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Purpose and Scope of Job:The Resource Development Director is responsible for the development and execution of a comprehensive plan for revenue generation and year-round stewardship of key relationships. This role&nbsp;provides both the leadership and support to meet our community’s ongoing needs and to grow UWSWI’s philanthropic network. In addition, the Resource Development Director will guide and support a variety of volunteer-led committees, workplace champions, and Campaign leadership, with the goal of maximizing financial resource potential. The Director must be adept in soliciting charitable support, relationship management, project planning, and communication.Essential Responsibilities:&nbsp;Revenue &amp; Resource Generation<ul><li>Lead the development and implementation of a comprehensive, innovative development plan with clearly defined goals, timeframes, and metrics that maximize financial resources l&nbsp;</li><li>Use data to measure progress against key metrics and adapt to facilitate continuous improvement&nbsp;</li><li>Identify potential opportunities to increase revenue, including affinity groups and the re-engagement of lapsed donors&nbsp;</li><li>Equip Campaign volunteers with resources to support successful implementation of the Campaign, including training, sample strategies, and messaging&nbsp;</li><li>In conjunction with the Finance Department, ensure proper handling and management of donor data within the Andar donor database system&nbsp;</li><li>Represent United Way at various community events&nbsp;</li><li>Identify potential grant funding sources to support UWSWI Pathways or internal programs, including writing grants or assisting a grant-writer and coordinating grant reporting&nbsp;</li></ul>Relationship Management<ul><li>Build, maintain, and steward year-round relationships with Campaign Cabinet volunteers, key corporate contacts, and Leadership donors with the goal of expanding opportunities and increasing revenue&nbsp;</li><li>Research, identify, and develop relationships with business and individual prospects, sharing the United Way value proposition through in-person meetings and strategic communication&nbsp;</li><li>Develop strategies to assist in the recruitment of key campaign leadership volunteers and cultivate their engagement&nbsp;</li><li>Solicit constructive feedback from Cabinet, committees, and donors to identify areas for continuous improvement of processes, messaging, or implementation&nbsp;</li><li>Ensure proper recognition and acknowledgement of donations, sponsorships, and in-kind services; including, but not limited to, donor events, communications, and advertisements&nbsp;</li></ul>Campaign Management<ul><li>Develop yearly Campaign plan, budget, key events, and timelines to ensure smooth implementation of campaign activities&nbsp;</li><li>Track revenue generation, retention, and business activity throughout the year; update projections to target, and conduct the appropriate account analysis to build and refine business goals&nbsp;</li><li>Create and maintain a variety of reports for various Cabinets, Committees, volunteers, and UWSWI Leadership, succinctly capturing Campaign activity and progress toward goals&nbsp;</li><li>Facilitate ongoing communication among the Campaign Cabinet and Committees by hosting calls, in-person meetings, or providing regular email reports&nbsp;</li><li>Ensure proper planning, implementation, and follow up for a portfolio of workplace campaigns&nbsp;</li></ul>Leadership &amp; Supervision:<ul><li>Provide direct reports clear direction and support to achieve department/individual goals</li><li>Foster regular, open communication and constructive feedback in evaluating performance, promoting accountability and alignment with organizational vision and values</li><li>Identify opportunities for training and professional development</li></ul>Core Competencies:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<ul><li>Strategic</li><li>Results-oriented</li><li>Exceptional communicator</li><li>Empathetic</li><li>Problem-solving</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree in business, marketing, or nonprofit management with at least 5 years fundraising experience; will consider a combination of education, training, and related business experience (sales/relationship management)&nbsp; &nbsp; &nbsp;</li><li>Proven track record of soliciting and securing donations, sponsorships, or major gifts&nbsp;</li><li>Advanced project management skills, with demonstrated attention to follow-up&nbsp;</li><li>Demonstrated ability to plan the development of new revenue streams (both short- and long-term) and ability to bring them to fruition&nbsp;</li><li>Exceptional interpersonal and communication skills (written and verbal); ability to build relationships and influence a diverse range of people&nbsp;</li><li>Experience with donor or Customer Relationship Management (CRM) databases preferred&nbsp;</li><li>Proven self-starter and team player, leading projects independently and demonstrating proficiency in identifying solutions and opportunities&nbsp;</li><li>Demonstration of strong analytical skills in evaluating and interpreting fundraising data&nbsp;</li><li>Strong presentation skills, confidently articulating messages in group and individual settings</li><li>Experience with grant writing and/or grant reporting is a plus&nbsp;</li><li>Demonstrated proficiency with MS Office and other common software applications</li><li>Valid driver’s license; required minimum insurance coverage and daily access to reliable transportation</li></ul> Physical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

United Way of Southwestern Indiana

Resource Development Director

Purpose and Scope of Job:The Chief Financial &amp; Administrative Officer (CFAO) is the organization’s senior financial position and oversees all matters related to such. The CFAO is responsible for all accounting, finance, and treasury functions, as well as developing the financial infrastructure and systems needed to safeguard UWSWI’s financial assets. The CFAO is also responsible for providing operational leadership and management of proper internal controls, administrative and reporting procedures, information technology infrastructure, and people systems to effectively meet the mission and strategic objectives of the organization. This role serves as a strategic partner to the President &amp; CEO, advising and counseling on all financial matters, contracts, compliance, and enterprise risk, enabling the organization to respond to changing or adverse circumstances.&nbsp;Essential Responsibilities:Finance &amp; Data Management<ul><li>Advise, plan, and directly oversee all financial functions</li><li>Set strategy and review the annual budget</li><li>Review, analyze, and report on monthly results; update strategic financial plans and forecasts; provide quarterly financial reporting to internal and external stakeholders; and manage key contracts</li><li>Monitor the performance and application of investment funds</li><li>Prepare all financial materials for Board of Directors and Finance Committee, presenting information as requested. Also serves on selected taskforces as needed</li><li>Prepare cash flow projections and ensure adequate funding</li><li>Remain current on GAAP principles and tax laws applicable to nonprofit entities</li><li>Oversee grant administration, including federal, state and private grants</li><li>Analyze internal operations and identify areas for process improvement and enhancement</li><li>Monitor financial performance metrics and establish corrective measures as needed</li><li>Foster a success-oriented, accountable environment within the organization&nbsp;</li><li>Provide data analytics strategy and support to other staff or departments as needed</li></ul>Administrative &amp; Operations<ul><li>Oversee the functions of&nbsp;human resources, information technology, facilities, and office operations</li><li>Collaborate with the CEO to design, develop, and implement business strategies, plans, and procedures that align short and long-term objectives with organizational vision and operational strategies</li><li>Proactively manage information and technology vendor relationships. Recommend capital improvements as necessary</li><li>Provide oversight and act as primary point of contact for all UWSWI technology and data systems, including CRM</li><li>Ensure recruiting, onboarding, professional development, and retention strategies are comparable to market</li><li>Oversee the payroll function and ensure compliance with all 403b plan documents, federal and state regulations</li><li>Oversee all insurance policies, providing for adequate coverage in all areas</li><li>Negotiate, maintain, and ensure compliance with contracts regarding outsourced facilities maintenance&nbsp;</li></ul>Fiscal/Legal Compliance &amp; Controls<ul><li>Ensure internal controls &amp; systems are adequately designed and operating effectively</li><li>Oversee the annual financial statement audit and single audit</li><li>Oversee all tax and other required filings</li><li>Maintain banking relationships and ensure covenant compliance</li><li>Review financial legal matters and contracts</li></ul>Leadership &amp; Supervision:<ul><li>Provide direct reports clear direction, support, and mentorship to ensure a smooth, cohesive financial operation and attainment of department/individual goals</li><li>Foster regular, open communication and constructive feedback in evaluating performance, ensuring accountability and alignment with organizational vision and values</li><li>Oversee reconciliations, journal entries, cash receipts, directed gift reporting, and payments</li><li>Identify opportunities for training and professional development</li></ul>Core Competencies:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<ul><li>Ethical business conduct</li><li>Integrity</li><li>Strategic</li><li>Results-oriented</li><li>Analytical</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree in accounting, finance or business management required</li><li>CPA and/or Master of Business Administration, a plus</li><li>A minimum of 5 years of experience in a senior financial role in a complex organization with multiple revenue streams and/or as an auditor of nonprofits</li><li>Strong communication skills including a disposition to explain finances and financial concepts to individuals with varying degrees of financial understanding</li><li>An understanding of, or experience with, nonprofit organizations</li><li>Ability to read, analyze, and interpret complex documents; respond promptly and effectively to inquiries; prepare and deliver effective presentations to staff, board, committee members, and the public</li><li>Analytical skills, including modeling and the ability to apply logical thinking to a wide range of intellectual and practical problems</li><li>Proven self-starter and planner, prioritizing work to meet tight deadlines</li><li>Experience managing finance, human resources and/or information technology</li><li>Working knowledge of IT/business infrastructure, HRIS systems, accounting software and proficiency with Microsoft Office Suite</li><li>Valid driver’s license; required minimum insurance coverage and daily access to reliable transportation</li></ul>Physical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

Chief Financial & Administrative Officer

Manager of Accounts ReceivableFinance DepartmentOperationsUnited&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&nbsp;housing insecurity. 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 SummaryUnited Way of Central Indiana recognizes the key to success is a strong and cohesive team that works through shared values to achieve our mission.The Manager of Accounts Receivable is the member of our Finance team responsible for timely and accurately researching, processing and troubleshooting of all receipts of payment (check, EFT, credit card, etc.). This position to actively manages, all processing and researching resolutions for payments and communicating and meeting financial deadlines. This position requires a comprehensive understanding of the organization's various activities and high levels of collaboration across the organization to determine sources of funds and appropriate accounting and coding for accurate collections and budget evaluations.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.<ul><li>Process daily deposits for all receipts through UWCI's remote deposit tools, including:<ul><li>Process daily lockbox payments and apply to pledges and/or accounting software as necessary.</li><li>Record daily all receipts to open pledges, AR or revenues as appropriate in either Empower Pack/Salesforce or accounting software.</li><li>Process paper and online payments coming from external sources and other United Way's and associated online payments.</li><li>Record or attach necessary documentation to create clarity in postings in EP or Intaact.</li><li>Successfully manage processing deadlines in an accurate and efficient manner.</li><li>Research and exercise professional discretion on proper application and accounting for receipts under approved threshold.</li><li>Collaborate with United Way's, companies, individual donors, banks, and team members to gather necessary payment data.</li></ul></li><li>Process pre-authorized payments or credit cards transactions on a weekly basis.<ul><li>Process credit cards transactions for staff member needs or purchases.</li><li>Process external credit card payments from companies and apply to their pledges/company payroll.</li></ul></li><li>Train and support other Finance Team members with processing payments.<ul><li>Manage connectivity to other United Way portals.</li><li>Collaborate and resolve discrepancies/open issues regarding receipts by conducting internal and external communications.</li><li>Collaborate with Collections and Financial Analytics Manager on open AR items.</li><li>Maintain complete and accurate files for all areas of responsibility.</li><li>Identify, propose, document, and implement process improvement in the receivable process, including communications with Fundraising and Finance Departments</li><li>Respond to internal and external inquiries in a timely and accurate manner for all related areas.</li><li>Communicate in a courteous and professional manner with internal and external constituents.</li></ul></li><li>Perform special assignments and other work, on an as-needed basis.</li></ul>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 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.This individual routinely reads, interprets and analyzes financial reports, general business periodicals, professional journals, technical procedures, and/or governmental / legal regulations.&nbsp; Routinely writes complex detailed reports and business correspondence.&nbsp; Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the general public. This individual also routinely analyzes and defines problems, establishes facts, and draws valid conclusions. Can deal with nonverbal symbolism (formulas, scientific equations, graphs, etc.). Able to interpret an extensive variety of technical. instructions/information in mathematical or diagram form and deals with several abstract and non-concrete variables. Also Makes day-to-day and/or daily decisions used to support strategic direction.&nbsp; Decisions often require thought and are structured.&nbsp; Decisions tend to be short term (one year or less) and usually moderate to high cost.Education and/or ExperienceBachelor's degree in accounting preferred or at least four plus years of relevant experience in accounts receivable. Must be computer proficient and detail oriented. Effective time management is essential along with the ability to multi-task. Must be able to successfully meet various processing deadlines. Organizational and interpersonal skills are critical to this position.*Work experience may substitute for education requirements on a case-by-case basis.Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Finance Senior ManagerPosition Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; No Direct ReportsFLSA Status:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Exempt, Full-TimeSalary Range:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Upper 40's to Low 50'sBenefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package AvailableReviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; October 2024Equal 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

Manager of Accounts Receivable

The Chief Executive Officer (CEO) of United Way NWI serves as the primary leader and strategist for the organization, overseeing its overall operations, growth, and impact to advance the organization's mission of improving lives and strengthening communities.&nbsp;The CEO is responsible for setting and executing the vision and strategic direction, working closely with the Board of Directors, staff, donors, and community partners to achieve organizational goals, enhance community impact, and ensure long-term sustainability while assuring a strong and cohesive team and organizational culture that works through shared values to achieve the mission. &nbsp; Find out more at<a href="https://unitedwaynwi.org" target="_blank">https://unitedwaynwi.org</a>&nbsp;Qualifications<ul><li>Bachelor's degree in Business Administration, Nonprofit Management, Public Administration, or a related field (Master’s degree preferred).</li><li>Minimum of 10 years of senior leadership experience in a nonprofit organization, with a proven track record in fundraising, strategic planning, and community engagement.</li><li>Strong understanding of nonprofit management, fundraising, and community engagement.</li><li>Demonstrated ability to develop and implement strategic plans and drive organizational success</li><li>Exceptional communication, interpersonal, and public speaking skills</li><li>Experience working with a Board of Directors and managing diverse teams.</li><li>Passion for social impact and community service.</li><li>Project&nbsp;and/or program&nbsp;management&nbsp;experience&nbsp;with&nbsp;a&nbsp;demonstrated ability to&nbsp;develop, implement and&nbsp;execute to achieve intended results.</li><li>Experience working within and across a broad range of systems including interfacing with community-based organizations,&nbsp;nonprofits, government, and system-level&nbsp;stakeholders required&nbsp;</li><li>Knowledge of the Northwest Indiana region highly&nbsp;preferred&nbsp;</li></ul>Essential Functions<ol><li>Strategic Leadership:<ul><li>Develop and implement the organization’s strategic plan in alignment with its mission and vision.</li><li>Guide the Board of Directors in setting long-term goals and strategies.</li><li>Foster innovation and adaptive strategies to address emerging community needs.</li></ul></li><li>Operational Management:<ul><li>Oversee day-to-day operations, ensuring effective and efficient management of resources.</li><li>Develop and manage the annual budget, ensuring financial health and sustainability&nbsp;while continually seeking to drive efficiency and cost savings.</li><li>Implement robust systems for tracking and evaluating organizational and program performance.</li></ul></li><li>Fundraising and Development:<ul><li>Lead the organization’s fundraising efforts to secure financial resources and build strong donor relationships.</li><li>Develop and execute strategies for increasing revenue through campaigns, grants, and other sources.</li><li>Engage with major donors, sponsors, and other organizations nurturing long-term partnerships.</li><li>Maximize revenue income as well as the efficiency with which administrative expenses are utilized.</li></ul></li><li>Community Engagement:<ul><li>Represent United Way NWI in the community, building and maintaining relationships with key stakeholders, including government agencies, businesses, and nonprofits.</li><li>Advocate for community needs and promote United Way NWI’s mission.</li><li>Coordinate with community leaders and organizations to drive collaborative efforts that align with strategic plan.</li></ul></li><li>Board Relations:<ul><li>Collaborate with the Board of Directors to ensure effective governance, build strong committee structure, &nbsp;and adherence to legal and ethical standards.</li><li>Provide regular communication and updates on organizational performance, challenges, and opportunities.</li><li>Support Board development and recruitment efforts.</li></ul></li><li>Staff Leadership:<ul><li>Build, lead, and coach a high-performing team, fostering a positive and inclusive organizational culture.</li><li>Evaluate staff for continual improvement in efficiency and effectiveness as well as provide personal and professional growth opportunities when available.</li><li>Oversee all key functions including human resources, development, programs, and finance to ensure a sound structure for staffing and culture.&nbsp;</li><li>Ensure effective communication and collaboration among staff members.</li></ul></li></ol>Benefits<ul><li>Competitive Pay</li><li>Health, Dental, Vision Insurance</li><li>401(k) Matching with employer match</li><li>Generous paid holiday and vacation time &nbsp;</li></ul>

Chief Executive Officer - United Way Northwest Indiana

When uploading your job description, be sure to include the following areas:
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.&nbsp; 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”.&nbsp;&nbsp;
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.&nbsp; &nbsp; &nbsp; 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 
	&nbsp;
OTHER DUTIES
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 of Johnson County

Program and Volunteer Engagement Specialist Associate 

Partnership Development Senior DirectorFundraising and Engagement DepartmentUnited 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 Partnership Development Senior Director is responsible for identifying, cultivating and engaging corporate partners for whom United Way of Central Indiana might support attainment of their community impact goals (CSR, ESG, etc.).&nbsp; Success is securing financial support that allows United Way to create impact on behalf of the organization or in partnership with the company.&nbsp; Creating and cultivating trusting relationships is key and the ability to identify high potential prospects as well as closing the deal is a must. This role leads one direct report and serves on the Fundraising and Engagement Department leadership team.&nbsp;Position Duties &amp; ResponsibilitiesThe 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 required of personnel so classified.<ul><li>Strategy:&nbsp;Lead&nbsp;the creation, continuous review and execution of a comprehensive partnership development strategy designed to become a significant revenue line for the organization.&nbsp;</li><li>Prospecting: Cold Calls with corporations in our 7-county region with reason to believe have a CSR strategy that may align with UWCI priorities, Calls with warm leads identified and initial connection made through the Director of Partner Success, Active networking to identify leads, and other lead generation activities.</li><li>Discovery: Lead discovery conversations with potential partners to learn about the needs and desires of the prospect.&nbsp; Probe to determine if alignment between their community strategy and the work of UWCI can be identified.&nbsp; Partner with Impact team colleagues as needed to determine alignment.</li><li>Partnership Ideation: Once the prospect is qualified, build relationships, ideate on potential ways to partner, work towards a clear partnership option that will lead to a proposal.&nbsp; Working closely with Impact and Finance team members will be important to ensure the United Way commitment in the partnership can be fulfilled.&nbsp;</li><li>Proposal: In partnership with the Director of Partner Success, create a written proposal for submission to the potential partner. Professionally and effectively work through objections and skillfully negotiate to arrive at an agreeable proposal.</li><li>Closing the deal: Enthusiastically work with the prospect to obtain full agreement and approval of the partnership.&nbsp;Work with the Director of Partner Success to ensure all internal connections have been made and processes have been followed so the execution of the proposal will be successful. &nbsp;</li><li>Partner Success: Thoughtfully transfer the relationship with the partner to the Director of Partner Success for execution of the agreement.&nbsp; Identify the level of future engagement to continue based on the relationship developed during proposal development.&nbsp;</li><li>Collaboration: Collaborate with content leads to integrate programmatic opportunities for funding. Be proactive in regular communications with team members across the organization to continually mine existing and potential fundable opportunities. &nbsp;</li><li>Leadership: The Partnership Development Senior Director will supervise one direct report, the Director of Partner Success.&nbsp; This role will also be a member of the Fundraising and Engagement Leadership team.&nbsp;<ul><li>Demonstrate adaptability and flexibility in a dynamic environment, embracing additional responsibilities as needed to support team success within UWCI's evolving framework and external context. Performs special assignments and other work, on an as-needed basis.</li></ul></li></ul>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 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.&nbsp;Education and/or Experience• &nbsp;A successful history in prospecting, connecting with potential partners, building relationships, discovering their needs, and acquiring new partnerships, along with a background in business development, is required.• &nbsp;Demonstrated history of writing successful proposals is strongly preferred.• &nbsp;Bachelor's degree required.• &nbsp;At least 4-6 years of relevant work experience required.• &nbsp;Knowledge of the central Indiana community and the human service sector is preferred.• &nbsp;Demonstrated ability to work cross-functionally in a complex organization is preferred.• &nbsp;1-2 years of supervisory experience preferred.*Work experience may substitute for education requirements on a case-by-case basis.Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Chief Development OfficerPosition Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Director of Partner SuccessFLSA Status:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;ExemptSalary Range:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Mid 80's to Mid 90'sBenefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Complete Benefits Package Available&nbsp;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.

Partnership Development Senior Director

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;
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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;
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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;
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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;
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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&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;
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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;
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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;
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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;
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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;
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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;
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Performs special assignments&nbsp;and other work, on an as-needed basis.&nbsp;&nbsp;
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</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;
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Bachelor's degree in&nbsp;Non-profit Management,&nbsp;Administration,or similar field&nbsp;or five years of relevant experiencerequired.&nbsp;
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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;
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Five years of supervisory experience is desirable.&nbsp;
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Proficiency&nbsp;in computer skills and attention to detail are essential.&nbsp;
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Effective time management and multitasking abilities are&nbsp;required&nbsp;to meet deadlines.&nbsp;
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Strong organizational and interpersonal skills are crucial for success.&nbsp;
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</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

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;
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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;
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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;
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Establish, manage, and scale financial stability programming in collaboration with external partners&nbsp;through&nbsp;training, technical&nbsp;assistance, thought partnership, and convening.  &nbsp;
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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;
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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;
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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;
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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;
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Perform&nbsp;special assignments and other work, on an as-needed basis.&nbsp;
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</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;
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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;
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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;
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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;
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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;
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Significant and&nbsp;demonstrated&nbsp;experience building and managing diverse networks that support efforts to produce systemic change&nbsp;preferred.&nbsp;
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Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred.&nbsp;
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Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.  &nbsp;
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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;
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</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

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

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.

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