Website uwmidsouth United Way of the Mid-South


The Chief Financial Officer manages all strategic and tactical matters as they relate to Finance and Accounting for the United Way of the Mid-South.


  1. Works with the President & CEO on the strategic vision, including fostering and cultivating stakeholder relationships
  2. Maintains the financial records in a comprehensive, accurate and timely manner for use by UWMS, the Finance Committee, officers and Directors of the Board
  3. Safeguards, manages, and protects the assets and resources of the UWMS
  4. Insures major expenditure items of UWMS: allocations, salaries, benefits and occupancy costs are managed in accordance with all regulations and budget requirements for UWMS operations
  5. Maintains investment policies considering the recommendations of professional advisors and consistent with the objective approved by the UWMS Investment Committee and Board
  6. Records and accounts for workplace campaign pledges, grants, revenue and restrictions in an approved and prescribed manner
  7. Manages accounting-related grant requirements and reporting, including Subpart F audit requirements
  8. Create annual budget working with the CEO and other executives that reflects UWMS’s strategic operations while providing guidance to department leaders
  9. Manage treasury requirements on a daily, weekly, and monthly basis to ensure the best return and utilization of cash resources
  10. Approve significant expenditures and biweekly payroll
  11. Develop and update policies related to purchasing, pledge accounting and collections, hiring, and other processes that impact UWMS and the stewardship of its resources
  12. Work with our commercial bankers to comply with line of credit covenants and the annual underwriting process
  13. Manage day-to-day HR Associate in charge of HR compliance (hiring, payroll, benefits) processes
  14. Manage outsourced HR provider relationship to ensure the best service and guidance available to UWMS and employees
  15. Guide internal HR representative with good judgement about referrals to experts when necessary



  • Bachelor’s degree in Accounting required
  • Certified Public Accountant (CPA) preferred


  • Past experience at the Controller or Chief Financial Officer level
  • Minimum of ten years of financial and management experience with the day-to-day financial operations of an organization with at least 30 staff members
  • Public accounting experience preferred
  • Not for profit experience, with preference for grant management, compliance, and audits


  • Exhibits strong leadership skills.
  • Knowledgeable of not-for-profit accounting in accordance with U.S. Generally Accepted Accounting Principles
  • Knowledgeable of business and management principles involved in strategic planning, resource allocation, human resources, leadership technique, and coordination of people and resources
  • Supervises staff, including regular progress reviews and plans for improvement
  • Ability to effectively build, maintain and cultivate internal team of staff
  • Ability to foster and cultivate external business opportunities and partnerships
  • Ability to manage a large non-profit budget with complex cash flows
  • Demonstrates ability to manage time efficiently and multi-task effectively
  • Communicates clearly and effectively, especially at the Board of Directors level
  • Exhibits ability to think creatively and analytically
  • Possesses strong problem-solving skills

Qualified applicants should send cover letter, resume, and three references (with phone numbers) to with the job title in the subject line of your message. NO PHONE CALLS PLEASE.

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