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FULL-TIME - JOB TITLE

Finance Coordinator

Vice President, Finance & Administration

MANAGER'S TITLE

DEPARTMENT

Finance & Administration

EMPLOYMENT STATUS

Regular — Part Time — Non-Exempt

About United Way of the Bluegrass

United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening, resource mobilization and investment as well as backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.

POSITION

 

The primary responsibility of this position is to be a part of and to support the accounting team, as well as provide accurate data entry in various systems for gift processing and accounts receivable. Daily duties include recording gifts, proper application of pledge payment. Support for the accounting team will include assistance with month-end reconciliations, report preparation, agency designation payments, and other projects as requested. This position works closely with the resource development team to ensure timely and accurate processing of donor gifts.

 


ESSENTIAL FUNCTIONS 

Campaign Pledge and Gift Processing/Accounts Receivable

  • Enter all donor pledge/gift detail from pledge forms and upload data received from the resource development department into the Customer Relationship Management (CRM) database

  • Ensure gift processing is timely and data entry is accurate, including payment schedules, designations, and verification of donor information any necessary updates

  • Create and maintain accurate donor and agency profiles in CRM database for new donors and designated agencies

  • Create and maintain e-pledge and donor choice definitions in CRM database

  • Ensures that all donor, staff, and third-party inquiries are answered and responded to within an appropriate time frame (ideally within a 48-hour period)

  • Maintains the Donor Choice Database structure and ensures that (Out of Area) OOA agency designations are processed in accordance with the policies of the UWBG and United Way Worldwide Standard M

  • Reviews data and account balances to ensure that pledges are collected on a timely basis.

  • Prepares and processes necessary adjustments where discrepancies are found and/or balances are found to be uncollectible

  • Processes monthly Billing Statements as well as Annual Corporate & Individual Tax Receipts

  • Communicates with companies and individual donors regarding questions or issues with payment or pledge processes

 

Reconciliation

  • Reconcile credit card gift and other payment transactions to ensure all credit card activity is recorded on donor records

  • Reconcile company credit card statements

  • Work collaboratively with the resource development team to address questions and continually work to increase gift processing and reporting efficiencies

  • Review and match payments to Donor Pledges, for accurate and timely processing of donor records

  • Work with the resource development team to resolve any questions that may arise during the deposit process, regarding payment identification and application to donor records

 

Accounting Support

  • Prepare recurring journal entries and documentation

  • Prepare monthly departmental reports

  • Process AP/ACH payments

  • Processing credit card transactions

  • Assist with annual audit

  • Assist with quarterly agency designation payout process and documentation

 

Additional Duties

  • Focus on continuous process improvement, increasing efficiencies

  • Maintain/create position Standard Operation Procedure (SOP) documentation

  • Participates as a champion, project lead, and/or member of organizational development teams as required

  • Assist with other Finance and UWBG tasks and projects as needed

CORE UNITED WAY COMPETENCIES

❖MISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives 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 - A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

 

QUALIFICATIONS

  • Associate degree, plus 1-2 years of experience in data entry, customer service, and/or accounting required.

  • Experience in accounting preferred

  • Minimum of 2 years’ experience with CRMsystems, preferably Andar

  • Skilled in basic accounting principles resulting in accurate entries/results desired

  • Strong organizational skills with attention to detail

  • Ability to work with diverse groups and personalities (staff and volunteers)

  • Ability to collaborate with peers and management and demonstrate exceptional judgement and a high degree of professional maturity

  • Strong team player, and a self-starter with a strong work ethic

  • The ability to identify problems, gather information sufficient to formulate solutions, and apply technical knowledge in solving problems

  • Excellent oral and written communication skills with the ability to compose written communications free from spelling or grammatical errors to internal team members and external constituents

  • Ability and willingness to work under pressure to resolve unexpected and unanticipated issues

  • Demonstrate a positive attitude in the face of challenges

  • Possesses strong problem-solving skills; able to collect, analyze, and interpret data

  • Capacity to use available time to organize and complete work within given deadlines

  • Dedication to learning, improving processes, and following action items through to completion

  • Ability and dedication to protecting confidential information

  • Ability to work in a fast-paced environment with changing priorities and diverse responsibilities

  • Ability to quickly learn and develop proficiency with various online systems

  • Skilled in the use of Microsoft Office products, with advanced knowledge of Excel
     

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be based out of the central UWBG office.

EXPECTED WORK HOURS

This is a part-time position, Monday through Friday, 25 hours per week. Additional flexible daily hours may be available year-round. Daily work schedule and any flextime hours must be approved by the department head.

PHYSICAL REQUIREMENTS

The employee is regularly required to communicate clearly, and exchange accurate information interpersonally or through communication devices. Must be able to learn new systems and procedures, prepare and analyze data and figures, constantly operate a computer and other standard office machinery. The position requires occasional movement throughout the office to access files, papers, or move supplies weighing up to 20lbs.

 

PRE-EMPLOYMENT SCREENING REQUIREMENTS

Any candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, and Motor Vehicle Record (MVR) review.

BENEFITS

Our robust benefits package includes accrued PTO, and holiday pay, FSA eligible. Hourly rate - $16.41-$18.84.

 

APPLY

Please apply using the application form below.

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