Massachusetts Teachers Association

Manager
Accounts Receivable and Membership Financial Services

Based in Quincy, MA

 

Company Name: Massachusetts Teacher Association
Position Title: MGR,Accts Rec & Membership Financial Services
Location: Quincy, Massachusetts 02171 United States
Salary: $120,000

• Salary - High: $140,000
• Salary - Type: Yearly Salary

Job Title: Manager, Accounts Receivable and Membership Financial Services
Division: Finance & Accounting
Reports to title: Chief Financial Officer
Designation: Non-Unit

Major Responsibilities:
The Manager is responsible for the development and administration of effective membership accounting systems, practices, controls, procedures and for training both staff and local union stakeholders in support of organizational financial and membership data maintenance needs. Supervises assigned personnel, conducts performance reviews and makes employment-related recommendations. Partner with Controller on annual audits and maintaining and monitoring internal controls. Provide membership accounting reports for board of directors and executive director/ treasurer.

Specific Responsibilities:

• Maintain complete and thorough knowledge of membership and dues policies and bylaws of the state and national union affiliates and participate in the development of state membership accounting policy.
• Manage membership data processing procedures to ensure maintenance of accurate enrollment records.
• Offer innovative recommendations for improvement of day-to-day membership accounting and enrollment procedures.
• Supervise the maintenance of the accounts receivable subsidiary ledger, cash receipt applications, issuance of monthly billing statements, and dues collections activities.
• Review, approve, and certify daily and monthly financial transaction reports.
• Review local union billing schedules annually and evaluate the monthly reconciliation of local accounts to make recommendations on the collection of past due accounts.
• Explore and implement new dues collections system in collaboration with Field & Organizing team including developing workflows for handling rejected payments, credit card expirations, and membership dues reconciliations. Modify accounting procedures to reflect modified payment methods.
• Monitor internal control procedures to ensure compliance and make recommendations for update, as appropriate.
• Lead audits for receivables.
• Report on and analyze variances between membership data and the accounts receivable ledger.
• Review and approve dues deposit reconciliations to Accounts Receivable. Work as part of accounting team to produce monthly financial reports related to Accounts Receivable, dues collection, and variance analysis.
• Create and generate analytical reporting of membership data, analyze results, and yield findings for executive level consideration.
• Develop data and finance procedures and provide guidance to accounting team members, auditors, local union officers, employees, and individual members regarding financial accounting and enrollment policies and procedures.
• Supervise membership staff, manage performance reviews and any related employment recommendations.
• Manage regular process for creating and updating Standard Operating Procedures for intake of finance-related inquiries, including special programs such as Legal Reserve, Annual Meeting, and Local Office Support.
• Manage the month and year end closing processes, producing membership reports and preparing board level reports showing comparative membership data.
• Assist locals with complex banking, membership, and financial issues, including membership and dues audits and select IRS and accounting issues.
• Design and deliver data processing and financial training for treasurers, membership chairs, and other local union officers using all available training methods, including classroom, web-based and one-on-one.
• Promote exceptional customer service within the Membership team in all organizational interactions.
• Oversee the Local Support program to provide operating reimbursements to local unions.
• Develop and manage correspondence with Executive Board for dues refund requests and Local Support program waivers.
• Work with MTA Division of Legal Services to oversee legal related dues billing.
• Generate all membership and dues related materials and reports required by Governance for the Annual Meeting of Delegates. Administers Annual Meeting Delegate Registration system, including managing assigned staff and registration processes on-site at the meeting.
• Produce and disseminate financial membership information and materials.
• Work closely with staff in other divisions to ensure accuracy of membership information.
• Serve as staff consultant to committees and groups, as needed.
• Maintain confidentiality of Association records.
• Carry out responsibilities with a positive cooperative spirit and motivate staff to achieve division goals.
• Encourage regular staff development and training and assist with the training when applicable.
• Perform other duties as required.

Qualifications:

• Bachelor’s degree, preferably in accounting.
• Five to seven years of experience in financial operations, including general accounting, internal controls, and financial systems with a focus on accounts receivable and membership/enrollment records, accounting, and controls.
• Working knowledge of generally accepted accounting principles and auditing standards.
• Three to five years of supervisory experience.
• Supervisory accounting experience, including preparation and analysis of data.
• Attention to detail in all aspects and extreme accuracy.
• Occasional travel with some night and weekend hours may be required.
• Proficiency in Microsoft Office applications, especially Excel.
• Experience with CRM systems such as Salesforce or Raiser’s Edge.
• Proven interpersonal skills, both verbal and written.
• Ability to manage assignments independently and on a deadline.
• Analytical thinker capable of converting concepts into spreadsheet models.
• Exceptional computer skills, including extensive use of common spreadsheet applications, word processing software, report writing and database management systems / capable of navigating new software with limited supervision.
• Experience in reconciliation of accounts receivable subsidiary ledger to the general ledger.
• Excellent customer service skills.
• Experience working in and/or managing employees in a union environment preferred.
• Willingness to work in a fast-paced financial/customer service environment.
• Commitment to MTA’s mission and pro-labor, pro-public education agenda.

*MTA reserves the right to waive any qualifications at its discretion*

The MTA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all staff.

Apply Here: https://www.click2apply.net/gXPYjEHpqymyGckweT64Rr

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