Strategic Finance & Operations Manager

United Way Of Central Carolinas Inc; Charlotte (NC); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Health, Dental, Vision, 401(k)

Job summary

United Way of Greater Charlotte seeks a Financial Planning & Operations Manager to partner with program and department leaders, oversee budgets, monitor financial performance, and manage accounts payable. The role supports forecasting, dashboard reporting, and donor-funded activities to ensure resources align with mission priorities.

The position emphasizes collaboration across departments, financial literacy training, and continuous improvement in processes to strengthen stewardship and

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 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 on annual budget development.
• 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 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 for leadership, board committees, and external stakeholders.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Education

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

Tools

Microsoft 365

Financial systems

Job description

United Way of Greater Charlotte seeks a Financial Planning & Operations Manager to partner with program and department leaders, oversee budgets, monitor financial performance, and manage accounts payable. The role supports forecasting, dashboard reporting, and donor-funded activities to ensure resources align with mission priorities.

The position emphasizes collaboration across departments, financial literacy training, and continuous improvement in processes to strengthen stewardship and