Job description

Job Title: Vice President Finance and Administration

Reports To: President/CEO

Status: Exempt

Date Prepared: March 2023

Summary:

The position is responsible for the management of financial accountability and accurate recordkeeping of the financial records of United Way of Racine County in compliance with standards of non-profit accounting and as set forth by the organization, and as required by United Way Worldwide. Position is also responsible for information technology management and office management systems.

Essential Duties and Responsibilities.

The duties listed below are intended to describe the general nature and level of work of this position. The list is not meant to be exhaustive or restrictive. Other duties may be assigned.

• Maintain all corporate financial records, payroll, cash, investments, accounts payable, allocations and pledges receivable in accordance with “Standards of Accounting and Financial Reporting for Voluntary Health and Welfare Organizations”, approved by the AICPA and FASB, and in accordance with policies and procedures of United Way of Racine County.
• Prepare and monitor financial projections for the corporation annually and as appropriate to the needs of the organization, including the development and maintenance of the Central Services and Initiative budgets for United Way of Racine County.
• Prepare monthly financial reports and yearly audit and financial analysis of reports.
• Prepare timely file required government reports.
• Responsible for organization payroll
• Provide staff leadership in the processing of all campaign pledges and designations in the annual campaign.
• Responsible for set up and processing of electronic pledge campaigns.
• Develop and maintain fiscal policies and procedures for United Way of Racine County.
• Provide technical assistance to the agencies and to United Way of Racine County volunteers and staff in the areas of finance and budgeting.
• Responsible for fiscal management and reporting of initiatives, grants and special collaborative projects and programs. Member of the governance committee for Family Smart/Kid Friendly and Children’s Trust Fund grant.
• Provide leadership in supporting the administrative capacity, office communication and office management aspects of United Way of Racine County.
• Support President in all areas of administration and provide general support in all areas as member of leadership team.
• Work with President and Treasurer to maintain United Way Worldwide Standards.
• Attend meetings including: Board, Finance, Executive, Personnel, Community Investment and Community Committee
• Perform all duties as necessary in the absence of the President

Competencies.

The position must model the competencies expected of all United Way staff:

• Mission Focused. Employee’s top priority is to create real social change that leads to better lives and healthier communities. This drives employee performance and professional motivations.
• Relationship Oriented. Employee understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator. Employee understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results Driven. Employee is 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. Employee is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Values.

The position must model and support the values of the organization:

• Commitment to Community Success. Make a positive difference and have a measurable impact of enduring consequence.
• Leadership. Provide strong leadership and act as a catalyst for promoting positive change in our community.
• Inclusiveness. Aspire to involve every segment of the community in every aspect of work.
• Integrity and Accountability. Act with integrity that justifies trust.
• Innovation. Value innovation in community building to affect positive change.

Behaviors.

To perform the job successfully, an individual should demonstrate the following behaviors:

• Attendance/punctuality. Is consistently at work and on time; ensures work responsibilities are covered when absent; and arrives at meetings and appointments on time.
• Planning/organizing. Prioritizes and plans work activities; organizes or schedules other people and their tasks
• Quality. Demonstrates accuracy and thoroughness.
• Quantity. Meets productivity standards; completes work in timely manner.

Qualifications.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience.

• Bachelor’s degree in accounting preferred.
• Finance or equivalent experience in management of complex fiscal operations and five years’ experience in a management position related to job duties
• Willingness to work varied hours including evenings and weekends as needed.

Computer Skills.

Knowledge of basic computer hardware and software applications including email, Internet and Microsoft Office, with particular skill in accounting software packages.

Supervisory Responsibilities.

Directly manages Finance Assistant and carries out supervisory responsibilities in accordance with United Way of Racine County policies and applicable laws. Responsibilities include initial screening, interviewing, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Physical Demands.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include: close vision, distance vision and ability to adjust focus. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.

Benefits and Other CompensationThe Vice President and Finance and Administration salary is $75,000 - $80,000 plus benefits. United Way offers excellent benefits that include health, and dental coverage, vacation and other paid time off, life insurance, retirement plan, and much more.

United Way of Racine County is an Equal Opportunity Employer.

How to Apply Submit a resume via email to Kim Hill (khill@unitedwayracine.org), subject line Vice President of Finance and Administration.

Members of historically marginalized communities including women, BIPOC individuals and people from the LGBTQIA+ community are encouraged to apply

Job Type: Full-time

Pay: $75,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

COVID-19 considerations:
Office is cleaned weekly. Masks, gloves and sanitizer are available throughout the building.

Work Location: In person

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