United Way Greater Triangle
Organization: United Way Greater Triangle
Location: Hybrid – Orange, Durham, Wake, and Johnston Counties, NC
Salary: $100,000 to $120,000/year + generous benefits
About United Way Greater Triangle (UWGT) United Way Greater Triangle (UWGT) connects people and resources to community-driven solutions that create lasting impact. We invest in effective programs, convene partners across sectors, and amplify the work of nonprofits that strengthen families and communities across Durham, Johnston, Orange, and Wake counties.
Position Overview The Financial Controller is a senior finance leader responsible for ensuring the financial integrity, compliance, and operational excellence of United Way Greater Triangle. Reporting to the CEO, the Controller oversees all accounting operations and directly manages the Senior Manager of Finance, leading a team that supports UWGT's complex funding streams, community investments, and public‑private partnerships. This position is both managerial and hands‑on. This role balances technical accounting leadership, people management, and strategic partnership, ensuring UWGT has the financial systems and controls needed to responsibly steward donor, government, and community resources.
Why This Role Matters The Financial Controller ensures UWGT has the financial strength, discipline, and transparency required to responsibly steward millions of dollars in community investment. This role is essential to sustaining trust, enabling innovation, and supporting UWGT's long‑term impact across the Greater Triangle.
Key Responsibilities Financial Operations & Accounting Oversight
Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable
Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations
Ensure accurate and timely execution of month‑end and year‑end close processes
Review and approve journal entries, account reconciliations, and supporting schedules
Ensure accounting practices align with GAAP and nonprofit accounting standards
Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting
Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors
Ensure reporting accuracy for restricted funds, grants, and contracts
Partner with leadership to translate financial data into clear, decision‑ready insights for nonfinancial stakeholders
Payroll, Cash Flow & Treasury Management
Review and release bi‑monthly payroll in coordination with a third‑party payroll provider
Oversee cash flow management, forecasting, and liquidity planning
Manage treasury functions, including bank relationships and payment authorization controls
Ensure appropriate segregation of duties and approval thresholds for disbursements
Budgeting, Forecasting & Financial Planning
Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses
Lead preparation and presentation of annual operating budget and organizational forecasts
Monitor budget performance and recommend course corrections as needed
Support multi‑year financial planning tied to UWGT's strategic priorities and growth initiatives
Partner with program and development teams to ensure budgets reflect funding restrictions and timelines
Audit, Compliance & Regulatory Reporting
Serve as primary liaison to external auditors and lead the annual financial audit
Ensure timely and accurate filing of required tax and regulatory documents, including:
IRS Form 990
Form 5500
1099 filings
Sales tax and other required filings
Oversee month‑end and year‑end financial reporting and documentation
Develop, implement, and enforce financial policies and procedures
Strengthen internal controls to safeguard organizational assets and mitigate risk
Identify and proactively manage financial and compliance risks
Performance Management & Continuous Improvement
Establish and monitor financial benchmarks and KPIs to assess organizational health
Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy
Coach and develop finance staff, building a culture of accountability, service, and learning
Cross‑Functional Partnership
Collaborate with Philanthropy, Outreach, and Program teams to support:
Government contracts
Philanthropic grants
Donor‑restricted funds
Pooled and collaborative funds
Serve as a trusted financial partner in UWGT's community investments
What Your First Year Will Look Like – Controller Performance Scorecard Financial Operations
Month‑end close completed consistently within established timelines
Clean audit with no material weaknesses
Accurate, timely financial statements delivered to leadership and Board
Compliance & Risk
100% on‑time filing of all regulatory and tax requirements
Strengthened internal controls documented and implemented
Clear documentation for all grant and contract compliance requirements
Budgeting & Planning
Annual budget completed on time with clear alignment to strategic priorities
Quarterly forecasts reflect realistic revenue and expense projections
Improved visibility into cash flow and restricted fund balances
Senior Manager of Finance meeting performance goals
Clear role clarity, documentation, and cross‑training within finance team
Improved internal customer satisfaction with finance support
Strategic Partnership
Program and Development teams report increased clarity and confidence
Finance function viewed as a strategic partner, not just a compliance function
Application Process jobs@unitedwaytriangle.org.
Equal Opportunity Statement United Way Greater Triangle is an equal opportunity employer. We strive to create a welcoming environment, enable success for all, and promote fairness, respect, and collaboration across our team and in the communities we serve. We are committed to fostering an inclusive and equitable organization that strives for equal opportunity in all its endeavors. We aim to create a welcoming environment, enable success for all, promote fairness, civility, and respect, and honor the diverse voices within our organization and the Greater Triangle community.
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Salary: $100,000 to $120,000/year + generous benefits
About United Way Greater Triangle (UWGT) United Way Greater Triangle (UWGT) connects people and resources to community-driven solutions that create lasting impact. We invest in effective programs, convene partners across sectors, and amplify the work of nonprofits that strengthen families and communities across Durham, Johnston, Orange, and Wake counties.
Position Overview The Financial Controller is a senior finance leader responsible for ensuring the financial integrity, compliance, and operational excellence of United Way Greater Triangle. Reporting to the CEO, the Controller oversees all accounting operations and directly manages the Senior Manager of Finance, leading a team that supports UWGT's complex funding streams, community investments, and public‑private partnerships. This position is both managerial and hands‑on. This role balances technical accounting leadership, people management, and strategic partnership, ensuring UWGT has the financial systems and controls needed to responsibly steward donor, government, and community resources.
Why This Role Matters The Financial Controller ensures UWGT has the financial strength, discipline, and transparency required to responsibly steward millions of dollars in community investment. This role is essential to sustaining trust, enabling innovation, and supporting UWGT's long‑term impact across the Greater Triangle.
Key Responsibilities Financial Operations & Accounting Oversight
Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable
Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations
Ensure accurate and timely execution of month‑end and year‑end close processes
Review and approve journal entries, account reconciliations, and supporting schedules
Ensure accounting practices align with GAAP and nonprofit accounting standards
Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting
Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors
Ensure reporting accuracy for restricted funds, grants, and contracts
Partner with leadership to translate financial data into clear, decision‑ready insights for nonfinancial stakeholders
Payroll, Cash Flow & Treasury Management
Review and release bi‑monthly payroll in coordination with a third‑party payroll provider
Oversee cash flow management, forecasting, and liquidity planning
Manage treasury functions, including bank relationships and payment authorization controls
Ensure appropriate segregation of duties and approval thresholds for disbursements
Budgeting, Forecasting & Financial Planning
Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses
Lead preparation and presentation of annual operating budget and organizational forecasts
Monitor budget performance and recommend course corrections as needed
Support multi‑year financial planning tied to UWGT's strategic priorities and growth initiatives
Partner with program and development teams to ensure budgets reflect funding restrictions and timelines
Audit, Compliance & Regulatory Reporting
Serve as primary liaison to external auditors and lead the annual financial audit
Ensure timely and accurate filing of required tax and regulatory documents, including:
IRS Form 990
Form 5500
1099 filings
Sales tax and other required filings
Oversee month‑end and year‑end financial reporting and documentation
Develop, implement, and enforce financial policies and procedures
Strengthen internal controls to safeguard organizational assets and mitigate risk
Identify and proactively manage financial and compliance risks
Performance Management & Continuous Improvement
Establish and monitor financial benchmarks and KPIs to assess organizational health
Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy
Coach and develop finance staff, building a culture of accountability, service, and learning
Cross‑Functional Partnership
Collaborate with Philanthropy, Outreach, and Program teams to support:
Government contracts
Philanthropic grants
Donor‑restricted funds
Pooled and collaborative funds
Serve as a trusted financial partner in UWGT's community investments
What Your First Year Will Look Like – Controller Performance Scorecard Financial Operations
Month‑end close completed consistently within established timelines
Clean audit with no material weaknesses
Accurate, timely financial statements delivered to leadership and Board
Compliance & Risk
100% on‑time filing of all regulatory and tax requirements
Strengthened internal controls documented and implemented
Clear documentation for all grant and contract compliance requirements
Budgeting & Planning
Annual budget completed on time with clear alignment to strategic priorities
Quarterly forecasts reflect realistic revenue and expense projections
Improved visibility into cash flow and restricted fund balances
Senior Manager of Finance meeting performance goals
Clear role clarity, documentation, and cross‑training within finance team
Improved internal customer satisfaction with finance support
Strategic Partnership
Program and Development teams report increased clarity and confidence
Finance function viewed as a strategic partner, not just a compliance function
Application Process jobs@unitedwaytriangle.org.
Equal Opportunity Statement United Way Greater Triangle is an equal opportunity employer. We strive to create a welcoming environment, enable success for all, and promote fairness, respect, and collaboration across our team and in the communities we serve. We are committed to fostering an inclusive and equitable organization that strives for equal opportunity in all its endeavors. We aim to create a welcoming environment, enable success for all, promote fairness, civility, and respect, and honor the diverse voices within our organization and the Greater Triangle community.
#J-18808-Ljbffr