By bringing people and organizations together to solve our region’s most pressing issues, United Way of Greater St. Louis is making our community a better place to live, work, and thrive. It’s more than a day job. It’s a mission. Come work with us!
We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3-year vesting schedule.
The Finance Division is comprised of the Pledge Processing and Finance areas. Under the direction of the Finance and Audit Committee volunteers and other volunteers, it is responsible for maintaining proper internal financial controls, processing 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 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 position is responsible for multiple administrative processes and quality control within the Pledge Processing Department. Registering report envelopes into the CRM system (ANDAR), providing a data control to ensure the envelope information gets into the system accurately, verify accuracy of data entry prior to finalization of Accounts Receivable Coordinator data entry, generating reports for cash auditors, monthly statement generation, monthly tax receipting, production of manual statement and tax receipts as necessary, reconciling the suspense account and customer service to donors and internal staff as it pertains to their responsibilities. Maintaining confidentiality of records is extremely important.
General Responsibilities:
- Register campaign envelopes into the CRM software (ANDAR).
- Generate monthly statements and tax receipts for Corporate, Payroll and Individual pledges.
- Research any returned statements and tax receipts and make corrections necessary for the statements and receipts to reach the intended destinations.
- Reconcile the suspense account.
- Assist in collection efforts, in conjunction with supervisor and Resource Development staff.
- Provides secondary review for the Accounts Receivable payment application and initiates processes to correct any flagged items that are found prior to finalization of the AR entries.
- Review select reports to verify accuracy of seasonal data entry associated with campaign.
- Complete transfers and adjustments as necessary to ensure the correct application of pledges and payments.
- Review and resolve requests submitted through the ticketing system as assigned.
- Assist in database maintenance by merging duplicate accounts, and accurately maintain the financial data of the accounts during the merge.
- Follow established guidelines for keeping supervisor informed of progress, developments and obtaining approvals.
- Contributes to the overall success of the United Way by performing other essential duties and responsibilities assigned.
- Review and direct physical mail, including pledges, payments, and invoices, received at the office to the correct lockboxes and maintain any other in office responsibilities on the scheduled in office workdays.
Key Accountabilities:
- Responsible for monitoring financial data quality and remediating data quality issues while supporting root cause analysis with focused review of financial data in the CRM (Andar).
- Act as a subject matter expert of the CRM (Andar) as it relates to the role.
- Responsible for the initial recording of company and individual campaign results received for processing, and for maintaining the organization of records within the department.
- Constantly focus on the improvement of products, services and processes.
- Contribute to the timely and accurate completion of group tasks, while promoting a positive team environment through actions and behaviors.
- Ensure that key issues are addressed and that important information is provided quickly and effectively to all internal stakeholders in order to achieve desired results.
- Manage and respond to customers’ needs in a manner that provides added value and generates significant customer satisfaction.
KSA (Knowledge, Skills and Abilities):
- Associate degree or minimum 3 years relevant experience – non-profit and financial experience preferred.
- Computer proficiency in Windows environment; computer literacy is required.
- Advanced Excel proficiency is required, understanding formulas for data manipulation and mass formatting is expected for the efficient and accurate completion of data imports.
- Familiarity with manipulating PDFs and maintaining a digital filing system.
- Ability to complete multiple tasks and a high volume of work accurately.
- Must have high level of attention to detail; concern for accuracy; work requires continual attention to detail composing, typing and proofing materials, reconciling and formatting data in spreadsheets/CRM, establishing priorities and meeting deadlines.
- Must have a high level of interpersonal skills, customer service and problem resolution skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy. Must be able to handle difficult situations with mature attitude and judgement.
- Self-starter; demonstrated ability to work independently and within teams, meet deadlines and manage projects effectively.
- Fast data entry and ability to grasp instructions quickly.
- Excellent time management, organizational & communication skills – both verbal and written.
- Understands and supports the goals of the United Way.
- Knowledge or experience in a CRM database is preferred.
To view the position and apply, please click here.
Employment is contingent upon passing a background check and screening for illegal drug use.
United Way of Greater St. Louis is an equal opportunity employer.
