Job description

Title: Fiscal Manager Group: Finance Committee Meeting

Reports To: Executive Director Duties: Finances/Budget
Campaign Reporting

Payroll
Status: Full-Time Classification: Exempt

501C3

POSITION SUMMARY

The Fiscal Manager will have primary day to day responsibilities for planning, implementing, and controlling all finance-related activities of the organization. Fiscal Manager will report directly to the Executive Director and works with Board Members and the Finance Committee.
The Fiscal Manager will directly influence and participate in long range planning for United Way of Eastern LaSalle County through the Community Investment Process and Campaign Analysis.
The Fiscal Manager will have overall responsibility for accounting, internal financial reporting, financial planning for programs, budgeting, payroll preparation, government reporting, and the external audit.

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION

An individual must be able to perform each essential duty listed below at a satisfactory level:

• Responsible for all accounting software functions including maintaining general ledger, preparation of financial statements, processing accounts payable, processing accounts receivable and creating A/R reports. In addition, assists with Board Reports.

• Processes and disburses all financial payments, produces monthly financial statements, and presents them quarterly to the Board of Directors.

• Balances all bank records.

• Responsible for recording all donations, pledges, payments, and contact information changes into campaign software, and cross references with accounting software to ensure correct balances. Processes tax receipt letters for donors.

• Manages all aspects of payroll operation, including government deposits and government reports.

• Prepares the Endowment Fund report and adjusting entries.

• Handles all activities involving United Way of ELC’s annual external audit and preparation of the IRS Form 990. Helps with preparation and presentation of Annual Report.

• Prepares the United Way Worldwide mandated Database II membership certification annually.

• Oversees the maintenance of all office equipment.

• Prepares and organizes mailings to donors.

• Assists Executive Director with United Way of ELC Direct Service Programming.

• Works as a team with the Program Manager and under the direction of the Executive

Director.

JOB REQUIREMENTS

Minimum requirements include:

• Experience working in a non-profit organization; understanding of non-profit accounting principles.

• Bachelor’s degree preferred.

• Takes initiative, works independently, and has strong ability to multi-task.

• Working knowledge of non-profit fiscal management, including fund accounting and budgeting.

• Ability to manage all internal and external databases.

• Ability to prepare fundraising materials and help in their delivery.

• Acts as receptionist, answering phone and greeting visitors – evaluating their needs.

• Some evening and weekend work may be required.

This job description describes the general nature and level of work performed by the Fiscal
Manager. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. The Fiscal Manager must follow the UWELC Non-discrimination policy (Attached).

Competencies are also included as a portion of the interview process (Attached).

SALARY STATEMENT

The salary of Fiscal Manager shall be proposed by the Executive Director with the approval of the United Way Executive Committee, subject to budget provisions and reviewed annually.

COMPETENCIES

An individual must be able to demonstrate the following competencies at a satisfactory level:

Accountability/Results Orientation - Is accountable for the achievement of assigned work projects. Collaborates with others to establish work project parameters, desired results/outcomes and resource requirements. Keeps team leader(s) informed on work progress and changes in work direction. Takes ownership of work and outcomes achieved, selecting the best work approach. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to
UWW’s values, including diversity and inclusiveness.

Decision-Making/Risk-Taking - Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions.
Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.

Teamwork Collaboration - Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.

Relationship Management - Utilizes rapport to build trust and collaboration with others.
Identifies and shares mutual benefits/needs in working together. Is ethical in dealing with others to achieve the desired results. Interacts and communicates with diverse stakeholders effectively. Fosters and maintains working relationships across the United
Way system. Formulates and communicates in an ethical and politically sensitive manner.

Communications - Expresses work issues and problems in a clear and concise manner.
Communicates effectively with others up, down and across the organization to achieve

expected organization results. Gives and receives constructive feedback. Seeks direct input on team effectiveness and environment.

Innovation/Creativity - Develops and implements new approaches to accomplish tasks that impact others in and outside of own team. Is able to reasonably "take risks.”
Assists others in developing new systems, products, processes and procedures. Strives to stay current on new or emerging trends and capitalizes on them.

Non Discrimination Policy:

The Officers Directors, Committee Members, Employees and all other persons served by United Way of Eastern LaSalle County shall be selected on a nondiscriminatory basis with respect to age, sex, race, religious, handicap and national origin.

United Way Worldwide’s Diversity, Equity & Inclusion Statement that United Way of
Eastern LaSalle County also adheres to:

Diversity, Equity & Inclusion Statement of Principle:

We take the broadest possible view of diversity.

We value the visible and invisible qualities that make you who you are.

We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.

We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.

We strive to include diversity, equity, and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.

Join us in embracing diversity, equity and inclusion for every person in every community.

LIVE UNITED.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• Flexible schedule

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Ottawa, IL: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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