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Department: &nbsp; Community and Collective ImpactReports to: &nbsp;Senior Director Community ProgramsFLSA Status:&nbsp; ExemptCore Hours:&nbsp; Monday-Friday, 8:00 AM to 5:00 PM (with flexibility for evenings/weekends during tax season)Salary: &nbsp;Starting at $40,000, commensurate with experiencePosition SummaryThe VITA Program Coordinator provides professional leadership and coordination for the Volunteer Income Tax Assistance (VITA) program across Spartanburg, Cherokee, and Union counties. This position ensures successful planning, execution, and evaluation of all VITA operations, including volunteer recruitment, training, and site management. In addition, this role provides administrative support to United Way of the Piedmont’s Community &amp; Collective Impact leadership team, manages reporting across the tri-county footprint, and supports broader program and partnership efforts that promote financial stability and economic mobility. This role supports the mission of United Way by promoting financial stability and increasing access to free tax preparation services for low- to moderate-income individuals and families.Key ResponsibilitiesProgram &amp; Site Management<ul><li>Oversee VITA site coordination and implementation, including opening and closing procedures, supply management, and compliance with IRS and UWP policies. (typically, January to June)</li><li>Develop and maintain the annual calendar, volunteer schedules, site operations, and outreach events.</li><li>Serve as the primary point of contact for real-time support and issue resolution during operational hours.</li><li>Ensure full documentation and close-out procedures are completed for each tax season.</li></ul>Volunteer Recruitment, Training &amp; Support<ul><li>Lead volunteer recruitment, training, and retention, with an emphasis on recruiting a diverse, qualified pool.</li><li>Complete and maintain IRS Advanced-Site Coordinator certification annually.</li><li>Provide ongoing support and coaching to volunteers to ensure high-quality service delivery.</li></ul>Marketing &amp; Outreach<ul><li>Lead program promotion and marketing efforts, including participation in events and/or community presentations throughout the Tri-county footprint.</li><li>Collaborate regularly with community partners, schools, and nonprofits to expand VITA program awareness and participation.</li></ul>Compliance &amp; Evaluation<ul><li>Maintain knowledge of general tax law to support volunteers and site coordinators.</li><li>Ensure compliance with all IRS, grant, and United Way standards.</li><li>Track program outcomes and generate reports for grants, leadership, and community stakeholders.</li><li>Perform other duties as assigned by the Senior Director of Community Programs.</li></ul>Administrative &amp; Support<ul><li>Outside of peak tax season, high-level administrative support to the Executive and Senior Leadership Team within Community &amp; Collective Impact, including meeting coordination, report preparation, and cross-departmental communication.</li><li>Manage and prepare reports across the tri-county service area, including program tracking, meeting scheduling, and correspondence with staff and community partners.</li></ul>Qualifications<ul><li>Bachelor’s degree in social services, nonprofit management, accounting, business, or related field preferred; equivalent work experience accepted.</li><li>Minimum 2–3 years of program coordination or management experience, preferably in a nonprofit or human services environment.</li><li>Demonstrated ability to work with volunteers, community partners, and executive leadership.</li><li>Strong organizational and project management skills; detail-oriented and outcomes-focused.</li><li>Proficient in Microsoft Office Suite; experience with CRM systems, data tracking, or grant reporting preferred.</li><li>Excellent written and verbal communication skills; bilingual (English/Spanish) strongly preferred.</li><li>You must hold a valid driver’s license and have reliable transportation.</li><li>&nbsp;Must be available to work extended hours during tax season (January–April), including evenings and weekends.</li><li>&nbsp;Some local travel is required.</li></ul>PHYSICAL DEMANDS and WORK ENVIRONMENT&nbsp;&nbsp; &nbsp;&nbsp;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.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.&nbsp;&nbsp; &nbsp;While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone.&nbsp;The employee is frequently required to reach, stoop, or kneel.&nbsp; &nbsp;Specific vision abilities required by this job include close vision, distance, and color vision due to computer work. May be required to lift, push, or pull up to 25 pounds occasionally.&nbsp; &nbsp; &nbsp;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.&nbsp; There is moderate noise associated with a business office including telephones, computer keyboards, printers, office traffic and visitors.&nbsp; The work environment requires the individual to have the ability to work in a confined space and sit at a computer terminal or in conference rooms.&nbsp; &nbsp; &nbsp; &nbsp;The United Way of the Piedmont has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and the United Way of the Piedmont reserves the right to change this job description and/or assign tasks for the employee to perform, as the United Way of the Piedmont may deem appropriate.&nbsp; &nbsp;&nbsp;Equal Opportunity Employer:United Way is an Equal Opportunity Employer and values diversity in the workplace. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity, age, national origin, disability, veteran status or any other legally protected status.For questions, and/or to apply please contact <a href="mailto:hr@uwpiedmont.org" target="_blank">hr@uwpiedmont.org</a>

United Way of the Piedmont

Vita Program Coordinator-Spartanburg

Purpose of PositionThis position supports the needs and activities of the Marketing and Communications team. Responsibilities include but are not limited to digital communications, marketing communications and media support, and administrative/operational support.Key Responsibilities and Essential FunctionsMarketing Communications Support&nbsp;<ul><li>Provide support for special events, including supporting vendor bookings and management, various event research needs, maintaining RSVP lists, preparing supplies, and supporting internal meetings and communications.</li><li>Manage media list and track all media mentions.</li><li>Coordinate speaker activities, as needed, including identifying, training and scheduling speakers as requested.</li><li>Manage our success story photo/video shoot and success story database for staff.</li><li>Provide logistical support for special events, including maintaining RSVP lists, preparing supplies, supporting vendors management and supporting internal communications.</li><li>Serve as organization photographer, as needed, and/or support a professional photographer hired for special events or marketing shoots.</li><li>Perform research, as needed, to inform marketing and communications strategies, tactics and KPIs.</li></ul>Digital Communications&nbsp;<ul><li>Coordinate the development and distribution of the biweekly internal email, Monday Message.</li><li>Coordinate the distribution of marketing emails and invites, including timeline management, marketing list set-up and facilitation, data review, template-building and content approvals across departments.</li><li>Serve as internal trainer for the creation and use of marketing lists in the CRM platforms, Stratus Live and Dot Digital.&nbsp;</li><li>Support digital marketing specialist with social media and website needs, as needed.</li></ul>Operational Support<ul><li>Facilitate requests, manage preparation and maintain inventory of marketing collateral, promotional items and other brand materials.</li><li>Maintain marketing team storage areas.</li><li>Organize and appropriately store physical and digital files, including logos, photos, videos and other marketing materials.</li><li>Schedule and send meeting notices, maintain department meetings calendar, prepare meeting rooms, take/transcribe minutes and provide day-of support, etc.&nbsp;</li><li>Maintain office supplies inventory, including monitoring supply level, anticipating needed supplies, evaluating new office products, placing and expediting orders for supplies, and verifying receipt of supplies.&nbsp;</li><li>Request and manage outside-vendor estimates and invoice processing.</li><li>Manage requisition process for department credit card(s).</li><li>Assist in recruiting and supervising interns assigned to marketing.</li><li>As capacity allows, fill in for the Front Desk in answering calls from the public when regularly assigned team members are out of office.</li><li>Perform other such duties as may be assigned by the supervisory team.</li></ul>These job responsibilities are to be the main emphasis of this position. As with every job at United Way, it is not possible to define jobs precisely.  Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment. &nbsp;Role Experience/Qualifications Required<ul><li>Undergraduate degree preferred or a minimum of two years marketing support experience in an agency, nonprofit or corporate environment.</li><li>Excellent communication skills, both oral and written, with knowledge of AP Style preferred.</li><li>High level of attention to detail.</li><li>Must be solution-orientated and able to solve problems quickly and effectively.</li><li>Demonstrated organizational and time management skills/abilities (i.e., having to establish, manage and meet deadlines).</li><li>Significant, well-rounded experience in project management and administrative functions.</li><li>Relationship builder with the flexibility to manage multiple internal clients and external audiences.</li><li>Self-starter with a sense of urgency, able to work independently.</li><li>Advanced skills in Microsoft Office, i.e., Teams, Outlook, Word, Excel, PowerPoint, and in video conferencing tools.</li><li>Knowledge of graphic design, photo-editing, Adobe Creative Suite software, website content management and email marketing tools preferred.</li></ul>General Requirements<ul><li>Strong customer service skills; ability to establish excellent rapport with co-workers, general public, volunteers and donors.</li><li>Curiosity, desire to learn and passionate about building a stronger community.</li><li>Ability to embrace change and create process and order in the midst of it.</li><li>Possess a motivation to help people, a non-judgmental attitude, excellent interpersonal skills, and an ability to empathize.</li><li>Demonstrated proficiency in the use of computer equipment, phones, various software programs and resource file&nbsp;Ability to work effectively under stress and maintain productivity and composure under pressure.</li><li>Comfortable working in a fast-paced environment.</li><li>Ability to use good judgment and assessment techniques.</li><li>Effectively prioritizes work and establishes clear goals in coordination with supervisor.</li><li>Ability to work evenings and weekend days, as needed, for marketing events, and flexibility to work variable shifts within a hybrid, remote environment.</li><li>Ability to perform overtime work, as assigned (but is rare).</li><li>Ability to pass a background check.</li><li>Must pass pre-employment drug screening</li><li>Staff members who drive a vehicle on United Way business must provide proof of a valid driver’s license and current automobile insurance.</li><li>Keep all activities in line with the core values and contribute to the positive culture of United Way of Northeast Florida.</li><li>Actively participate in the broader organizational activities and be a brand steward within the community, outside agencies and/or programs to enhance United Way services to the community.&nbsp;</li></ul>General Physical Requirements for Essential Functions of the JobThe 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 regularly required to sit, stand, walk, talk, carry, lift, speak and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required.&nbsp;Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.&nbsp;This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements.&nbsp;Additional Information&nbsp;The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.&nbsp;We have built an environment that celebrates the differences in backgrounds and experiences.&nbsp;United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.&nbsp;&nbsp;United Way of Northeast Florida reserves the right to adjust work location.&nbsp;

United Way of Northeast Florida

Northeast Florida

Marketing & Communications Coordinator

Purpose of Position:&nbsp;Through active listening, effectively identify and connect people in need to available community resources while demonstrating respect and compassion. I&amp;R Specialists may be called upon to de-escalate stressful situations, be involved in follow up communications, complete intake assessment for specialized programs or services, perform outbound calls, basic database maintenance and community outreach.&nbsp;Key Responsibilities and Essential Functions:&nbsp;<ul><li>Provide exceptional customer service as the first point of contact with the United Way of Northeast Florida 211 by linking community members with appropriate services and providing immediate crisis intervention as necessary.</li></ul><ul><li>100% compliance with UW 211 policies and procedures</li><li>Knowledge or willingness to learn &amp; compliance with Inform USA (formerly AIRS)</li><li>Establish clear and effective communication using good contact techniques and active listening in a non-judgmental way</li><li>Accurately assess caller’s needs and engage in collaborative problem solving to prioritize and develop an action plan without offering advice or opinions</li><li>Provide thorough, appropriate, and helpful referrals, information, and/or intervention services to address the caller’s need(s)</li><li>Help caller address any perceived barriers or challenges to getting assistance</li><li>Offer honest information regarding services or programs that may not exist in our community. Discuss alternatives, if possible</li><li>Use direct intervention and advocacy when needed as agreed to by the caller</li><li>Conduct complete and accurate interviews and capture all required data into contact center software(s)</li><li>Respect and maintain client confidentiality; follow all agency and program guidelines regarding confidentiality</li><li>If a client is in a crisis, life-threatening or suicidal situation, assist the client to move from an emotional state to a cognitive state</li><li>Demonstrate a willingness and ability to work with difficult callers or calls using accepted techniques and principles</li><li>Develop and practice individual self-care plans</li><li>Follow up on referral cases or other inquires as needed</li><li>Demonstrate a desire to improve with active and open participation in quality assurance program</li><li>Complete required initial and ongoing training as needed</li><li>Demonstrate a commitment to United Way’s vision, mission, values, and Code of Ethics in all interactions with coworkers and constituents</li><li>Expected to maintain an average score of 70% or greater on all individual performance metrics</li><li>Perform other such duties as may be assigned by the supervisory team</li><li>These job responsibilities are to be the main emphasis of this position.  As with every job at United Way, it is not possible to define jobs precisely.  Should the need exist, every person in the organization will assist in any way necessary to assure an efficient and cooperative environment. &nbsp;</li></ul>Experience/Qualifications:&nbsp;<ul><li>Applicant should possess a motivation to help people, a non-judgmental attitude, excellent interpersonal skills, and an ability to empathize&nbsp;&nbsp;</li><li>Enter&nbsp;a minimum of 2 years of experience in related field&nbsp;</li><li>High School diploma/GED required. Associate’s degree in a health and human services related field preferred OR minimum one-year experience in health and human service related field&nbsp;</li><li>Inbound call experience or prior I&amp;R experience strongly preferred</li><li>Proficiency in oral and written communication skills</li><li>Demonstrated proficiency in the use of computer equipment, phones, various software programs and resource file</li><li>Comfortable handling calls from a wide-range of people in crisis situations&nbsp;</li><li>Ability to work effectively under stress and maintain productivity and composure under pressure</li><li>Comfortable working in a fast-paced environment</li><li>Adapt readily to changes</li><li>Ability to use good judgment and assessment techniques</li><li>Ability to work with minimal supervision</li><li>Effectively prioritizes work and establishes clear goals in coordination with supervisor&nbsp;</li><li>Flexibility to work variable shifts within a hybrid, remote environment.&nbsp;</li><li>Overtime and holidays as assigned</li><li>Ability to pass and maintain a Level 2 background check is required.&nbsp; This is a security background investigation requiring submitting fingerprints to be screened through state law enforcement agencies and the FBI for national criminal history records.</li><li>Must pass pre-employment drug screening&nbsp;</li><li>Staff members who drive a vehicle on UWNEFL business must provide proof of a valid driver’s license and current automobile insurance. &nbsp;</li><li>Keep all activities in line with the core values and contribute to the positive culture of United Way of NE Florida.&nbsp;&nbsp;</li><li>Actively participate in the broader organizational activities and be a brand steward within the community, outside agencies and/or programs to enhance United Way services to the community.&nbsp;</li></ul>General Physical Requirements for Essential Functions of the Job: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&nbsp;may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear.&nbsp;Continual use of the hands with wrist and finger movement using a keyboard is required.&nbsp;Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements.Additional Information:The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described below. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.We have built an environment that celebrates the differences in backgrounds and experiences.&nbsp;United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.UWNEFL reserves the right to adjust work location.

Information & Referral Specialist

<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 SUMMARY&nbsp;(Eligible for Hybrid/ 3 days in office - Alexandria, VA) &nbsp;We are seeking a detail-oriented Senior Accountant who will play an integral role in executing the monthly close process. The Senior Accountant will report to the Controller and will be responsible for fixed assets, pension and post-retirement accounting, monthly estimated accruals, prepaid amortization, and estimated reserves and valuations. This role will also be primarily responsible for assisting in regulatory audit and reporting compliance as required from various sources. &nbsp;&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION<ul><li>Ensure accurate and timely month-end close by preparing journal entries, creating and maintaining support schedules, preparing account reconciliation, and maintaining the monthly close schedule.</li><li>Manage fixed asset accounting and ensure ASC 842 lease compliance. &nbsp;</li><li>Manage the general ledger for areas of responsibility in accounting, to include prepaid amortization, monthly accruals and deferrals, valuation estimations, and support other members of the department where help is needed.</li><li>Understand and support accounting policies and internal controls.</li><li>Provide support in working with external auditors for the annual audit, including preparation and submission of PBCs, providing explanations, and follow up on action items.</li><li>Administer and maintain ERP system, work with external consultants to ensure data integrity and operational effectiveness.</li><li>Assist in the preparation of financial statements and support schedules for the audited financial statements and Form 990.&nbsp;</li><li>Other duties as assigned.</li></ul>JOB REQUIREMENTS<ul><li>Bachelor’s degree in accounting, finance or related field; CPA preferred.</li><li>Minimum 3 years of experience in accounting, non-profit preferred.</li><li>Proven knowledge of GAAP and financial reporting standards.</li><li>Strong problem-solving and analytical skills with attention to detail with focus on minimizing errors; ability to conduct research to ensure accuracy.&nbsp;</li><li>Advanced proficiency in Excel and experience with an accounting system. NetSuite experience a plus.</li><li>Self-starter willing to identify areas of process improvement and implement as practical; experience in identifying risks and issues and react timely to implement solutions.</li><li>Effective communication and interpersonal skills. Proven ability to collaborate across departments with all levels of management and colleagues, as well as external parties.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted salary range for this position is currently $84,000 to $91,000 per year. &nbsp;Salary is determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

United Way Worldwide

Senior Accountant - General Ledger 

POSITION SUMMARY&nbsp;(Eligible for Hybrid/ 3 days in office - Alexandria, VA) &nbsp;The position is responsible for performing various duties associated with the donation revenue cycle, accounts receivable, billings and collection. Responsibilities include day-to-day operations as it relates to gift application all forms of receipt (checks, cash, credit cards, securities, in-kind gifts), and analysis to ensure that contributions are recognized accurately and in a timely manner. The analyst will also be responsible for issuing invoices quarterly related to the membership dues. The analyst will also conduct research and investigation for payments with incomplete information or require special handling.The analyst must be a motivated self-starter in communicating and building strong relationships with internal and external partners.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION<ul><li>Process donor gifts as well as complex transactions to include stock gifts, matching gifts, in-kind gifts, bequests, charitable gift annuity, and donor advisement funds.</li><li>Manage online giving and payment gateway platforms.&nbsp;</li><li>Analyze gifts and accompanying documentation to determine appropriate handling and accounting recognition.</li><li>Perform a variety of complex duties associated with gift processing, which include answering donor questions, working with financial institutions and external parties, working cross-functionally within the organization as it relates to gifts and donor terms.</li><li>Manage the membership dues invoice and collections process which include dues calculations, membership mergers management, billing schedules and payment plan adjustments, trouble shooting and overall membership support for domestic and international members. &nbsp;</li><li>Generate and analyze financial reports for revenue and aging accounts receivable to support communication with leadership and external parties.</li><li>Collaborate with the accounting and fundraising department to ensure that accurate and timely data is shared between the accounting software (NetSuite) and customer relationship management system (Salesforce).</li><li>Partner with cross function teams to support system enhancement projects, assist in gathering, analyzing, and documenting functional requirements, participate in user acceptance testing for implementations related to revenue cycle integrations and configurations. &nbsp;&nbsp;</li><li>Perform account reconciliation of the bank activity and accounts receivable to the general ledger on a monthly basis.</li><li>Other duties that present opportunities for development and growth.</li></ul>JOB REQUIREMENTS<ul><li>Bachelor’s degree in business or related field.</li><li>2 or more years of experience in Accounts Receivable with a customer base of about 1,000.</li><li>Proven knowledge of revenue accounting and reporting, and an understanding of how application of donor gifts and accounts receivable should be recorded on the general ledger. Experience with non-profit accounting preferred.</li><li>Advanced proficiency in Excel and experience with an accounting system. NetSuite experience a plusifying risks and issues and react timely to implement solutions.</li><li>Strong problem-solving and analytical skills with attention to detail with focus on minimizing errors; ability to conduct research to ensure accuracy.&nbsp;</li><li>Able to prioritize tasks and manage multiple responsibilities effectively while delivering quality outcome to stakeholder.</li><li>Outstanding communication and interpersonal skills with a customer service-oriented attitude. Works well with all levels of management and colleagues as well as outside donors, members and vendors.<ul><li>Change management experience a plus..</li></ul></li><li>Self-starter willing to identify areas of process improvement and implement as practical; experience in ident</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted salary range for this position is currently $75,000 to $80,000 per year. &nbsp;Salary is determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

Revenue Assurance Analyst

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)

POSITION SUMMARY&nbsp;(Eligible for Hybrid/ 3 days in office - Alexandria, VA)This is a newly created position and will be a key member of the accounting and finance team, reporting to the VP, Controller. The Senior Manager of Accounting will be responsible for providing operational oversight over all aspects of accounting operations that include the monthly close process, revenue, accounts receivable, accounts payable, payroll, international accounting, financial reporting, tax compliance, audit preparations, system implementations, and other ad hoc duties as assigned.The Senior Manager of Accounting will also play an integral role in helping to establish best-in-class financial operations, internal control, and prepared readiness for transformation.Key ResponsibilitiesPrimary Responsibilities:<ul><li>Oversee day-to-day accounting operations, to include revenue recognition, accounts receivable, accounts payable, payroll, fixed assets, prepaids, deferrals and accruals, pension and post-retirement accounting, and cash management.</li><li>Conduct technical accounting research in compliance with US GAAP for complex transactions and new and unique arrangements.</li><li>Prepare financial reports, supporting tables, schedules, and variance analysis in partnership with FP&amp;A and department leaders.</li><li>Coordinate with external auditors for the annual financial audit, including preparation and documentation of PBCs, provide explanations, and follow up on action items.&nbsp;</li><li>Assist in the preparation of financial statements and support schedules for the audited financial statements and Form 990.&nbsp;</li><li>Lead other required statutory audits, compliance forms and audits requests.</li><li>Develop and support accounting policies and internal controls, manage and uphold compliance with policies and procedures.</li><li>Monitor and analyze financial results, identify trends, variances, and potential areas of risk that require further review.&nbsp;</li><li>Manage and mentor accounting staff, fostering growth and development, high-performance and collaborative team environment, while supporting the Controller with broader organizational initiatives and future developments.</li></ul>Job Requirements<ul><li>Certified Public Accountant (CPA) certification is preferred</li><li>Bachelor’s degree in accounting, finance or related field.</li><li>8+ years of progressive accounting experience, non-profit preferred.</li><li>5+ years of supervisory experience, demonstrated leadership skills in both staff and projects or initiatives</li><li>Strong understanding of US GAAP, experience in implementing technical accounting guidance, and producing standard financial reports.</li><li>Strong problem-solving and analytical skills with attention to detail.&nbsp;</li><li>Self-starter willing to identify areas of process improvement and implement as practical; experience in identifying risks and issues and react timely to implement solutions.</li><li>Able to prioritize tasks and manage multiple projects simultaneously while delivering quality solutions to meet customer (internal and external) expectations. Ability to delegate effectively while providing leadership and guidance to optimize team effort.&nbsp;</li><li>Advanced proficiency in Excel and experience with an accounting system. NetSuite experience a plus.</li><li>Strong communication and interpersonal skills. Proven ability to collaborate across departments with all levels of management and colleagues, as well as external parties.</li><li>Change management experience a plus.</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe budgeted salary range for this position is currently $125,000 to $ 135,000 per year. &nbsp;Salary is determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp;and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

Senior Manager, Accounting

POSITION SUMMARY(Eligible for Hybrid/ 4 days in office, 1 day remote - Alexandria, VA)A true self-starter, UWW’s Executive Assistant to the President &amp; CEO engagements, directly manages and owns scheduling, travel support, content creation, and relationship management for our President &amp; Chief Executive Officer (“CEO”). This experienced, seasoned professional must be &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; adept at anticipating needs and initiating actions as issues arise and priorities shift. &nbsp;Our successful incumbent will be an agile, high-energy professional. They will bring exemplary organizational skills, near flawless attention to detail, the poise and discretion necessary to manage relationships at the highest level, and the agility and flexibility required to manage the affairs of a CEO with an extremely high volume of internal and external priorities.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONAn individual must be able to perform each essential duty listed below at a satisfactory level:<ul><li>Manage high-level relationships with a range of UWW stakeholders, to include United Way Network volunteers, and executives; national and worldwide nonprofit and corporate senior executives; high-level partners and donors, and UWW Board members; own the resolution of requests for and from the CEO as they relate to the CEO’s time, positioning, and participation in various events, meetings, and trips.</li><li>Develop and maintain protocols and processes for engaging CEO and securing appointments.</li><li>Proactively oversee the strategic use of the CEO’s time, seeking to maximize time directed toward activities aligned with the CEO’s priorities and vision, and identifying potential opportunities for reframing or delegation of other inquiries.&nbsp;</li><li>Identify and collaborate with content managers, producing and/or compiling final preparation/briefing materials for CEO.</li><li>Ensure that all materials needed in preparation for a meeting or other engagement meet the standards for use by the CEO, often requiring editing of and working with staff on meeting objectives and requirements.</li><li>Coordinate in detail the travel and logistical arrangements for all of the CEO’s meetings and conferences. Research and reserve all travel arrangements including ground and air, secure all travel documents (visas, passports, etc.), and maintain vigilant availability to address / resolve travel issues or accommodate unplanned changes.</li><li>Provide support to the CEO while on travel and limited support for staff traveling with CEO, to include logistical coordination and continual communication in real/appropriate time. May require travel on a case-by-case basis.</li><li>Make recommendations to solve highly complex problems requiring research and information from multiple sources or advanced knowledge, in a thorough and timely manner. Such problem solving requires analysis and interpretation of widely varying situations, referencing a variety of policies, precedents, and past practices, and the creativity necessary to reach resolution through unique approaches. Achieve resolution through unique approaches and/or.</li><li>Exercise discretion, integrity, and poise in dealing with a range of confidential or sensitive issues.&nbsp;</li><li>Plan and/or project manage events that involve the CEO. This may require working with staff from various departments to develop the structure and execution of events in addition to the involvement of the CEO.&nbsp;</li><li>Collaborate with the Communications staff within the Executive Office, and other staff across the organization, to ensure the development of such content as speeches, presentations, talking points, briefing documents, and other communications, to meet the objectives of the CEO’s engagements. This requires an understanding of the goals of meetings and/or events and may necessitate independent research and content development to prepare the CEO for their role.</li><li>Manage Executive Office operating remotely at national United Way conventions, to include providing support for attending Board members as needed.</li><li>Participate in regular Executive Office Meetings; maintain updated trackers and folders and maintain superb organization of pending requests for the CEO’s time.&nbsp;</li><li>Demonstrate a clear and professional communication style both in written and verbal form.&nbsp;</li><li>Other duties as assigned.</li></ul>JOB REQUIREMENTSMinimum requirements include:<ul><li>High school diploma required; bachelor’s degree preferred.</li><li>Ten&nbsp;years of advanced level administrative experience in a similar role, including experience directly managing the calendar and travel needs of a senior executive.</li><li>Strong skills in Microsoft Office suite, computer, and Internet research skills.</li><li>Flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors.&nbsp;</li><li>Sensitivity to confidential matters required.&nbsp;</li><li>Attention to detail is essential.&nbsp;</li><li>The ideal candidate will have strong communication skills (written and verbal), and a clear ability to multi-task in a fast-paced environment.</li><li>Ability to be responsive after hours (depending on the CEO’s travel).&nbsp;</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.SALARY STATEMENTThe budgeted lifespan salary range for this position is currently $130,000 to $140,000 per year. &nbsp;Salary is determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a> and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

Executive Assistant to the President & Chief Executive Officer

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES
Summary/Objective 
	Reporting to the Director of Impact and Resource Development, this position is responsible for providing intensive case management support, individualized coaching, and navigational support to community members and community partners, to coordinate and deliver whole person care to individuals facing significant challenges and barriers. As part of the UWFM 211 team, this position works to reduce barriers to career pathways and employment, and to promote economic security and wealth creation.&nbsp; KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Conduct a whole person assessment to understand a unique situation, goals, and barriers.</li>
<li>Assist individuals to identify strengths and community support, prioritizing the most critical barriers.</li>
<li>Develop individualized plans that address identified barriers and goals.</li>
<li>Utilize resource database to find resources available to execute individual plans.</li>
<li>Assist individuals to access services to relevant resources and services that stabilize and improve their educational and wealth creation opportunities as well as their overall wellbeing.</li>
<li>Establish and maintain effective communication with all relevant stakeholders, including clients, team members, and external partners.</li>
<li>Act as a main point of contact to resource partners for caseload, addressing concerns and providing regular updates on case progress.</li>
<li>Analyze complex issues and challenges within cases and care coordination system.</li>
<li>Develop innovative solutions to address challenges and barriers on behalf of caseload and care coordination services.</li>
<li>Collaborate with cross-functional teams to overcome obstacles and achieve desired organizational and department outcomes around care coordination and reducing the racial wealth gap.</li>
<li>Continuously assess and enhance case management processes and methodologies.</li>
<li>Implement best practices to optimize case management efficiency and effectiveness. 
		&nbsp;</li>
</ul>EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Knowledge of common barriers faced by Fresno and Madera community members, specifically those from disinvested communities of color.</li>
<li>Strong interpersonal and communication skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Empathy and the ability to build rapport with clients.</li>
<li>Strong analytical, problem-solving skills and the ability to develop creative solutions.</li>
<li>Cultural sensitivity and the ability to work with diverse populations.</li>
<li>Familiarity with community resources and support services.</li>
<li>Experience using case management software and other relevant tools.</li>
<li>Proficiency in maintaining accurate records and documentation.</li>
<li>Commitment to client-centered, strengths-based approaches.</li>
<li>Knowledge of community programs, resources, and compliance requirements.</li>
<li>Strong organizational and time-management skills.</li>
<li>Leadership and decision-making abilities.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Bachelor’s degree or equivalent experience</li>
<li>A minimum 3 experience in case management, social work, or a related field.</li>
<li>Combination of experience and education.&nbsp;</li>
<li>Current Driver’s License and verifiable automobile insurance&nbsp;</li>
</ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

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