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Overall Purpose of this Role: The Project Manager is responsible for implementing processes, coordinating internal donor relations activities and maintaining data integrity in support of departmental efforts. This role will collaborate effectively cross-departmentally to help advance the organization’s fundraising initiatives and ensure cohesion between all areas.&nbsp;
KEY ACCOUNTABILITIES:
Donor Relations
<ul><li>Serve as a key stakeholder in managing the organization’s donor recognition and stewardship plan for donors of all levels, ensuring that the donor experience fulfills the HFUW’s strategic imperative.</li>
<li>Work closely with Senior Executive Assistant to the President and CEO to facilitate correspondence and outreach with current and prospective donors.</li>
<li>Provide administrative functions related to donor relations including the printing and assembly of mail items.</li>
<li>Coordinate with the Finance Department on donor relations and event sponsor related billing and collections as appropriate.</li>
<li>Provide telephone support for the Resource Development team. including but is not limited to answering calls, recording, and delivering accurate messages, referring complaints and requests for information to appropriate staff, and following up as needed.</li>
<li>Prepare draft communication, edit and process outgoing correspondence, including mass mailing items and any additional communications and marketing materials.&nbsp;</li>
</ul>Prospect Research and Data Integrity&nbsp;
<ul><li>Record accurate internal processes, manage office files and other duties as assigned.&nbsp;</li>
<li>Responsible for maintaining appropriate information in the customer relationship management (CRM) software.&nbsp;</li>
<li>Collaborate with Vice President of Resource Development, Major Gift Officer, and Individual Giving Manager to create documents for donor visits and prospecting initiatives.&nbsp;</li>
<li>Ensure the accuracy of shared information, correspondence, internal databases and disseminated materials for all supported programs.</li>
<li>Identify prospective donors and members both inside and outside traditional campaign settings and market segments.</li>
<li>Review and edit mailing lists.</li>
</ul>Department Coordination
<ul><li>In consultation with department colleagues, develop and implement project management plans to support HFUW fundraising priorities and goals, with an emphasis on consistency in strategy and analytics.</li>
<li>Maintain strong relationships with members of the organization’s Engagement Team (Donor and Volunteer Experiences and Resource Development).</li>
<li>As assigned, support account managers and other fundraising activities, including year-round engagement, and executing employee campaigns.&nbsp;</li>
<li>Participate in special events throughout the year.</li>
<li>Other duties as assigned.&nbsp;</li>
</ul>FUNCTIONAL COMPETENCIES / ACCOUNTABILITIES:
Attributes and Behaviors:&nbsp;&nbsp;
<ul><li>Mission Focused: Create real social change that leads to better lives and healthier communities.</li>
<li>Relationship-Oriented: Cultivate and manage relationships toward a common goal.</li>
<li>Collaborator: Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.&nbsp;</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 the role in growing and protecting the reputation and results of the greater network.&nbsp;&nbsp;</li>
</ul>Education and Experience:
<ul><li>Bachelor’s degree or equivalent preferred.&nbsp; Equivalent combination of education and experience may be considered in lieu of degree.&nbsp;</li>
<li>3 years of experience in a project or campaign management-oriented role.</li>
<li>Prior experience working in the non-profit sector preferred.</li>
<li>Must be able to type 55+ WPM minimum.</li>
<li>Proficiency using Microsoft Office products including Word, Excel, PowerPoint, Teams and Outlook required.</li>
<li>Proven proficiency with technology, including Windows operating system, Zoom, WebEx and other electronic professional resources.</li>
<li>Experience with mass mailings and mail merges required.</li>
<li>Experience working with senior level executives/community leaders and their respective office support.</li>
<li>Ability to translate ideas quickly and efficiently into trackable, actionable plans.</li>
<li>Strong organizational skills, detail oriented with ability to manage multiple projects simultaneously, and to work calmly under the pressure of competing priorities and deadlines.</li>
<li>Valid Florida Driver’s License and ability to travel within tri-county area required.</li>
</ul>PHYSICAL DEMANDS:
Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 30 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration. Job involves frequent and routinely intense public contact.

Administrative Project Manager

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

JOB SUMMARY
This position is responsible for the development and management of a comprehensive, strategic, integrated effort to build the base of individual Palmetto Society donors ($1,000 and up) and Tocqueville donors ($10,000 and up) and increase their level of support through annual giving at Trident United Way (TUW).
ESSENTIAL FUNCTIONS
Essential Function 1:
Identify, cultivate and steward multi-year top tier donors ($10,000 and up) and engage donors in multi-year step-up programs,
Essential Function 2:
Identify, cultivate, solicit and steward leadership gift donors ($1,000 and up) to achieve the goal approved by the Board of Directors for outside the workplace campaigns.
Essential Function 3:
Support and staff a volunteer Palmetto Steering Committee to identify, cultivate and steward individuals in order to develop resources by filling the key positions of regional chairs, leadership-level giving chairs, and at-large steering committee members as identified in the Palmetto Society Business Plan.
Essential Function 4:
Provide strategy and guidance to the Events Coordinator to plan events designed to recruit, cultivate and/or steward leadership-level gift donors and/ qualified donor prospects through regional events as identified in the Advancement Plan.
Essential Function 5:
Work in collaboration with Corporate Advancement Officers to identify leadership donor prospects from the workplace campaigns and create and implement engagement strategy for reaching out to those donors.
ADDITIONAL RESPONSIBILITIES
<ul><li>Work with and effectively manage high level volunteers to engage prospects.</li>
<li>Input, track, and monitor donor touchpoints, gifts and accomplishments through Andar database and prepare required reports.</li>
<li>Collaborate with Communications and Advancement teams to develop fundraising materials and communications.</li>
<li>Bring donor thoughts and reaction back to the organization and provide constructive feedback to the Community Impact and Marketing departments.</li>
<li>Support interdepartmental team leaders with strategy and project management.</li>
<li>Support Vice President of Advancement with Workplace Campaign Meetings, as requested.</li>
<li>Participate in all TUW events and activities demonstrating the ability to be a good colleague, proactive collaborator and team builder.</li>
<li>Function as an integral member of the Advancement team assisting with planning, solicitation, implementation and evaluation.</li>
<li>Participates as a champion, project lead, and/or member of organizational development teams as required.</li>
<li>Work outside normal office hours when required to include evenings or weekends and additional hours during peak times.</li>
<li>Complete Andar training as appropriate when offered</li>
</ul>QUALIFICATIONS
Education
<ul><li>Bachelor’s Degree</li>
<li>MarketSmart experience</li>
</ul>Experience
<ul><li>5 years of previous fund raising experience, or 7-10 years of related experience (business or sales)</li>
</ul>Skills
<ul><li>Proven track record of soliciting and securing major gifts</li>
<li>Excellent oral and written communication skills</li>
<li>Excellent interpersonal skills; ability to work with diverse audiences</li>
<li>Excellent planning and time management skills with the ability to successfully manage multiple projects</li>
<li>High-energy team player</li>
<li>Effective analytical and problem solving skills</li>
<li>Working knowledge of Microsoft Office with good general computer skills</li>
<li>Positive attitude and willing to be part of a team</li>
<li>Have fun!</li>
</ul>PHYSICAL DEMANDS OF JOB
<ul><li>This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.</li>
<li>Worker must frequently use typical office equipment (telephone, copier, printer, fax, etc.).</li>
<li>Worker sits most of the time.</li>
<li>Worker communicates with constituents, clients, and/or partners by phone and in person.</li>
<li>Routinely required to walk and regularly travel by car.</li>
</ul>WORK ENVIRONMENT
Primarily works in a climate controlled office-based setting.
Please Note: Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.
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.

13 vice president of development Jobs