United Way of Berks County is looking for a detail-oriented, results-driven, proactive professional to join our team as a Finance Manager. If you are looking for a meaningful opportunity to help others through your work — look no further. Our work unites our community to improve lives through collaboration, volunteerism and financial support. Our new team member will join us in a new location in Reading, PA. United Way’s success is based on team members who lead by example, have positive attitudes, are high achievers, enjoy learning, are organized, have excellent people skills and understand we achieve more by working together.
The ideal candidate will demonstrate passion for the mission of United Way and will work as part of a team to ensure fiscal accountability. To succeed in this position, candidates should have exceptional communication, accounting, financial acumen, and problem-solving skills. The ideal candidate will be a team player, analytical, adaptable, resourceful, and forward-thinking.
Responsibilities include, but are not limited to:
Perform accounting and financial reporting activities
- Ensure accuracy and completeness of Interim Financial Statements for the Board of Directors
- Prepare the year-end audited financial reports and all the supporting spreadsheets
- Prepare Financial Indicators annually
- Support the completion of the Form 990
- Ensure accuracy and completeness of reconciled general ledger accounts
- Assist in the reconciliation of the campaign and accounting databases
- Prepare and/or assist with preparing external reporting to UWW and Government Agencies (i.e., Census surveys, Database 2, etc.)
- Assist with support of the Investment, Finance and Audit Committees including meeting material generation and documenting meeting minutes
- Perform general accounting duties as required
Manage the organization’s use of credit card transactions and fees
- Work with the banking and gateway providers
- Supports reconciliation process at month-end
- Issues the reversal of charges as approved
Responsible for pledges receivable activities
- Ensure the timeliness and integrity of pledges receivable process including the processing of payments; reporting; donor services and information maintenance
- Ensure collection activities are carried out according to policy
- Ensure constituent requests for information is completed timely and accurately
- Guide process review to respond to changes in the pledges receivable arena, developing and documenting policy and/or procedural changes as needed
- Manage the preparation of pledge receivable analysis reports and provides analysis on changes, trends, etc.
- Manage written substantiation process
- Ensures pledges receivable GL account reconciliations to the campaign management software
Responsible for donor designation payout process
- Ensure compliance with UWW requirements
- Generate the Donor Designation Payout Reports
- Approve payout adjustments as needed
- Prepare individual agency reports for access on Agency Portal
- Ensure reconciliation of campaign/accounting/designation database records
Support the organization’s operational banking functions
- Monitor operating cash balances to insure adequate liquidity
- Insure deposits are made and recorded daily
- Perform bank statement reconciliations for all accounts and follow up on outstanding checks
- Update cash flow analysis spreadsheets
- Monitor banking fees to ensure charges are accurate and follow up as required
- Manage the payment information for gifts of stock and insure the sale of assets in a timely manner
- Obtain quarterly Bauer and other bank ratings as identified
Responsible for Endowment Fund and Operating Reserve Fund banking and accounting functions
- Ensure deposits are made and recorded appropriately
- Prepare financial/accounting transactions and insure they are recorded and posted appropriately
- Monitor monthly balances and reconcile to the accounting software
Leads the development and monitoring of the operating and net asset budgets
- Prepare spreadsheets and documents for department managers to prepare budgets
- Prepare budgets for import into the accounting database
- Develop and generate budget reports for use by department managers
- Provide training and support to department managers to ensure accuracy and resolve problems
Assist in the management of the accounting system
- Maintain a working knowledge of the accounting software
- Help maximize the use of the accounting software
- Provide internal support for DrillPoint reports
Workroom Management
- Oversee workroom management
- Oversee the workroom budgeting process
Skills/Requirements:
- Bachelor’s Degree in accounting or finance and minimum 2 years’ experience directly related the duties and responsibilities specified above
- Strong ethics and a high level of personal and professional integrity
- Strong verbal and written communication skills
- Mastery of Microsoft Excel
- Knowledge of MIP Accounting Software helpful
Apply:
Interested candidates should send resume and a brief description of why working at United Way of Berks County appeals to them to postmaster@uwberks.org
Equal Opportunity Employer