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Organizational Overview
United Way of the Mid-South is a multi-million-dollar non-profit, public charitable foundation that mobilizes financial and human resources, across 8-counties, to meet critical needs and to help ensure that hundreds of thousands of Mid-Southerners can achieve their highest potential. We support high-performing nonprofit agencies that are on the front lines fighting to decrease poverty in our community by addressing the essential building blocks for success – education, financial stability, and health – while maintaining vital safety net services in food, shelter, and safety for individuals facing crisis situations. By joining United Way of the Mid-South, you are uniting with a team that is moving the needle on poverty and making our community a place where everyone can thrive.
Position Overview 
The United Way of the Mid-South (UWMS) is seeking a well-organized and independent leader to serve as a Mobile Assistant Site Coordinator for a Free Tax Preparation/ VITA (Volunteer Income Tax Assistance) mobile tax site providing free tax preparation at various locations. Assisting with overseeing a mobile free tax site, which offers free federal and state income tax preparation for qualifying families and individuals from January - April. With the guidance of Community Impact leadership, this individual will assist in the management of a Free Tax Preparation/VITA site.
Primary Duties and Responsibilities 
<ul><li>The Mobile Assistant Site Coordinator will assist in managing a mobile tax site for the tax season, providing Free Tax preparation at various locations.&nbsp;</li>
<li>Helping to recruit, schedule and manage volunteer tax preparers for the season, ensuring all volunteers have obtained the necessary certifications.</li>
<li>Conduct Quality Reviews of returns filed by fellow volunteers.</li>
<li>Assist in site management including, maintaining confidentiality, client services, tax return review and transmission, and volunteer relations</li>
<li>Provides support and guidance to volunteer staff who prepare electronic tax returns for low and moderate-income taxpayers.</li>
<li>Responsible for the collaboration with the United Way Agency partners who will help in identifying potential clients for tax preparation.</li>
<li>Assisting with tax preparation when necessary.&nbsp;</li>
<li>Completing the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, advanced IRS Tax Law, HSA and Military certifications</li>
</ul><ul><li>Assisting in providing regular reports to UWMS to support IRS reporting requirements.&nbsp;</li>
</ul>Qualifications
<ul><li>A general understanding of income tax law is helpful, paid IRS-sponsored training will be provided</li>
<li>Successful completion of the IRS advanced course is required to provide quality control, support, and guidance to volunteers</li>
<li>Ability to work well in a fast-paced environment, and display a supportive and professional disposition with diverse populations</li>
<li>Experience and comfort serving clients from diverse backgrounds</li>
<li>Comfort with technology (computers, software, internet platforms, etc)</li>
<li>Self-motivated with a high degree of flexibility, creativity, and independence</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
<li>Possess excellent organizational, leadership, and management skills</li>
<li>Reliable transportation to drive to the tax site and transport all necessary equipment as needed.</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
</ul>Physical Requirements
This position requires the employee to be able to lift 30 pounds.&nbsp; The employee is regularly required to stand for long periods of time.&nbsp; The employee is frequently required to use finger and hand motion, and to reach using arms and hands.&nbsp;&nbsp; The position may also require significant walking and capability to climb stairs.&nbsp; The employee will need to have the ability to talk to and hear customers during events.&nbsp; Specific visual abilities required include close vision, distance vision, depth perception and ability to adjust focus.&nbsp; There may be additional physical requirements associated with off-site corporate or volunteer events.
WORKING CONDITIONS
United Way of the Mid-South is an equal opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law.&nbsp; This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment action.
&nbsp;United Way of the Mid-South will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship. United Way of the Mid-South is committed to demonstrating diversity, equity, and inclusion in our workplace and community. We value the unique skills and contributions of each individual and believe in the power of collective leadership, accountability, and unity.
This position requires a valid Driver’s License, car insurance and reliable transportation.&nbsp; The position also requires flexible hours outside of normal business hours and some local travel to meet with partners.
Other Duties
Please note, this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
United Way Core Competencies for ALL Staff 
<ul><li>Mission-Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations.</li>
<li>Relationship-Oriented: Understands that people come before the process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>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.</li>
<li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li>
</ul>

United Way of the Mid-South

Free Tax Prep Mobile Assistant Site Coordinator

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

United Way of Central Minnesota

VP of Finance and Operations

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