Impact-Driven Finance & Operations Manager

United Way of Greater Charlotte; Charlotte (NC); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Paid holidays

Paid time off

Job summary

United Way of Greater Charlotte is seeking a Financial Planning & Operations Manager to partner with program and operational leaders, manage budgets, monitor financial performance, and oversee accounts payable. This role provides budget-to-actual analysis and forecasting to inform strategic decisions.

A Bachelor’s degree in Finance, Accounting, or related field is required, with experience overseeing financial operations and proficiency in financial systems and Microsoft 365 tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related experience.
• Experience overseeing financial operations.
• Demonstrated experience with accounts payable, budgeting, audits, and financial reporting.
• Strong analytical, organizational, and communication skills.
• High attention to detail and commitment to financial accuracy.
• Proficiency in financial systems and Microsoft 365 tools.

Responsibilities

• Serve as a trusted financial partner to program and department leaders.
• Support in understanding budget performance, spending trends, and funding availability.
• Facilitate monthly budget-to-actual reviews and provide meaningful variance analysis.
• Promote financial literacy across the organization through training and coaching.
• Coordinate & collaborate with external partners the annual budget development for United Way's department leaders and senior leadership.
• Monitor spending to ensure responsible stewardship of donor, grantor, and community resources.
• Prepare forecasts and financial models to support planning and decision-making
• Develop reports and dashboards that provide actionable financial insights.
• Monitor grant, contract, and restricted fund activity to ensure alignment with donor and funder requirements.
• Collaborate with program leaders to track grant-funded expenditures and funding balances.
• Oversee accounts payable processes to ensure timely and accurate vendor payments.
• Identify opportunities to streamline workflows and strengthen financial processes.
• Cross train on select processes with Donor Operations to ensure business continuity.
• Collaborate with program, fundraising, donor engagement, and operations teams.
• Translate financial information and analysis for leadership, board committees, and external stakeholders, as needed.
• Contribute to a culture of transparency, accountability, and continuous improvement.

Skills

Financial operations oversight

Accounts payable

Budgeting

Audits

Financial reporting

Analytical skills

Organizational skills

Communication skills

Attention to detail

Microsoft 365 tools

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related experience

Job description

United Way of Greater Charlotte is seeking a Financial Planning & Operations Manager to partner with program and operational leaders, manage budgets, monitor financial performance, and oversee accounts payable. This role provides budget-to-actual analysis and forecasting to inform strategic decisions.

A Bachelor’s degree in Finance, Accounting, or related field is required, with experience overseeing financial operations and proficiency in financial systems and Microsoft 365 tools.