Position Type: Full Time, Non-exempt

Reporting To: VP, Community Impact

Hours: 40/ week

Supervisory Position: No

# of Direct Reports: N/A

Level of Education:   AA Degree and 1-3 years of experience OR

Work Experience: ( ) 1-3 years, ( X ) 3-5 years, ( ) 5-7 years, ( ) 7+ years

Preferred field(s) of study: Non-Profit, Social Work, Financial Institution

Essential Skills

• Effective and skilled communicator in both one-on-one interactions and group settings.
• Must be flexible and multitask oriented, while managing numerous projects simultaneously.
• Possess excellent judgment and creative problem-solving skills.
• Helps create a work environment that embraces and appreciates diversity.
• Strong critical and strategic thinking skills, as well as creative and innovative thinking.
• Ability to work independently and in a team environment to accomplish team goals.
• Knowledge of tax preparation and/or finances preferred, but not required
• Ability to analyze statistical data from multiple sources for reporting purposes
• Available to work evenings and weekends as required (typically in winter and spring)
• Proficient in Microsoft Office applications (Excel and PowerPoint).

CORE VALUES AND BEHAVIORS

Values:

• Expect Excellence: Holding ourselves and others to the highest standards while embracing and learning from challenges.
• Encourage Growth: Creating greater impact through continual learning and innovation.
• Engaging Community: Connecting with networks and communities to address needs to improve the lives of every person.
• Exercise Integrity: Acting ethically, honestly, and responsibly.

Professional Core Competencies:

• Mission Focused: Priority to create real social change that leads to better lives and healthier communities. This drives performance and professional motivation.
• Relationship-Oriented: An understanding that people come before process and can cultivate and manage relationships toward a common goal.
• Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources 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: An understanding of the role played and importance in protecting and growing the reputation and results of the greater network of United Ways.

PRIMARY PURPOSE

The Volunteer Income Tax Assistance Program (VITA) is a national IRS sponsored program that helps eligible taxpayers receive their maximum federal and state tax refunds.  The VITA Program Coordinator oversees the VITA program including IRS certified VITA volunteers; coordination and communication of sites in a multiple- county area; meets grant and sponsorship requirements; and leads promotion and education of VITA and economic mobility in UWECI’s  five-county area.

ESSENTIAL JOB FUNCTIONS

Manages or directly:

• Complete VITA training and certification in accordance with IRS and United Way of East Central Iowa requirements.
• Work with United Way internal departments collaboratively to develop marketing, outreach, and communications collateral for the program for awareness and education.
• Assist in volunteer recruitment, training, and retention.
• Ensure all volunteers meet the IRS training and certification requirements according to their volunteer positions.
• Develop the VITA volunteers’ work schedules and compile the number of volunteer hours spent preparing tax returns.
• Procure and maintain the appropriate supplies, equipment, software, and ancillary materials to be used for tax preparation at the site by maintain the VITA budget.
• When needed, provide support for all electronic return filing procedures within the guidelines of the IRS VITA Agreement, including completing the electronic filing of batched taxpayer returns at the conclusion of each day.
• Develop, maintain, and modify the processes and procedures required by VIT
• Adhere to grant requirements, communications and standards set by various funding sources, including but not limited to IRS, Iowa Center for Economic Success and varying sponsored partners.
• Track program data, including program details, objectives and results, and descriptive narratives on programmatic impact.
• Assist with the development of the VITA program budget and monitor all revenue and expenses.
• Coordinate and implement outreach and education activities in UWECI’s five county area that align with VITA and economic mobility.
• Represent the VITA program at state meetings and teleconferences.
• Additional duties may be assigned during off VITA off season

JOB SKILLS & ATTRIBUTES

• Innovation and Creativity: Remain open to new ways of doing business. Critically examine rules to see if they have outlived their Recognizes and capitalizes on emerging opportunities. Flexible, adaptable, and open to change. Committed to continuous learning.
• Action Oriented/Results Driven: Demonstrate strong drive to achieve meaningful results and able to follow through on Anticipate and resolve problems effectively. Work on concurrent assignments and meet deadlines.
• Effective Communication: Prepare clear, complete, and concise reports. Work effectively with volunteers and staff. Must maintain confidential Excellent interpersonal and relationship-building and written and verbal communication skills.
• Strategic Relationship Management: Work to understand, relate to, and engage constituents to improve their experience with UWECI’s brand and generate more significant relationships with Develop and grow relationships to drive positive impact for identified community issues we have prioritized.
• Customer Oriented: Listens to the needs, interests, and passions of the volunteer with an eye towards connecting them with UWECI’s work in the community. Identifies, engages with, adapts to, and influences various types of individuals and
• Cultural Competency: Able to understand, communicate, and interact effectively with people across

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be frequently required to use finger and hand motion and occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs.

Specific vision abilities required by this job include close vision and ability to adjust focus. Travel to offsite meetings is an essential part of this role; a valid driver’s license and access to a vehicle is required.

ACCOUNTABILITY & DECISION MAKING

Make decision within the procedure and guidelines of the Community Impact Department and UWECI.  This position must coordinate and communicate with internal team members and the community and report vision and strategy to the VP of Community Impact.  Understand the priorities of the role and implement and manage accordingly.

Note: This job description indicates the normal type and level of work expected of the incumbent. Incumbent may be asked to perform other duties as apparent or assigned.

Position Type: Full Time, Non-Exempt

Reporting To: CFO

Hours: 40/ week

Supervisory Position: No

# of Direct Reports: N/A

ESSENTIAL SKILLS

• Proficient in Microsoft Excel.
• Customer Relationship Management (CRM) system experience, preferably Andar
• Accounting software experience, preferably Financial Edge NXT
• General knowledge of accounting practices, GAAP preferred.
• Excellent verbal and written communication.

PRIMARY PURPOSE

• The Accounting Coordinator is responsible for processing all accounts receivable payments and accounts payable including quarterly designation payable processing. This position will provide support where needed in the Finance & Administration department including but not limited to transaction, account, and data entry.

ESSENTIAL JOB FUNCTIONS

Key Responsibilities

• Post accounts receivable payments received into CRM system.
• Prepare monthly statements for donors that are billed directly.
• Follow-up with staff and/or donors to facilitate collection on pledges.
• Enter and process invoices, expense reimbursements, allocation payouts and other payables into accounting system.
• Confirm proper GL coding of such entries and attach relative support and approvals.
• Generate and process quarterly designation payouts.
• Ensure payment requests are processed and paid in a timely and accurate manner while adhering to financial policies and procedures.
• Establish and maintain vendor relationships and respond to questions in a timely manner.
• Prepare cash deposits and process credit card payments.
• Serve as back up on campaign processing.
• Monitor and manage dedicated finance inbox.
• Assist with data entry of financial information in both financial and CRM systems.
• Maintain and update financial policy and procedures related to accounts payable and accounts receivable.
• Provide support to CFO/VP, Finance & Administration during annual budget process and with budget questions from staff.
• Assist in the preparation of the annual external audit and Form 990.
• Perform other duties as assigned.

EDUCATION

• Level of Education: Associates Degree (Required) Bachelor’s Degree (Preferred)
• Work Experience: (X) 1-3 years, (  ) 3-5 years, (  ) 5-7 years, (  ) 7+ years
• Education Requirement: 5+ years of related experience will be accepted in place of required degree
• Preferred field(s) of study: Accounting, Finance, or Business

CORE VALUES AND BEHAVIORS

Values:

• Expect Excellence: Holding ourselves and others to the highest standards while embracing and learning from challenges.
• Encourage Growth: Creating greater impact through continual learning and innovation.
• Engaging Community: Connecting with networks and communities to address needs to improve the lives of every person.
• Exercise Integrity: Acting ethically, honestly, and responsibly.

Professional Core Competencies:

• Mission Focused: Priority to create real social change that leads to better lives and healthier communities. This drives performance and professional motivation.
• Relationship-Oriented: An understanding that people come before process and can cultivate and manage relationships toward a common goal.
• Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources 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: An understanding of the role played and importance in protecting and growing the reputation and results of the greater network of United Ways.

JOB SKILLS & ATTRIBUTES

• Financial/Numerical Competence: Is comfortable working with financial documents and is knowledgeable about accounting functions.
• Analysis: Approaches decision making and problem solving by systematically gathering information. Readily distinguishes between a problem’s symptoms and its causes, focusing energy on the treatment of causes.
• Relates and compares information from various sources to deduce cause-effect relationships.
• Efficient: Always looks for the best way to perform tasks and improve processes. Committed to continuous learning.
• Reliable: Follows through on concurrent assignments and meets deadlines.
• Effective Communication: Promotes and uses good communication skills. Promotes a positive work environment. Works effectively with volunteers and staff. Able to maintain confidential information. Good interpersonal and relationship building skills.
• Cultural Competency: Able to understand, communicate with, and effectively interact with people across cultures.

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.

While performing the duties of this job, the employee may be frequently required to use finger and hand motion and occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs.  Specific vision abilities required by this job include close vision and ability to adjust focus.

ACCOUNTABILITY & DECISION MAKING

Differentiate between urgent and non-urgent matters, collect relevant information and consult with supervisor and other team members before making major decisions. Decisions should be within the procedures and guidelines of the department and organization.

Note: This job description indicates the normal type and level of work expected of the incumbent. Incumbent may be asked to perform other duties as apparent or assigned.