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Job Title:&nbsp; Director of Resource Development
Position Reports to:&nbsp; President &amp; CEO of United Way of Greater Plymouth County
Work Schedule:&nbsp; Maximum flexibility in work week schedule required, evening or weekends as needed
Classification:&nbsp; Full time, Exempt
Summary:&nbsp; To actively oversee and lead all Resource Development activity of the organization including annual fundraising campaign, major and planned gifts, and special event fundraisers.&nbsp; Cultivate corporate and individual relationships, organizes, and maximizes workplace campaigns to increase participation and giving. Increase all resources to achieve the organization’s mission to “unite people, ideas and resources to improve lives in Greater Plymouth County”.
Essential Competencies
Drives Revenue &amp; Impact
Results driven, with a relentless focus on gaining the resources to support United Way’s mission and community impact-focused strategic objectives
• Effective Fundraiser: Leads new ways to drive and generate revenue; Implements strategies and opportunities to best engage campaign staff and volunteers; Demonstrates the ability to proactively identify and qualify individuals and groups to give to/support United Way; Confident asking for money and closing the deal.
• Ambitious and Relentless: Ambitious yet realistic in setting goals; When confronted with “no” – will come back with new approach and strategy to succeed; Conveys energy and passion about United Way’s work and mission; Self-directed; Holds oneself accountable.
• Risk Taking (calculated): Recognizes and acts on opportunities; Establishes criteria for taking risk; Challenges status quo when appropriate; Knows when to cut losses and develop/implement alternate strategies.
• Interpersonal Communicator: Donor Focused, listens to the needs, interests &amp; passions of the donor with an eye to connecting with our community work; Expresses empathy &amp; consideration for donor needs; Can identify, engage with, adapt to and motivate various types of people &amp; organizations.
Strategic Relationship Building
Develops and maintains strategic relationships that generate the resources necessary to support United Way’s mission.
• Prospect Management: Gathers and uses data in making requests for donations and other types of contributions; Connects donors’ and prospects’ areas of interest directly to United Way’s work; Inspires commitment and support for United Way.
• Effective Selling: Employs consultative selling techniques to match donor interests and community aspirations to United Way products/solutions; Measures and tracks donor and campaign volunteer satisfaction.
• Creates win/win relationships: Understands United Way and donor objectives and where they intersect; Identifies tangible outcomes that benefit both parties; Identifies strategies and opportunities to build trust; Engages with donors year-round, not just during campaign season, to nurture and enhance relationships.
• Steward Donors: Recognizes the power of effective stewardship (thanking donors, informing them about the impact of their gifts, keeping them apprised of progress on the community work it is intended to address and deepening the relationship) and develops and implements plans to steward donors of all giving levels.
Effective &amp; Engaging Communicator
Effective and passionate communicator, articulating the United Way message in a way that inspires others to act in service to the organization and the community
• Skilled Communicator: Writes clearly and concisely; Uses multiple platforms to reach&nbsp; audiences, including social media updates; Effective public speaker &amp; presenter.&nbsp; Active listener who is open to new ideas &amp; opinions.
• Connects to Audience: Considers the appropriate method, timing and&nbsp;venue for delivering information appropriate to target audience.&nbsp; Adjusts communication style to anticipate the audience’s needs and watches and responds to nonverbal cues; Effectively engages with diverse audiences.&nbsp; Presents the work of United Way using examples and “stories” that are relevant to community priorities and aspirations, and that resonate with our stakeholders.
Essential Functions:
Annual United Way Campaign
Plan and conduct successful annual United Way campaign, including 100+ workplace campaigns
• Design and implement a written annual strategic campaign plan, including a well thought out and organized campaign structure with clearly defined roles for volunteers and a set schedule of planning meetings to set goals and monitor progress of the campaign.
• Maintain weekly campaign schedule of company solicitations by regular contact with companies and conduct and/or assign staff, loaned executives and other volunteers to conduct solicitations.
• Manage and conduct the daily/weekly activities of the campaign (including, but not limited to, campaign presentations, campaign trainings).
• Prepare, maintain, and update all campaign records, reports, materials, and data in data base.
• Analyze and evaluate strengths and weaknesses of past workplace campaigns and develop new strategies; set goals, timetables, and schedules for all areas of the campaign; maintain an awareness of economic factors in the community impacting workplace campaigns.
• Organize and conduct annual fundraising events, including, but not limited to, campaign kick off, special leadership functions, campaign celebration and annual meeting.
• Develop new prospects, techniques, strategies, and promotions for annual workplace campaigns and related activities.&nbsp;
Leadership Giving, Planned Giving &amp; Major Gifts
Develop and implement successful programs to generate resources from leadership givers, individual philanthropists, and estate planning.
Donor Recognition
Organize and review routine donor acknowledgement and conduct specialized recognition programs for donors and volunteers.
Reporting and Record Keeping
Responsible for keeping accurate and organized records of all fundraising activities, annual reports for United Way Worldwide, including Database 2, annual budgeting, and annual audit reports.
Effective Supervision
Responsible for directing, supporting, and evaluating all resource development staff and volunteers.
Assist in the day-to-day operations as needed.
Job Relationships:
Maintain frequent contact with all other United Way staff, as well as with local businesses that run campaigns, prospective campaign businesses, volunteers, agencies, organizations, and the public, to provide information and guidance for conducting the campaign.&nbsp;&nbsp;
	Education and Experience:
• Bachelor’s degree and a minimum of five years of successful fundraising experience are required.
• Necessary job skills and attributes include full range of professional sales skills from prospecting to closing.
• Excellent verbal and written communications skills, advanced interpersonal / relational skills, presentation skills, and computer skills including database management, and fundraising reports.
• Experience with Andar donor base software preferred.
• Experience with Microsoft Word, Excel and Outlook required.
• United Way experience preferred.
• Position also requires extensive local (Plymouth County) travel and occasional evening and weekend appointments.
• United Way of Greater Plymouth County encourages applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities.
Physical Demands:
• Able to lift-up to 30 lbs.
• Moving tables or chairs to set up for presentations or activities.
• Carrying boxes of supplies or fliers for programs.
Other Requirements:
• Valid driver’s license.
• Access to a vehicle
Accepting resumes via mail, email or fax&nbsp;
Please no phone calls!
Address your resume to:
Dennis Carman
President &amp; CEO
934 West Chestnut Street
Brockton, MA 02301
<a href="mailto:dcarman@uwgpc.org" target="_blank">dcarman@uwgpc.org</a>
Fax - 5085840240

United Way of Greater Plymouth County

Director of Resource Development

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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