Granite United Way

Referral Specialist

• Answer phone calls to provide information/referral services, including intakes, screenings, and referrals
• Assess callers’ needs and determine the appropriate level of intervention
• Utilize the 211 resource database to provide/record information about accessing social services
• Assist callers who speak different languages by utilizing the Language Line
• Participate in group discussions, team meetings, and trainings to build skills and strengthen team connections
• Other administrative tasks as assigned

Part-Time – 211 Info & Referral Specialist

Financial Planning and Analysis

• Support the preparation, presentation, and management of monthly, quarterly, and annual financial reports, including analysis of the Statement of Activities, Balance Sheet, and cash flow.
• Direct and occasionally perform day-to-day accounting operations, including accounts payable and accounts receivable.
• Responsible for the reconciliation of general ledger accounts, including grant accounting.
• Ensure that the billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.
• Understand and help manage cash flow and banking relationships to meet operational and strategic needs.
• Prepare the annual fiscal year budget along with the CFO.
• Staff the GUW Finance Committee and Audit Committee, along with the CFO.
• Collaborate with program directors to manage grant accounting and track expenditures by programs and other funding sources.
• Ensure accurate recording, reconciliation, and maintenance of all grant financial activity.
• Work with CFO to ensure annual preparation of SEFA.
• Ensure compliance with GAAP and other regulatory requirements.
• Improve and monitor financial policies and internal controls.
• Remain up to date on nonprofit audit best practices and state and federal laws regarding nonprofit operations.
• Coordinate the annual audit process in partnership with the CFO.

Part-Time – 211 Info & Referral Specialist

Director of Finance