Research and Analytics Director at United Way of Central Indiana, you will play a critical role in advancing our mission to improve lives by mobilizing the caring power of community. You will use your expertise in data analytics and fundraising to provide leadership around fundraising analytics, prospect research, and reports that help inform the organizations fundraising strategy.
We are looking for a highly motivated and results-oriented leader with a passion for making a difference. You should have a strong understanding of data analytics, fundraising, and relationship building. You should also be able to think strategically and creatively, and to communicate effectively with a variety of stakeholders.
Responsibilities:
<ul><li>Drive the development and implementation of UWCI fundraising data strategies.</li>
<li>Play a lead role in the strategic management and day-to-day operations of donor and prospect analytics and research.</li>
<li>Lead and manage fundraising research and analytics projects, resulting in accurate, timely, and meaningful reporting of all metrics being tracked by various internal team members and executives, and by key external stakeholders.</li>
<li>Implement, execute, and optimize the CRM database for the department, as well as playing a significant role organization wide.</li>
<li>Provide analysis of data and recommendations from findings to improve performance and results of fundraising and engagement efforts, which have resulted in a 10% increase in donations.</li>
<li>Act as a subject matter expert for fundraising research and industry best practices, creating a fundraising research and analytics succession plan and strategic plan.</li>
<li>Lead the completion of all critical fundraising analytics reporting to the Executive Committee, Board of Directors, and United Way Worldwide.</li>
<li>Guide the prospect research efforts for both individual, corporate, and foundation prospects, providing accurate and meaningful prospect research, both as requested and proactively as opportunities arise.</li>
<li>Lead and guide the individual donor portfolio management in partnership with the VP of Major and Transformational Giving and Major Gifts Director.</li>
<li>Assure fundraising and engagement data is of great integrity and continually monitor for consistency and quality, developing and managing processes and efforts to assure the alignment with high and current data standards. Determine accountability measures for data integrity.</li>
<li>Create and maintain inter-departmental relationships that are mutually beneficial and create efficiency and effectiveness organization wide, with key departmental relationships including IT, Finance, Marketing, and Impact.</li>
<li>Provide clear direction and supervision to the fundraising research team, ensuring coordinated individual and team goal while promoting innovation. Regular updates with team members is expected.</li>
<li>Achieve established goals, working with the Chief Strategic Intelligence and Information Officer to ensure goals reflect and align and contribute to the broader goals of the organization.</li>
<li>Demonstrate flexibility and adaptability in a changing environment, with a willingness to take on additional duties to ensure the success of the team.</li>
</ul>Qualifications:
To be successful in this role, you must be able to perform each essential job function, be present in the office, and have the highest level of integrity and confidentiality. You should also be innovative, a self-starter, and able to work within a team. You should have strong communication skills, attention to detail, and be flexible and adaptable. You will also need to maintain knowledge of trends in your area of responsibility and review literature to understand key issues.
Education and/or Experience:
<ul><li>Education: Bachelor’s degree required; graduate degree preferred.</li>
<li>Experience: 4-6 years of related experience preferred.</li>
</ul>.*Work experience may substitute for education requirements on a case-by-case basis.
<ul><li>Strong analytical skills, including expertise in the modeling and analysis of data is required.</li>
<li>Working knowledge of SPSS or relational database concepts and other business analytics tools is preferred.</li>
<li>Experience with a Constituency Resource Management tool (CRM) such as Salesforce or Microsoft Dynamics is required.</li>
<li>Knowledge: Thorough knowledge of all aspects of non-profit organizations preferred.</li>
<li>Supervisory experience: 2 years of supervisory experience required.</li>
<li>Skills:
<ul><li>Experience in data analytics or data development</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong reputation for integrity and professionalism</li>
<li>Ability to resolve conflict constructively</li>
<li>Strong performance management and evaluation skills</li>
<li>Ability to build strong relationships</li>
<li>Ability to think strategically</li>
<li>Commitment to fostering an inclusive environment</li>
</ul></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>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:              Fundraising Research and Analytics Team
FLSA Status:                   Exempt, Salaried
Salary Range:                 Low to Mid 80'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.

Fundraising Research and Analytics Director

Manager of Prospect Research 
Strategic Intelligence and Information Division
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 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 Prospect Research is responsible for the management and implementation of prospect identification, pipeline development, prospect research, industry analysis, and relationship management. The Manager of Prospect Research also broadly manages portfolios by overseeing the moves management strategy, engagement plans, and appropriate accountability measures for fundraisers. Additional duties include providing actionable insight into donor behaviors through in-depth research and analysis and collaborating on projects that support the organization.
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.  
Prospect Research:
<ul><li>Develop strategy for proactive research that will guide donor-centric and data driven decision making related to prospects and donors.</li>
<li>Identify, qualify, rate, and assign individual prospects in support of fundraising goals and objectives. Advise and provide guided recommendations for grant and corporate prospects.</li>
<li>Provide prospect research to fundraisers who primarily work with leadership level ($1,000+) and major level ($5,000+) prospects.</li>
<li>Utilize research tools to analyze individual wealth indicators, including salary, stock, real estate, and other assets, to determine overall financial capacity, wealth ratings and solicitation potential.</li>
<li>Prepare and regularly maintain thorough, accurate and timely profiles on individuals, corporations and foundations as needed to support fundraising initiatives. Manage biographical records, utilizing methods such as daily news screenings, reviewing push technology/alerts, and donors lists to identify new individual, corporate and foundation prospects and monitor current prospects.</li>
<li>Manage research request queue and respond to requests in a timely manner.</li>
</ul>Portfolio Management
<ul><li>Provide strategic consultative partnership to Chief Strategic Intelligence &amp; Information Officer and Chief Fundraising &amp; Engagement Officer that includes prospect strategies, analysis and reporting related to major and transformational donors.</li>
<li>Manage updates to individual donor portfolios, prospect assignments and asks for fundraising team members within the CRM database</li>
<li>Oversee the development of policies and procedures around prospect pipeline management and activity.</li>
<li>Lead a moves management system, including establishing baselines and metrics for movement and activity.</li>
</ul>Research &amp; Projects:
<ul><li>Collaborate and regularly meet with other Strategic Information team members for donor surveys and other cross-departmental projects.</li>
<li>Collaborate and regularly meet with Marketing &amp; Communications team members for research, evaluation and targeting of donor communications.</li>
<li>Participate in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.</li>
<li>Development of best practices in prospect research &amp; management in order to recommend ways to create efficiencies.</li>
</ul>Annual Goals: Achieve established goals. Work with the Senior Director, Fundraising Research &amp; Analytics to ensure goals reflect and align and contribute to the broader goals of the organization.
Flexibility: UWCI is evolving with our changing external environment. Flexibility and adaptability are key attributes 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
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 and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.
Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to interpret financial data and individual wealth indicators, identify philanthropic patterns, and relationships among individuals, corporations, and foundations
Routinely writes complex detailed reports and business correspondence.  Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the public.
This individual makes day-to-day and/or daily decisions used to support strategic direction.  Decisions often require thought and are structured.  Decisions tend to be short term (one year or less) and usually low to moderate cost.
Education and/or Experience
<ul><li>Bachelor’s degree required, three to five years of successful prospect research experience, library science, information management, analytics, or another related field.</li>
<li>Experience using a CRM database, iWave, WealthEngine, LexisNexis and/or other prospect research software is required.</li>
<li>Excellent written communication skills and a clear, concise writing style are key skills to this position.  </li>
</ul><ul><li>Significant aptitude with research methods and experience with computers and relational databases </li>
<li>Ability to follow ethical standards, utilize discretion in dealing with sensitive and confidential information.</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.
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>
</ul>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.
Position Leader:             Fundraising Research &amp; Analytics Senior Director     
Position Leads:              Interns FLSA Status:                     Exempt, Full-time
Salary Range:                  60’s 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 Prospect Research

Impact Operations Director 
Impact Division 
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 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. This position works in a collaborative and integrated manner across the Impact Team 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.   
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Lead the strategic development and execution of the Impact team's operational processes, procedures and practices 
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Lead the strategicexecution ofImpact operations and process management including grantmakingadministration and tracking, management of grants contracts and compliance, andmanagement of Impact CRM tracking and ongoing maintenance 
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Lead the strategy and execution of UWCI's accreditation process to assess and certify partner organizations 
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Provideleadership to and supervision ofteam members and managers through designation, delegation, and oversight of tasks and workplans 
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Collaborate with and across the organization's various functions and areas to support, maintain and advance UWCI's mission and vision 
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Manage, maintain and/or advance applicable and relative relationships across UWCI's Central Indiana region, including but not limited to intermediaries, funders, government, etc.  
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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 
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Provide fiscal oversight including budget management, resource allocation, etc.  
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Perform special assignments and other work, on an as neededbasis 
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</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 their area of responsibility and review literature to understand key issues.  
Excellent partnership building skills forming and maintaining external relationships is required. 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.  
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  
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Bachelor's degree in a human services field, or similar related arearequired 
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Minimum of six years ofrelatable experience in the nonprofit or public sector highly preferred 
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Project and/or program management experience with a demonstrated ability to develop, implement and execute to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well 
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Experience working within and across a broad range of systems including interfacing with community-based organizations, nonprofit intermediaries, government institutions, and system-level stakeholdersrequired 
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Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment 
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Experience with large-scale (e.g., community-wide) program and/or project management across a broad range of stakeholders required 
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Experience leading frontline staff and/or managing volunteers required 
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Ability to and/or experience in facilitating convenings, workshops, focus groups, etc. preferred 
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Possess significant and demonstrated experience building and managing diverse networks that support racial equity efforts aimed at producing systemic change 
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Knowledge of the Central Indiana region highly preferred 
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</ul>*Work experience may substitute for education requirements on a case-by-case basis.  
Position Leader:Impact Senior Director – Sector Support  
Position Leads: Manager of Impact Operations, Manager of Grants Compliance and Contracts, and Manager of Accreditation 
FLSA Status:Exempt, Salaried, Full-time                
Salary Range: Mid 60's to 80K  
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.

16 Jobs in Franklin, IN 46131, USA