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Senior Associate, Accounts Receivable

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United Way Worldwide | Alexandria, VA
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United Way Worldwide


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Published 16 hours ago

January 31, 2020

Responsible for providing day-to-day support for the work of the Grants & Accounts Receivable team. Serves as a back-up contact for accounts receivable questions/issues. Assists with data entry, data analysis, and data management related to the organization’s accounts receivable and providing timely responses to customer related inquiries. Supports the annual work goals and objectives of the Finance team in general and the Grants/AR team specifically.  

 

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION: An individual must be able to perform each essential duty listed below at a satisfactory level:

Accounts Receivable & Grants

  • Assist with coordination and maintenance of monthly billings and customer accounts for United Way Worldwide(UWW):
  • Membership dues – quarterly (mail/email)
  • Prepare invoices for UWW Retirees
  • Prepare invoices for Employee Personal Postage, etc.
  • Mail/Email Collection notices
  • Assist with coordination and maintenance of United Way of the Bay Area (UWBA) Grants;
  • Reconcile Grant Balances
  • Prepare reports for UWBA Grantors
  • Prepare invoices for Employee Personal Postage, etc.
  • Assist with coordination and maintenance of International Service Funds (ISF) and International Impact Funds (IIF)
  • Reconcile ISF and IIF Balances monthly and prepare transaction reports
  • Generate quarterly account statements ISF and IIF for recipient organizations
  • Assist in the distribution of ISF and IIF funds to international partners
  • Timely respond to inquires from donors & recipients regarding fund balances  

Salesforce Philanthropy Cloud (SPC):

  • Assist with reconciliation of Credit Card contributions
  • Run daily credit card contribution reports
  • Separate out SPC client transactions
  • Verify collection of transaction
  • Prepare distribution reports & payment authorizations for transfer of funds to SPC pledge processor(s)
  • Assist with execution of Stock contributions:
  • Run report via DS CRM to view Stock Gifts
  • Receives and record SPC transactions
  • Prepare – transfer funds to Frontstream
  • Reconcile SPC donor payments 

Other:

  • Assist with International Donor Advised Giving (IDAG) grant management
  • Other duties as assigned by the Manager, Grants & Accounts Receivable or the Director, Grants & International Giving

 

JOB REQUIREMENTS:

Minimum requirements include:

  • High school diploma required
  • An Associate degree in Accounting/Finance or commensurate experience in a similar or related position preferred
  • Strong skills in Microsoft Office suite, as well as in computer and Internet research skills
  • Flexibility, excellent interpersonal skills, and Self-starter willing to implement process improvements
  • Project coordination experience, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors
  • Sensitivity to confidential matters may be required
  • Attention to detail is essential
  • The ideal candidate will have strong communication skills (written and verbal), and a clear ability to multi-task in a fast-paced environment
  • Prior experience with Microsoft Dynamics (Great Plains) software, a plus
  • Must be a team player with the ability to relate to all levels of staff and have excellent organizational skills

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.

 

ABOUT UNITED WAY WORLDWIDE:

United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.

United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, and other legally protected characteristics. The EEO is the Law poster is available here: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail katherine.graham@uww.unitedway.org or call 703-836-7100, ext. 324 and provide the nature of your request and your contact information.

We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.

United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

 

UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY & INCLUSION STATEMENT OF PRINCIPLE:

We take the broadest possible view of diversity. 

We value the visible and invisible qualities that make you who you are.

We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.

We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.

We strive to include diversity, equity, and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.

Join us in embracing diversity, equity and inclusion for every person in every community.

LIVE UNITED.

Approved by the United Way U.S.A. Board of Trustees on March 6, 2019.

 

Thank you for your interest in employment with United Way Worldwide. You will be contacted if your qualifications are a good match and you are selected for an interview.

Responsible for providing day-to-day support for the work of the Grants & Accounts Receivable team. Serves as a back-up contact for accounts receivable questions/issues. Assists with data entry, data analysis, and data management…

Details at a glance

  • On-site Location
  • Full Time Schedule
  • High School Diploma Required
  • Entry level

Benefits

United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability…

How to Apply

Thank you for your interest in employment with United Way Worldwide. Please apply via the website provided. You will be contacted if your qualifications are a good match and you are selected for an interview.

Thank you for your interest in employment with United Way Worldwide. Please apply via the website provided. You will be contacted if your qualifications are a good match and you are…

Location

Alexandria, VA

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