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United Way of Central Iowa is seeking&nbsp;a detail-oriented Senior Financial Analyst to join our team on a temporary basis&nbsp;(four to six months, not eligible for benefits). This individual will play a crucial role in enhancing our internal and external financial reporting structure, refining budget processes and building necessary financial models, helping to establish a framework for aligning organizational investments with funded partners’ operational outcomes. This role will also closely support the preparation and submission of the organization’s IRS form 990. The selected candidate will be required to understand and adhere to the organization’s confidentiality and proprietary information policies.&nbsp;This role is primarily in-person, with remote work available as needed, subject to pre-approval. The anticipated work hours are 20-30 per week through December 31st and increase to 40 hours per week after January 1st.&nbsp; The hourly salary is $35-45 per hour depending on experience. This position will not be available after the four-to-six month work period is completed as it is filling a temporary operational need.Accountabilities include:&nbsp;&nbsp;Budget Analysis: Assist in reverse engineering the current budget to gain a thorough understanding of the assumptions and methodologies used in its preparation, lead efforts to map budgeted expenses to GL accounts, providing valuable insights for future planning.&nbsp;<ul><li>Budget Preparation: Design budget templates to be used in the upcoming budget cycle, ensuring they meet the needs of all stakeholders.</li><li>990 Form Preparation: Assist in the gathering of data and detailed analysis required for the IRS Form 990, ensuring accuracy, completeness and compliance with non-profit reporting standards.&nbsp;</li><li>Develop Internal Reporting: Create and implement reporting tools to assist department leaders in monitoring organizational spending, providing insights that drive effective decision-making and guide prudent resource allocations.</li><li>Grant Reporting: Develop detailed reports for our largest grants to ensure compliance and effective tracking of grant activities and spending, with a focus on building frameworks for federal grants.</li><li>Review and Improve Reporting Processes: Evaluate existing internal and external financial reports, identifying opportunities for improvement and implementing best practices.</li><li>Financial Modeling &amp; Dashboard Development: Build financial models (cash forecasting, budget and revenue mix), and develop dashboards to analyze historical financial performance, identify trends, and provide insights for forecasting using predictive analytics.</li><li>Collaboration with Donor Services/Accounting: Support Senior Accountant on month-end analysis of financial results, work closely with the donor services group to develop recurring reports to support preparation of Board package/presentation and develop donor data analytics.</li></ul>

United Way of Central Iowa

Senior Financial Analyst

Job LocationUnited Way of Dallas - Dallas, TX United Way Metropolitan Dallas (UWMD) is a mission-driven, social change organization leading the charge to improve access to education, income, and health in North Texas.&nbsp; The position of Senior Account Executive has a critical role in strengthening workplace engagement and volunteer advocacy in support UWMD Aspire United 2030 goals in Education, Income and Health.&nbsp; The Senior Account Executive is responsible for the oversight and management of Workplace Campaigns, leading the Corporate Account Executive (CEA) team, expanding our community outreach, management of accounts and setting individual and team goals.&nbsp; The Senior Account Executive is responsible for stewardship of relationships and performs a range of duties which include but are not limited to planning, coordinating, and managing workplace campaign activities.&nbsp; This position is often the point of contact with companies and workplace donors requiring a high level of professionalism to project a positive image. This position reports to the Senior Vice President, Corporate and Foundation Engagement within the Resource Development department. COMPETENCIES: <ul> 	<li>Mission-Alignment:&nbsp; Create real social change that leads to improving lives in our community.</li> 	<li>Relationship-Oriented:&nbsp; Works well 1:1 and in teams across internal and external relationships. &nbsp;Has strong interpersonal skills and ability to develop, grow, and sustain productive relationships in a fast-paced environment.</li> 	<li>Effective Communicator: Strong communications, written and verbal.&nbsp; Ability to engage with key constituents and donors. Effectively captures, processes and records relevant information in the course of performing and directing work.&nbsp; Adept at preparing reports, briefing materials, and/or informational packets for executive meetings.</li> 	<li>Results-Driven:&nbsp; Accountable for individual and team goals; ensures all deadlines for self and executives are met and contributes to overall Resource Development results.</li> 	<li>Innovative:&nbsp; Focuses on process improvements in delivery of work for self and Corporate Account Executive team.</li> 	<li>Stewardship:&nbsp; Represents the UWMD Executives and organization through actions, behaviors, and decisions meeting the highest ethical standards.</li> </ul> REQUIRED SKILLS/ABILITIES:&nbsp; <ul> 	<li>Ability to establish a professional and positive leadership role with corporate partners, volunteers, CAE team, and organization staff.</li> 	<li>Ability to lead, develop and motivate account team.</li> 	<li>Strong interpersonal and collaboration skills and adept at building relationship across departments</li> 	<li>Strong network skills</li> 	<li>Strong financial acumen </li> 	<li>An ability to understand and analyze sales performance metrics</li> 	<li>Able to work in a fast-paced environment and apply good judgement in managing competing priorities manage competing priorities.</li> 	<li>Trusted to handle confidential and sensitive issues across the business. Exercise sound judgment and discretion in handling confidential information</li> 	<li>Ability to align with and support the mission, vision, and values of United Way of Metropolitan Dallas</li> 	<li>Experience with Customer Relationship Management platform</li> 	<li>Skilled in the Microsoft Office suite of products</li> </ul> KEY RESPONSIBILITIES include but are not limited to: <ul> 	<li>Establish and monitor account goals.</li> 	<li>Oversee work of teams assigned to each of your accounts.</li> 	<li>Identify and meet with prospective partners in establishing workplace engagements. Identify corporate social responsibility and workplace goals that align with UWMD Education, Income &amp; Health pillars for campaign engagements.</li> 	<li>Act as the liaison between clients and account executives.</li> 	<li>Draft and deliver proposals or pitches to potential clients.</li> 	<li>Preparation of meeting materials reports, executive presentations</li> 	<li>Manage existing accounts to identify opportunities for account growth.</li> 	<li>Ensure accurate and timely account management reporting across the team.</li> 	<li>Executive outreach in supporting UWMD external relationships and building new relationships.</li> 	<li>Timely approvals and submission of executive expenses - expense reports, credit card reconciliation, mileage, and toll reimbursements.</li> </ul> EDUCATION:&nbsp; Bachelor's degree or 5+ years relevant experience in Resource Development, Business, or a relevant field Desired:&nbsp;&nbsp;&nbsp; <ul> 	<li>BSc degree in Business Administration, Sales or relevant field</li> 	<li>Experience 2-3 years in B2B sales </li> </ul> EXPERIENCE:&nbsp;&nbsp; <ul> 	<li>Team leadership and team development</li> 	<li>Experience in account management.</li> 	<li>Experience in Resource Development, business, or sales</li> 	<li>Experience in and B2B sales</li> 	<li>Solid experience with CRM software and MS Office (particularly MS Excel)</li> </ul>

United Way of Metropolitan Dallas

Senior Account Executive

Job LocationUnited Way of Dallas - Dallas, TX JOB DESCRIPTION &nbsp; The Senior Director, Volunteer Engagement (“Sr. Director”) is a motivated leader focused on engagement partnerships, engagement oversight, project management and volunteer engagement initiatives.&nbsp; The Sr. Director will report to the Chief Strategy and Impact Officer &nbsp;and will support the Resource Development and Community Impact departments. The Sr. Director will support the organization by leading design and development of the volunteer engagement offerings that provide both corporate and community volunteer opportunities. The Sr. Director will manage a team that plans, executes and evaluates all volunteer activities on behalf of United Way of Metropolitan Dallas, ensuring best practices and support of volunteer engagement activities across the organization. The Sr. Director will participate in and support cross-functional organizational planning for activities projected to increase community and corporate donor engagement, enhance community and corporate volunteerism, and support diverse financial and asset development. <h2>RESPONSIBILITIES</h2> VOLUNTEER MANAGEMENT 40% <ul> 	<li>Create annual volunteer engagement plan identifying monthly opportunities and themes that will support United Way of Metropolitan Dallas’ Aspire 2030 goals, Community Impact partners and fulfill corporate volunteer engagement goals.</li> 	<li>Develop strategic engagement opportunities and collaborate with UWMD Corporate Account Executives and all fundraisers to develop custom volunteer engagements for corporations, giving societies, or individual donors. Proactively develop volunteer engagement opportunities for the Resource Development team to support community and corporate fundraising.</li> 	<li>Oversee and filter external engagement requests working cross-functionally with the Resource Development team to follow agreed upon stewardship plan for requests; troubleshoot any issues or outlines related to engagement planning.&nbsp; </li> 	<li>Lead community-wide volunteer projects, including UW Reading Day, STEM Fest, Stock the School, and Summer Meals Launch and develop overall project plans, coordinate event logistics, manage budget, oversee venue and vendors, coordinate promotions, set up and break down events, &nbsp;and provide timely event analysis/follow-up. </li> 	<li>Manage department budget and all project execution in a fiscally responsible way, by following internal control policies, including working with preferred vendors, soliciting in-kind partnerships and reducing pricing, and tracking and utilizing surplus supplies and materials for like-initiatives, etc.</li> 	<li>Initiate, develop and strengthen relationships and collaborations with key partners, including but not limited to corporate and community partners, schools, nonprofit organizations, and Community Impact Grantees to ensure UWMD volunteer strategy is best in class and meeting internal and external needs.</li> </ul> TEAM MANAGEMENT&nbsp; 30% <ul> 	<li>Manage and develop the volunteer engagement team whose responsibilities are to plan and execute all volunteer projects both large scale and custom company specific projects. Make decisions on workload and project ownership, clearly communicating responsibilities with the team.</li> 	<li>Provide strategic direction to the coordinators on their project plans, project implementation and coordination of their owned projects. </li> 	<li>Oversee inventory of engagement and volunteer project materials and supplies. Delegate organization, ordering and up-keep of materials to team as needed. </li> </ul> DEVELOPMENT/SALES 20% <ul> 	<li>Execute new business strategy relationships with new and existing partners and take accountability of set business development goals. </li> 	<li>Partner with the Resource Development team to develop a sponsorship pipeline for volunteer engagement; and support the Resource Development team in revenue generation.</li> 	<li>Own fulfillment of sponsorship assets for volunteer engagements. Coordinate across RD, Marketing and Community Impact on all benefits to ensure full execution. Communicate closely with sponsors pre and post event.</li> 	<li>Ensure UWMD and custom projects meet external and internal team customer needs and deadlines. </li> </ul> GENERAL OPERATIONS 10% <ul> 	<li>Collaborate across all UWMD departments to streamline development and project planning for volunteer activations. Develop best in class project implementation (communication, budgeting, vendor management, partner management, Impact area engagement) offering consistent volunteer experiences for both internal and external stakeholders.</li> </ul> <h2>REQUIRED KNOWLEDGE, SKILLS and ABILITIES</h2> <ul> 	<li>A bachelor’s degree preferred, or commensurate experience accepted.</li> 	<li>A minimum of ten years of work experience, preferably in volunteer engagement, marketing or event/program planning and execution. </li> 	<li>Experience working in a nonprofit and/or in a fast-paced team environment.</li> 	<li>Interest in and ability to cultivate community-wide partnerships and new relationships through external meetings and planning sessions. </li> 	<li>A high degree of personal initiative with the desire and ability to meet aggressive goals.</li> 	<li>Ability to work independently, to prioritize and execute multiple projects and meet strict deadlines for deliverables.</li> 	<li>Ability and willingness to communicate with several individuals per day via several mediums </li> 	<li>Excellent written and verbal communication skills; ability to infuse creativity, innovation, and insight into proposal development.</li> 	<li>A strong commitment to community service and the nonprofit sector.</li> 	<li>Proficiency with MS Word, PowerPoint and Excel; working knowledge of social media. </li> </ul> ADDITIONAL <ul> 	<li>Ability to work some evenings and weekends, as required by event timing.</li> 	<li>Ability to lift up to 40 lbs.</li> 	<li>Access to reliable transportation.</li> </ul>

Senior Director, Volunteer Engagement

Job LocationUnited Way of Dallas - Dallas, TX Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!! United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity. POSITION SUMMARY &nbsp;The Senior Financial Analyst’s main duties include budget management, fund reporting, and audit/900 support.&nbsp; In addition to managing the items above, this position provides support within the accounting department wherever needed. It is a small accounting team, and areas of support where needed are constantly changing, thus providing an excellent opportunity for growth and valuable experience. <ul> 	<li>On a monthly basis, review and communicate fund balances to budget managers, establishing timelines for reconciliations and adjustments to be made.</li> 	<li>Create and maintain templates to systematically request and compile projected revenues and expenses that include but aren’t limited to: 	<ul> 		<li>Salary and benefit expenses with accompanying attrition analyses.</li> 		<li>Assumed salary allocation percentages.</li> 		<li>Revenues expected to be earned and accompanying pledge payment schedules.</li> 		<li>Non personnel expenses</li> 	</ul> 	</li> 	<li>On a monthly basis, reconcile revenue and AR balances from the CRM to accounting system</li> 	<li>On a monthly basis, conduct variance analysis and investigate variances and implications</li> 	<li>Prepare internal financial reports, develop financial models, and prepare data analysis</li> 	<li>Review gift agreements for approved indirect costs and ensure indirect costs are charged appropriately, as well as proper restrictions</li> 	<li>Review revenue and expense general ledger accounts for proper coding</li> 	<li>Able to communicate effectively with internal and external stakeholders, including finance department staff, program staff, auditors, and other parties as needed.</li> 	<li>Assist in preparing annual financial audit and Form 990 work papers as requested.</li> 	<li>Other duties as assigned.</li> </ul> Essential Roles and Functions&nbsp; (Responsibility and Accountability) 	 		 			 			<ul> 				<li>Preparation of monthly budget-to-actual variance analysis for program funds and communicate results to fund mangers</li> 			</ul> 			 		 		 			 			<ul> 				<li>Month-end related duties: including managing flux analysis and reconciling critical AR and revenue accounts</li> 			</ul> 			 		 		 			 			<ul> 				<li>Assisting in annual budget preparation</li> 			</ul> 			 		 		 			 			<ul> 				<li>Audit support for annual audited financial statements and Form 990 preparation</li> 			</ul> 			 		 		 			 			<ul> 				<li>Ad-hoc reporting as required</li> 			</ul> 			 		 	 Critical Skills and Experience <ul> 	<li>Leads with a mindset of continuous improvement and has ability to identify and deploy process improvements in a fast-paced operating environment</li> 	<li>Self-driven, highly motivated and flexible</li> 	<li>Ability to work well under pressure, meet prescribed deadlines and handle multiple assignments simultaneously</li> 	<li>Effective analytical and problem-solving skills</li> 	<li>Excellent organizational skills</li> 	<li>Strong interpersonal and communication skill</li> 	<li>GAAP accounting knowledge</li> 	<li>Outstanding computer proficiency (Microsoft Office, general ledger application, fundraising application)</li> 	<li>Ability to maintain confidentiality of donor, payroll, and other sensitive information of the organization</li> </ul> Education and Experience Requirements <ul> 	<li>Bachelor’s Degree in Accounting, Finance, or related field</li> 	<li>Minimum of 2 years of experience with budgeting, financial reporting, and accounting</li> </ul> Preferred Qualifications <ul> 	<li>Working knowledge of non-profit fund accounting principles</li> 	<li>Familiarity with Salesforce CRM and Sage Intacct helpful but not required</li> 	<li>Advanced Excel knowledge, including the use of Power Query</li> </ul> Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!! We seek diverse experience, perspectives and skills and value diversity and equity in all aspects of our work.&nbsp; Join the Live United team to be part of the change.&nbsp; Apply Today! United Way of Metropolitan Dallas offers: Medical, Dental, Vision, 403b, 457b retirement savings plans, Life &amp; AD&amp;D, STD, LTD, PTO, Parental Leave

Job LocationUnited Way of Dallas - Dallas, TX At United Way, we believe in the power of unity and equity to create lasting change. United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. &nbsp; We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity.&nbsp; &nbsp;And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED The Marketing Projects Director will manage marketing deliverables for key projects and initiatives related to United Way impact programs, donor affinity groups, employee giving and community marketing campaigns.&nbsp; From initial concept development to final execution, the Marketing Projects Director must be able to work collaboratively and cross-functionally to create communications and messaging consistent with the United Way LIVE UNITED brand.&nbsp; The Marketing Projects Director will also provide strategic planning and marketing expertise during development of cross-functional United Way initiatives, events, and communications. Additionally, the Marketing Projects Director will assist in setting goals and KPIs for marketing projects, and will be responsible for collecting, collating and reporting on performance. A “go-getter” attitude, an ability to build working relationships, and a track record of getting things done, effectively and correctly are all highly valued skills. This position requires meticulous attention to detail, a willingness to solve hard problems and ability to operate independently. Responsibilities <ul> 	<li>Develop marketing/communications plans for multiple projects both for internal/external purposes</li> 	<li>Complete deadline-driven tasks and projects.</li> 	<li>Supervise and manage the production or implementation of marketing materials, making sure key deliverable deadlines are being met.</li> 	<li>Lead organization-wide usage of Asana project management tool for all Studio/Marketing projects and train all users (UWMD staff and outside contractors, as required) on initiation and tracking of projects. </li> 	<li>Execute and manage a wide variety of details that involve direct mail, digital campaigns, public relations, customer communications, media advertisements, promotions, and other marketing plans.</li> 	<li>Track marketing campaigns, prepare performance analysis reports post campaign and make recommendations to concurrent programs for corrective modifications.</li> 	<li>Implement project management system for documenting and tracking activities.</li> 	<li>Develop and implement processes for invoices, and corporate card expenses related to marketing in partnership with various departments across the organization.</li> 	<li>Attend company sponsored events.</li> </ul> Skills and Specifications <ul> 	<li>Computer proficiency with Microsoft Office required.</li> 	<li>Excellent Excel, PowerPoint, Word, and Outlook skills.</li> 	<li>Excellent Asana project management tool experience. </li> 	<li>Experience with social media content, management, engagement and insights.</li> 	<li>Excellent project management skills.</li> 	<li>Excellent client service attitude and skills. </li> 	<li>Sound understanding of marketing principles.</li> 	<li>Effective understanding of latest technologies and should identify how to apply them in marketing.</li> 	<li>Excellent copywriting skills with an ability to tailor communication for multiple audiences. </li> 	<li>Communicate excellently in verbal and in writing with all kinds of people.</li> 	<li>Ability to operate under solid pressure and meet tight deadlines.</li> </ul> Education and Experience <ul> 	<li>Bachelor’s degree in business, marketing or organizational development.</li> 	<li>Five years marketing experience</li> 	<li>Proven strategic experience/examples and evidence of having utilized brand strategy and guidelines</li> </ul> Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!!&nbsp; We seek diverse experience, perspectives and skills and value diversity and equity in all aspects of our work.&nbsp; Join the Live United team to be part of the change.&nbsp; Apply Today! <a href="http://unitedwaydallas.org/" target="_blank">UnitedWayDallas.org</a> United Way of Metropolitan Dallas offers: Medical, Dental, Vision, 403b, 457b retirement savings plans, Life &amp; AD&amp;D, STD, LTD, PTO, Parental Leave

Director, Marketing Projects

Job LocationUnited Way of Dallas - Dallas, TX Summary Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!!&nbsp; At United Way, we believe in the power of unity and equity to create lasting change. United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. &nbsp; We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity.&nbsp; &nbsp;And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED At United Way, we believe in the power of unity to create lasting change.&nbsp; We’re committed to strengthening education, income and health – the building blocks of opportunity – in our community.&nbsp; And for 100 years, North Texans who share this passion have joined with us to LIVE UNITED.&nbsp; Our movement of community change-agents and hand-raisers is growing, and we’re looking for a Director of Digital Experience to help build on this momentum, especially during this our centennial year. The Digital, Experience Director is responsible for development and execution of an integrated digital strategy across the organization’s digital channels, including email, web, social media, and online advertising, to grow/build a robust digital marketing engine for United Way of Metropolitan Dallas, ramping up both acquisition and retention. This role will optimize and maintain an engaging online experience that drives awareness, builds trust, and motivates audiences to give, advocate and volunteer with United Way. In-depth experience with email marketing, lead nurturing, marketing automation, and web analytics will be essential to this role, as the Director, Digital Experience will develop, manage and execute email and web campaigns. This position will also play a critical role in delivering accurate, insightful real-time actionable analysis across all digital channels to drive decision-making for the department and throughout the organization. RESPONSIBILITIES <ul> 	<li>Develop and maintain inbound marketing strategies to acquire and retain donors across digital channels — primarily email, website, paid media (in partnership with agencies) and SEO/SEM — from concept and execution through performance tracking and analysis</li> 	<li>Perform day-to-day email marketing activities including, but not limited to, email campaign set-up, scheduling, testing, tagging and deployment of one-time, recurring, automated, and dynamic content-driven campaigns and journeys.</li> 	<li>Drive email marketing efficacy through effective segmentation and list management, open and click-through optimization and relevant nurture tracks to efficiently convert leads to donors and volunteers.</li> 	<li>Create email, website and social media user experience paths to grow database, improve engagement, ensure consistency, increase retention/loyalty and obtain qualified leads through email capture.</li> 	<li>Support agency partners on outbound marketing and paid media strategy, including tracking and performance analysis</li> 	<li>Write, edit, and curate content for email campaigns, ensuring messaging is consistent with the organization’s brand, style and tone and proofed for clarity, grammar, and spelling.</li> 	<li>Segment contacts/prospects based on digital behaviors and demographics and build customer journeys to boost engagement and conversion.</li> 	<li>Analyze key performance indicators across digital channels (web, social, email, SEO/SEM, digital advertising) to generate actionable insights and continually optimize inbound marketing programs.</li> 	<li>Collaborate closely with CRM and Resource Development teams to draw donor insights and optimize journies</li> 	<li>Own the configuration, maintenance and/or implementation of analytics and optimization tools such as HubsSpot and Google Analytics (G4)</li> 	<li>Bring vision/recommendations on how to measure, prioritize and optimize communications to new audiences.</li> 	<li>Design effective and impactful reports, visualizations and dashboards with actionable data using tools such as HubSpot, Microsoft Dynamics, Google Analytics, Excel, and PowerBI.</li> 	<li>Manage email list to reduce unsubscribes, increase engagement and ensure the use of best practices and compliance around permission-based marketing, privacy, spam regulation (CAN/SPAM), and deliverability.</li> 	<li>Stay current with changing technology trends and approaches in email.</li> </ul> <ul> 	<li>Extensive experience using email marketing platforms (preferably HubSpot), content management systems (Wordpress) and Google Analytics</li> 	<li>Excellent understanding of inbound marketing tactics and metrics </li> 	<li>Deep knowledge of large-scale, marketing automation software (HubSpot) to develop email marketing strategies and customer lifecycle journeys.</li> 	<li>Highly analytical and able to derive meaning from data, including A/B testing, website traffic, campaign metrics (paid media) and email optimization.</li> 	<li>Ability to troubleshoot technical issues related to HTML templates, list segmentation and other aspects of email execution, as required.</li> 	<li>Ability to work independently as an expert in collaboration with cross-functional project stakeholders / colleagues while also contributing as an essential part of the Marketing team.</li> 	<li>Ability to derive actionable insights from data and effectively guide decision-making</li> 	<li>Excellent written and verbal communication skills</li> 	<li>Proactive problem-solving and critical thinking skills</li> 	<li>Ability to excel in a fast paced, cross-functional environment</li> 	<li>Ability to manage time effectively and consistently meet deadlines</li> 	<li>Advanced knowledge of Microsoft Excel, proficient in Microsoft Office suite; Microsoft Dynamics and PowerBI a plus</li> 	<li>Experience with customer acquisition and retention strategies and/or loyalty programs </li> </ul> EDUCATION: &nbsp;BA/BS or equivalent working experience. EXPERIENCE: &nbsp;4+ years experience with inbound marketing, lead nurturing, marketing automation, data analytics Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!!&nbsp; We seek diverse experience, perspectives and skills and value diversity and equity in all aspects of our work.&nbsp; Join the Live United team to be part of the change.&nbsp; Apply Today! <a href="http://unitedwaydallas.org/" target="_blank">UnitedWayDallas.org</a> United Way of Metropolitan Dallas offers: Medical, Dental, Vision, 403b, 457b retirement savings plans, Life &amp; AD&amp;D, STD, LTD, PTO, Parental Leave

Director, Digital Experience

Job LocationUnited Way of Dallas - Dallas, TX The Manager of Health Impact is responsible for the promotion of health &amp; wellness initiatives throughout the United Way of Metropolitan Dallas’ service area, with a specific focus on Southern Dallas in alignment with UWMD’s Southern Dallas Thrives initiative. This unique position will work closely in collaboration with both the Health &amp; Wellness and the Southern Dallas Thrives initiatives and teams. Core primary focuses related to this role are to increase community level awareness of health navigation services, promote access to resources for targeted high vulnerability areas, and develop strategies for expanded health impact. The manager is involved with United Way’s health programs throughout the year and may play a vital leadership role in Southern Dallas Thrives &amp; Health Impact related events, meetings, and coalitions as needed. This position also produces the monthly health access newsletter, serves on subcommittees that support both Health Impact &amp; Southern Dallas Thrives, leads collaboration efforts across our targeted service areas, and administer/implement current and future programming to drive measurable impact. To perform the job successfully, competitive applicants should demonstrate the following competencies: <ul> 	<li>Mission-Focused:&nbsp; Create social change that leads to improving lives in our community.</li> 	<li>Relationship-Oriented:&nbsp; Is able to communicate effectively to develop, grow and sustain productive relationships.&nbsp; Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships.</li> 	<li>Purposeful:&nbsp; Dedicated to shared and measurable goals; creating, resourcing, scaling, and leveraging strategies and innovations for broad impact.</li> 	<li>Stewards:&nbsp; Our actions, behaviors, and decisions on behalf of our donors must be transparent, meet the highest ethical standards, and align with organizational goals.</li> </ul> The Manager of Health Impact serves as a critical member of the Community Impact Department. Position works closely with the Vice President of Health &amp; Wellness and the Vice President of Southern Dallas Thrives Initiative to administer and implement current and future programming and products to drive measurable impact aligned with United Way of Metropolitan Dallas pillars of Education, Income, and Health. The ideal candidate will have strong abilities in the following areas. <ul> 	<li>Social perceptiveness </li> 	<li>Complex problem solving</li> 	<li>Systems analysis and evaluation</li> 	<li>Judgment and decision making </li> 	<li>Administration and management of multifaceted projects</li> </ul> The ideal candidate must be a solution focused self-starter who can manage large-scale program operations, and conceptualize, develop, and implement plans for programming execution that yield impactful outcomes. United Way of Metropolitan Dallas is fully committed in all aspects of our work to becoming a fully inclusive, multicultural, antiracist organization.&nbsp; Those who share in this commitment and who are willing to actively engage antiracist ideas, behaviors, and actions are invited to apply for open positions. EDUCATION:Bachelor’s degree required; degree in Urban Planning, Non-profit Management, Public Administration, Business Administration, Communications, or related fields preferred. May be substituted for extended effective non-profit management experience. EXPERIENCE:A minimum of4 years of non-profit work experience required. Master’s degree may substitute for two years of experience.&nbsp; Background in program development and management, business administration, and/or non-profit management strongly desired. SKILLS:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Excellent verbal and written communication, with high-level presentation skills Excellent project management, organizational, and administrative skills required. Ability to multi-task, maintain focus, self-starting, and ability to meet strict deadlines in a demanding environment. Adept at building relationships, with the ability to maintain confidentiality of donors and other sensitive information. Aptitude for high-level data, successful in tracking and reporting on outcomes. Strong critical thinking skills, inclusive of meticulous analytical skills Excellent interpersonal skills, especially with people of diverse backgrounds Strong attention to detail and ability to complete tasks within a defined timeline. Versed in Work, Excel, PowerPoint, and other applicable computer programming. Must be initiative taking and flexible. Ability to work as part of a team, independently, and with minimal supervision and oversight.

Manager, Health Impact

United Way of Brevard, Florida (UWB) was established in 1957 by a group of concerned individuals who wanted to help those who were in need. Our work focuses on the building blocks of a good life – Education, Income and Health. Our community wins when kids succeed in school, adults can secure a good job, manage their finances, and provide a healthy environment for their families. Together, the contributions of thousands of individual donors become a force for change in the community.POSITION SUMMARYThe Resource Development Director plays a critical role in shaping and implementing the organization’s overall revenue strategy and, as a member of the Leadership Team, advising on optimal revenue strategies. Critical priorities for the Director of Resource Development will be to achieve or exceed current annual goals, and to build a program that ensures long-term, sustainable and transformative growth. The person will also have day-to-day responsibility for planning, implementing, and managing all account relationship management and fundraising-related activities including engaging a larger, broader and more diverse audience; managing development staff and partnering throughout the organization.KEY RESPONSIBILITIES&nbsp;<ul><li>Develops and coordinates aggressive fundraising strategies from individuals, corporations, foundations, city sources, and other private, public, and non-profit entities via annual giving, memorial gifts, major gifts, planned giving initiatives and endowment building activities.</li><li>Lead all aspects of the resource development department, and build a strong and nimble development team through recruitment; professional development; performance management; and motivational leadership.&nbsp;</li><li>Establish performance measures, monitors results and helps evaluate the effectiveness of the organization’s fund development program.</li><li>Provide strategic departmental oversight of the donor database system (ANDAR) and build a best practices environment to support the development of external engagement efforts.&nbsp;</li><li>Be transparent and accountable in creating high-quality reporting in partnership with program staff for donors and progress reports for the Campaign Cabinet and &nbsp;Board of Directors.&nbsp;</li><li> Collaborate with the President/COO to ensure appropriate processes to support reporting requirement.&nbsp;</li><li>Oversee the planning and execution of the United Way Community Campaign, managing a portfolio of corporate accounts and workplace giving initiatives.</li><li>Represent United Way of Brevard at local events, meetings, and campaign kick-offs, promoting the organization's mission and objectives.</li><li>Collaborate with finance and pledge processing teams to ensure accurate reconciliation of pledges and timely receipt of donations.</li><li>Cultivate effective relationships with the board, current partners, and others who can positively impact new revenue stream generation.</li><li>Develop strategic relationships to expand the reach, organizational awareness and programmatic capabilities of United Way of Brevard.</li><li>Lead corporate partner cultivation, serving as primary relationship manager and personally solicit high-level gifts from a portfolio of current and prospective donors.</li><li>Systematically identify, cultivate and steward major gift donors.</li><li>Deepen all donor alliances through regular, relevant communications and stewardship; and expand the donor base and partnership opportunities. Maintain a significant portfolio of principal donors, and facilitate relationships between donors and United Way.</li><li>Collaborate across departments to create an environment that nurtures a fundraising mindset throughout the organization.&nbsp;</li><li>Participates in community events or with community groups relevant to the United Way’s mission.</li><li>Foster an environment of cohesiveness, collaboration and achievement and ensure staff accountability for excellence through clearly defined and measurable goals.</li><li>Create a climate that promotes respect for others and acceptance of alternative ideas and approaches, as well as the highest ethical standards and practices.</li><li>Embrace diversity and inclusion as a strategic advantage.</li><li>Review and analyze progress reports, ensuring accuracy and comprehensiveness, and providing regular updates to stakeholders.</li><li>Prepares or participates in writing federal, state, local government, and foundation grants and reports.</li></ul>JOB REQUIREMENTSEducation and Experience<ul><li>Bachelor's degree in business, sales, nonprofit management, or related field. Master's degree preferred.</li><li>Minimum of 5 years of experience in fundraising, sales, or nonprofit leadership, with at least 2 years in a supervisory role.</li></ul>Skills/Abilities<ul><li>Proven track record of successful fundraising and donor relationship management.</li><li>Strong leadership and team-building skills, with the ability to inspire and empower staff.</li><li>Excellent communication and interpersonal skills, with the ability to engage and influence diverse stakeholders.</li><li>Strategic thinker with analytical and problem-solving abilities, capable of driving results in a dynamic environment.</li><li>Commitment to diversity, equity, and inclusion principles, with the ability to foster an inclusive and supportive work environment.</li><li>Proficiency in data analysis, financial management, and Microsoft Office suite.</li><li>High level of integrity, professionalism, and ethical conduct.</li><li>The Resource Development Director is a key leadership position within United Way of Brevard, requiring a strategic, dynamic, and results-oriented individual with a passion for fundraising and community impact.</li></ul>

Center of Collaboration

United Way of Brevard County, Florida

United Way of Brevard 

Director, Resource Development 

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: HMIS Data Analyst Reporting To: Senior Manager, HMIS 

 Department: HMIS Position: Full-time/NON-EXEMPT 

 
Purpose of Position 
Homeless Management Information System (HMIS) is a is a web-based data system which collects homeless 
services and related data from shelters, supportive service providers, and public agencies working to serve 
homeless and at-risk clients in Orange County. Its purpose is to ascertain an unduplicated count of people 
experiencing homelessness in Orange County, track their progress through the system of care into self-sufficiency, 
coordinate service delivery, and provide accurate aggregate data regarding sub-populations. The successful 
candidate will have a strong aptitude for providing technical support to non-technical database users, databases, 
and a keen interest in analyzing and interpreting data including writing and running reports. Under the direction 
of the HMIS Senior Manager, the selected candidate will be responsible for leading HMIS training activities, 
contributing content to monthly HMIS user meetings, compiling monthly performance reports using HMIS data, 
participating in the completion of several HUD reports throughout the year, and providing general support to HMIS 
participating agencies 
 
Key Duties and Responsibilities 

 • Serves as 2nd tier technical support to HMIS agencies to ensure appropriate use of system 
 • Supports the ongoing development of HMIS training and education materials, including the development 

of new and maintenance of existing training materials, as well as conducting training in webinar format 
 • Participate in agency audit process, including maintenance of materials, training staff, performing audits, 

tracking results and following up with agencies 
 • Compiles monthly performance reports using HMIS data including managing the data quality correction 

process, analyzing final data for performance evaluation, and creating a report using performance findings 
that are easy for non-technical audiences to understand 

 • Completes agency and project set-up in HMIS as needed 
 • Participates in the completion of annual Point in Time Count (PIT) and Housing Inventory Count (HIC) and 

Longitudinal Systems Analysis Report (LSA) reporting to HUD; assist with other reports as needed 
 • Ongoing support including system monitoring and testing, problem diagnosis and resolution, and updates 

to HMIS 
 • Provides content for monthly HMIS user meetings to address appropriate system use, recommend system 

improvements, facilitate information sharing and identify best practices 
 • Maintains quality, accessibility, and functionality of HMIS by keeping up to date with release notes and 

other documentation from the HMIS vendor and HUD. 
 • Provides data as requested by HMIS participants, the CoC Lead, and the CoC Board 
 • Produces and analyzes HMIS usage and audit reports; create ad hoc reports on request 
 • Creates education documentation on the use of HMIS and HUD policy for a non-technical audience as 

needed 
 • Contribute website content updates 
 • Ability to get to work on time 


 • Ability to follow directions 
 • Ability to effectively interact with coworkers 
 • Ability to understand and follow work rules and procedures 
 • Ability to accept constructive feedback 
 • Performs other duties as assigned 
 • The ability to investigate the validity of data both in a consumer facing database interface and reporting. 
 • Independently plan and organize research activities to meet specific needs of an agency, partner 

or community-based organization. 
 • A sharp ability to clearly understand and translate technical information to non-technical audiences. 
 • Must be organized, very detail-oriented, and able to multi-task and prioritize in fast-paced environment. 
 • Must have exceptional customer service skills. 
 • Excellent written and oral communication skills. 
 • Ability to manage priorities and workflow. 
 • Ability to think logically in following procedures and instructions. 

 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with 
or without direct supervision; interact professionally with other employees, customers, and suppliers; work 
effectively as a team contributor on all assignments; and work independently while understanding the necessity 
for communicating and coordinating work efforts with other employees and organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets 
commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and 
unbiased; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in 
meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 
interpret written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of organization. 
 
Job Requirements /Technical Knowledge 

 • Associate’s or Bachelor’s degree, or three years’ equivalent experience. 
 • Minimum 3 years experience working with complex datasets and data standards. 

o The candidate must be proficient in Excel, Word, and Outlook. 
 • Availability: Monday - Friday, 8:00 am – 5:00 pm 

 
Compensation 

 • $22.00 - $27.00 per/hour. Competitive Benefits 
 
 
 


Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to enable 
individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary 
position 75% of the time. The person in this position needs to occasionally move about inside the office to access 
file cabinets, records, and office machinery. Constantly operates a computer and other office productivity 
machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and 
constantly positions self to maintain computers in the office, including under the desks. The person in this 
position frequently communicates with coworkers and customers who have inquiries about our business 
operations and the community we service; therefore, the person must be able to exchange accurate information. 
The employee must occasionally lift and/or move up to 25 pounds. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

HMIS Data Analyst

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Financial Education Specialist Reporting To: Program Manager, United For Financial Security 

 Department: United for Financial Security Position: Full-time/NON-EXEMPT 
 
Orange County United Way seeks an experienced, bilingual (English and Spanish) Financial Education 
Specialist to provide support to the Sparkpoint OC team by conducting outreach, client recruitment, 
facilitating trainings, teaching financial literacy classes, and data entry. 
 
Key Duties and Responsibilities 
Financial Education Specialist’s responsibilities include, but are not limited to: 
 

 • Facilitate and teach financial literacy workshops in English and Spanish 
 • Conduct orientations and outreach events to meet program enrollment and attendee goals 
 • Create presentation content for workshops 
 • Partner with community organizations to schedule and facilitate workshops 
 • Represent Orange County United Way at community events and resource fairs 
 • Manage referral and enrollment process to ensure timely response and appropriate tracking 
 • Work with internal departments to develop marketing materials for distribution 
 • Assist with all administrative responsibilities including: scheduling meetings, managing Outlook 

calendar, handle client communications, etc. 
 • Provide quality customer service to all program participants and partners 
 • Maintain accurate records of class presentations, attendance, and evaluation data 
 • Complete reports as needed as directed by the Program Manager 
 • Participate in initiative and/or organizational programs, meetings, events, and activities 
 • Provide support to the SparkPoint Tax Site during tax season 
 • Perform other duties as assigned 


Required Skills and Experience 
 • Must be bilingual in English/Spanish (reading, writing and speaking) 
 • Knowledge of issues affecting low to moderate-income households and communities in Orange 

County 
 • Ability to pass a Tax Law Certification exam during tax season (training provided) 
 • Proficient presentation skills; the ability to interact with an audience and transmit our message 
 • Ability to work independently and autonomously 
 • High level of attention to detail 
 • Experience and passion for Financial Literacy programming is highly preferred 


 
 
Technical Knowledge 

 • Computer proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook); Zoom 
 • Ability to learn and adapt to new tools 
 • Client, project, time, and database management 

 
 
Compensation 

 • $28.00 – $32.00 per/hour. Competitive benefits. 
 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about 
inside the office to access file cabinets, records, and office machinery. Constantly operates a computer 
and other office productivity machinery, such as a calculator, copy machine and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

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