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Position: Director, Finance&nbsp; Organization: United Way Greater Triangle&nbsp; Location: Hybrid – Orange, Durham, Wake, and Johnston Counties, NC&nbsp; Salary: $100,000 to $120,000/year + generous benefits (medical, dental, 403b match, hybrid schedule)&nbsp;About United Way Greater Triangle (UWGT)&nbsp; United Way Greater Triangle (UWGT) connects people and resources to community-driven solutions that create lasting impact. We invest in effective programs, convene partners across sectors, and amplify the work of nonprofits that strengthen families and communities across Durham, Johnston, Orange, and Wake counties.&nbsp;Position Overview &nbsp;The Director, Finance is a senior finance leader responsible for ensuring the financial integrity, compliance, and operational excellence of United Way Greater Triangle. Reporting to the CEO, the Controller oversees all accounting operations and directly manages the Senior Manager of Finance, leading a team that supports UWGT’s complex funding streams, community investments, and public–private partnerships.  This position is both managerial and hands-on. &nbsp;This role balances technical accounting leadership, people management, and strategic partnership, ensuring UWGT has the financial systems and controls needed to responsibly steward donor, government, and community resources. &nbsp;&nbsp;Why This Role Matters &nbsp;The Director, Finance ensures UWGT has the financial strength, discipline, and transparency required to responsibly steward millions of dollars in community investment. This role is essential to sustaining trust, enabling innovation, and supporting UWGT’s long-term impact across the Greater Triangle. &nbsp;&nbsp;Key Responsibilities &nbsp;Financial Operations &amp; Accounting Oversight &nbsp;Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable&nbsp;Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations &nbsp;Ensure accurate and timely execution of month-end and year-end close processes &nbsp;Review and approve journal entries, account reconciliations, and supporting schedules &nbsp;Ensure accounting practices align with GAAP and nonprofit accounting standards &nbsp;Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting. &nbsp;Financial Reporting &amp; Board Support &nbsp;Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors &nbsp;Ensure reporting accuracy for restricted funds, grants, and contracts &nbsp;Partner with leadership to translate financial data into clear, decision-ready insights for non-financial stakeholders &nbsp;Payroll, Cash Flow &amp; Treasury Management &nbsp;Review and release bi-monthly payroll in coordination with a third-party payroll provider &nbsp;Oversee cash flow management, forecasting, and liquidity planning &nbsp;Manage treasury functions, including bank relationships and payment authorization controls &nbsp;Ensure appropriate segregation of duties and approval thresholds for disbursements &nbsp;Budgeting, Forecasting &amp; Financial Planning &nbsp;Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses. &nbsp;Lead preparation and presentation annual operating budget and organizational forecasts &nbsp;Monitor budget performance and recommend course corrections as needed &nbsp;Support multi-year financial planning tied to UWGT’s strategic priorities and growth initiatives &nbsp;Partner with program and development teams to ensure budgets reflect funding restrictions and timelines &nbsp;Audit, Compliance &amp; Regulatory Reporting &nbsp;Serve as primary liaison to external auditors and lead the annual financial audit &nbsp;Ensure timely and accurate filing of required tax and regulatory documents, including: &nbsp;Charitable Solicitation License &nbsp;IRS Form 990 &nbsp;Form 5500 &nbsp;1099 filings &nbsp;Sales tax and other required filings &nbsp;Oversee month-end and year-end financial reporting and documentation &nbsp;&nbsp;&nbsp;Policies, Controls &amp; Risk Management &nbsp;Develop, implement, and enforce financial policies and procedures &nbsp;Strengthen internal controls to safeguard organizational assets and mitigate risk &nbsp;Identify and proactively manage financial and compliance risks &nbsp;&nbsp;Performance Management &amp; Continuous Improvement &nbsp;Establish and monitor financial benchmarks and KPIs to assess organizational health &nbsp;Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy &nbsp;Coach and develop finance staff, building a culture of accountability, service, and learning &nbsp;Cross-Functional Partnership &nbsp;Collaborate with Philanthropy, Outreach, and Program teams to support: &nbsp;Government contracts &nbsp;Philanthropic grants &nbsp;Donor-restricted funds &nbsp;Pooled and collaborative funds &nbsp;Serve as a trusted financial partner in UWGT’s community investments&nbsp;&nbsp;&nbsp;What Your First Year Will Look Like -Performance Scorecard &nbsp;&nbsp;Financial Operations &nbsp;Month-end close completed consistently within established timelines &nbsp;Clean audit with no material weaknesses &nbsp;Accurate, timely financial statements delivered to leadership and Board &nbsp;Compliance &amp; Risk &nbsp;100% on-time filing of all regulatory and tax requirements &nbsp;Strengthened internal controls documented and implemented &nbsp;Clear documentation for all grant and contract compliance requirements &nbsp;Budgeting &amp; Planning &nbsp;Annual budget completed on time with clear alignment to strategic priorities &nbsp;Quarterly forecasts reflect realistic revenue and expense projections &nbsp;Improved visibility into cash flow and restricted fund balances &nbsp;People &amp; Team Leadership &nbsp;Senior Manager of Finance meeting performance goals &nbsp;Clear role clarity, documentation, and cross-training within finance team &nbsp;Improved internal customer satisfaction with finance support &nbsp;Strategic Partnership &nbsp;Program and Development teams report increased clarity and confidence in financial reporting &nbsp;Finance function viewed as a strategic partner, not just a compliance function &nbsp; &nbsp;Application Process&nbsp;To apply, please submit your résumé and a brief cover letter describing your experience to <a href="mailto:jobs@unitedwaytriangle.org" target="_blank">jobs@unitedwaytriangle.org</a>.&nbsp;United Way Greater Triangle is an equal opportunity employer. We strive to create a welcoming environment, enable success for all, and promote fairness, respect, and collaboration across our team and in the communities we serve.&nbsp;United Way Greater Triangle is committed to fostering an inclusive and equitable organization that strives for equal opportunity in all its endeavors. We aim to create a welcoming environment, enable success for all, promote fairness, civility, and respect, and honor the diverse voices within our organization and the Greater Triangle community.&nbsp;&nbsp;

United Way of the Greater Triangle

Director, Finance

ABOUT OUR UNITED WAYLocated on the Georgia/South Carolina border, the city Augusta is the center point of the Central Savannah River Area (CSRA), a 12-county region that includes both Georgia and South Carolina.&nbsp;&nbsp; Augusta borders the majestic Savannah River, which supports the community’s diverse economic endeavors well as its vast recreation options.&nbsp; In addition Augusta:&nbsp;&nbsp;<ul><li>Is home to The Masters Tournament, the “Super Bowl of Golf” each year since 1934.&nbsp;</li><li>Has become recognized as one of the top cities in the world for Cyber Security.&nbsp;</li><li>Was just recognized as the South’s top honor as the best “Mid-Market of the Year” in 2017.&nbsp;</li><li>Is a short 2 to 3 hour car trip to metro cities of Atlanta and Charlotte, the mountains of North Carolina and Tennessee, and the beaches of Charleston and Savannah.</li></ul>UNITED WAY OF THE CENTRAL SAVANNAH RIVER AREAPOSITION DESCRIPTIONJOB TITLE: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Resource Development ManagerSTATUS:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ExemptPOSITION CODE:&nbsp;&nbsp; 212DIVISION:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Resource Development DepartmentREPORTS TO:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Senior Director, Resource DevelopmentCUSTOMER:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Donors, Prospects, United Way Staff, Board of Directors, Committee Members, Agency Partners, Recipients, and Community at large.PURPOSE OF POSITION:The Resource Development Manager will build and strengthen relationships with a number of developed and new potential companies.&nbsp; This position will build and grow relationships with decision-makers and C-Suite leaders to raise funds as a part of the United Way of the Central Savannah River Area (UWCSRA) development team.&nbsp; This position will also develop, manage, and execute a comprehensive plan to build strategic year-round relationships that align with the mission, vision and values of UWCSRA and generate resources for our community.&nbsp; In addition, this position will be responsible for articulating the value of individual and corporate investment to United Way.&nbsp; This role will also be responsible for the cultivation, solicitation, and stewardship of all current and potential donors within their portfolio including leadership donors and prospects.DUTIES AND RESPONSIBILITIES:Strategy<ul><li>Design and execute a collaborative year round engagement plan within a defined portfolio</li><li>Strategize with supervisor, peers, staff, or volunteers to develop strong year-round engagement strategies for each account based on targeted research and corporate social responsibility (CSR) focus at each company</li><li>Research and apply for potential grant and foundation funding</li></ul>Management<ul><li>Manage account portfolio focused on raising resources and exceeding goals</li><li>Work closely with key volunteers and executives within accounts to plan &amp; implement workplace campaigns and implement year-round engagement strategies in portfolio</li><li>Research company and leadership for knowledge of history and culture</li><li>Prepare clear and concise objectives and materials for each donor visit</li></ul>Donor Engagement<ul><li>Initiate and cultivate relationships for decision-makers and C-Suite leaders</li><li>Engage companies year round through creation and implementation of specific strategies that align with company corporate social responsibility</li><li>Create a donor engagement strategy targeted at returning, new, lapsing, and lapsed donors</li><li>Personally engage with leadership level donors to increase their participation and retention</li><li>Solicit and secure corporate gifts within portfolio</li><li>Implement donor stewardship activities to increase participation and retention</li></ul>Data and Reporting<ul><li>Update company and individual donor information in campaign CRM software including, but not limited to, corporate contact(s), employee count, UWCSRA engagement, company results processing information, engagement practices, campaign start/end dates</li><li>Work closely with Resource Development &amp; Finance team to ensure results are reflected accurately.</li></ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 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. Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 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. Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.Qualifications<ul><li>Demonstrate experience cultivating, soliciting and securing gifts</li><li>Proven ability to create and execute successful plans</li><li>Demonstrated ability to work collaboratively in a cross-function team</li><li>Critical thinking and problem-solving ability</li><li>Ability to demonstrate the value of United Way with both written and in-person presentation skills</li><li>Exceptional attention to detail and effective follow-through to meet deadlines</li><li>Candidate must be goal driven</li><li>Sound judgement, discretion and commitment to maintaining donor confidentiality</li><li>Commitment to excellence, accountability, transparency, and UWCSRA’s mission</li><li>Relationship oriented and results driven</li><li>Strong Microsoft Office Suite skills with an emphasis on Word, Outlook, Excel, and PowerPoint</li><li>Strong interpersonal skills with ability to create meaningful relationships with all team members and individuals outside the organization</li><li>Ability to maintain a positive attitude and flexibility</li><li>Ability to manage ambiguity and change</li><li>Ability to analyze numbers for discovery and planning purposes</li><li>Ability to keep CRM records up to date</li><li>Ability to work flexible hours when needed.</li><li>Use of personal vehicle required</li></ul>Experience<ul><li>3+ years fundraising or sales experience with excellent communication skills</li><li>Undergraduate degree or advanced degree a plus</li><li>Volunteer management and/or grant writing experience a plus</li></ul>Salary Range - $39,000 - $43,000Benefits:<ul><li>Employee pays $40/pay period for single coverage for medical, dental and vision insurance.</li><li>11 paid holidays and 4 weeks accrued PTO annually</li><li>$30 monthly remote supplement</li></ul>

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