Director_Campaign Processing - United Way for Greater Austin

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UNITED WAY FOR GREATER AUSTIN
JOB DESCRIPTION
Job Title:
Director of Campaign Processing
Date: October 2012
Reports to:
Controller
Status: Exempt, Level 3
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Date
Signature, Supervisor
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EDUCATION AND EXPERIENCE REQUIREMENTS
Bachelor's degree in business related field from an accredited school and four years of
progressively responsible experience in accounting or data management, preferably in a nonprofit environment. Training and/or work experience that demonstrate knowledge, skills, and
abilities to successfully accomplish the work outlined below. At least two years experience
supervising staff.
SKILL REQUIREMENTS
Sound working knowledge of accounting software and pledge software experiences required.
Superior customer service, organizational and problem-solving skills, ability to meet deadlines in
a fast-paced environment. Excellent oral/written communication skills. Supervisory experience
required. Excellent electronic spreadsheet and word processing skills in a Windows/Microsoft
environment. Must be able to accomplish accurate, detailed tasks in short time frames with
minimal supervision. Excellent internal and external customer service skills.
JOB PURPOSE AND SCOPE
Under the supervision of the Controller, the Director of Campaign Processing will be responsible
for helping ensure that the financial operations and pledge processing of United Way for Greater
Austin are conducted in a timely, accurate, and efficient manner.
ESSENTIAL FUNCTIONS
 Develop mastery of software packages to effectively process accounting and campaign
duties
 Oversee campaign pledge processing using Andar database
 Manage the annual campaign audit process for CFC and United Way campaigns
 Ensure accurate and timely distribution of funds to agencies
 Oversee donor communications, including tax letters
 Preparation of schedules for the Combined Federal Campaign as outlined in the Office
of Personnel Management guidelines for annual Agreed Upon Procedures review.
 Oversee the development and mapping of processes and create process efficiencies
when possible.
 Serve as the primary liaison to Resource Development and other departments as
necessary for campaign processing related issues
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Development and mapping of processes to create process efficiencies when possible.
Oversee and direct acknowledgement and campaign reporting to federations and
agencies
Hire, train, and supervise staff accountants, finance associates, and data entry staff as it
relates to campaign/Andar processing
Work with Controller to convert Andar related revenue information into Sage accounting
financial format
Assist in the preparation of month-end closing and financial statements
Assist in preparation and completion of annual audit.
Implement and monitor UWW Standards, Federal, and State standards of Financial
Oversight; UWW Requirements, Patriot Act, PCI Compliance, etc.
Perform other functions as may be assigned by the Controller or VP of Finance and
Planning. Assist other staff members as needed.
WORKING RELATIONSHIPS
This position has a high level of interaction with all organization departments. Good
interpersonal skills, with the ability to interact effectively with donors, vendors, agencies,
federations and staff from other departments are required.
EQUIPMENT USED
Personal computer
Copier/printer/fax machine
Telephone
Shredder
Ten-key calculator
Postage meter
PHYSICAL ACTIVITIES
Must be able to operate personal computer and calculator at an acceptable rate of speed. Must
be able to view computer printouts and computer monitors. Must be able to sit for long periods
of time to accomplish duties and to stand for limited periods of time. Must be able to deliver and
retrieve daily work to/from various departments within the building, during various times of day
(20 pounds maximum). May be required periodically to travel locally to attend meetings and
training, or to run errands outside of the office.
NOTICE
This job description in no way states or implies that these are the only duties to be performed by
the employee occupying this position. Employees will be required to follow any other job-related
instructions and to perform any other job related duties requested by their supervisor.
All requirements are subject to possible modification to reasonably accommodate individuals
with disabilities. Some requirements may exclude individuals who pose a direct threat or
significant risk to the health and safety of themselves or other employees.
Regular attendance is required in this job.
This document does not create an employment contract, implied or otherwise, other than an “at
will” employment relationship.
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