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Membership Finance & Operations Specialist

Membership Finance & Operations Specialist

Association of National AdvertisersNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Membership Finance & Operations Specialist

The Membership Finance & Operations Specialist is responsible for executing and improving core operational processes that support the financial and administrative management of member companies. This includes preparing dues invoices and benefit statements, reviewing member-required documentation, coordinating payment processing, and maintaining accurate records across membership and financial systems. The role requires strong attention to detail, excellent organizational skills, and the ability to work cross-functional to support a high standard of member service.

Key Responsibilities

Dues Invoicing & Revenue Support

  • Prepare and distribute membership dues invoices based on contractual terms and established billing schedules
  • Assist in calculating dues for prospective and renewing members, ensuring alignment with organizational policies
  • Maintain accurate tracking of billing and payment status and follow up on outstanding balances as needed
  • Compile and maintain backup documentation for audit and financial review
  • Work with Accounting / AR coordinator to get set up in members' payment portals and ensure timely and accurate processing

Member Benefit Reporting

  • Produce member benefit statements tailored to individual member companies
  • Gather data from internal teams to demonstrate the value of membership across offerings

    • CRM & Data Management

  • Create and maintain member company records in the CRM, ensuring completeness and consistency across fields (e.g., billing contacts, revenue tiers, industry segments)
  • Work with internal teams to ensure member information is accurately reflected in related systems (finance, marketing, business intelligence reporting tools)
  • Support data quality efforts by performing regular audits and updates to member records

    • Documentation & Agreement Review

  • Review and process member-related documents, including NDAs, compliance forms, and special agreements
  • Ensure completeness, consistency, and appropriate internal approvals prior to execution
  • Coordinate with accounting, compliance or leadership teams for any documents that fall outside standard terms

    • Vendor Payment Coordination

  • Prepare and submit payment requests for vendors supporting membership-related functions
  • Ensure timely processing and appropriate backup for accounts payable

    • Operational Support & Data Integrity

  • Maintain up-to-date member records in CRM and financial systems
  • Support regular reporting, reconciliations, and internal reviews of membership financials
  • Identify and help implement process improvements that enhance operational efficiency and accuracy

    • Professional Experience and Qualifications

  • Bachelor's degree in Business Administration, Accounting, Finance, or a related field
  • 3+ years of experience in billing, financial operations, or membership administration; nonprofit or association experience preferred
  • Proficiency with Excel and CRM or financial platforms
  • High attention to detail and strong organizational skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities and work effectively with cross-functional team
  • Experience in a dues-based or member-driven organization
  • Familiarity with reviewing NDAs or standard legal agreements
  • Strong problem-solving skills and process orientation

    • Salary and Total Rewards Package :

    Starting pay range : $75,000 to $85,000, based on relevant experience and qualifications. Comprehensive health and wellness benefits, 401k with company match, hybrid workweek and flexible scheduling, generous paid time off program, casual dress code, incentives, and rewards.

    To Apply : If your skills, experience, and enthusiasm align with the requirements and responsibilities of this position, please forward your resume with a cover letter and salary requirements to careers@ana.net . Note : only applicants who include salary requirements will be considered.

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    Membership Specialist • New York, NY, US