Accounting Associate, Distributions

Job Title:

Accounting Associate, Distributions (Union) Status:
Full-Time

Department:
Finance &Operations (Finance) Grade: 25

Date Prepared: 9/24/2026 FLSA Status:
Non-Exempt

Under the direction of the Controller, prepare, proof and pay distributions and fees, including supporting reports and cover letters for all Campaigns as well as non-campaign (i.e. non-Andar) distributions. Act as liaison between Finance, IT, Resource Development, other United Ways, agencies, clients and donors regarding distribution reports and problem resolution. Work with IT to resolve software distribution calculation problems and Campaign to understand donor/agency exceptions.

Provide professional customer service to staff, seasonal Campaign Coordinators, other federations and agencies, ensuring quality follow-through and overall satisfaction. Execute processes linked to distributions including:
Standard M Challenge letters; campaign brochures, pledge forms and book numbers; and agency eligibility structure. This position reports to the Controller.

Include the following, but are not limited to:

• Build a comprehensive understanding of the distribution process for all campaigns.
• Communicate with Resource Development staff, Controller and VP-Finance, both prior to and during campaign time-frame to ensure full understanding of any account issues that do not conform to standard distribution rules. Maintain a file of exceptional accounts and requirements.
• Maintain contracts (parameters) in Andar to facilitate distribution rules/exceptions.
• Execute distribution trial runs prior to quarterly distribution dates in order to proof data for reconciliation errors, held monies, fee issues, etc. Review payout reports; provide A/P with accounts requiring vendor codes from MIP. Execute proofed distribution runs during required time frame; print distribution-based reports.
• Process special distributions, ex Associated Bank and Johnson Control fee payout
• Provide Distribution Summary reports to Controller upon completion of every distribution.
• Act as liaison between UWGMWC, companies, foundations, donors and designation recipients to facilitate understanding of processes, distributions, reports, etc...
• Execute any follow-up data reports, corrections, research or communication necessary specific to distribution issues.
• Through the agency help desk, field calls/educate designation recipients/donors specific to fees, timing of distributions and campaign specifics.
• Attend CRM Core Team meetings; participate in discussions relevant to changes in account requirements, Andar logic, and internal UWGMWC standards. Ability to learn new CRMs.
• Regularly review process for system improvements and customer service enhancements.

Campaign distributions will be accurately executed in a timely manner for all UWGMWC campaigns and exceptional distributions in order to meet UWGMWC and client requirements in a manner consistent with contract specifications and UWGMWC's tradition of donor-customer satisfaction. Communicate any issues as they arise with IT/Controller/VP-Finance.

• Same as above with the understanding that Tocqueville Distributions require more meticulous proofing, a higher degree of itemized reports, more frequent communication with designation recipients and a higher possibility of changes after distributions have been completed.

Tocquiville designations are distributed according to the requirements in a timely, correct manner meeting both internal and external expectations; appropriate correspondence and tracking is maintained at the most specific detail level possible.

• Attend internal Give at Work meetings with RD and Digital Systems staff to understand logic of current/upcoming account details specific to distributions and "Where Raised" report logic.
• Prepare pre-distribution "Where Raised" reports specific to the Local and National Campaigns within required time period.
• Assist with fielding inquiries from other United Ways regarding "Where Raised" details; advise Pledge Processing of any necessary corrections.

National Give at Work accounts processed by UWGMWC are managed according to Standard M requirements; details specific to Give at Work accounts are communicated to local United Ways in a timely, correct manner.

• Initiate dialogues…