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

United Way of Southwestern Indiana

Resource Development Director

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

2 United Way of Southwestern Indiana Jobs