What are the responsibilities and job description for the Investment Accountant position at UNITED WAY OF CENTRAL ALABAMA INC.?
Are you a numbers-savvy professional with a passion for purpose? United Way of Central Alabama is seeking a sharp, detail-driven financial specialist to manage investments, endowments, and donor-funded initiatives that fuel real change in our community. From reconciling complex ledgers to preparing audit-ready reports, you’ll be at the center of financial stewardship and strategic growth. This role blends precision accounting with mission-driven impact—perfect for someone who thrives on accuracy, autonomy, and making a difference behind the scenes. If you’re ready to bring your analytical skills to a team that values integrity, collaboration, and innovation, we want to hear from you.
Endowment/Investments
Record Contributions/Disbursements
Run All Applicable Reports Monthly
Allocate Monthly Activity to Funds
Prepare Monthly Investment and related journal entries
Reconcile General Ledger for Investments Monthly
Prepare Flash Report Quarterly and Upon Request
Endowment Gifts (CGA/Life Insurance)
Assistant in Life Insurance Policy Monitoring
Prepare Life Insurance Entries
Sell Online Stock Contributions
Prepare Related Audit Schedules
Certificates of Deposit
Renew CDs at Maturity
Open New CDs upon Request
Prepare Related Audit Schedules
United Way Funded Initiatives
Prepare/Send Monthly Payment Reminders
Apply Pledges/Payments
Reconcile Long-Term Receivables
United Way General Accounting
Accounting for UWCA fixed funds
Accounting for UWCA prepaid assets
Assist in UWCA Bank reconciliation process
Ad hoc accounting/finance projects/reporting
General ledger maintenance
Other
Backup for Payroll Accounting processes
Backup for check writing
Provide support and analyses as required in connection with financial audits
Knowledge & Skills
Knowledge of bookkeeping, general accounting principles, and financial reconciliation. Knowledge of accounting computer software systems (MIP a plus). Advanced skills in Microsoft Office (very proficient in Excel). Excellent oral and written communication skills; analytical and organizational skills, goal and objective oriented. Ability to establish effective working relationships with staff, vendors, donors, and volunteers. Willingness to learn and adapt to change, team player, ownership of work a must. Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy.
Education/Experience
Business Degree with 3-6 years experience in accounting/payroll/investments preferred. Public accounting experience and CPA preferred.
Requirements:
Valid Alabama driver’s license
Reliable transportation
Proof of automobile insurance commensurate with State law
Working Conditions:
Normal working hours; flexibility conducive to goals and objective; Occasional, limited overtime.
