Finance Director

Finance and accounting

• Prepare and maintain all accounting records, including but not limited to: general ledger, cash
• receipts and disbursements, agency disbursements and designation disbursements.
• Prepare all income and expense reports.
• Administer insurance, banking and investment activities.
•  Administer payroll, accounts payable, and accounts receivable.
• Develop and monitor operating budget.
• Coordinate all financial records for annual audit.

Management of pledges including designations

• Maintain a system of monitoring and reconciling all pledges, collections, and annual tax receipts.
• Responsible for distributing designations from donors for each campaign year.  
• Responsible for data entries related to all pledges for receipts, disbursements, billings, etc.
• Prepare collection, total pledge, and funding availability reports.

Administration, personnel and operations

• Responsible for monitoring and keeping current member agency and non-member agency compliance information current.
• Attend Committee and Board Meetings as directed by the President and see that accurate minutes are kept of meetings on file in the corporate office
• Perform limited personnel duties and assist with maintenance of personnel files
• Responsible for all State and Federal filing of reports, including Charitable Solicitation Registration, TN Corporate Annual Report, 990, 1099’s, wage reports, etc.
• Manage organization information based on retention policy.
• Perform other duties as assigned by the President.

A Self-Directed Team for Our United Way

• Understand, support and feel ownership for the UWWT goals
• Be willing to put UWWT goals ahead of your own
• Trust other members of the UWWT team
• Utilize a selfless focus by understanding and listening before forming an opinion
• Be both “task” and “team” oriented