Sr. Revenue Processing Accountant; Temp

We are inviting detail-driven
, systems-minded accountants who are passionate about making every gift count to apply for our Senior Revenue Processing Accountant role.

You will help advance the organization’s deployment of emerging technology to make finance processes more efficient by finding and automating manual gift-processing work, accurately processing and reconciling charitable revenue, and executing designated payouts to partner agencies.

You will have the unique opportunity to help shape how United Way’s finance team uses AI and automation
, as the organization decides which finance processes to streamline first and builds its plan for broader adoption.

Process Improvement & Technology

• Identify opportunities to streamline repetitive or manual accounting and gift-processing activities.
• Assist with the implementation of practical automation and AI-supported tools that improve accuracy, efficiency, reconciliation, and reporting.
• Help reduce duplicate work and strengthen integration between the CRM, Sage Intacct, banking platforms, and other systems.
• Participate in testing and validating new processes, reports, system enhancements, and automated workflows.
• Recommend improvements based on recurring errors, exceptions, bottlenecks, or control gaps.

Revenue Accounting & Gift Processing

• Process and review pledges, payments, grants, and other revenue-related transactions for accurate and timely posting.
• Reconcile pledge and payment activity between source documentation, CRM records, banking information, and the general ledger.
• Research and resolve discrepancies, posting issues, unapplied activity, and other revenue-related exceptions.
• Review transaction coding, supporting documentation, and financial data for completeness and accuracy.
• Support month-end and year-end close activities related to gift processing, pledges, payments, and other revenue accounts.
• Maintain organized supporting documentation and clear audit trails for processed transactions.
• Partner with other Finance team members to ensure revenue activity is accurately reflected in Sage Intacct.
• Work closely with Gift Processing, Development/Strategic Partnerships, Accounts Payable, General Ledger, IT, and other internal teams to research and resolve issues.

CRM, Campaign & Partner Services

• Prepare, format, validate, and import pledge and payment files into the CRM.
• Process third-party campaign files and other revenue submissions received from corporate partners, fundraising platforms, and community partners.
• Perform pre- and post-import quality assurance to confirm transaction accuracy and completeness.
• Research data discrepancies and coordinate with IT and other departments to resolve system or file-related issues.
• Support annualization estimates, rollover calculations, and other recurring campaign-related processes.
• Assist with the setup, administration, closeout, and reporting of workplace giving and other online campaigns.
• Prepare payroll deduction, campaign, and other revenue reports as required.
• Respond to internal and external inquiries related to pledges, payments, campaign activity, agency payouts, and transaction status.
• Support corporate and community partners with campaign reporting and revenue-related questions.

Designated & Agency Payout Processing

• Support and execute quarterly and manual designated payout processes.
• Perform pre-payout reviews, transaction adjustments, allocation processing, and other financial validations.
• Conduct quality assurance to confirm payout accuracy before funds are released.
• Prepare and import payout vouchers into Sage Intacct.
• Prepare EFT files and support check processing for agency distributions.
• Maintain documentation supporting payout calculations, approvals,…