United Way · 4 hours ago
Director, Finance
United Way Greater Triangle (UWGT) is dedicated to connecting people and resources to community-driven solutions that create lasting impact. The Director, Finance is responsible for ensuring financial integrity, compliance, and operational excellence, overseeing accounting operations, and managing a finance team to support UWGT’s funding streams and community investments.
EducationHealth CareNon Profit
Responsibilities
Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable
Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations
Ensure accurate and timely execution of month-end and year-end close processes
Review and approve journal entries, account reconciliations, and supporting schedules
Ensure accounting practices align with GAAP and nonprofit accounting standards
Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting
Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors
Ensure reporting accuracy for restricted funds, grants, and contracts
Partner with leadership to translate financial data into clear, decision-ready insights for non-financial stakeholders
Review and release bi-monthly payroll in coordination with a third-party payroll provider
Oversee cash flow management, forecasting, and liquidity planning
Manage treasury functions, including bank relationships and payment authorization controls
Ensure appropriate segregation of duties and approval thresholds for disbursements
Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses
Lead preparation and presentation annual operating budget and organizational forecasts
Monitor budget performance and recommend course corrections as needed
Support multi-year financial planning tied to UWGT’s strategic priorities and growth initiatives
Partner with program and development teams to ensure budgets reflect funding restrictions and timelines
Serve as primary liaison to external auditors and lead the annual financial audit
Ensure timely and accurate filing of required tax and regulatory documents, including: Charitable Solicitation License, IRS Form 990, Form 5500, 1099 filings, Sales tax and other required filings
Oversee month-end and year-end financial reporting and documentation
Develop, implement, and enforce financial policies and procedures
Strengthen internal controls to safeguard organizational assets and mitigate risk
Identify and proactively manage financial and compliance risks
Establish and monitor financial benchmarks and KPIs to assess organizational health
Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy
Coach and develop finance staff, building a culture of accountability, service, and learning
Collaborate with Philanthropy, Outreach, and Program teams to support: Government contracts, Philanthropic grants, Donor-restricted funds, Pooled and collaborative funds
Serve as a trusted financial partner in UWGT’s community investments
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
5 - 10 years of experience in finance or accounting roles
Strong understanding of GAAP and nonprofit accounting standards
Experience with financial reporting and analysis
Proven leadership skills with experience managing finance teams
Ability to prepare and present financial statements and reports
Experience with budgeting, forecasting, and financial planning
Strong analytical and problem-solving skills
Excellent communication skills, both verbal and written
Proficiency in financial software (e.g., Financial Edge, Andar)
Fluency in English
Preferred
Master's degree in Finance, Accounting, or related field
Experience working in nonprofit organizations
Familiarity with tax and regulatory compliance requirements
Experience with audit processes and liaising with external auditors
Knowledge of cash flow management and treasury functions
Experience with performance management and continuous improvement initiatives
Benefits
Generous benefits (medical, dental, 403b match, hybrid schedule)
Company
United Way
Whenever there is a need in our communities, United Way is there.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Truist Foundation
2024-10-08Grant
Recent News
2025-11-05
2025-10-30
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