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Development Officer
JOB DESCRIPTION
Position Title:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;DEVELOPMENT OFFICER
Department:&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;RESOURCE DEVELOPMENT
Location:&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;TOLEDO OFFICE, HYBRID
FLSA Job Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;FULL TIME - Exempt
Salary Range:&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;$45,000.00 - $50,000.00
Reports 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;Director, Development &amp; Major Gifts
&nbsp;STATEMENT OF THE JOB:
This role is accountable for achieving fundraising goals within a portfolio of corporate campaign accounts, individual donors of all levels including major gifts, and other revenue sources, utilizing year-round strategies to build and maintain superior relationships, cultivate donors, and engage community members in the work of United Way of Greater Toledo to meet and exceed revenue goals.
ESSENTIAL FUNCTIONS:
<ul><li>Identify, cultivate, solicit, and steward donors and prospects through visits and other forms of direct personal contact in accordance with performance targets.</li>
<li>Inspire and mobilize individual and corporate donors to give, advocate, and volunteer by discovering their interests and proposing alignment with our mission and activities.</li>
<li>Utilize knowledge gathered from donor meetings to develop and implement year-round strategies to engage, cultivate, and steward individual, workplace, and corporate donors.</li>
<li>Execute on short-term and long-range strategic fund-raising goals and objectives.</li>
<li>Develop and manage volunteer and donor stewardship programs that help forward goals of the Resource Development team.</li>
<li>Attend and provide support to donor cultivation and fundraising events as needed.</li>
<li>Work with appropriate staff to create and implement prospect research and cultivation strategies to maximize potential for corporate and individual giving.</li>
<li>Partner with Community Impact staff to understand current program innovations and align them with funding opportunities for donors and prospects.</li>
<li>Work with other departments to ensure cross-functional collaboration and information-sharing.</li>
<li>Maintain Andar database as a tool to help build relationships by keeping accurate and up-to-date account records.</li>
</ul><ul><li>Utilize Andar to support data-informed decision-making about workplace accounts and analyze donor information for trends, gaps, and opportunities for revenue growth.</li>
</ul><ul><li>Evaluate and assess current efforts and propose opportunities for progress and advancement.</li>
<li>Assist in Event Planning (In person &amp; Virtual)</li>
<li>Prepare or Assist in Preparing Campaign Materials</li>
</ul>ADDITIONAL RESPONSIBILITIES:
<ul><li>Other duties as assigned.</li>
</ul>QUALIFICATIONS AND EXPERIENCE:
<ul><li>Bachelor’s degree desired but not required with at least two (2) years’ experience in fundraising, sales, or public speaking.</li>
<li>Experience building relationships with volunteers, donors, customers, or others.</li>
<li>Experience with managing multiple projects at one time.</li>
</ul><ul><li>Or, a comparable combination of education and work experience.</li>
</ul>KNOWLEDGE / SKILLS / ABILITIES:
<ul><li>Strong ability and interest in building relationships and working with people.</li>
<li>Strong communication and interpersonal skills, including public speaking and writing.</li>
<li>Ability to manage multiple projects in a fast-paced environment, with high attention to detail.</li>
<li>Ability to work a flexible schedule outside of standard office hours.</li>
<li>Ability to work independently and be self-motivated.</li>
<li>Ability to be an enthusiastic team-player with a positive attitude.</li>
<li>Strong organizational skills and ability to prioritize projects.</li>
<li>Knowledge of business and social community.</li>
<li>Proficient in Microsoft Office applications.</li>
<li>Ability to learn and become proficient in use of relevant software.</li>
<li>Must be able to maintain confidential and sensitive information.</li>
</ul>We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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.
DEI STATEMENT:&nbsp;
United Way of Greater Toledo (UWGT) strives to ensure that we are meeting the needs of individuals across Lucas, Ottawa and Wood counties in a meaningful and appropriate manner. We cannot truly “Live United” until we fervently advocate for BIPOC, people with disabilities, LGBTQIA+ people and other marginalized communities. United Way examines and addresses the systems, institutions, and policies that have caused and perpetuated racial and socioeconomic disparities, specifically in the areas of Education, Financial Stability, Health, and Housing. This includes acknowledging the role that philanthropy plays in upholding such structures. When individuals of all ethnic backgrounds, socioeconomic statuses, and gender/sexual identities can live and participate in functions of life without fear, then, and only then, can we “Live United”.
The United Way of Greater Toledo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

United Way of Greater Toledo

Development Officer

Position 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; SR. DEVELOPMENT OFFICER
Department:&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; RESOURCE DEVELOPMENT
Location:&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; TOLEDO OFFICE, HYBRID
FLSA Job Status:&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 TIME, EXEMPT
Salary Range:&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; $50,000.00 - $60,000.00
Organizational Relationships:
&nbsp;&nbsp;&nbsp; Reports 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; Senior Director, Resource Development
STATEMENT OF THE JOB:
This role is accountable for achieving fundraising goals within a portfolio of corporate campaign accounts, individual donors of all levels, including major gifts, and other revenue sources, utilizing year-round strategies to build and maintain superior relationships, cultivate donors, and engage community members in the work of United Way of Greater Toledo to meet and exceed revenue goals.
ESSENTIAL FUNCTIONS:
<ul><li>Identify, cultivate, solicit, and steward donors and prospects through visits and other forms of direct personal contact in accordance with performance targets.</li>
<li>Inspire and mobilize individual and corporate donors to give, advocate, and volunteer by discovering their interests and proposing alignment with our mission and activities.</li>
<li>Utilize knowledge gathered from donor meetings to develop and implement year-round strategies to engage, cultivate, and steward individual, workplace, and corporate donors.</li>
<li>Develop and implement long-term strategies for building relationships, deepening engagement, and increasing revenue generation from a portfolio of major donors ($10,000+) and high-performing corporate partners.</li>
<li>Engage new or lapsed corporate partners and individual donor prospects by involving stakeholders with our work in creative and strategic ways.</li>
<li>Work with committees of volunteers to aid in donor prospecting and engagement efforts with corporations and individuals.</li>
<li>Deepen individual donor involvement through cultivation and solicitation of planned gifts.</li>
<li>Propose and execute on short-term and long-range strategic fund-raising goals and objectives.</li>
<li>Develop and manage volunteer and donor stewardship programs that help forward goals of the Resource Development team.</li>
<li>Attend and provide support to donor cultivation and fundraising events as needed.</li>
<li>Create and implement prospect research and cultivation strategies to maximize potential for corporate and individual giving.</li>
<li>Partner with Community Impact staff to understand current program innovations and align them with funding opportunities for donors and prospects.</li>
<li>Work with other departments to ensure cross-functional collaboration and information-sharing.</li>
<li>Maintain Andar database as a tool to help build relationships by keeping accurate and up-to-date account records.</li>
</ul><ul><li>Utilize Andar to support data-informed decision-making about workplace accounts and analyze donor information for trends, gaps, and opportunities for revenue growth.</li>
</ul><ul><li>Evaluate and assess current efforts and propose opportunities for progress and advancement.</li>
</ul>ADDITIONAL RESPONSIBILITIES:
<ul><li>Other duties as assigned.</li>
</ul>QUALIFICATIONS AND EXPERIENCE:
<ul><li>Bachelor’s degree with at least four (4) years’ experience in fundraising, sales, or relationship building (nonprofit fundraising preferred).</li>
<li>Experience building relationships with volunteers, donors, customers, or others.</li>
<li>Experience with managing multiple projects at one time.</li>
</ul><ul><li>Or, a comparable combination of education and work experience.</li>
</ul>KNOWLEDGE / SKILLS / ABILITIES:
<ul><li>Strong ability and interest in building relationships and working with people.</li>
<li>Strong communication and interpersonal skills, including public speaking and writing.</li>
<li>Ability to be proactive, tenacious, and solve problems to work toward organizational goals.</li>
<li>Ability to manage multiple projects in a fast-paced environment, with high attention to detail.</li>
<li>Ability to work a flexible schedule outside of standard office hours.</li>
<li>Ability to work independently and be self-motivated.</li>
<li>Ability to be an enthusiastic team-player with a positive attitude.</li>
<li>Strong organizational skills and ability to prioritize projects.</li>
<li>Knowledge of business and social community.</li>
<li>Proficient in Microsoft Office applications.</li>
<li>Ability to learn and become proficient in use of relevant software.</li>
<li>Must be able to maintain confidential and sensitive information.</li>
</ul>We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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.
DEI STATEMENT:&nbsp;
United Way of Greater Toledo (UWGT) strives to ensure that we are meeting the needs of individuals across Lucas, Ottawa and Wood counties in a meaningful and appropriate manner. We cannot truly “Live United” until we fervently advocate for BIPOC, people with disabilities, LGBTQIA+ people and other marginalized communities. United Way examines and addresses the systems, institutions, and policies that have caused and perpetuated racial and socioeconomic disparities, specifically in the areas of Education, Financial Stability, Health, and Housing. This includes acknowledging the role that philanthropy plays in upholding such structures. When individuals of all ethnic backgrounds, socioeconomic statuses, and gender/sexual identities can live and participate in functions of life without fear, then, and only then, can we “Live United”.
The United Way of Greater Toledo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

Senior Development Officer

Overall Purpose of this Role: The Project Manager is responsible for implementing processes, coordinating internal donor relations activities and maintaining data integrity in support of departmental efforts. This role will collaborate effectively cross-departmentally to help advance the organization’s fundraising initiatives and ensure cohesion between all areas.&nbsp;
KEY ACCOUNTABILITIES:
Donor Relations
<ul><li>Serve as a key stakeholder in managing the organization’s donor recognition and stewardship plan for donors of all levels, ensuring that the donor experience fulfills the HFUW’s strategic imperative.</li>
<li>Work closely with Senior Executive Assistant to the President and CEO to facilitate correspondence and outreach with current and prospective donors.</li>
<li>Provide administrative functions related to donor relations including the printing and assembly of mail items.</li>
<li>Coordinate with the Finance Department on donor relations and event sponsor related billing and collections as appropriate.</li>
<li>Provide telephone support for the Resource Development team. including but is not limited to answering calls, recording, and delivering accurate messages, referring complaints and requests for information to appropriate staff, and following up as needed.</li>
<li>Prepare draft communication, edit and process outgoing correspondence, including mass mailing items and any additional communications and marketing materials.&nbsp;</li>
</ul>Prospect Research and Data Integrity&nbsp;
<ul><li>Record accurate internal processes, manage office files and other duties as assigned.&nbsp;</li>
<li>Responsible for maintaining appropriate information in the customer relationship management (CRM) software.&nbsp;</li>
<li>Collaborate with Vice President of Resource Development, Major Gift Officer, and Individual Giving Manager to create documents for donor visits and prospecting initiatives.&nbsp;</li>
<li>Ensure the accuracy of shared information, correspondence, internal databases and disseminated materials for all supported programs.</li>
<li>Identify prospective donors and members both inside and outside traditional campaign settings and market segments.</li>
<li>Review and edit mailing lists.</li>
</ul>Department Coordination
<ul><li>In consultation with department colleagues, develop and implement project management plans to support HFUW fundraising priorities and goals, with an emphasis on consistency in strategy and analytics.</li>
<li>Maintain strong relationships with members of the organization’s Engagement Team (Donor and Volunteer Experiences and Resource Development).</li>
<li>As assigned, support account managers and other fundraising activities, including year-round engagement, and executing employee campaigns.&nbsp;</li>
<li>Participate in special events throughout the year.</li>
<li>Other duties as assigned.&nbsp;</li>
</ul>FUNCTIONAL COMPETENCIES / ACCOUNTABILITIES:
Attributes and Behaviors:&nbsp;&nbsp;
<ul><li>Mission Focused: Create real social change that leads to better lives and healthier communities.</li>
<li>Relationship-Oriented: Cultivate and manage relationships toward a common goal.</li>
<li>Collaborator: Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.&nbsp;</li>
<li>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.</li>
<li>Brand-Steward: Steward of the brand and understands the role in growing and protecting the reputation and results of the greater network.&nbsp;&nbsp;</li>
</ul>Education and Experience:
<ul><li>Bachelor’s degree or equivalent preferred.&nbsp; Equivalent combination of education and experience may be considered in lieu of degree.&nbsp;</li>
<li>3 years of experience in a project or campaign management-oriented role.</li>
<li>Prior experience working in the non-profit sector preferred.</li>
<li>Must be able to type 55+ WPM minimum.</li>
<li>Proficiency using Microsoft Office products including Word, Excel, PowerPoint, Teams and Outlook required.</li>
<li>Proven proficiency with technology, including Windows operating system, Zoom, WebEx and other electronic professional resources.</li>
<li>Experience with mass mailings and mail merges required.</li>
<li>Experience working with senior level executives/community leaders and their respective office support.</li>
<li>Ability to translate ideas quickly and efficiently into trackable, actionable plans.</li>
<li>Strong organizational skills, detail oriented with ability to manage multiple projects simultaneously, and to work calmly under the pressure of competing priorities and deadlines.</li>
<li>Valid Florida Driver’s License and ability to travel within tri-county area required.</li>
</ul>PHYSICAL DEMANDS:
Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 30 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration. Job involves frequent and routinely intense public contact.

Administrative Project Manager

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:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Strategic Research &amp; Analytics Senior Director
Position Leads: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; N/A
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Salaried
Salary Range:&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Low to Mid 50’s
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 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.&nbsp;
<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.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.&nbsp; 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.&nbsp; 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:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Chief Financial Officer
Position Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manager of Pledge Audit &amp; Processing, Donor &amp; Designation Data Associate, Manager of Accounts Receivable
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Full-Time&nbsp;
Salary Range: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Upper 70's to Low 80's
Benefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package Available
Reviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; 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

Manager of&nbsp;Workforce Pathways Initiatives&nbsp;
Impact Division&nbsp;
United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social&nbsp;sector&nbsp;and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.&nbsp;
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.&nbsp;
Position Summary&nbsp;
United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager of Workforce Pathways Initiatives&nbsp;managesinvestmentsand initiatives&nbsp;related to the development, implementation, and scale of workforce development and financial stability efforts,&nbsp;aiding&nbsp;in the creation and advancement of career pathways to employment and economic mobility for&nbsp;households throughout&nbsp;Central Indiana.&nbsp;This manager position&nbsp;will support efforts to engage key stakeholders including but not limited to&nbsp;community-based&nbsp;organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to career pathways and economic opportunity.&nbsp;Additionally, this position works in a collaborative and integrated manner&nbsp;across&nbsp;the&nbsp;Issue Based team and&nbsp;Impact&nbsp;division&nbsp;as well as across all other areas of UWCI to ensure that the&nbsp;organizational goals and strategies&nbsp;are realized, and to&nbsp;assist&nbsp;Central Indiana in making&nbsp;significant progress&nbsp;toward meeting its poverty reduction goals.&nbsp;&nbsp;
Position Duties &amp; Responsibilities&nbsp;
The following statements are intended to describe the general nature and level of work being performed.&nbsp;&nbsp;They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills&nbsp;required of&nbsp;personnel so classified.&nbsp;&nbsp;&nbsp;
Under the direction of the Economic Mobility Director, the&nbsp;manager will&nbsp;collaborate&nbsp;across the Impact division and Issue-Based team&nbsp;to implement a variety of&nbsp;initiatives and investments supporting United Way's workforce development goals&nbsp;including but not limited to:&nbsp;
<ul><li>
Establish and manage career pathways and workforce development&nbsp;initiatives&nbsp;alongside external partners and stakeholders that&nbsp;provide&nbsp;education, training, technical&nbsp;assistance, thought partnership, and other&nbsp;supports&nbsp;for UWCI partners.&nbsp;
</li>
</ul><ul><li>
Respond to technical&nbsp;assistance&nbsp;inquiries from partners by assessing their needs,&nbsp;providing&nbsp;training and development that addresses the identified needs, brokering services of other consultants, or&nbsp;providing&nbsp;information and resources to&nbsp;assist&nbsp;the organizations.&nbsp;
</li>
<li>
Collaborate&nbsp;across internal teams and divisions&nbsp;to measure, report, and analyze the impact of workforce partnership services, while simultaneously&nbsp;interfacing&nbsp;with community-based organization partners to review funded&nbsp;grantees'&nbsp;evaluation reports and&nbsp;monitor&nbsp;grantees' progress in achieving key&nbsp;objectivesensuring&nbsp;timely&nbsp;reporting of UWCI grant-funded activities, metrics, and related outcomes.&nbsp;
</li>
<li>
Maintain and develop trusted liaison relationships with UWCI partner organizations, manage appropriate&nbsp;and timely correspondence through a variety of mediums, and strive to be the best partner to all stakeholders.&nbsp;
</li>
<li>
Manage special grant making programs to community-based organizations, as assigned.&nbsp;
</li>
<li>
Collaborate with the Economic Mobility Director on special projects associated with advancing career pathways, workforce development and economic mobility efforts within UWCI's Economic Mobility Issue-Based ecosystem partnerships.&nbsp;&nbsp;
</li>
<li>
Perform special assignments and other work, on an as-needed basis.&nbsp;
</li>
</ul>Qualifications &nbsp;
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&nbsp;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&nbsp;objectives.  The individual should have effective communication skills, attention to detail and organization, flexibility,&nbsp;adaptability&nbsp;and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also&nbsp;maintain&nbsp;knowledge of trends in his/her area of responsibility and review literature to understand key issues. &nbsp;
Excellent partnership building skills forming and&nbsp;maintaining&nbsp;external relationships&nbsp;isrequired.&nbsp;Ability&nbsp;to collect data,&nbsp;establish&nbsp;facts, draw valid conclusions, and develop solutions is essential.&nbsp;Ability&nbsp;to manage multifaceted projects across multiple environments is&nbsp;required. Must&nbsp;possess&nbsp;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. &nbsp;
Education and/or Experience &nbsp;
<ul><li>
Bachelor's degree in business administration, public administration,&nbsp;psychology&nbsp;or related&nbsp;area&nbsp;with a focus on nonprofit management and/or governance&nbsp;preferred.  &nbsp;
</li>
<li>
At least (5) years' experience working in a relevant field including workforce development, economic development, financial stability programming, nonprofit management, and/or intermediary effortsrequired.&nbsp;
</li>
<li>
Experience working within and across a broad range of workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and&nbsp;other system&nbsp;stakeholdersrequired.&nbsp;
</li>
<li>
Strong project management skills&nbsp;requiredwith&nbsp;demonstrated&nbsp;ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.&nbsp;
</li>
<li>
Significant and&nbsp;demonstrated&nbsp;experience building and managing diverse networks that support efforts to produce systemic change&nbsp;preferred.&nbsp;
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred.&nbsp;
</li>
<li>
Must possess excellent interpersonal, writing, and oral communication skills, diplomacy and discretion, critical thinking, and judgment.  &nbsp;
</li>
</ul><ul><li>
Knowledge of the Central Indiana labor market, regional workforce initiatives, key stakeholders operational within&nbsp;workforce&nbsp;ecosystem, and the state/local workforce system is highly desirable. &nbsp;
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis. &nbsp;
Position Leader:Economic Mobility Director&nbsp;
Position Leads:&nbsp;n/a&nbsp;
FLSA&nbsp;Status:Exempt, Salaried, Full-time&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Salary Range:&nbsp;Low to Mid 60's&nbsp;
Benefits:&nbsp;Complete Benefits Package Available&nbsp;
Equal Opportunity Employer&nbsp;
Please apply at uwci.org/careers&nbsp;
This position description&nbsp;does not&nbsp;constitute&nbsp;a contract of employment&nbsp;or a guarantee of any terms or conditions of employment.&nbsp;&nbsp;UWCI employees are employed on an at-will basis.&nbsp;In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.&nbsp;&nbsp;

Manager of Workforce Pathways Initiatives

Manager of&nbsp;Financial Stability&nbsp;Initiatives&nbsp;
Issue Area Team – Impact Division&nbsp;
United&nbsp;Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social&nbsp;sector&nbsp;and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.&nbsp;
This is an ambitious time to join&nbsp;United&nbsp;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.&nbsp;
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&nbsp;Financial Stability&nbsp;Initiatives&nbsp;managesinvestmentsand initiatives&nbsp;related to the development, implementation, and scale of financial stability efforts,&nbsp;aiding&nbsp;in the creation and advancement of&nbsp;economic stability strategies&nbsp;to&nbsp;self-sufficiency&nbsp;and economic mobility for&nbsp;households throughout&nbsp;Central Indiana. This manager position&nbsp;will support efforts to engage key stakeholders including but not limited to&nbsp;community-based&nbsp;organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to&nbsp;financial stability&nbsp;and economic opportunity.&nbsp;Additionally, this position works in a collaborative and integrated manner across the&nbsp;Issue Based team and&nbsp;Impact&nbsp;division&nbsp;as well as across all&nbsp;other&nbsp;areas of UWCI to ensure&nbsp;that the&nbsp;organizational goals and strategies are realized, and to&nbsp;assist&nbsp;Central Indiana in making&nbsp;significant progress&nbsp;toward meeting its poverty reduction goals.&nbsp;&nbsp;
Position&nbsp;Summary&nbsp;
Under the direction of the Director of Economic Mobility in the Impact Division, the Manager of Financial Stability Initiatives will implement and manage a variety of&nbsp;initiatives and&nbsp;projects&nbsp;supporting&nbsp;United Way's&nbsp;Economic Mobility strategy including&nbsp;Center for Working Familiesand&nbsp;Volunteer Income Tax Assistance (VITA).&nbsp;This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming.In collaboration with the Issue Based Team, the&nbsp;Manager of Financial Stability Initiatives&nbsp;aids in the creation and advancement of pathways to economic mobility for households in Central Indiana.  &nbsp;
Position Duties &amp; Responsibilities&nbsp;
<ul><li>
Lead&nbsp;a portfolio of&nbsp;investments and initiatives&nbsp;advancingthe development, implementation, and scale of financial stability efforts anchored within the&nbsp;Center for Working Families™&nbsp;framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.&nbsp;&nbsp;
</li>
<li>
Responsible for the coordination, implementation, and oversight of&nbsp;Volunteer Income Tax Assistance Program&nbsp;(VITA)&nbsp;federal grant in support of low-income and elderly resident tax preparation&nbsp;assistance&nbsp;(project-based during tax season beginning in October lasting until June).&nbsp;
</li>
</ul><ul><li>
Establish, manage, and scale financial stability programming in collaboration with external partners&nbsp;through&nbsp;training, technical&nbsp;assistance, thought partnership, and convening.  &nbsp;
</li>
<li>
Prioritize and promptly respond to technical&nbsp;assistance&nbsp;inquiries from partners by assessing their needs,&nbsp;providing&nbsp;training and development that addresses the identified needs, brokering services of other consultants, and/or&nbsp;providing&nbsp;information and resources to&nbsp;assist&nbsp;the organizations. &nbsp;
</li>
<li>
Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneously&nbsp;interfacing&nbsp;with community-based organization partners to review funded grantees' evaluation reports and&nbsp;monitor&nbsp;grantees' progress in achieving key&nbsp;objectives, ensuring&nbsp;timely&nbsp;reporting of UWCI grant-funded activities, metrics, and related outcomes.Build, maintain, and prioritize trusted relationships with partner organizations, manage appropriate and timely correspondence through a variety of mediums.&nbsp;Strive to be the best partner to all stakeholders.&nbsp;
</li>
<li>
Collaborate with Director of Economic Mobility to manage special grant making programs as assigned, responsible for adhering to&nbsp;and&nbsp;ongoing management within&nbsp;the departmental budget.&nbsp;&nbsp;
</li>
<li>
Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI's&nbsp;Issue BasedStrategies, and across UWCI's goals for donors to Give, Advocate and Volunteer.&nbsp;
</li>
<li>
Perform&nbsp;special assignments and other work, on an as-needed basis.&nbsp;
</li>
</ul>Qualifications&nbsp;
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&nbsp;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&nbsp;objectives.  The individual should have effective communication skills, attention to detail and organization, flexibility,&nbsp;adaptability&nbsp;and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also&nbsp;maintain&nbsp;knowledge of trends in his/her area of responsibility and review literature to understand key issues. The ability&nbsp;to collect data,&nbsp;establish&nbsp;facts, draw valid conclusions, and develop solutions is essential.&nbsp;The ability&nbsp;to manage multifaceted projects across multiple environments is&nbsp;required. Must&nbsp;possess&nbsp;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. &nbsp;
Education and/or Experience &nbsp;
<ul><li>
Bachelor's degree in business administration, public administration,&nbsp;psychology&nbsp;or related&nbsp;areas&nbsp;with a focus on nonprofit management and/or governance&nbsp;strongly preferred.  &nbsp;
</li>
<li>
At least (5) years' experience working in a relevant field including&nbsp;financial stability&nbsp;programming, economic development, nonprofit management, and/or intermediary effortsrequired.&nbsp;
</li>
<li>
Experience working within and across a broad range of&nbsp;financial stability and&nbsp;workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholdersrequired.&nbsp;
</li>
<li>
Strong project management skills&nbsp;requiredwith&nbsp;demonstrated&nbsp;ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.&nbsp;
</li>
<li>
Significant and&nbsp;demonstrated&nbsp;experience building and managing diverse networks that support efforts to produce systemic change&nbsp;preferred.&nbsp;
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred.&nbsp;
</li>
</ul><ul><li>
Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.  &nbsp;
</li>
<li>
Knowledge of the Central Indiana&nbsp;economic mobility ecosystem, key stakeholders operational within&nbsp;financial stability and&nbsp;workforce ecosystem, and the state/local workforce system is highly desirable. &nbsp;
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis. &nbsp;
Position Leader:&nbsp;Economic Mobility Director&nbsp;
Position Leads:&nbsp;n/a&nbsp;
FLSA Status:Exempt, Salaried, Full-time&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Salary Range:&nbsp;Low to Mid&nbsp;$60's, depending on experience&nbsp; &nbsp;&nbsp;&nbsp;
Benefits:&nbsp;Complete Benefits Package Available&nbsp;
Equal Opportunity Employer&nbsp;
Please apply at uwci.org/careers&nbsp;
This position description&nbsp;does not&nbsp;constitute&nbsp;a contract of employment&nbsp;or a guarantee of any terms or conditions of employment.&nbsp;&nbsp;UWCI employees are employed on an at-will basis.&nbsp;In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.&nbsp;&nbsp;

Manager of Financial Stability Intitiatives

Volunteer Engagement&nbsp;Senior Manager&nbsp;&nbsp;
Fundraising &amp; Engagement Division&nbsp;
United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social&nbsp;sector,&nbsp;and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.&nbsp;
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.&nbsp;
Position&nbsp;Summary&nbsp;
United Way of Central Indiana recognizes&nbsp;that the key to success is a strong and cohesive team&nbsp;that&nbsp;works&nbsp;through shared values to achieve our mission.&nbsp;The Senior Manager leads United Way of Central Indiana's (UWCI) volunteer engagement strategies, programs,&nbsp;team,&nbsp;and&nbsp;partnerships. The Senior&nbsp;Manager&nbsp;promotes and executes volunteer engagement experiences and opportunities (for both individuals and corporations) that effectively support UWCI's mission and&nbsp;goals and increase participants' affinity for UWCI. The Senior Manager leads the creation and execution of strategies to&nbsp;strengthen and grow relationships with corporate partners, individual donors,&nbsp;Community Based&nbsp;Organizations,&nbsp;and volunteers. The Senior&nbsp;Manager&nbsp;guides development and execution of team goals that align with overarching organization goals around&nbsp;engagement. &nbsp;
Position&nbsp;Duties &amp; Responsibilities&nbsp;
The following statements are intended to describe the general nature and level of work being performed.&nbsp;They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills&nbsp;required of&nbsp;personnel so classified.&nbsp;&nbsp;
<ul><li>
Leadership:Providestrategic direction and&nbsp;supervision for the Volunteer Engagement Team (positions listed below). Assure coordinated and clear individual and team goals are&nbsp;identified&nbsp;and&nbsp;monitored.Provide&nbsp;guidance and direction to team members while promoting individual thinking and innovation. Regular and meaningful updates with each team member&nbsp;are&nbsp;expected.&nbsp;
</li>
<li>
Strategy Development: Responsible&nbsp;for creating and driving innovative strategies that will&nbsp;optimize&nbsp;engagement experiences for all key stakeholders.&nbsp;&nbsp;This strategy&nbsp;includes creating new opportunities and/or&nbsp;revitalizing existing efforts that aim to&nbsp;include&nbsp;impactful ways for community members&nbsp;to feel inspired and&nbsp;participate&nbsp;with UWCI.&nbsp;
</li>
<li>
Volunteer Management:&nbsp;Act as lead&nbsp;volunteer&nbsp;coordinator for all UWCI signature&nbsp;events and&nbsp;activities (Elevate,&nbsp;Thought Leadership Events,&nbsp;Annual Celebration,&nbsp;Go All&nbsp;IN Day, etc.).Provide&nbsp;support and leadership to the volunteer engagement team to help assure all engagement opportunities are effective,&nbsp;efficient,&nbsp;and meaningful.&nbsp;&nbsp;
</li>
<li>
Programming: Oversee strategic development of various UWCI engagement programs, including leadership development programs, volunteer opportunities, immersive learning initiatives and cause-based initiatives.Act as&nbsp;programmatic lead for the Connecting Hearts at Home program in partnership with Eli Lilly&nbsp;and Company.&nbsp;Work cross-functionally to redesign and&nbsp;implement the Impact Ambassador program&nbsp;(volunteers who speak on behalf of UWCI and partner CBOs to share personal stories and&nbsp;solicit&nbsp;donations)&nbsp;to ensure the needs of all stakeholders are met.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</li>
<li>
Financial Responsibility:&nbsp;Assist Vice President of Workplace Fundraising and Volunteer Engagement with the&nbsp;development of&nbsp;program budgets.Monitor program budgets&nbsp;with&nbsp;assistance&nbsp;of Volunteer&nbsp;Engagement Team Members.&nbsp;Work with fundraising&nbsp;team&nbsp;members&nbsp;to help secure external funding for projects that support volunteer&nbsp;&amp; engagement&nbsp;activities.&nbsp;&nbsp;
</li>
</ul><ul><li>
Data Analysis:&nbsp;Ensure the&nbsp;accurate&nbsp;and consistent&nbsp;capture and measurement of volunteer and&nbsp;participant data.&nbsp;Collaboratecross-functionally with the Strategic Information and Intelligence division to analyze&nbsp;volunteer and participant data&nbsp;to make decisions on programming and to learn more about&nbsp;the&nbsp;behaviors of those that engage with UWCI.&nbsp;Share insights&nbsp;about&nbsp;the impact of&nbsp;volunteer and participant behavior&nbsp;onorganizational goals, including donor acquisition,&nbsp;retention,&nbsp;and growth.&nbsp;&nbsp;
</li>
<li>
Relationships: Work&nbsp;cross-functionally&nbsp;to&nbsp;identify, develop and implement opportunities to engage constituents in impact work. Partner with Impact division to develop annual and long-term volunteer recruitment and engagement plans.&nbsp;Identify&nbsp;opportunities for community collaboration.&nbsp;Develop and&nbsp;maintain&nbsp;regular contact with community partners.&nbsp;Identify&nbsp;and communicate with&nbsp;appropriate UWCI&nbsp;team members&nbsp;regarding&nbsp;opportunities to&nbsp;leverage&nbsp;these relationships more broadly.&nbsp;&nbsp;&nbsp;
</li>
<li>
Communication:&nbsp;Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator of the same to advance engagement and brand value.&nbsp;&nbsp;
</li>
<li>
Annual Goals: Work with other Volunteer Engagement Team members to ensure that goals reflect,&nbsp;align,and contribute to the organization's broader goals.&nbsp;Achieve the annual goals.&nbsp;&nbsp;
</li>
<li>
Performs special assignments&nbsp;and other work, on an as-needed basis.&nbsp;&nbsp;
</li>
</ul>Qualifications&nbsp;
To perform this job successfully, an individual must be able to perform each essential&nbsp;job function&nbsp;satisfactorily.&nbsp;The requirements listed are representative of the basic knowledge, skills, and/or abilities&nbsp;required.&nbsp;Reasonable&nbsp;accommodation&nbsp;may be made to enable individuals with disabilities to perform the essential functions.&nbsp;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&nbsp;to&nbsp;achieve goals and&nbsp;objectives.&nbsp;The individual should have effective communication skills, attention to detail and organization, flexibility,&nbsp;adaptability,&nbsp;and the ability to multi-task and be open-minded in a fast-paced environment.&nbsp;The individual will also&nbsp;maintain&nbsp;knowledge of trends in his/her area of responsibility and&nbsp;review&nbsp;literature to understand key issues.&nbsp;
Education and/or Experience&nbsp;
<ul><li>
Bachelor's degree in&nbsp;Non-profit Management,&nbsp;Administration,or similar field&nbsp;or five years of relevant experiencerequired.&nbsp;
</li>
<li>
Experience with&nbsp;Hands on connect,&nbsp;Salesforce&nbsp;database&nbsp;or&nbsp;other similar&nbsp;volunteer management and&nbsp;CRM systems is preferred.&nbsp;
</li>
<li>
Five years of supervisory experience is desirable.&nbsp;
</li>
<li>
Proficiency&nbsp;in computer skills and attention to detail are essential.&nbsp;
</li>
<li>
Effective time management and multitasking abilities are&nbsp;required&nbsp;to meet deadlines.&nbsp;
</li>
<li>
Strong organizational and interpersonal skills are crucial for success.&nbsp;
</li>
</ul>*Work experience may substitute for education requirements on a&nbsp;case-by-case&nbsp;basis.&nbsp;(this sentence needs included after educational requirements).&nbsp;&nbsp;
Position&nbsp;Leader:&nbsp; &nbsp;&nbsp;Vice President Workplace Fundraising and Volunteer Engagement&nbsp;
Position Leads:&nbsp; &nbsp; &nbsp;Corporate Volunteer Engagement Specialist, Manager of Corporate Volunteer Engagement, Manager of Community&nbsp;Engagement,&nbsp;and Immersive Learning&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
FLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Exempt
Salary Range:&nbsp; &nbsp; &nbsp; &nbsp;Mid&nbsp;60's to Low 70's&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Benefits:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Complete Benefits Package Available&nbsp;
Reviewed:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;12/6/2023&nbsp;
&nbsp;&nbsp;Equal Opportunity Employer&nbsp;
Please apply at&nbsp;uwci.org/team&nbsp;
This position description&nbsp;does not&nbsp;constitute&nbsp;a contract of employment&nbsp;or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis.&nbsp;In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.&nbsp;&nbsp;

Volunteer Engagement Senior Manager

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES 
	Reporting to the Interim VP of Operations and Administration, this position is responsible for the physical and digital infrastructure at United Way, including maintenance and security of the property, management of tenants, and oversight of information technology vendors and systems. Building and parking lot are owned by United Way and include office space for United Way staff and tenants, community event spaces, and warehouse space. This position supervises the Office Manager and the Facilities Coordinator.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Ensure United Way’s physical property, telecommunications systems, and information technology are well-maintained and meet the needs of staff, tenants, and community members.</li>
<li>Proactively ensure ongoing maintenance and security of building and parking lot. Maintain prioritized list of maintenance needs. Ensure that items are assigned and completed in a timely and cost-effective manner, and communicated to appropriate stakeholders.</li>
<li>Provide oversight to community spaces and warehouse, creating and reinforcing guidelines for use so that all users can keep the spaces organized and ready for use at all times.</li>
<li>Manage processes and policies related to building tenants (long term contract as well as event groups), with the goal of a fully-leased property.</li>
<li>Oversee procurement and vendor relationships related to building maintenance and security as well as telecom services and information technology. Assess vendors and systems regularly to ensure alignment with UW’s needs. Regular vendors include, but are not limited to, janitorial, security, and IT support.</li>
<li>Manage budget for facilities and technology equipment purchase, maintenance, and contracts. Ensure timely processing of all relevant receivables and payables.</li>
<li>Maintain availability to staff for basic IT support such as troubleshooting equipment, and determining appropriate vendor for escalation as needed.</li>
<li>Manage the renewal of relevant property and liability insurances; report and track claims as needed.</li>
<li>Maintain good working relationship with relevant licensing and government agencies.</li>
</ul>Supervisory Responsibility
This position will oversee two internal staff as well as external IT, security, janitorial and vendor contracts.
Physical Demands
At times, this position may include periods of extended physical activity such as walking, climbing, stooping, kneeling, and bending to inspect all aspects of the property, including technology equipment. Position at times requires the ability to lift up to approximately 50 lbs. The physical demands described here are representative 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.
EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Facilities management skills: ability to assess and complete basic maintenance, building, and repair tasks; knowledge of equipment, supplies, and materials used in commercial property maintenance; general understanding of plumbing, HVAC, electrical, security, etc.</li>
<li>IT skills: knowledge and understanding of standard office hardware and software systems; ability to troubleshoot hardware and software; experience with software and IT support vendors; ability to support users and suggest appropriate steps for resolution.</li>
<li>Ability to manage vendors, contracts, and budgets.</li>
<li>Ability to exercise good judgment, manage time effectively to solve problems and take initiative, assign tasks and projects to appropriate parties, and respond appropriately to changing circumstances and priorities.</li>
<li>Ability to develop and maintain relationships with multiple internal and external individuals.</li>
<li>Detail-oriented with strong organizational skills.</li>
<li>Strong computer skills including Microsoft Office and cloud-based systems.</li>
<li>Fluency in English required, with strong written and oral communication skills.</li>
<li>Ability to multitask and work under tight deadlines in a fast-paced office environment.</li>
<li>Flexible to change; proven ability to manage multiple high-priority projects and deadlines without compromising quality.</li>
<li>Preferred but not required is experience managing tenants within a commercial office building.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Associate degree or equivalent from two-year college or technical school.</li>
<li>A minimum of 5 years relevant facilities experience with at least 1 year IT support experience.</li>
<li>Combination of experience and education.</li>
<li>Supervisory experience is strongly preferred.</li>
</ul>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 Fresno and Madera Counties

Fresno and Madera Counties

Director of Facilities and IT

United Way of Santa Barbara County seeks a F/T Development Executive (DE) to provide relationship management for various corporate and workplace-based efforts. The DE will manage a portfolio of 60+ workplace relationships and partner in several general fundraising efforts. The ideal candidate will be a passionate, energetic, team-oriented individual with a four-year college degree and at least 1 year of fundraising experience. The DE will increase United Way’s exposure in Santa Barbara County and help advance its mission. The ideal candidate will be a highly organized and self-driven individual with a demonstrated track record in fundraising and the ability to multitask and manage multiple deadlines. Excellent oral and written skills are required. Intermediate skills with Microsoft Office, Excel, Outlook, and PowerPoint are required. Experience with databases desired. The compensation package is competitive.&nbsp;

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