ACCOUNTING & PROGRAM SPECIALIST

Title: Accounting & Program Specialist (Grant Funded)
Department: Finance & Administration
Reports to: Director, Accounting Services
Status: Exempt, Full-Time

General Description: This position is primarily responsible for the accounting and financial service functions for programs funded by grants. These functions include: reviewing and approving sub-contractors transactions for compliance with state and federal fund requirements, preparing financial projections and budgets, actual v. budget reporting, financial grant reporting including preparation of reports for granting authorities, submit monthly billing to funding agency, record journal entries.

Primary Job Responsibilities & Duties: 

1. Review and approve sub-contractors billing, assuring costs are allowable and approved as per budget.
2. Process payments for sub-contractors.
3. Track and update sub-contractors expenses, budget v. actual.
4. Prepare and submit invoices/billings to grantors by the established due date.
5. Assist with preparation of the annual budget
6. Assist with the preparation of schedules required for the annual audit and Form 990.
7. Provide accounting support to other departments as needed.
    

Other Job Duties:

• Plans, organizes, and coordinates the financial reporting for assigned grant portfolio, including: program budget, forecasting revenue, estimating any lapse funds.
• Researches issues, prepare invoice/billing and submit approved billings to funding agency.
• Prepares or assists in the preparation of all applicable fiscal reports for programs and ensures timely submission thereof.
• Coordinates with key personnel at all levels to support proper and timely expenditure of grant funds in compliance with applicable guidelines and budget deadlines
• Assists the Program Director as needed
• Maintains a leadership role, upholds office protocol and adheres to procedures of UWBC.
• Maintains grant fiscal records and database.
• Answers telephone, screens calls and directs staff inquiries and requests to the appropriate area.
• Develops positive working relationships to foster a collaborative environment for grant coordination and oversight.
• Plans own work to meet scheduled deadlines.
• Operates a variety of equipment including personal computers, copy/fax machines, and related equipment.
• Performs other duties and assumes other responsibilities as assigned by supervisor.
• Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization’s crisis plan and response efforts.
   

Supervises: This position does not have supervisory responsibilities.
 

Education & Experience: 

• Bachelor’s Degree in Accounting, Finance, Business Administration or a related; a combination of education and experience normally represented by 5 years experience will be considered.  
• A minimum of three years progressive, job related experience in the business and non-profit sectors desirable, working with computer software programs and data entry.  
• Experience working with SAGE MIP Accounting and ADP Payroll software is preferred.
• Aptitude in mathematics and experience using a calculator required.  
• Knowledge of word processing equipment and computers with proficiency required in MS Word and Excel and other related computer programs as needed.  
• Excellent telephone presence and good organizational skills required, as well as ability to provide excellent customer service to internal/external customers
• Ability to prioritize and self-direct, analyze situations, identify situations where appropriate to make decisions
• Working knowledge of federal and state regulations related to area of responsibility.
• Experience processing payroll is preferred.

Core Competency Requirements:

• Excels at customer service – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission. 
• Drives for results – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner. 
• Commits to the organization – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC. 
• Embraces diversity and inclusion – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds, and aligns with United Way’s values. 
• Seizes learning – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission. 
• Manages multiple projects and tasks – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities. 
• Personifies teamwork – Demonstrates good collaboration and communication to be effective in any team setting.

Environment & Physical Demands: The environment is climate controlled (i.e., heated and air-conditioned). Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer.  Demands also involve protracted concentration.  
    
Please email resume and cover letter to Human Resources at [email protected]