Accountant

About the Role

United Way Fox Cities is seeking a detail-oriented and organized Accountant to join our Finance team. The Accountant provides accounting and data entry services with an emphasis on daily accounts receivable transactions and assists with payroll processes. This role helps ensure the accuracy and integrity of United Way Fox Cities’ financial systems, campaign pledges, and financial statements.

The ideal candidate is highly accurate, dependable, and comfortable managing multiple tasks and deadlines. This position plays an essential part in maintaining strong financial operations that support United Way’s mission to build a stronger, more caring community for everyone.

Key Responsibilities

Accounts Payable and Receivable

• Perform accounts payable processes, ensuring accuracy and adherence to policies, procedures, and controls, including review of employee travel and expense reports
• Pay agencies based on Board-approved agency investments through the online banking system and set up new agencies on direct deposit
• Maintain systems necessary for the accurate distribution of grants and designations
• Maintain and update accounts receivable by posting payment transactions to existing receivables
• Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments
• Prepare and mail direct billing statements to individuals and organizations, and track payments
• Generate receivable batch reports and prepare information for general ledger entries
• Prepare bank deposits for pledge payments and deliver to the bank
• Assist with budget and reporting functions related to grants, including review, recording, and updates; preparation and submission of program expenses; and analysis of program reports
• Monitor payroll hours, maintain grant compliance, and update financial policies as needed

Payroll

• Process bi-monthly payroll
• Review payroll and related journal entries for accuracy
• Assist with payroll preparation, including tax filing, benefits maintenance, and payments

Monthly and Yearly Closing Process

• Apply accounting principles to record and present financial data accurately and on time
• Perform journal entries and posting of cash receipts, disbursements, accounts payable, accounts receivable, and general entries in accordance with accounting policies
• Prepare month-end close journal entries, reconcile balance sheet accounts, and perform variance analysis
• Maintain organized and complete accounting records
• Assist with monthly financial reports, budget processes, and surveys or statistical reports
• Manage financial record retention and destruction

Annual Campaign

• Process pledge receivables including receipting, posting, invoicing, and statement preparation
• Work closely with the Resource Development team to monitor campaign performance and projections for monthly financial statements
• Reconcile CRM software (Andar) pledges with accounting software (MIP)
• Assist in auditing campaign envelopes and entering campaign designation information

Audits

• Assist with the annual audit, reporting, and preparation of audit work schedules
• Support the preparation of the annual tax return and audited financial statements
• Respond to outside agency audit information requests
• Develop and monitor internal controls to ensure fiscal integrity
• Maintain appropriate financial and accounting files

Qualifications

• Accounting degree preferred
• Nonprofit experience preferred, with fund accounting experience a plus
• Experience with CRM software (e.g., Andar) preferred but not required

Skills and Attributes

• High attention to detail and accuracy
• Ability to effectively manage multiple tasks and deadlines
• Strong communication and interpersonal skills
• Excellent organizational and problem-solving abilities
• Proficiency in Excel and general computer skills
• High integrity and professionalism
• Commitment to United Way’s mission, values, and positive, can-do attitude

Work Environment

Work is primarily performed in an office environment. This position requires regular movement inside the office to access filing cabinets, office machinery, and similar areas. Attendance at meetings outside of the office may occasionally be necessary. The position also includes remaining in a stationary position for portions of the time, either standing or sitting, and occasional lifting of up to 20 pounds. Evening and weekend hours may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Location: Menasha, Wisconsin

Reports to: Controller

Status: Full-time, Exempt

Salary Range: $54,080 - $62,400 per year

About United Way Fox Cities

United Way Fox Cities improves lives by bringing diverse people together to build a stronger, more caring community for everyone. Through partnerships, investments, and innovation, we connect people and resources to tackle our community’s most pressing concerns, ensuring everyone in the Fox Cities has the opportunity to thrive.