Managing Director, Finance
United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) leads the region’s largest, most powerful fight to end poverty and expand opportunity for all.
With a 100-year legacy of driving change, UWGPSNJ plays a unique role breaking down barriers and creating more opportunity throughout our community. We support where necessary, lead when appropriate, and always seek to build on shared values. Our combined investments fuel lifesaving, transformative missions across our region—work that is vital to our communities, our families — to each and every one of us.
We deploy several tools to that end, including:
- Unparalleled Reach: With a global network spanning 40 countries and a regional community of more than 400 businesses, 150+ nonprofits and over 40,000 donors, we deliver poverty-fighting solutions at scale.
- Convening Power: We gather diverse voices from business, government, funders and nonprofits around the important issues confronting our region.
- Research-Driven: Research and data analysis continually inform our approach and direct our investment strategies – allowing us to identify gaps and respond in real-time to measurably reduce poverty in our region.
- Community-Informed: We listen directly to community members– our neighbors, community leaders, and nonprofits – to identify the most pressing challenges so that we can better understand and deploy capital where needed most.
Together, we can help individuals and families break the cycle of poverty.
The position’s responsibilities will include managing the monthly financial reporting for campaign accounting, grant administration, and cash reporting and reconciliation to support the United Way’s mission and other general accounting functions. This position will manage both Finance & Processing Departments and collaborate with peers and their staff within the organization with direct reporting to the Chief Financial Officer.
Duties and Responsibilities
- Prepare monthly journal entries, account reconciliations, bank reconciliations, and reporting for all financial activities.
- Oversee pledge processing and the recording of cash received on a daily basis.
- Monitor campaign and restricted funding and prepare monthly campaign / restricted funding financial reports and annual reconciliations.
- Oversee all financial project/program grant accounting; ensure that expenditures are consistently aligned with grant and program budgets through the grant/fund period; prepare financial reporting materials for government, corporate or foundation grants.
- Serve as Finance’s primary point of contact for daily cash reporting and credit card processing.
- Assist the CFO with the annual budget process and forecast preparation working directly with the individual department heads to prepare an accurate and fiscally responsible budget.
- Process budgets in the accounting software and record selected journal entries, as needed.
- Manage the planning and management of annual audit, including preparation of audit and Form 990 work papers and schedules.
- Process payroll on a bi-weekly basis including analyzing the deduction report and preparing the relevant reports to the insurance and 403(b) providers. Ensure timely filing of quarterly 941s and end-of-the-year tax filings.
- Manage the annual 403(b) audit and preparation of the 5500 for the Department of Labor.
- Manage the annual review of funded agency audits.
- Manage all aspects of Investment and endowment accounting and reporting including quarterly reconciliation of the restricted net assets.
Qualifications, Knowledge, Skills, and Abilities
- Bachelor’s degree in accounting preferred, CPA and / or MBA in Finance or Accounting required.
- At least ten years of strong, direct accounting experience desired.
- Knowledge of Windows operating system, Microsoft Teams, and Microsoft Office Suite of Products including Advanced Excel. Proficiency in Power Pivot and Power BI preferred.
- Knowledge of accounting software programs (MIP), Expense Reporting (Concur), and payroll software (Paycom) preferred.
- Ability to work under the pressure of tight deadlines and to effectively manage, organize, and prioritize projects and workload with diligence and strong follow-through.
- Proven ability to work in a participative and collaborative manner, to interact well with a diverse range of people; display a positive attitude with all stakeholders.
- Demonstrated ability to be flexible and function independently in a challenging environment.
- Strong written and verbal communication skills.
- Ability to analyze, problem solve and recommend process changes, as needed.
- Ability to adapt to changing environments
This role is an at-will employee of United Way. UWGPSNJ promotes a culture of inclusion and seeks talented staff from diverse backgrounds. UWGPSNJ does not discriminate on the basis of race, color, sex, sexual orientation, religion, national or ethnic origin, age, disability, veteran status or any other legally protected factor.