The Finance Division is comprised of the Pledge Processing and Finance areas. Under the direction of the Finance and Audit Committee it is responsible for maintaining proper internal financial controls, to process pledges, cash receipts, cash disbursements, and other financial transactions accordingly, to be a steward of the organization’s assets including cash, investments and fixed assets among others, to maintain necessary insurances, and to perform necessary external reporting including audit, tax, grant, and pension related reports and filings. Internally the division ensures there is adequate financial reporting and analysis to assist the organization in decision making in a customer centric way.
The Accounting Manager performs specific lead accountant duties for various programs and accounts, including those highlighted under ‘Key Accountabilities’ and is responsible as audit liaison for those programs and accounts and provides excellent customer service to other internal departments, to external donors, and to other stakeholders. A high degree of personal integrity and ability to maintain confidentiality is necessary given financial areas of responsibilities.
- Function as lead accountant for miscellaneous internal grants and temporary restricted funds, doing necessary journal entries and reporting to assure funds are spent only to the extent they are available.
- Manage financial accounts as assigned and prepare associated, assigned reconciliations and work papers for annual audit, 5500 and 990 federal returns and other miscellaneous reporting.
- Serve as backup for Positive Pay exceptions.
- Cashier for Pledge Processing during campaign as needed.
- Attend and participate actively in regularly scheduled and ad hoc meetings within department and organization.
- In coordination with supervisor, assist in developing personal work plan, as well as Growth and Empowerment Plan each year. Take required actions to achieve the results outlined within the parameters established.
- Follow established guidelines for keeping supervisor informed of progress, developments and obtaining approvals.
- Other duties as assigned.
- Function as lead accountant and work in coordination with East Side Aligned and Ready by 21 program staff for various grants including private, state and federal ones. Assist with information for grant writing and provide program staff other assistance as requested.
- Manage restricted campaign representative restricted account. Provide PDCS team updates and reconcile balances after each campaign cycle and at year end.
- Function as lead accountant for the recording of all fixed assets into the Fixed Asset system including the associated general ledger account entries, activities and balances.
- Coordinate fixed asset tagging with other United Way staff and coordinate physical inventory activities. Prepare related reporting for auditors and otherwise as requested.
- Oversee stock giving process to assure that stock gifts to campaign are correctly valued and recorded.
- Function as lead accountant for the receivables process, including invoicing for receivables from all contractual arrangements, reconciling receivable accounts, generating invoice reports when requested and notifying supervisor or CFO or outstanding invoice amounts.
- Perform all accounting processes for Eta Boule Foundation and Global Leadership Forum using Quick Books as primary accounting package.
- Contribute to the overall success of United Way by performing other essential duties and responsibilities as assigned.
Knowledge, Skills and Abilities:
Type & Level of Education:
- Bachelor’s degree, in accounting or related field
Technical or Other Abilities:
- Knowledge of accounting systems and financial analysis
- Ability to acquire, analyze and apply professional/technical knowledge, skills, experience, and judgment to accomplish results, better service customers and contribute to the organization’s intellectual capital
- Knowledge of use and operation of standard office equipment and 10-key, at a level generally acquired through 1+ years’ related experience.
- Computer proficiency in Windows environment.and MS Office Suite. Advanced proficiency in Excel and Word preferred
- Minimum of five (5) years’ experience in maintaining moderately complicated accounting records and compiling financial reports.
- Three (3) years’ work experience in non-profit agency or related experience.
Specific Skills & Attitudes:
- Demonstrate an understanding of the United Way, its philosophy, and its goals
- High degree of personal integrity and ability to maintain confidentiality
- Ability & flexibility to multi-task w/ high work volume and to meet deadlines and manage projects effectively
- High level of attention to detail and concern for accuracy in reporting of financial activity, in composing, typing, proofing, and in establishing priorities and meeting deadlines
- Advanced interpersonal, customer service and problem resolution skills utilizing poise, tact and diplomacy on phone and in person
- Ability to work independently and within teams
- Ability to focus on the continuous improvement of products, services and processes
- Extensive knowledge of business and an excellent command of the English language
Please submit resume and cover letter to email@example.com.