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UNITED WAY NCA OFFICE LOCATIONS:1015 15th Street, NW Suite 1200, Washington,&nbsp;DC8614 Westwood Center Drive, Suite 300, Vienna, VAWORK SCHEDULEHybrid/FlexibleREPORTS&nbsp;TOChief Development Officer (CDO)BASE SALARY BAND:$71,522 – 110,589 a yearCOMPENSATION &amp; BENEFITSUnited Way NCA offers competitive compensation and benefits including substantial paid leave, healthcare benefits, a matching retirement plan, and a great work environment.Mission:&nbsp;United Way NCA improves lives of underserved individuals in the National Capital Area by focusing community resources on creating measurable and lasting impact.&nbsp;We address the needs of our community by focusing on three key pillars of impact – health, education, and economic opportunity.We are uniquely positioned at the intersection of public, private, philanthropic, and nonprofit sectors to bring the best resources, individuals, and organizations together to solve our region’s most pressing issues facing our community today.&nbsp;Who We Serve:&nbsp;The ALICE (Asset Limited, Income Constrained, Employed) population represents more than 500,000 low- and moderate-income households in our region that earn more than the Federal Poverty Level but less than the basic cost of living for the county/state in which they live. United Way NCA’s ALICE&nbsp;Lives Here&nbsp;initiative is one of United Way NCA’s strategic programs established to address the issues of inequity in our systems for employment, education, health and food access, financial stability, and opportunities for all to grow to the best of their abilities.Equity:&nbsp;Equity is essential to our mission and is infused in all our business operations, hiring practices and community impact initiatives.Overview:&nbsp;Are you driven and passionate about ensuring that everyone has equitable access to health, education, and economic opportunity? Are you a&nbsp;natural leader who loves to build and develop teams? Are you a change agent who is looking to make a lasting impact in your community and within your organization? If so, you may be just what we are looking for as we expand our team. Take a closer look and reach out if you meet these&nbsp;qualifications.Position Description: Reporting to the CDO, the Donor Engagement Senior Manager/Individual Giving Officer is an important member of the Development/Fundraising department and is responsible for the identification, cultivation, solicitation and stewardship of a comprehensive mid-level giving program ($1,000 - $9,999) which includes cultivating and managing United Way NCA Affinity Groups (Regional Advisory Council, Women United, and NextGen United). This position oversees the daily management of these groups and partners with Resource Development colleagues to manage a mid-level giving portfolio and move individual donors through the giving pipeline. Internally, this position works closely with the Community Impact team to support the implementation of meaningful volunteer engagement opportunities for each affinity group, inspiring deeper connection to the mission and programs of United Way NCA.&nbsp;Key Responsibilities:&nbsp;The Donor Engagement Senior Manager/Individual Giving Officer will work closely with the Chief Development Officer and the entire development/fundraising team to oversee:Mid-level Giving<ul><li>Manage a portfolio of approximately two hundred (200) mid-level donors at the $1,000 - $9,999 level, taking them through the annual moves management cycle of qualification, cultivation, solicitation, and stewardship.</li><li>Inspire full giving participation from affinity group members.&nbsp;</li><li>Create annual cultivation and stewardship plans for affinity group members, proactively striving to move mid-level givers to the major giving pipeline.&nbsp;</li></ul>Affinity Groups<ul><li>Oversee, recruit, and engage members of the Regional Advisory Council, Women United, and NextGen United.&nbsp;</li><li>Manage leadership committees of each group and serve as the primary staff member working with the leadership of each group.&nbsp;</li><li>Coordinate and manage affiliated events to ensure successful development and execution.&nbsp;</li><li>Communicate clearly, regularly, and effectively with members of each affinity group, to build coordination, teamwork, enthusiasm, and a sense of common purpose.</li><li>Develop a calendar of annual volunteer opportunities to connect each affinity group to the programs and services of United Way NCA.</li><li>Other duties as assigned.</li></ul>Key Performance Indicators (KPIs): &nbsp; All front-line fundraisers at United Way NCA are expected to meet annual KPIs. The Donor Engagement Senior Manager/Individual Giving Officers’ performance is measured annually by:<ul><li>Face-to-face meetings and presentations,</li><li>Moves actions completed,</li><li>Solicitations,</li><li>Gifts closed,</li><li>Total dollars raised,</li><li>Number of new, retained, and upgraded donors, and</li><li>Collaborative gifts closed.</li></ul>Job Requirements:&nbsp;Solid Educational Background and Experience -&nbsp;Bachelor of Arts, Bachelor of Science, or equivalent experience is required. Minimum five (5) years of individual giving fundraising experience with a proven track record of managing a portfolio of donors contributing in the $1,000 to $9,999 giving range. Proven experience working with volunteer leadership groups, managing an annual calendar of fundraising and donor engagement.Drives Revenue &amp; Impact –&nbsp;Results driven, with a relentless focus on gaining resources to support United Way’s mission and community impact focused strategic objectives. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization. Possess ability to meet predetermined revenue goals.&nbsp;Strategic Relationship Building –&nbsp;People person with a keen knack for developing, maintaining, and deepening strategic relationships that generate the resources that support United Way’s mission. Strong knowledge of fundraising and desire to learn. Demonstrated success managing a portfolio of individual donors at the five- and six-figure levels. The ability to develop strong personal relationships through identification, cultivation, solicitation, and stewardship. Planned giving experience a plus.Effective &amp; Engaging Communicator –&nbsp;An effective and passionate communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community.&nbsp;Embracing and Managing Change –&nbsp;Champions and facilitates change to ensure long-term community sustainability. Adapts successfully to changing needs while maintaining positive relationships with all constituents, internal and external.Entrepreneurial and Innovative –&nbsp;Creatively seeks new opportunities to generate revenue and other resources that add greater value to the organization and the community. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization.&nbsp;Interested candidates should send a cover letter and resume directly to Human Resources:&nbsp;<a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>Successful candidates must pass criminal background and reference checks.&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;United Way of the National Capital Area &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;8614 Westwood Center Dr. Suite 300, Vienna, VA 22182 &nbsp;&nbsp;EOE M/F/D/V &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;

United Way National Capital Area

United Way of the National Capital Area

DESM/Individual Giving Officer

JOB TITLE: Donor Engagement Sr. Manager/ Major Gifts OfficerUNITED WAY NCA OFFICE LOCATIONS: 1015 15th Street, NW Suite 1200, Washington, DC 8614 Westwood Center Drive, Suite 300, Vienna, VAWORK SCHEDULE Hybrid/Flexible REPORTS TO Chief Development Officer (CDO)BASE SALARY BAND: $71,522 – 110,589 a yearCOMPENSATION &amp; BENEFITS United Way NCA offers competitive compensation and benefits including substantial paid leave, healthcare benefits, a matching retirement plan, and a great work environment. Mission: United Way NCA improves lives of underserved individuals in the National Capital Area by focusing community resources on creating measurable and lasting impact. We address the needs of our community by focusing on three key pillars of impact – health, education, and economic opportunity. We are uniquely positioned at the intersection of public, private, philanthropic, and nonprofit sectors to bring the best resources, individuals, and organizations together to solve our region’s most pressing issues facing our community today.Who We Serve: The ALICE (Asset Limited, Income Constrained, Employed) population represents more than 500,000 low- and moderate-income households in our region that earn more than the Federal Poverty Level but less than the basic cost of living for the county/state in which they live. United Way NCA’s ALICE Lives Here initiative is one of United Way NCA’s strategic programs established to address the issues of inequity in our systems for employment, education, health and food access, financial stability, and opportunities for all to grow to the best of their abilities. Equity: Equity is fundamental to our mission. We infuse equity in all our business operations, hiring practices and community impact initiatives. Overview: Are you driven and passionate about ensuring that everyone has equitable access to health, education, and economic opportunity? Are you a natural leader who loves to build and develop teams? Are you a change-agent who is looking to make a lasting impact in your community and within your organization? If so, you may be just what we are looking for as we expand our team. Take a closer look and reach out if you meet these qualifications. Position Description: Reporting to the CDO, the Major Gifts Officer is an important member of the Development/Fundraising department and will help build and lead United Way NCA’s individual giving efforts. They will manage a portfolio of prospects, current and lapsed donors, targeting five- and six-figure gifts. The Major Gifts Officer is responsible for developing, planning, and implementing strategies for identification, cultivation, solicitation, and stewardship of individual donors to include support for Alexis de Tocqueville Society and other related programs to support United Way NCA. They will focus on strategically building and expanding the organization's Individual Giving and Planned Giving program with a goal of significantly increasing the base of annual gifts. This position is ideal for a dynamic, results and relationship-driven, well-organized development professional who is committed to United Way NCA’s mission and has a passion for building development/fundraising programs. The Major Gifts Officer is responsible for maintaining and increasing annual revenue through the development, implementation and management of comprehensive major gifts moves management plan. Internally this position will work closely with SVP and cross functionally to leverage and enhance donor and prospect engagement to inspire deeper connection to the mission and programs of United Way NCA. Key Responsibilities: The Major Gifts Officer will work closely with the CDO and Development/Fundraising Team to build, implement, grow, and maintain long-term cross-functional strategic plans focused on immediate, near-term, and long-term major and planned gifts.1) Secures a minimum of 120 donor meetings/visits per year; 2) Collaborates with colleagues across UW NCA to understand the case for support and inspire donors up the giving pyramid; 3) Actively practices moves management through the donor life cycle of identification, qualification, cultivation, solicitation and stewardship; 4) Documents all donor related activities using the donor database Andar; 5) Assists in all cultivation and stewardship for UW NCA events Portfolio Management •&nbsp;&nbsp;&nbsp;&nbsp;Secure major gifts at the five- and six-figure levels. •&nbsp;&nbsp;&nbsp;&nbsp;Directly responsible for identifying, cultivating, and soliciting prospects for major and planned gifts of all varieties. While there is some portfolio in place, there will be significant portfolio development required in the first year to reach an expected 125-150 prospect portfolio size. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for $1M in annual revenue from cash, pledges, and documented planned gifts designated to United Way NCA. •&nbsp;&nbsp;&nbsp;&nbsp;Establish and maintain a qualified fundraising pipeline/prospects, focused on achieving stretch goals to support enhanced revenue streams. •&nbsp;&nbsp;&nbsp;&nbsp;Manage systems and software to track and cultivate donors and prospects, including United Way NCA’s donor database and wealth screening tools. •&nbsp;&nbsp;&nbsp;&nbsp;Work with the Development/Fundraising department to align efforts and set goals. Create and implement moves management plans. •&nbsp;&nbsp;&nbsp;&nbsp;Make direct, face-to-face solicitations and work with program staff to develop individualized donor strategies; to include donor communications. •&nbsp;&nbsp;&nbsp;&nbsp;Acknowledge major donors through public and private recognition. Track and report progress using specific metrics. Job Requirements: Solid Educational Background and Experience - Bachelor of Arts, Bachelor of Science, or equivalent experience is required. Minimum eight (8) years of fundraising experience, with demonstrated experience in Major and Planned Gifts moves management and relationship building including at least five years of front-line fundraising and working with individual donors. Drives Revenue &amp; Impact – Results driven, with a relentless focus on gaining resources to support United Way’s mission and community impact focused strategic objectives. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization. Possess ability to meet predetermined revenue goals. Strategic Relationship Building – People person with a keen knack for developing, maintaining, and deepening strategic relationships that generate the resources that support United Way’s mission. Strong knowledge of fundraising and desire to learn. Demonstrated success managing a portfolio of individual donors at the five- and six-figure levels. &nbsp;Ability to develop strong personal relationships through identification, cultivation, solicitation, and stewardship. Planned giving experience a plus. Effective &amp; Engaging Communicator – An effective and passionate communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community. Embracing and Managing Change – Champions and facilitates change to ensure long-term community sustainability. Adapts successfully to changing needs while maintaining positive relationships with all constituents, internal and external. &nbsp;Entrepreneurial and Innovative – Creatively seeks new opportunities to generate revenue and other resources that add greater value to the organization and the community. Demonstrated entrepreneurial ability to develop alliances and coordinate shared interests of all parties. Excellent problem-solving skills designed to meet the challenges of the organization. Interested candidates should send a cover letter and resume directly to Human Resources: <a href="https://unitedwaynca.org/about-us/careers/" target="_blank">https://unitedwaynca.org/about-us/careers/</a>Successful candidates must pass criminal background and reference checks.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;United Way of the National Capital Area &nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 8614 Westwood Center Dr. Suite 300, Vienna, VA 22182&nbsp; EOE M/F/D/V &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;

Donor Engagement Sr. Manager/Major Gifts Officr

Stanislaus County 
 

UNITED WAY OF STANISLAUS COUNTY 
 

JOB DESCRIPTION 
 
Job Title: Office Coordinator and Receptionist 
Report to: Executive Assistant to the CEO 
Status: Full-time non-exempt 
Location: United Way Stanislaus office 
Date: June 24, 2025 
 
About the United Way of Stanislaus County: Envisioning the transformation of communities to 
empower human capital achievement, we serve as a catalyst for enhancing collective impact in 
health, education, and financial stability. Our core values include compassion, transparency, 
integrity, collaboration, innovation, and activation. Unapologetically committed to diversity, 
equity, and inclusion, we work urgently to drive impact in health, education, and financial 
stability. As a results-driven organization dedicated to excellence, we appreciate employees 
who can clearly articulate their progress toward deliverables and identify areas where they 
require support. We aspire to be an organization that accelerates professional development 
while pioneering innovative solutions to longstanding community challenges. We seek 
collaborators who embrace a growth mindset, lead with curiosity and transparency, and 
demonstrate a strong work ethic. 
 
Diversity, Equity, and Inclusion are fundamental to achieving our impact: 

United Way of Stanislaus County envisions a region where equity, opportunity, and prosperity 
abound. We acknowledge the specific role discrimination and systemic barriers based on race, 
ethnicity, and other varied identities and differences have played in limiting opportunities for too 
many. A commitment to Diversity, Equity, and Inclusion is at the core of who we are, the 
decisions we make, and the actions we take in our work to strengthen the communities we 
serve and advance our strategic focus to close the racial and ethnic wealth gap. 

 
Position Summary: 
The United Way Office Coordinator and Receptionist is the first person who interacts with the 
people we serve, partners, and anyone who calls, emphasizing the importance of someone with 
strong customer service skills (bilingual in Spanish is preferred and a plus). This person 
maintains the smooth operation of the office and provides excellent front-facing support to 
visitors, including those we serve. In addition to handling the front office and phone calls, this 
person also processes mail, prepares bank deposits, tracks and processes monthly invoices, 
orders office supplies and ensures the office is welcoming and inclusive for both the staff and 
guests. Exceptional attention to detail, organizational skills, and a proactive approach are 
essential. This position is someone who promotes a positive, productive, and safe work 
environment. In rare instances, this position may require a flexible work schedule (i.e., special 
events). 


Job Description: Office Coordinator &amp; Receptionist 
Page 2 of 4 
 


 
Essential Functions and Responsibilities: 
 

 • Front Office Reception and Customer Service: 
o Answering phone calls, schedule appointments, phone transfers, or providing 

callers with information needed, including taking messages when necessary to 
ensure they get connected to the right staff person. 

o Provide resources and referrals to callers using the 211 community resource 
database for direct service connections. 

o Greet and welcome visitors with a positive and professional attitude. 
o Maintain a tidy and welcoming reception area, ensuring the office reflects a 

welcoming environment that anticipates the needs of both visitors and staff. 
 

 • Office Coordination: 
o Oversee day-to-day office operations. 
o Ensure the office is well stocked with supplies, ensuring timely reorders. 

Supports ordering program-related supplies (which requires advance quarterly 
and month-by-month planning). 

o Manage schedules for conference and community spaces. 
o Submit work orders and schedule repairs, regular recurring deferred maintenance 

for general office space and equipment (i.e., janitorial, contractors for repairs, 
alarm, special deliveries). 

o Record keeping and filing as requested by management for important records. 
o Manage incoming and outgoing mail, packages, and deliveries. 
o Collaborate with various staff to ensure a cohesive work environment and 

anticipate needs (i.e., scheduling, program supplies). 
o Support interoffice communications, dissemination of important office updates 

and information, and work closely with management. 
 

 • Reporting, Compliance and Processing: 
o Ensure all office invoices and work orders are tracked, processed and submitted 

on time for payment processing. This requires an organized tracking process. 
o Process mail, which includes coordinating receivables and payments, as well as 

making bank deposits. 
o Prepare and format documents, reports, spreadsheets, and correspondence with 

a high degree of accuracy. 
o Inventory of all office supplies and outreach materials, ensuring they reach the 

right staff. 
o Coordinate office safety initiatives (safety protocols, drills, building compliance). 
o Ensure proper office signage, including required office postings (employee rights, 

etc.), is posted. 
 

 • Administrative support: 
o Support administrative tasks across the team (i.e., scheduling, filing, meeting 

setup). 


Job Description: Office Coordinator &amp; Receptionist 
Page 3 of 4 
 

 
o Preparing information for meetings or project work (i.e., templates, agendas, 

meeting minutes). 
o Support convenings and outreach efforts as needed, alongside the Impact and 

Resource Development teams. 
o Prepare outreach materials and marketing giveaways for outside events and 

tabling. 
 

 • Other duties as assigned. 
 
Qualifications: 

 • Associate degree in relevant field (example, business, social work, communications) or 
equivalent combination of education and experience. 

 • Bilingual is a plus (Spanish preferred). 
 • Excellent communication skills, both verbal and written. 
 • Meticulous attention to detail and accuracy in all tasks. 
 • Strong organization and time-management skills. 
 • Commitment to the mission and values of United Way. 
 • Current California Class C driver's license and verifiable automobile insurance 

 
Required Skills and Abilities: 

 • Bilingual (Spanish preferred) - read, write, and speak proficiently. 
 • Proficiency in Microsoft Office Suite, Google Workspace, and working knowledge of 

technology and business-related software. 
 • Excellent proofreading and editing abilities. 
 • Demonstrated reliability, punctuality, and professional demeanor. 
 • Ability to multitask and manage competing priorities in a fast-paced environment. 
 • High level of integrity, discretion, and judgement. 
 • Ability to work both independently and as part of a team. 
 • Ability to analyze and interpret data and written communications from multiple sources. 
 • Ability to anticipate needs before and issue-advance planning to keep items in stock, 

schedule monitoring and forward-thinking communication. 
 • Flexible to change and available to work occasional evenings and weekends as needed. 

 
Environmental Conditions: 

 • Indoors in a typical office environment with little exposure to excessive noise, dust, 
fumes, vibrations, and temperature changes. 

 • Travel to off-site locations with exposure to noise, heat, and cold. 
 • Frequent computer use at a designated workstation. 
 • Frequently work at a fast pace with unscheduled interruptions. 
 • Responsibilities may require an adjusted work schedule and evening/weekend hours to 

meet deadlines. 
 • May occasionally move (walk or drive) from one work location to another. 

 
Physical Demands: 

 • Attendance and punctuality. 
 • Mobility within the office and event locations. 
 • Ability to walk, sit, stand, squat, stoop, and climb stairs. 


Job Description: Office Coordinator &amp; Receptionist 
Page 4 of 4 
 

 
 • Ability to work in hot and cold environments. 
 • Ability to lift 40 pounds. 
 • Ability to drive a vehicle. 

 
Benefits and Compensation: 

 • Pay is competitive and based on experience. The hiring range is $21-24/hour. 
 • Health benefits are available the first of the month following thirty (30) days of 

continuous employment. 
 • 401K available. 

 
Changes: This job description will be updated if duties and responsibilities change significantly. 
Job functions are subject to modification based on business necessity. This job description 
lists typical examples of work and is not an exhaustive list of every daily duty required to meet 
core job requirements. An employee may be required to perform other duties not listed. 
 
ADA/FEHA: United Way of Stanislaus County will make reasonable accommodations in 
compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment 
and Housing Act. 
 
Equal Opportunity Employer: United Way Stanislaus County is an equal employment opportunity 
employer. 
 
To Apply: Only applications received will be accepted for consideration. Please do not call the 
main office.

United Way of Stanislaus County

Office Coordinator and Receptionist

The Vice President of Finance &amp; Operations (VPFO) reports to and serves in an advisory capacity to the President / CEO, 
	Committee Chairs, and Board of Directors providing strategic leadership where needed. The VPFO is a member of the Senior 
	Leadership Team and is a strategic thought leader that embraces change for growth. The VPFO has strong business and financial 
	acumen and is accountable for the financial and risk management operations of the organization. The VPFO is responsible for 
	financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and 
	Building Services.
Leadership 
	• Leads staff in areas of finance, human resources, data systems, and operations 
	• Brings strong financial leadership and excellence in all areas of finance 
	• Has the ability to examine and understand strategic business needs and develops financial plans to support those needs 
	• Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives. 
	• Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports 
	for Board, Committees, management team, and staff 
	• Fulfills leadership role as a member of Senior Leadership Team.
Finance &amp; Operations 
	• Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants 
	receivable, revenue/expenses, bank reconciliations, cash flow projections, etc. 
	• Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration 
	with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for 
	future organizational planning. 
	• Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the 
	organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial 
	standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial 
	institutions, makes deposits, audits and reconcile accounts and processes, etc. 
	• Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances 
	to President / CEO, Finance Committee, and staff. 
	• Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for 
	timely compliance with requests and achieves a clean audit opinion. 
	• Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently. 
	• Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of 
	organization. 
	• Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards. 
	• Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. 
	Recommends action to President / CEO. 
	• Conducts risk assessment and recommends action to President / CEO as needed. 
	• Procures insurance coverage for worker’s compensation, D&amp;O, EPLI, General Liability, and Property. Manages claims 
	processing as needed. 
	• Creates capital expenditures budget and manages capital related improvements. 
	• Maintains personal property inventory and depreciation schedule. 
	• Reviews and authorizes work as related to data management, information systems update, communications technology, etc.
Human Resources 
	• Maintains HR files including employee personnel files and annual compliance records/reports
• Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved. 
	• Manages confidential information with integrity. 
	• Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by 
	employee and law, PTO/holidays, garnishments, etc. 
	• Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k 
	plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual 
	meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures 
	specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to 
	resolve questions and problems. 
	• Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems. 
	• Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations. 
	• Processes monthly benefits plan invoices for payment. 
	• Annually conducts open enrollment for employee benefit plans. 
	• Ensures that organization complies with employment law and mitigates risks associated with employment practices. 
	• Updates policy manual as needed to align with organizational and legal requirements. 
	• Creates and maintains systems for internal equity with skill set assessment, job banding, etc. 
	• Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and 
	carriers.
General 
	• Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization. 
	• Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and 
	staff. 
	• Complies with all policies &amp; procedures, participates in company meetings, events, and training, and represents the 
	organization in a professional manner. 
	• Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, 
	maintaining a clean and safe work environment for all. 
	• Seeks professional development to enhance job performance and productivity. 
	Required Competencies 
	• Ability to solve problems quickly and effectively. 
	• Highly organized with strong attention to detail. 
	• Honest approach to interpersonal relationships to ensure trust and confidentiality. 
	• Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others 
	in a way that shows compassion and attentiveness.
Other Duties 
	Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities 
	that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.
Finance &amp; Related Software Systems 
	• Andar (CRM System) – No prior experience required as software is used exclusively by United Ways across the nation. 
	• Quickbooks (or similar preferred) 
	• Microsoft Excel (3+ year preferred)
Minimum Qualifications 
	• CPA Preferred 
	• Bachelor’s degree in Accounting / Finance required; Masters Preferred 
	• Minimum five years of experience as a leader with financial accountability

4 united-way-capital-area Jobs