FINANCE AND OPERATIONS ASSOCIATE

We Love What Makes You Unique

Your perspective fuels our mission-driven work at United Way of Greater New Haven. We are committed to building a team that is inclusive across race, gender, age, religion, identity, and lived experience. As an organization, we are committed to addressing systemic racism and injustice in our community, our partnerships, and our practices. 

Who Are We Looking For?

Are you a goal-oriented problem solver who enjoys working with data? Do you have outstanding attention to detail and organizational skills?  Do you want your work to help create positive change in our community?

United Way of Greater New Haven (UWGNH) is seeking a Finance & Operations Associate who is comfortable with deadlines and data management to support the Finance and Fundraising Teams. This is a full-time hourly position that includes benefits with a salary range of $20-$23/hour.

What You'll Do

 Gift Processing

 United Way is privileged to have the support of thousands of individuals and companies in our community. It will be your responsibility to record gifts in the database in a timely and accurate manner that conforms with United Way's accounting standards and donor stewardship best practices. This includes responsibility for cash receipt functions such as depositing incoming checks, preparing cash deposits, recording bank EFT receipts, processing credit card statements, and supporting the month end receipts and revenue reconciliation process utilizing reporting from the CRM database.

General Finance support

You will provide general support to our Finance Team, assisting with monitoring grant expense, providing data entry support into accounting software for vendor payments, responding to inquiries from vendors, donors and partners, filing finance documents and assisting with the annual audit.

CRM Data Integrity

You will work closely with the Database and Operations Manager to support data clean-up projects that are critical to stewarding donors and monitoring fundraising efforts. You will generate reports from the CRM database (Salesforce) to ensure accurate recording of gifts in the financial system as well as perform periodic vetting of non-profit agencies who receive funds through United Way’s Donor Choice program. 

Requirements

·      Associates Degree in Business, Finance or Accounting preferred

·      Good numerical ability

·      Proficiency with Microsoft Office 365 Applications

·      Intermediate Microsoft Excel skills

·      Ability to multi-task and ability to prioritize, plan and coordinate responsibilities

·      Demonstrate good communication and interpersonal skills

·      Familiarity with Customer Relationship Management (CRM) platforms and experience with Salesforce is a plus

·      Experience or willingness to work in cross-functional settings to support multiple people or departments

In accordance with organizational policies, this position requires a criminal background check as a condition of employment.

About United Way

United Way of Greater New Haven brings people and organizations together to create solutions to Greater New Haven’s most pressing challenges in the areas of Education, Health, and Financial Stability grounded in racial and social justice. We tackle issues that cannot be solved by any one group working alone. We operate according to these organizational values.

This position will work in our New Haven office and staff currently work in a hybrid environment with expectation to be in the office a minimum of 3 days/week.

United Way is an Equal Opportunity Employer.

To apply: www.uwgnh.org/careers