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<h2>Summary:&nbsp;</h2>The accountant provides accounting and data entry services with the emphasis on daily accounts receivable transactions and assists with payroll processes. The accountant maintains financial records of United Way Fox Cities including assuring integrity of the accounting software, campaign pledge and receivable database, and financial statements.&nbsp;&nbsp;<h2>Essential Duties/Responsibilities:&nbsp;</h2>Accounts Payable and Receivable:&nbsp;<ul><li>Performs accounts payable processes ensuring accuracy and adherence to policies, procedures, and controls, including review of employee travel/expense reports.&nbsp;</li><li>Pay agencies, based on Board approved Agency investments, through online banking system, set up new agencies on direct deposit.&nbsp;</li><li>Maintain systems necessary for accurate distribution of grants and designations.&nbsp;</li><li>Maintain and update accounts receivable by posting payment transactions to existing receivables.&nbsp;</li><li>Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments.&nbsp;&nbsp;</li><li>Prepare and mail direct billing statements to individuals and organizations and track payments.&nbsp;</li><li>Generate receivable batch reports and prepare information in a format for general ledger entries.&nbsp;</li><li>Prepare bank deposits for pledge payments and deliver to the bank.&nbsp;</li><li>Assist with budget and reporting functions related to grants, including:&nbsp;</li><li>Review, record and update budgets.&nbsp; &nbsp;</li><li>Prepare and submit program expenses.&nbsp;</li><li>Create and track payments.&nbsp;</li><li>Analyze program reports.&nbsp;</li><li>Monitor payroll hours.&nbsp;</li><li>Update financial policies as needed for grant compliance.&nbsp;</li><li>Keep appropriate documentation for program expenses.&nbsp;</li><li>Ensure compliance.&nbsp;</li></ul>Payroll:&nbsp;<ul><li>Process bi-monthly payroll process.&nbsp;</li><li>Review payroll and related journal entries to ensure accuracy.&nbsp;</li><li>Assist with payroll preparation, including tax filing.&nbsp;</li><li>Benefits maintenance and payments.&nbsp;</li></ul>Monthly and Yearly Closing Process:&nbsp;<ul><li>Applies accounting principles and techniques to systematically record and present financial data. Ensures that accounting transactions are recorded and reported accurately and in a timely fashion.&nbsp;</li><li>Performs journalizing entries and posting of cash receipts, cash disbursements, accounts payable, accounts receivable, and general journal entries in accordance with accounting policies and procedures.&nbsp;&nbsp;</li><li>Prepare the month end close journal entries for responsible areas.&nbsp;</li><li>Prepare balance sheet account reconciliation and perform variance analysis.&nbsp;</li><li>Maintain organized, accurate and complete accounting records.&nbsp;</li><li>Assist with account analysis, as needed.&nbsp;</li><li>Assist with preparation of monthly financial reports on a timely basis.&nbsp;</li><li>Manage financial record retention and destruction.&nbsp;</li><li>Assist with completion of surveys &amp; statistical reports.&nbsp;</li><li>Assist with annual budget processes.&nbsp;</li></ul>Annual campaign:&nbsp;<ul><li>Process pledges receivable process, including receipting, posting, invoicing and statement preparation.&nbsp;</li><li>Work closely with the Resource Development team relative to the finance staff’s work, including monitoring campaign performance and projections for the monthly financial statements.&nbsp;</li><li>Reconcile Customer Relationships Management software (Andar) pledges and accounting software (MIP)&nbsp;</li><li>Assist in auditing campaign envelopes and with entering campaign designation information into campaign software database&nbsp;</li></ul>Audits:&nbsp;<ul><li>Assist with annual audit, reporting and other projects, as assigned in preparation of audit work schedules.&nbsp;</li><li>Assist in the preparation of the annual tax return information for External Auditors&nbsp;&nbsp;</li><li>Assist in the preparation of the audited financial statements and footnotes.&nbsp;</li><li>Respond to outside agency audit information requests.&nbsp;</li><li>Develop, implement, and monitor internal controls to ensure fiscal integrity.&nbsp;</li><li>Maintain appropriate financial and accounting files.&nbsp;</li><li>Perform duties related to other financial audits.&nbsp;</li></ul>

Accountant

Position Title:&nbsp;&nbsp;&nbsp; Techquity Outreach &amp; Navigation Specialist (12 month LTE)Reports To:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Program Director - Connected CommunitiesLocation:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Hybrid; Some in-state travel required, primarily in Racine area.12 month grant-funded full time (40hrs/wk) LTE role through Nov. 2026.Techquity Outreach &amp; Navigation Specialists are an essential part of the United Way of Wisconsin Techquity WI team. The specialist will work directly with clients receiving loaned devices through Techquity WI, particularly in Racine County and with some additional statewide responsibilities, to help them gain digital skills, troubleshoot technical issues, and feel confident using their device to support their everyday needs for education, employment, health monitoring, and more. Spanish language skills and experience working with Spanish-speaking community members is highly desirable for this role.The role will involve identifying eligible individuals, onboarding program partners, guiding enrolled individuals through technology setup, supporting laptop distribution events, and providing ongoing digital literacy training and navigation. This assistance will be provided primarily in person and by voice telephone but may also include other communication methods that work for the learner. Some travel will be required.ABOUT UNITED WAY OF WISCONSIN&nbsp;United Ways improve lives and strengthen communities by mobilizing partners to close gaps and open opportunities so everyone can thrive in Wisconsin. United Way connects partners, donors, volunteers, and community leaders to tackle the root causes of complex challenges while making a positive impact on the lives of Wisconsinites. Statewide, our key initiatives are 211 Wisconsin, Volunteer Wisconsin, Workforce Development, and Techquity WI. We also provide member support services to local and independent United Ways in Wisconsin, and 211 regional contact centers.&nbsp;CORE COMPETENCIESCandidates must be effective communicators, with strong discernment and organization skills, commitment to adding value to the team, and a goal of implementing United Way’s strategic direction. The individual should have exceptional listening skills, demonstrate energy and initiative, and show integrity and compassion for all members of the team and community. Ideal candidates will exhibit:<ul><li>Excellent Customer Service: You provide excellent customer service, and demonstrate innovation and flexibility when meeting the needs of clients.</li><li>Innovative and Resourceful: You are able to creatively solve problems and negotiate and handle stressful situations and competing priorities in a positive manner.&nbsp;</li><li>Cultural Competence: You are able to work with diverse clients and are appropriately culturally responsive to people from different racial, socio-economic, and ethnic communities.&nbsp;</li><li>Language Skills: You are comfortable using English, and ideally Spanish, in all settings.</li><li>Previous experience in a digital literacy or community support role is beneficial but not required—we are willing to train the right candidate.<ul><li>A background in social work, community engagement, education, or a related field is advantageous.</li></ul></li><li>Passion for digital equity and the commitment to helping bridge the digital divide.</li></ul>ESSENTIAL DUTIES AND RESPONSIBILTIES:This role is essential in supporting United Way of Wisconsin’s statewide Techquity Wisconsin programming. The Outreach &amp; Navigation Specialist for Racine County will be responsible for the following:<ul><li>Client Support and Engagement:<ul><li>Identify and enroll eligible clients in the Techquity Wisconsin device loan program. Facilitate device distribution.</li><li>Conduct individualized assessments with each client to determine program eligibility and clients’ specific technological needs, home internet and device access, and digital skill needs.&nbsp;</li><li>Assist clients with device setup (e.g., laptops, tablets), internet connectivity, and basic troubleshooting.</li><li>Provide guidance on safe internet practices, including cybersecurity and protecting personal information.</li><li>Encourage and support clients in exploring online resources, including telehealth, education, and essential services&nbsp;</li><li>Serve as on-call responders to device and internet-related questions from device recipients. Help with device navigation, problem-solving, and replacements if devices fail.</li><li>Distribute tip sheets and other resources, and schedule follow-up sessions based on individual needs.</li></ul></li><li>Community Training and Digital Literacy:<ul><li>Conduct one-on-one and small group sessions to help clients navigate digital tools and resources confidently, and that meet the clients’ specific needs.</li><li>Provide orientation to the Wisconsin Community Skills website for local digital skilling and upskilling.</li></ul></li><li>Case Management and Impact Tracking &amp; Reporting:<ul><li>Set and confirm goals with the client to support their plan, connectivity needs, and internet use priorities. Plan and manage assistance to each client with the goal of fulfilling the agreed goals</li><li>Document client interactions, event details, device distribution, &nbsp;and navigation progress in case management systems to track outcomes and support follow-up.</li><li>Work closely with team members to gather and report on client success metrics, providing insights to improve service delivery.</li></ul></li><li>Community Engagement with Cultural Sensitivity:<ul><li>Onboard eligible community partners, guiding them through the device enrollment and distribution process.</li><li>Act as a supportive digital guide for diverse populations, ensuring cultural sensitivity and inclusivity in every interaction.</li><li>Develop and distribute coordinated, consistent local program outreach and recruitment materials.</li><li>Engage with local community events, promoting digital literacy resources and offering digital navigation services in a way that builds trust and rapport.</li></ul></li><li>Other Duties as Assigned</li></ul>QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.Required Education, Skills, and Experience:<ul><li>Bachelor’s degree in education, nonprofit management, social services, or an equivalent degree recommended.</li><li>Spanish language skills highly desired. Work experience with the Hispanic or Hmong community is also a plus.&nbsp;</li><li>A valid Driver’s License and current auto insurance are necessary.</li><li>Ability to manage multiple tasks efficiently while meeting deadlines.</li><li>Excellent knowledge of Microsoft Office Suite – especially Word, Outlook, Excel, and PowerPoint. Ability to use video conference tools (e.g., Zoom, Microsoft Teams).</li><li>Strong written and verbal skills for stakeholder interaction and relationship building.</li><li>Ability to work in a hybrid/distributed office environment.</li><li>Self-initiative in learning modern technologies and advancing tech skills.</li><li>Comfort with and knowledge of how to appropriately engage with a wide range of parties (colleagues, executive leadership, vendors, etc.).</li><li>Familiar with tracking tools, ensuring accuracy in data gathering, documentation, and reporting.</li><li>Demonstrated flexibility in changing environments and experience aligning program activities with broader goals.</li><li>Proficient in project management tools, databases, spreadsheets, word processing, and email platforms.</li><li>Experience working in digital inclusion, tech support, volunteer training, or similar programs a plus.</li></ul>Physical and Mental Demands<ul><li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</li><li>While performing the duties of this class, an employee is regularly required to stand, walk, and sit, talk or hear both in person and by telephone; use hands and fingers repetitively to handle or feel objects or controls and operate computers and other standard office equipment; reach with hands and arms.&nbsp; &nbsp;</li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.</li><li>While performing the duties of this class, the employee is regularly required to use written and oral communication skills; read and interpret information; analyze and solve problems; observe and interpret people and situations; learn and apply new information or skills, work under intensive deadlines and interact with UWWi staff and members and others encountered in the course of work.</li></ul>

United Way of Wisconsin

Techquity Outreach & Navigation Specialist (12 month LTE)

Mission:&nbsp;&nbsp;&nbsp;United Way Fox Cities (UWFC) improves lives by bringing diverse people together to build a stronger, more caring community for everyone.&nbsp;&nbsp;Summary:&nbsp;The Vice President of Development serves as a key member of the Senior Leadership Team (SLT) at United Way Fox Cities, responsible for leading and executing a comprehensive fundraising strategy aligned with the organization’s strategic plan and long-term sustainability goals. This role focuses on growing and diversifying revenue through major gifts, corporate partnerships, planned giving, and donor engagement. With a highly relational and strategic approach, the VP of Development works collaboratively across the organization to deepen donor relationships, expand philanthropic opportunities, and drive innovation in resource development.&nbsp;Key Duties and Responsibilities:&nbsp;Fundraising Strategy Execution:&nbsp;&nbsp;Collaborate with the CEO and other senior leaders to develop and implement a comprehensive development strategy that aligns with UWFC’s mission and goals and leads to a larger and more diverse revenue model.&nbsp;Portfolio Management:&nbsp;&nbsp;Manage a portfolio of major donors, stakeholders, and corporate partners. Cultivate relationships, identify new prospects, and engage in donor acquisition, solicitation, and stewardship activities to maximize financial support.&nbsp;Donor Engagement:&nbsp;Develop and maintain strong relationships with major donors and funding partners, ensuring personalized and meaningful interactions that reflect the unique interests and values of each donor. Design and implement a mid-level donor program to cultivate deeper engagement, strengthen donor retention, and create a pipeline for future major gifts through targeted outreach, recognition, and stewardship strategies.&nbsp;Team Leadership:&nbsp;&nbsp;Provide strategic guidance, mentorship, and support to the resource development team, fostering a collaborative and high-performing culture. Set clear goals and expectations, monitor progress, and offer regular feedback to ensure alignment with fundraising objectives and the organization's mission. Oversee professional development opportunities, encourage innovation, and remove barriers to success, empowering team members to build strong donor relationships and achieve individual and collective fundraising targets.&nbsp;Volunteer Engagement and Events:&nbsp;Work closely with the Associate Director of Community Engagement to identify and implement opportunities that connect donors with the impact of their giving through volunteerism and community involvement. Support key UWFC community and corporate events by contributing to planning, logistics, and on-site engagement, helping to strengthen relationships and elevate the organization’s visibility.&nbsp;Data Analysis and CRM Optimization:&nbsp;&nbsp;Utilize data and analytics to track and evaluate the effectiveness of fundraising strategies, making data-driven decisions to enhance outcomes. Partner with internal stakeholders to optimize the use of the CRM system, ensuring accurate donor records, efficient reporting, and actionable insights. Leverage CRM capabilities to support segmentation, stewardship, and personalized engagement strategies that strengthen donor relationships and improve fundraising performance.&nbsp;Report and Budget Management:&nbsp;&nbsp;Develop and track fundraising projections and results. Report on fundraising activities and financial results for presentation to key stakeholders. Manage a budget related to fundraising activities.&nbsp;Compliance:&nbsp;&nbsp;Ensure that all development activities adhere to legal and ethical standards and are in compliance with relevant regulations and best practices.&nbsp;Qualifications:&nbsp;<ul><li>Bachelor’s degree in a related field; master’s degree preferred.&nbsp;&nbsp;</li><li>At least 7–10 years of experience in fundraising and development, with a proven track record of successfully securing major gifts, managing fundraising campaigns, and leading a team of fundraisers.&nbsp;&nbsp;</li><li>Minimum of 5 years of progressive experience managing team performance, including setting clear expectations, fostering accountability, and supporting professional growth and development within a diverse team.&nbsp;&nbsp;</li><li>Strong interpersonal and communication skills, with the ability to build and maintain solid relationships with donors and stakeholders.&nbsp;&nbsp;</li><li>Proficiency in donor management software and data analysis tools.&nbsp;&nbsp;</li><li>Knowledge of the Fox Cities community and its philanthropic landscape is a plus.&nbsp;&nbsp;</li><li>A passion for the mission and values of United Way Fox Cities.&nbsp;&nbsp;</li><li>Ability to travel to events and meetings within the regional area.&nbsp;&nbsp;</li><li>Willingness to work some evenings and weekends.</li></ul>Required Skills/Abilities:&nbsp;&nbsp;&nbsp;<ul><li>Excellent written and verbal communication, presentation, and facilitation skills; ability to speak in front of large and small groups.&nbsp;&nbsp;</li><li>Demonstrated ability to effectively lead a diverse team, including managing performance, fostering accountability, and supporting professional growth.&nbsp;&nbsp;</li><li>Strategic thinking and ability to analyze information, generate alternatives, and commit to decisions that are consistent with organizational values and center community needs.&nbsp;&nbsp;</li><li>Ability to demonstrate outcomes and drive for results.&nbsp;&nbsp;</li><li>Ability to learn new skills, adapt to a changing environment, and adopt new knowledge.&nbsp;&nbsp;</li><li>Demonstrated ability to innovate to address evolving community needs.&nbsp;&nbsp;</li><li>Continuous improvement and growth mindset with commitment to continuous learning; experience with design thinking preferred.&nbsp;&nbsp;</li><li>Builds trust with colleagues and community partners by demonstrating honesty, consistency, integrity, and transparency.&nbsp;&nbsp;</li><li>Ability to work independently with minimal supervision, take initiative, and deliver results.&nbsp;&nbsp;</li><li>Strong interpersonal, organizational, and leadership skills.&nbsp;&nbsp;</li><li>Experience in collaborative problem solving.&nbsp;&nbsp;</li><li>Budgeting, computer, and database management skills.&nbsp;</li></ul>

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