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Chief Brand OfficerLeadership Executive TeamUnited 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 SummaryUnited 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 Chief Brand Officer is the leader of United Way of Central Indiana's (UWCI) Marketing and Communications Team, serves on the Executive Committee and reports to the President/CEO. This role oversees and leads the development, execution and management of UWCI's brand and marketing strategies and campaigns to support the long-term strategic direction of the organization and ensure a consistent brand experience that aligns with UWCI's mission. These strategies include public relations, communications, digital marketing, advertising, print and publications, direct mail and special events. The Chief Brand Officer's work is focused internally and externally, across all functional areas of UWCI as well as the seven-county area with an emphasis on being the brand champion for the organization and providing day-to-day leadership of the Brand team. This role fosters relationships with key stakeholders and audiences including representing UWCI to the United Way Worldwide (UWW) Network through participation on network-level task forces regarding marketing and communications.Position Duties &amp; ResponsibilitiesThe 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.Brand Leadership▪    Hire, supervise and coach all positions in the Brand division, including media/PR, events, creative, communications and digital marketing.▪   Oversee the development and execution of external events that promote the United Waybrand, raise money, and foster a better understanding of United Way of Central Indiana's work in the community.▪    Develop and implement innovative campaigns within a complex organization, integrating disparate elements into a cohesive whole.▪   Translate strategic business and operations plans into marketing strategies within UWCI'scomplex donor and volunteer landscape.▪    Collaborate with other division Chiefs and V.P.'s to develop and implement marketing and communications plans to support division goals and the goals of the organization overall.▪   Effectively set goals and provide oversight for the management of complex workflows,projects and team expectations.▪   Set priorities and execute them, while also seeing to immediate organizational needs▪    Design, oversee and manage the annual Brand division budgets. Leverage limited resources through in-kind contributions and partnerships. Ensuring budget is driven for maximum resultsin areas of communication, brand awareness, resource development and communityservices.▪    Identify changes in the environment and audience trends to modify UWCI's advertising/marketing plan and public awareness programs accordingly.▪    Nurture strong relationships with print and broadcast news media, and area marketing, communication and public relations professionals.▪    Provide advice and counsel for internal and external communications needs to UWCI team members and key volunteers as needed. Ensures that team and board members have the tools and training needed to present consistent, compelling, and unified messages that movediverse audiences to give and become involved with UWCI.▪    Position UWCI as a valuable community leader, with unique, recognizable, and understood brand.▪   Perform special assignments and other work, on an as-needed basis. Championing the useof technologies that showcase our brand to new audiences and lead prospects to easily complete online gifts.▪   Direct and utilize UWCI's research on brand awareness and on donor, market and industryinsights in conjunction with the Strategic Information and Insights team.▪    Participate as requested in UWW task forces and committees and share best practices from that participation with UWCI.External Partnerships▪   Enthusiastically collaborate with and influence internal and external stakeholders such asUWCI board members, standing board committee members, other volunteers, UWW, theUWW network of local United Ways, and more.▪   Build and sustain relationships at multiple levels with various constituencies including theUWCI board of directors, community leaders, donors and United Way network colleagues.▪    Support UWCI's community presence in Morgan, Hendricks, Boone, Hamilton, Hancock, Marion and Putnam Counties to attract donors and volunteers, and communicate our supportof each community.▪    Manage partnerships with a variety of local media outlets, corporate and nonprofit partners and others to enhance UWCI's consumer marketing and promotional efforts, and brandawareness.▪   Develop effective strategies for engaging diverse communities in the Central Indiana market.▪   Explore innovative strategies and partnerships to enhance organizational presence.QualificationsTo 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 disabilitiesto 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 aself-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 andthe 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 Required Experience•   Bachelor's degree in marketing, business, communications, journalism, public relations, or related fields is required for this role, with essential knowledge spanning media and public relations, events management, online and print communications, and digital marketing.•   Seven to ten years of experience leading marketing and communications teams is preferred, showcasing proven expertise in strategy development and goal achievement.•   Strong writing and editing skills are necessary, alongside a collaborative leadership style.•  While experience in the nonprofit sector is favored, it's not mandatory.•   Proficiency in planning, managing, and executing multi-channel marketing campaigns is crucial, as is familiarity with various marketing tools and technologies, including market research, data analysis, and visual communication software.•   Expertise in overseeing digital and social media marketing, alongside effective communication and presentation skills, is essential.•   The ability to lead diverse teams and manage multiple projects simultaneously while maintaining accuracy and efficiency is paramount in this role.*Work experience may substitute for education requirements on a case-by-case basis.Position Leader:               President &amp; CEOPosition Leads:                Communications Senior Director, Impact Brand and Storytelling Senior Manager, Creative                                        Digital and Print Design Senior Manager, Manager of Special Events, Executive AssistantFLSA Status:                    Exempt, Full-TimeSalary Range                    MarketBenefits:                           Complete Benefits Package AvailableReviewed:                         March 2024 Equal Opportunity EmployerPlease apply at uwci.org/careersThis 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.

United Way of Central Indiana

Chief Brand Officer

Workplace Fundraising SpecialistFundraising &amp; EngagementUnited 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.  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. Position Summary United Way of Central Indiana (UWCI) recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Workplace Fundraising Specialist will help advance the mission of United Way of Central Indiana by cultivating and maintaining relationships with key corporate partners and donors to grow giving and engagement with United Way of Central Indiana. This individual will achieve annual fundraising and engagement goals by executing an annual giving campaign for assigned portfolio of corporate accounts with an emphasis on building relationships with corporate partners and their employees. The Workplace Fundraising Specialist will collaborate with key volunteers to develop and grow employee giving at corporate partners, including consistent touchpoints with company contacts, exploring employee engagement opportunities, and developing individual donor messaging.  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.<ul><li>Fundraising:<ul><li>In conjunction with UWCI Internal Teams, develop and implement high-level strategies designed to maintain and grow the fundraising and engagement for corporate partners and their employees in assigned portfolio through year-round engagement.</li><li>Steward, cultivate and engage leadership level executives within assigned portfolio to build a broad base of support for UWCI focused fundraising activities with key corporate partners.</li><li>Creatively explore and introduce additional UWCI opportunities, as appropriate (i.e., volunteerism, sponsorships, etc.). Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly.</li><li>Write and deliver informative and engaging presentations on UWCI's mission and vision in front of varying audience sizes. Communicate impact stories that promote donor acquisition, retention, and growth. Be knowledgeable about UWCI's work in Central Indiana and be an effective and compelling communicator to advance engagement and brand value. </li><li>Maintain and track communication with external partners, including corporate partners and individual donors within Salesforce CRM.</li></ul></li><li>Track campaign progress in online giving platforms and through Salesforce CRM. Proactively intervene and troubleshoot as needed to positively impact campaign outcomes.</li><li>Leverage data to provide strategic, targeted account management and excellent customer service, leading to long-term strategic plans with aggressive goals. </li></ul><ul><li>Internal Relationships:  <ul><li>Work collaboratively with internal stakeholders on projects, as assigned, to further UWCI's work. </li><li>Work with UWCI's Major Gifts, Volunteer Engagement, Community Impact, Strategic Information &amp; Intelligence, and Brand teams to identify, develop and implement opportunities to communicate community impact work and UWCI goals and priorities to key stakeholders.</li></ul></li><li>Annual Goals: Achieve established goals for annual fundraising and engagement. Work with the Workplace Fundraising Senior Manager to ensure goals reflect, align, and contribute to the broader goals of the organization.  </li><li>Flexibility: UWCI is evolving with our changing external environment. Flexibility is a key attribute 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. Role requires travel 10-15% of the time within UWCI service area. </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 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, organization, flexibility, and adaptability. The individual will also maintain knowledge of trends in their area of responsibility and reviews literature to understand key issues. This individual regularly navigates Salesforce CRM database and utilizes Microsoft Excel, Word, and PowerPoint to illustrate data and information to a wide range of audiences. Routinely writes detailed reports and correspondence and responds to questions and/or complaints. Routinely speaks effectively and in a compelling manner before groups of customers, clients, and/or employees of corporate accounts. This individual 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.This individual makes limited decisions and determines best methods to solve problems by referring to established precedents and policies. Impact of decisions is usually low to moderate cost. Education and/or Experience 1 to 2 years of experience in fundraising, public administration, sales, marketing. Bachelor's degree is required. An associate degree with relevant work experience would be considered. Knowledge of the central Indiana community and the human service sector is preferred.  Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, ability to resolve conflict constructively, ability to build strong relationships both inside and outside UWCI, ability to think strategically, commitment to fostering an inclusive environment consistent with UWCI's commitment to diversity and inclusion. Must have the ability to prepare and explain performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWCI team. *Work experience may substitute for education requirements on a case-by-case basis.Position Leader: Workplace Fundraising Senior ManagerPosition Leads: N/A FLSA Status: Exempt, Full-Time           Salary Range: Upper 40's to Mid 50'sBenefits: Complete Benefits Package Available Reviewed: March 2024            Equal Opportunity EmployerPlease apply at uwci.org/careersThis 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.

Workplace Fundraising Specialist

SupportSpecialist Impact- Sector Support 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 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 Support Specialist is a member of the Sector Support team and will assist the Director of Infrastructure with the administration of the infrastructure funds initiativeswhich are key components of United Way of Central Indiana's support of our vital human servicesnetwork priority. These initiatives include the Facilities Maintenance Fund (FMF), the TechnologyFund (TF) and the Capital Projects Fund (CPF). These three funds are designed to address thevarious capital and technological needs of United Way of Central Indiana's accredited partner organizations andcommunity projects utilizing capital grants, planning assistance, consulting services and training.  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.  Manage grant administration processes, ensuring accurate documentation and compliance. Fostereffective communication through correspondence with partner organizations, volunteers, and vendors. Prepare materials and assist with planning logistics for volunteer committee meetings, ensuring seamless and efficient proceedings. Assist with preparation of grant proposals and reports for funding partners. Assist with development and implementation ofeducational workshops relevant to Sector Support initiatives. Coordinate with Impact Leadership Team,Strategic Intelligence and Information, and Marketing/Brand Team to help effectively communicatepositive outcomes from infrastructure initiatives. Serve as a knowledgeable liaison between the Sector Support team and other parts of the organization, providing expertise and best practices related to infrastructure funds and other Sector Support initiatives. Support other Sector Support initiatives, including but not limited to upkeep of CRM database,contract invoicing, volunteer management, meeting coordination.  Work directly with Director of Infrastructure, Senior Director of Sector Support, and other members of the Sector Support Team, as needed. Undertake additional duties as assigned by the Sector Support team. 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. Education and or Experience: Associatedegree in related field or related experience required. Bachelor's degree is preferred but notrequired.  At least 2-4 years of relevant work experience preferred. Proficiency in Microsoft Office, with an emphasis on advanced Excel skills. Knowledge of the nonprofit sector is beneficial. Effective written and verbal communication skills.  A demonstrated ability to generate reports and work comfortably with complex data and proven experience working cross-functionally in a complex organization are required. Committed to personally championing diversity, equity, and inclusion initiatives.  *Work experience maysubstitute for education requirements on a case-by-case basis.  Position Leader:               Director of Infrastructure FLSA Status:                    Exempt, Full-Time Salary Range:                  Low to mid 50's Benefits:                         Complete Benefits Package Available Reviewed:                       February 2024 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.

Support Specialist

Research AnalystStrategic Intelligence &amp; Information DivisionUnited 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.  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. Position SummaryWe are looking for a Research Analyst to join our talented Strategic Intelligence and Information Team. In this role, you will work as a certified Efforts to Outcomes (a non-profit case management software) administrator with local non-profits and community partners on their data collection and reporting strategies. This position will regularly engage with and train non-profit executives and staff to transform their data collection practices, outcomes reporting, and program evaluation. You will act as a liaison between United Way's Strategic Intelligence and Information Division and external partners (including United Way's accredited partners and additional community partners) to create meaningful research and data products that tell the story of United Way's impact as well as inform of the needs in the Central Indiana Community. In executing on ETO responsibilities, you will lead external training sessions and conversations related to data collection buildout and reporting needs for community partners. This position will also assist with research and analytical projects conducted by the Strategic Intelligence and Information Division in support of the organization's goals and objectives. Position Duties &amp; ResponsibilitiesThe 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. Database Analytics and ReportingSupport and maintain partner non-profit organizations in <a href="https://eto-articles.socialsolutions.com/en/articles/4973079-what-is-eto" target="_blank">the Efforts to Outcomes (ETO) Database</a> which is a customizable human-services case management software. Cultivate relationships with ETO partners to facilitate trust and provide a deeper understanding of organizations and their role in Central Indiana community, to enhance their data collection and outcomes reporting. Utilize database management skills to administer UWCI ETO enterprise with over 30 partner organizations, to design, configure and maintain custom data collection buildouts. Write advanced reports in SAP Business Objects to track clients, outputs, and outcomes for our ETO partners.<ul><li>Create customized performance reports that aggregate results for external partner agencies, and internal partners using SAP Business Objects.</li><li>Work closely with the Community Research and Database Analytics Director and other members of Strategic Information to support the implementation, maintenance, and management of Efforts to Outcomes software, collaborating directly with agency executives and front-line staff to facilitate program performance management activities.</li><li>Conduct presentations for partner organizations related to ETO functionality and best practices for new staff and engage with program managers and data stewards to discuss data collection needs and new program buildouts or reporting requirements.</li><li>Lead efforts to collect, organize, scrub, validate, and otherwise prepare large data sets for research projects, e.g.: update and maintain a complex database of confidential information to ensure current and accurate information using systems such as Efforts to Outcomes (ETO).</li></ul>Data Analytics and ResearchCollect, research, and analyze internal and external data to inform UWCI's impact toolkit and strategies. Research, analyze and report out on community data to help inform grantmaking strategies for delegated impact areas. Data analytics and research efforts beyond immediate UWCI goals and initiatives.<ul><li>Support internal efforts to ensure ETO is optimized to support and advance UWCI's strategic plan.</li><li>Analyze and interpret results using standard statistical tools and techniques.</li><li>Identify new opportunities for process improvement.</li><li>Ensure that systems and procedural safeguards for protecting all sensitive personal and financial data are in place and practiced at all times to maintain organizational data security.</li></ul>Community Data Initiatives:Provide support for data collection reporting and analysis for UWCI Impact Initiatives such as Center for Working Families, Winter Assistance Fund, Community Data Equity Initiative. Cultivate and promote relationships with non-profit organizations by providing guidance and technical assistance and gaining a deeper understanding of data collection, reporting, and data systems. Design and support technical and reporting trainings to enhance the knowledge and reporting of non-profits in Central Indiana (Monthly ETO User Groups, Community Equity Data Initiative Trainings, etc.).<ul><li>Present research results both in written and verbal communications.</li><li>Pinpoint trends, correlations and patterns in data set.</li><li>Train internal and external partners on data-entry and data integrity.</li></ul>Perform special assignments and other work, on an as-needed basis which may include:<ul><li>Create on-line surveys and assist in analyzing data from survey research projects.</li><li>Assist with program evaluation and data analysis for various UWCI programs and initiatives.</li></ul>QualificationsTo 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. The individual will also maintain knowledge of trends in his/her area of responsibility and review literature to understand key issues.Education and/or Experience<ul><li>Bachelor's degree required; graduate degree preferred. *Work experience may substitute for education requirements on a case-by-case basis.</li><li>2-3 years of relevant experience is required.</li><li>Ability to create training experiences that make technical and research concepts easy to grasp.</li><li>Strong communication and customer service skills.</li><li>Strong analytical skills, including expertise in the modeling and analysis of data is required.</li><li>Working knowledge of relational database concepts, SQL, and other business analytics tools is preferred.</li><li>Must possess a high level of computer proficiency and knowledge of various computer software, with skills in Microsoft Excel, Access, Word, and PowerPoint.</li><li>Ability to see the big picture and be detail oriented.</li><li>Must have excellent written and verbal communication skills.</li></ul>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><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:              Community Research and Database Analytics DirectorFLSA Status:                    Exempt, Salaried, Full-timeSalary Range:                   Mid-60'sBenefits:                           Complete Benefits Package AvailableEqual Opportunity EmployerPlease apply at uwci.org/careersThis 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.

Research Analyst ETO Team

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ORGANIZATION OVERVIEW
United Way of Johnson County is located in Franklin, Indiana, and serves Johnson County residents each year through 16 funded agency partners and 8 direct service programs.  United Way of Johnson County is overseen by a volunteer board of directors who ensure that we meet our mission “to organize caring people to identify and meet human needs in our community”.  
OVERVIEW OF RESPONSIBILITIES
The primary purpose of the Volunteer and Engagement Specialist is to execute the core programs of the United Way of Johnson County through volunteer engagement.      KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
*Assist the Associate Director with the allocations process including preparation of training, site visit and deliberation materials. Assist in preparation of meetings, and collateral materials. 
	*Attend the agency relations committee to report on the program activities. 
	*Develop and implement programs, services and products for the Operation Bundle Up program including collateral materials, website management, and promotional aspects. Recruit and supervise the committee and event volunteers. With the assistance of volunteers, work with collection sites, the in-kind cleaning company and other entities to collect the needed amount of coats, hats, gloves etc. 
	*Develop and implement programs, services and products for the Fast Track program including collateral materials, website management and all promotional aspects. Recruit and supervise the committee and event volunteers. In order to collect the needed amount of school supplies, work with volunteers to recruit collection sites, and plan /implement the Stuff the Bus Event. Manage the school supply inventory through purchasing, donations, distribution and track carryover inventory. Work with schools to coordinate the individual distribution events including recruitment of appropriate resource partners. 
	*For all programs make sure volunteer information and data is maintained in outlook and Andar. 
	Be the lead staff person in making sure that Charity Tracker is maintained and promoted with potential agencies who might utilize the program. 
	*Be the lead staff person in making sure that Charity Tracker is maintained and promoted with potential agencies who might utilize the program. 
	*Make employee presentations. 
	*Maintain and update data files on campaign software computer including but not limited to: annual update of major accounts, volunteer committees etc. 
	*Responsible for researching and writing grants to supplement the income stream for the various programs United Way supports. 
	*Be the staff lead for volunteer management and recruitment. 
	*Assist in Special Events such as Campaign Kickoff and Annual Celebration. 
	*Back up to the administrative coordinator for phone coverage.
Well organized
Biases for action
Multi-task oriented- Can manage several projects at a time
Self-starter
Presentation skills
Understand the value of volunteers
Has a desire to manage and work alongside volunteers
Computer experience
Ability to carry out a project from start to finish
Good oral and written skills
Ability to be creative
Ability to lift 30 lbs
EDUCATION/REQUIREMENTS
Desirable, But Not Required
Bachelor of Arts or Bachelor of Science or relevant experience WORK ENVIRONMENT 
	 
OTHER DUTIES
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●    Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations. 
	●    Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●    Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●    Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●    Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

United Way of Johnson County

Program and Volunteer Engagement Specialist Associate (Part-time, 20 hours per week)

Volunteer Engagement Senior Manager  
Fundraising &amp; Engagement Division 
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 
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 Senior Manager leads United Way of Central Indiana's (UWCI) volunteer engagement strategies, programs, team, and partnerships. The Senior Manager promotes and executes volunteer engagement experiences and opportunities (for both individuals and corporations) that effectively support UWCI's mission and goals and increase participants' affinity for UWCI. The Senior Manager leads the creation and execution of strategies to strengthen and grow relationships with corporate partners, individual donors, Community Based Organizations, and volunteers. The Senior Manager guides development and execution of team goals that align with overarching organization goals around engagement.  
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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Leadership:Providestrategic direction and supervision for the Volunteer Engagement Team (positions listed below). Assure coordinated and clear individual and team goals are identified and monitored.Provide guidance and direction to team members while promoting individual thinking and innovation. Regular and meaningful updates with each team member are expected. 
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Strategy Development: Responsible for creating and driving innovative strategies that will optimize engagement experiences for all key stakeholders.  This strategy includes creating new opportunities and/or revitalizing existing efforts that aim to include impactful ways for community members to feel inspired and participate with UWCI. 
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Volunteer Management: Act as lead volunteer coordinator for all UWCI signature events and activities (Elevate, Thought Leadership Events, Annual Celebration, Go All IN Day, etc.).Provide support and leadership to the volunteer engagement team to help assure all engagement opportunities are effective, efficient, and meaningful.  
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Programming: Oversee strategic development of various UWCI engagement programs, including leadership development programs, volunteer opportunities, immersive learning initiatives and cause-based initiatives.Act as programmatic lead for the Connecting Hearts at Home program in partnership with Eli Lilly and Company. Work cross-functionally to redesign and implement the Impact Ambassador program (volunteers who speak on behalf of UWCI and partner CBOs to share personal stories and solicit donations) to ensure the needs of all stakeholders are met.     
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Financial Responsibility: Assist Vice President of Workplace Fundraising and Volunteer Engagement with the development of program budgets.Monitor program budgets with assistance of Volunteer Engagement Team Members. Work with fundraising team members to help secure external funding for projects that support volunteer &amp; engagement activities.  
</li>
</ul><ul><li>
Data Analysis: Ensure the accurate and consistent capture and measurement of volunteer and participant data. Collaboratecross-functionally with the Strategic Information and Intelligence division to analyze volunteer and participant data to make decisions on programming and to learn more about the behaviors of those that engage with UWCI. Share insights about the impact of volunteer and participant behavior onorganizational goals, including donor acquisition, retention, and growth.  
</li>
<li>
Relationships: Work cross-functionally to 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. Identify opportunities for community collaboration. Develop and maintain regular contact with community partners. Identify and communicate with appropriate UWCI team members regarding opportunities to leverage these relationships more broadly.   
</li>
<li>
Communication: 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.  
</li>
<li>
Annual Goals: Work with other Volunteer Engagement Team members to ensure that goals reflect, align,and contribute to the organization's broader goals. Achieve the annual goals.  
</li>
<li>
Performs special assignments and other work, on an as-needed basis.  
</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 review literature to understand key issues. 
Education and/or Experience 
<ul><li>
Bachelor's degree in Non-profit Management, Administration,or similar field or five years of relevant experiencerequired. 
</li>
<li>
Experience with Hands on connect, Salesforce database or other similar volunteer management and 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>*Work experience may substitute for education requirements on a case-by-case basis. (this sentence needs included after educational requirements).  
Position Leader:    Vice President Workplace Fundraising and Volunteer Engagement 
Position Leads:     Corporate Volunteer Engagement Specialist, Manager of Corporate Volunteer Engagement, Manager of Community Engagement, and Immersive Learning               
FLSA Status:         Exempt
Salary Range:       Mid 60's to Low 70's               
Benefits:              Complete Benefits Package Available 
Reviewed:            12/6/2023 
  Equal Opportunity Employer 
Please apply at uwci.org/team 
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.

Volunteer Engagement Senior Manager

Manager of Financial Stability Initiatives 
Issue Area Team – Impact Division 
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. 
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 Financial Stability Initiatives managesinvestmentsand initiatives related to the development, implementation, and scale of financial stability efforts, aiding in the creation and advancement of economic stability strategies to self-sufficiency and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based 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 financial stability and economic opportunity. Additionally, this position works in a collaborative and integrated manner across the Issue Based team and Impact division 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 Summary 
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 initiatives and projects supporting United Way's Economic Mobility strategy including Center for Working Familiesand Volunteer Income Tax Assistance (VITA). This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming.In collaboration with the Issue Based Team, the Manager of Financial Stability Initiatives aids in the creation and advancement of pathways to economic mobility for households in Central Indiana.   
Position Duties &amp; Responsibilities 
<ul><li>
Lead a portfolio of investments and initiatives advancingthe development, implementation, and scale of financial stability efforts anchored within the Center for Working Families™ framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.  
</li>
<li>
Responsible for the coordination, implementation, and oversight of Volunteer Income Tax Assistance Program (VITA) federal grant in support of low-income and elderly resident tax preparation assistance (project-based during tax season beginning in October lasting until June). 
</li>
</ul><ul><li>
Establish, manage, and scale financial stability programming in collaboration with external partners through training, technical assistance, thought partnership, and convening.   
</li>
<li>
Prioritize and promptly respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, and/or providing information and resources to assist the organizations.  
</li>
<li>
Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneously interfacing with community-based organization partners to review funded grantees' evaluation reports and monitor grantees' progress in achieving key objectives, ensuring timely 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. Strive to be the best partner to all stakeholders. 
</li>
<li>
Collaborate with Director of Economic Mobility to manage special grant making programs as assigned, responsible for adhering to and ongoing management within the departmental budget.  
</li>
<li>
Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI's Issue BasedStrategies, and across UWCI's goals for donors to Give, Advocate and Volunteer. 
</li>
<li>
Perform special assignments and other work, on an as-needed basis. 
</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 review literature to understand key issues. The ability to collect data, establish facts, draw valid conclusions, and develop solutions is essential. The 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.  
Education and/or Experience  
<ul><li>
Bachelor's degree in business administration, public administration, psychology or related areas with a focus on nonprofit management and/or governance strongly preferred.   
</li>
<li>
At least (5) years' experience working in a relevant field including financial stability programming, economic development, nonprofit management, and/or intermediary effortsrequired. 
</li>
<li>
Experience working within and across a broad range of financial stability and workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholdersrequired. 
</li>
<li>
Strong project management skills requiredwith demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well. 
</li>
<li>
Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred. 
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred. 
</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.   
</li>
<li>
Knowledge of the Central Indiana economic mobility ecosystem, key stakeholders operational within financial stability and workforce ecosystem, and the state/local workforce system is highly desirable.  
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.  
Position Leader: Economic Mobility Director 
Position Leads: n/a 
FLSA Status:Exempt, Salaried, Full-time                
Salary Range: Low 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 Financial Stability Intitiatives

Manager of Workforce Pathways Initiatives 
Impact Division 
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 
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 managesinvestmentsand initiatives related to the development, implementation, and scale of workforce development and financial stability efforts, aiding in the creation and advancement of career pathways to employment and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based 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. Additionally, this position works in a collaborative and integrated manner across the Issue Based team and Impact division 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.   
Under the direction of the Economic Mobility Director, the manager will collaborate across the Impact division and Issue-Based team to implement a variety of initiatives and investments supporting United Way's workforce development goals including but not limited to: 
<ul><li>
Establish and manage career pathways and workforce development initiatives alongside external partners and stakeholders that provide education, training, technical assistance, thought partnership, and other supports for UWCI partners. 
</li>
</ul><ul><li>
Respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, or providing information and resources to assist the organizations. 
</li>
<li>
Collaborate across internal teams and divisions to measure, report, and analyze the impact of workforce partnership services, while simultaneously interfacing with community-based organization partners to review funded grantees' evaluation reports and monitor grantees' progress in achieving key objectivesensuring timely reporting of UWCI grant-funded activities, metrics, and related outcomes. 
</li>
<li>
Maintain and develop trusted liaison relationships with UWCI partner organizations, manage appropriate and timely correspondence through a variety of mediums, and strive to be the best partner to all stakeholders. 
</li>
<li>
Manage special grant making programs to community-based organizations, as assigned. 
</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.  
</li>
<li>
Perform special assignments and other work, on an as-needed basis. 
</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 review literature to understand key issues.  
Excellent partnership building skills forming and maintaining external relationships isrequired. 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.  
Education and/or Experience  
<ul><li>
Bachelor's degree in business administration, public administration, psychology or related area with a focus on nonprofit management and/or governance preferred.   
</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. 
</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 other system stakeholdersrequired. 
</li>
<li>
Strong project management skills requiredwith demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well. 
</li>
<li>
Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred. 
</li>
<li>
Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred. 
</li>
<li>
Must possess excellent interpersonal, writing, and oral communication skills, diplomacy and discretion, critical thinking, and judgment.   
</li>
</ul><ul><li>
Knowledge of the Central Indiana labor market, regional workforce initiatives, key stakeholders operational within workforce ecosystem, and the state/local workforce system is highly desirable.  
</li>
</ul>*Work experience may substitute for education requirements on a case-by-case basis.  
Position Leader:Economic Mobility Director 
Position Leads: n/a 
FLSA Status:Exempt, Salaried, Full-time                
Salary Range: Low to Mid 60'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.

Manager of Workforce Pathways Initiatives

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

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.

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