Coordinator, Finance

United-Way; Madison (WI); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

403(b) retirement plan

Paid holidays and leave

Job summary

United Way of Dane County is seeking a Finance and Administration Assistant to ensure accurate processing of accounts payable, corporate credit cards and employee expense reports while providing cross-departmental support. The role is full-time and primarily on-site at the Anderson United Way Center, with limited hybrid options.

Responsibilities include coding transactions, reconciling invoices, supporting staff with AP and expense procedures, and participating in organizational planning and

Qualifications

• High school degree plus specific training in business and accounting/business related field.
• High level of accuracy and excellent proofreading skills.
• Highly effective written and oral communication skills.
• Strong strategic thinking, interpersonal and analytical skills.
• Ability to work with diverse individuals and cultures in a professional manner.
• Excellent organizational and time management skills, with the ability to balance multiple tasks and meet deadlines.
• Self-motivated with a strong track record of getting results.
• Ability to work both independently and as part of a team.
• Demonstrated problem solving skills.
• Ability to maintain confidentiality.

Responsibilities

• 60 % Process Accounts Payable and Corporate Credit Cards
• 15 % Process Expense Reports
• 15 % Department Administrative Support
• 10 % Organizational Support

Skills

Attention to detail

Excellent proofreading

Strong written and verbal comunication

Analytical skills

Time management

Confidentiality

Teamwork

Education

High school degree + business/accounting training

Tools

Microsoft Office 365

Job description

Description

United Way of Dane County mobilizes the caring power of our community so all can thrive. From advancing health and education to strengthening livelihoods and local resilience, we connect people to possibility. With a mission to unite the community to achieve measurable results that change lives - we work collaboratively with local nonprofits, individuals, families, lived experience experts, businesses, community leaders, donors and volunteers to multiply impact and solve big-picture issues no one person or organization can address alone. As part of a global network while being local and autonomous, we are a nonpartisan organization that collaborates with leaders from all backgrounds to strengthen communities and expand opportunities for all.

We serve as a cornerstone in our community, bringing together people and resources to create lasting change. Together, we are The Power of Caring. Working for All.

Purpose of Position

The purpose of this position is to support the Finance and Administration Department of United Way of Dane County by ensuring accurate and timely processing of accounts payable, corporate credit cards and employee expense reports. This role also provides general support to organizational operations and participates in cross-departmental activities.

60 % Process Accounts Payable and Corporate Credit Cards

• Collect and match Payment Request Forms with receipts and invoices.
• Accurately code and enter transactions into accounting software.
• Process payments to vendors via check, ACH and credit card.
• Communicate with staff and vendors to resolve questions and discrepancies in a timely manner.

15 % Process Expense Reports

• Review mileage claims and receipts to ensure proper documentation is provided.
• Accurately code and enter transactions into accounting software.
• Communicate with staff and vendors to resolve questions and discrepancies in a timely manner.

15 % Department Administrative Support

• Maintain Standard Operating Procedures documents/Operations Manual for position. Collect invoices for select vendors as needed and prepare Payment Request Forms for approval.
• Train staff on accounts payable and expense report procedures.
• Provide backup support for front desk functions, including mailings, special projects, deliveries, and phones.

10 % Organizational Support

• Participate in organizational planning, strategy discussions, program development, staff meetings, and departmental meetings.
• Serve on at least one internal committee.
• Collaborate with colleagues to foster innovation, continuous learning, and organizational improvement.
• Perform other duties as assigned.

Requirements

Minimum Qualifications

• High school degree plus specific training in business and accounting/business related field.
• High level of accuracy and excellent proofreading skills.
• Highly effective written and oral communication skills.
• Strong strategic thinking, interpersonal and analytical skills.
• Ability to work well with diverse individuals and cultures in a professional manner.
• Excellent organizational and time management skills, with the ability to balance multiple tasks and meet deadlines.
• Self-motivated with a strong track record of getting results.
• Ability to work both independently and as part of a team.
• Demonstrated problem solving skills.
• Ability to maintain confidentiality.

Minimum Experience

• Two years of experience in an office environment.
• One year of experience in accounts payable or accounting related field.
• Experience and general knowledge of accounting and office procedures.
• Experience and ability to write user-level documentation.
• Experience and ability to build and manage productive relationships through an open, friendly and inclusive environment.
• Proficiency with Microsoft Office computer systems including Microsoft 365, PowerPoint, word processing and spreadsheets, and the ability to learn client data management platforms.

Work Schedule, Location, and Travel Requirements

• Full-time, hourly position (40 hours/week); FLSA Non-Exempt.
• Core hours are Monday through Friday, 8:00 a.m. - 4:30 p.m., with flexibility required for early mornings, evenings, weekends, or holidays based on organizational needs.
• Primary work location is the Anderson United Way Center; possibility for limited hybrid work subject to policy.
• Local travel within Dane County is required for meetings, events, and community engagements.

Compensation

$22.00 - 24.04/hour (based on experience). In addition to salary, we offer a comprehensive and generous benefits package. This includes health, dental, vision, life, and disability insurance. United Way contributes 8% of gross wages to a defined contribution retirement plan, which is fully vested after five years of employment. Employees may also choose to contribute to a 403(b) retirement savings plan. Our time-off benefits are designed to support work-life balance, including generous vacation, sick and personal leave, as well as 10 paid holidays annually.

Our Values:

United Way values are the beliefs and guiding principles that provide our organization with purpose and direction. They define and guide culture, shaping our organization’s identity to achieve our mission.

• Diversity, Equity & Inclusion: We provide opportunities for all people while working to change systemic and personal biases for equitable outcomes.
• Excellence: We operate at the highest standards to achieve our mission and exceed community expectations.
• Innovation: We create and catalyze unique approaches to address the community’s most pressing needs.
• Teamwork: We work in collaboration and cooperation towards a shared vision of community well-being.
• Wellness: We respect and support one another, encouraging each other to create space for self-care and to lead balanced lives.

EEO/AAP Policy Statement

At United Way of Dane County, we not only accept difference - we celebrate, support and thrive on it for the benefit of our employees and community. United Way of Dane County is proud to be an equal opportunity workplace and an affirmative action employer. We center community in what we do and strongly encourage ALL people to apply to join us in our work at United Way of Dane County - regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, justice involvement, gender identity or expression, or any other characteristic protected by federal, state or local laws.