Accountant Generalist

Organization:

United Way of the Midlands

Accountant 1 Generalist

Finance and Administration

Full-time, Non-Exempt

Omaha, NE (On-Site)

Since 1923, United Way of the Midlands (UWM) has served the Omaha-Council Bluffs metro by bringing together the business, government and not-for-profit sectors and raising money to support our community’s most impactful health and human service programs. UWM’s funded programs and direct services – including JAG Nebraska, 211 and the Weatherization Assistance Program – focus on four key areas to improve health and well-being for all, build financial stability and strength, help young people realize their full potential and address urgent needs today to advance a better tomorrow.

At United Way, we are committed to fostering integrity, inclusion, and responsibility across our work where all employees feel valued, respected, and empowered to bring their unique perspectives and experiences to the table.

United Way of the Midlands UNITES our community’s CARING SPIRIT to build a STRONGER tomorrow.

• Build TRUST in everything we do.
• Extend GRACE by thinking beyond ourselves.
• Show GRIT by bringing it everyday.
• Be OPEN to embracing others’ differences.
• Actively ENGAGE by listening and sharing.
• Live CURIOUSLY to learn constantly.

The Accountant I/Accounting Generalist position will become a member of a dynamic finance team. This position’s primary role will encompass the accounts receivable process and serve as support for the processing of accounts payable. This position requires thorough attention to detail, strong analytical skills, and effective communication as collaboration with internal and external stakeholders is key.

• Performs accounting and clerical functions related to Accounts Receivable, ensuring proper internal control procedures are followed, accurate general ledger coding and tasks are completed according to the timeline indicated in the Accounts Receivable monthly task calendar.
• Works with Donor Engagement, Marketing, and Operations departments and external agencies to ensure accurate payment allocation and reporting for all ACH receipts.
• Obtains familiarity with the CRM system and its surrounding processes including but not limited to:
• Recording of ACHs (and other forms of receipts as needed) and ensures supporting documentation are present and included in the records.
• Entry of pledge information provided by the Donor Engagement department.
• Performs and/or assists in the research to identify and correct discrepancies related to receipts and the general ledger.
• Prepares journal entries as needed related to the receivables process.

• Assists in the execution of the accounts payable functions including invoice review for accurate coding, evaluation of proper internal controls related to disbursement approvals, payment processing, document retention and transactional reporting.
• Serves as a backup for the administration of the Good fellows Program. Duties include but are not limited to:
• Administers the fund balance available for direct service support related to utility and rental assistance provided through the Good fellows Program.
• Collaboration with external grant agencies to process referrals for direct services programs.
• Maintains and inputs data into the Good fellows Program database.
• Records all donations directed towards the Good fellows Program into UWM’s CRM database, certifying data standards are properly applied and donor intentions are realized.
• Prepare timely reporting on Good fellows Program to both internal and external stakeholders.
• Obtains familiarity with the donor designation payout process and related reporting to external agencies and other United Way agencies; ensuring timeliness, accuracy, and compliance with donor intent and designation standards.
• Serves as a backup for employee expense and credit card tracking system, Concur.
• Maintains accurate and organized data entry and file management to ensure the integrity and accessibility of information across systems.
• May assist with special…