The Finance Division is comprised of the Pledge Processing and Finance areas. Under the direction of the Finance and Audit Committee volunteers and other volunteers it is responsible to maintain proper internal financial controls, to process pledges, cash receipts, cash disbursements, and other financial transactions accordingly, to be a steward of the organization’s assets including cash, investments and fixed assets among others, to maintain necessary insurances, and to perform necessary external reporting including audit, tax and pension related reports and filings. Internally the division ensures there is adequate financial reporting and analysis to assist the organization in decision making, in a customer centric way.
The Online Giving & Data Specialist is a technical position responsible for planning, organizing and producing online giving campaigns using our internal system software. The Specialist is responsible for working with companies to ensure their online giving campaign is developed and implemented with accurate information and reflects the giving options and messaging dictated by the companies.
- Update employee database information used in support of online giving campaigns
- Implement updates to messaging and layout to bring sites to production
- Coordinate launch dates and timelines for additional solicitations with external contacts
- Identify campaign needs and facilitate technological solutions to satisfy the client within software limitations
- Train internal and external staff on online giving processes
- Provide software support to donors, companies and staff
- Administrative tasks as needed
- Contribute to the overall success of the United Way by performing other essential duties and responsibilities as assigned
Key Accountabilities:
- Responsible for managing production of online giving sites for assigned company campaigns: database updates, email and site messaging creation/revisions, and system support as needed to end users and site administrators
- Assisting in the creation, maintenance and improvement of internal and external processes, keeping in line with our strategic plan and mission
- Responsible for building and maintaining strong relationships with key stakeholders in the community
- Ability to acquire, analyize and apply professional/technical knowledge, skills, experience, and judgment to accomplish results, better service customers and contribute to the organization’s intellectual capital
- Knowledge of use and operation of standard office equipment at a level generally acquired through 1+ years’ related experience.
- Computer proficiency in Windows environment; Computer literate: MS Office Suite: Outlook, Word, Excel – basic proficiency required; Advanced proficiency in Excel and Word preferred; Basic knowledge of html, css, and/or javascript not required but a plus
- Experience: Three (3) years of relevant experience
Specific Skills & Attitudes:
- Demonstrate an understanding of the United Way, its philosophy, and its goals
- High degree of personal integrity and ability to maintain confidentiality
- Ability & flexibility to multi-task w/ high work volume and to meet deadlines and manage projects effectively
- High level of attention to detail and concern for accuracy in composing, typing, proofing and establishing priorities and meeting deadlines
- Advanced interpersonal, customer service and problem resolution skills utilizing poise, tact and diplomacy on phone and in person
- Ability to work autonomously, as well as to take direction as needed
- Extensive knowledge of business and an excellent command of the English language
- Some analytical ability in order to gather and summarize data for reports, find solutions to various administrative problems and prioritize work