Be a part of the change!
Join a team of committed, results-oriented, and successful professionals who work to support and advance United Way of Southern Maine’s (UWSM’s) mission to improve people’s lives by mobilizing the caring power of our community.
Division: Finance & Administration
Salary: $21.15 Hourly, Part Time Position
Reports to: Senior Director, Finance & Operations
Date: May 13, 2024
GENERAL SUMMARY:
The Finance Associate – Accounts Receivable supports and advances United Way of Southern Maine’s mission of improving lives by accurately managing donors’ information. This position is customer service-focused, internal and external, to ensure financial and database information is accurate and up-to-date, donor communication is timely, donations are processed per donors’ requests, and pledge payments are recorded.
ESSENTIAL FUNCTIONS:
Process Pledges.
- Ensure the accurate and timely processing of annual campaign pledges, regular account statements, and annual tax receipts.
- Receive and process all incoming pledge information. Process envelopes and review or complete Summary forms.
- Ensure information is complete and accurate and resolve discrepancies.
- Create a batch header and enter the data in the Constituent Record Management (CRM) system.
Process Cash Receipts
- Process daily cash and check receipts
- Review the EFT/Check Log, ensure accurate information, and reconcile discrepancies.
- Create a deposit header (batch) and enter the data in the CRM.
- Process credit card and electronic payments
Administer Donor Database for Pledges/Receivables
- Review pledges receivable report to identify items that may require further action.
- Communicate with internal (Resource Development) and external parties (donor, company, etc.) to resolve issues.
- Prepare monthly pledge reminders and follow up on outstanding receivables to ensure payment is received.
- Respond to inquiries from donors regarding outstanding pledge balances, pledge amounts, and amounts paid to date
Other Accounting Responsibilities
- Answer accounting and financial questions by researching and interpreting data.
- Provide support and analyses as required for outside auditors.
- Learn the other roles in the Finance team to provide backup support when necessary.
- Perform other related duties as required.
REQUIRED EDUCATION AND EXPERIENCE:
- Duties require completion of a bachelor’s degree or foreign equivalent and 3 – 5 years of related experience, or an associate degree or foreign equivalent and at least five years of related experience or an equivalent combination of education and experience.
- Commitment to the mission of United Way of Southern Maine.
- Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy.
- Thorough knowledge of modern office practices, procedures, and equipment.
- Proficiency in a Microsoft Office 365 environment and experience working with financial management applications and databases is preferred
- Strong attention to detail; ability to identify and implement improvements to operating systems.
- Excellent analytical and problem-solving skills.
- Strong English communication skills, both verbal and written, with a professional presentation
- Non-profit finance experience preferred but not required.
- Ability to establish effective working relationships with and provide excellent customer service to staff, vendors, donors, payee agencies, and volunteers.
- Self-confidence, professionalism, sound judgment, and discretion when managing confidential information are essential.
- Good decision-making skills and learning skills.
SUPERVISORY RESPONSIBILITY:
None
PHYSICAL DEMANDS:
The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; talk or hear; The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
POSITION TYPE/EXPECTED HOURS OF WORK:
This is a part-time position spanning 20-25 hours per week. Hours of operation are Monday through Friday, 8:30 a.m. to 5 p.m. This position may require weekend work during peak times.
At UWSM, we are focused on creating connections within the Southern Maine community. Our current hybrid model is focused on doing just that, requiring our team members to spend 8 hours per week creating connections. Examples of creating connections include office time, external meetings/gatherings, training, volunteer engagement events, and even a cup of coffee with an internal/external partner.
OTHER DUTIES:
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. In addition, duties, responsibilities, and activities may change at any time, with or without notice.
TRAVEL:
Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.
WHY CHOOSE UNITED WAY OF SOUTHERN MAINE?
Advancing the common good is about helping one person at a time and creating community change that benefits every community member. We are all connected and interdependent; we all win when a child succeeds in school, families are financially stable, and people are healthy.
We have a staff of 45 dedicated employees to help us achieve our goals and fulfill our mission: To improve people’s lives by mobilizing the caring power of our community. To support the great work of our employees, we offer a total compensation package: salary, benefits, & brand.
United Way of Southern Maine offers:
- Inclusive Health & Wellness Benefits
- Career Development
- Retirement Plan
- Sabbatical Program
- Expansive PTO Package
- Hybrid Work
- An incredible team
United Way of Southern Maine is committed to seeking and sustaining a culturally and ethnically diverse environment and to the principles that promote inclusive practices. We are dedicated to building a diverse staff with expertise and interest in serving our communities and encouraging persons of all diversity types to apply.
United Way of Southern Maine has identified a set of Core Values as our essential tenets. These define and describe whom United Way of Southern Maine will endeavor to be in internal and external situations.
At United Way of Southern Maine, we are:
- Community Centered
- Results Focused
- Intentionally Collaborative
- Committed to Excellence
- Leading with Integrity
Applications are accepted through June 14, 2024. Please submit a cover letter and resume to Human Resources at hr@uwsme.org.
