Membership and Events Financial Analyst
6 days ago
We are seeking an experienced Membership and Events Financial Analyst to join our team at Advanced Textiles Association (ATA). As a key member of our accounting department, you will be responsible for ensuring timely and accurate processing of event and membership accounting functions.
Key Responsibilities- Set up event exhibit/sponsorship products with accurate general ledger coding.
- Process A2Z exhibit/sponsorship contracts and related co-locator contracts.
- Prepare and send invoices/statements for events in A2Z, assess late fees, and work with the Media Accountant to ensure payments are collected in both A2Z and netFORUM prior to events.
- Audit member status and nonmember exhibit fee assessment prior to events.
- Process refunds and miscellaneous adjustments with approval from the CFO.
- Reconcile event reporting and closeout with the Accounting Supervisor.
- Prepare weekly Exhibit Weeks Out reports.
- Travel to ATA events as needed to perform accounting functions onsite.
- Create and send invoices monthly for new memberships and membership renewals.
- Process membership cancellations.
- Post and apply payments for membership dues/subscriptions and online sales orders.
- Set up payment plans in netFORUM for customers paying in installments.
- Respond to customer requests from the membership department.
- Assist with collection calls for membership accounts that are past due for more than 15 days.
- Handle record updating in netFORUM and A2Z for customer changes.
- Work with others to correctly identify and merge duplicate accounts quarterly in netFORUM.
- Handle creation and maintenance of secure contract links for all event and membership offerings.
- Monitor internal compliance with the ATA Credit Card Information Retention & Security Policy for secure handling of customer payment information.
- Work with the Business Systems Manager to resolve any issues with event data accuracy.
- Assist with testing of Business System software enhancements/updates as needed.
- Manage the Standard Operating Procedures (SOPs) for their processes in business systems.
- Assist in yearly audit.
- Respond to A/R Inbox queries with the Media Accountant.
- Serve as primary backup for the membership department, assisting with membership inquiries via email and phone inboxes.
- Serve as backup to registration accounting function.
- Serve as backup for the A/R Accountant with daily payment processing.
- Two to five years of accounting experience with accounts receivable experience preferred.
- Associate degree in accounting preferred or relevant experience considered in lieu of advanced education.
- Strong customer service skills.
- Ability to interact and communicate with all levels of internal and external customers.
- Knowledge of generally accepted accounting principles.
- Knowledge of netFORUM and A2Z business systems a plus.
- Must have knowledge of MS Office: Excel, Word, and Outlook.
- Ability to gather data, compile information, and prepare reports.
- Excellent interpersonal, written, and verbal communication skills, with experience communicating with a wide variety of audiences.
- Strong organizational skills.
- Ability to multitask and prioritize work according to tight deadlines.
- Ability to analyze and solve problems, and build strong relationships with other departments.
- Ability to reconcile variances and strong attention to detail. Can present numerical data orally and in writing or through graphics.
- Must be able to maintain confidentiality due to handling customer data.
- Travel within the United States up to 10% (approximately 5 times per year).
- Must be able to sit for long periods of time.
- Must be able to lift 25-50lbs.
- Eligible for full-time remote with a professional home workspace available.
- Must reside local to ATA headquarters in Roseville, MN with occasional in-office time required.
$60,000 - $80,000 per year based on experience.
BenefitsThe successful candidate will receive a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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