Finance & Operations Coordinator

As the leading Association Management Company (AMC) in the Pacific Northwest, SBI Association Management is known for providing innovative technology solutions, marketing, event management, financial, and executive services to manage and grow member-based, professional societies and associations.

We are seeking a proactive and flexible individual with a strong sense of accountability and a keen eye for detail to join our team as a Finance & Operations Coordinator. Employees in this position provide day-to-day bookkeeping support for a variety of professional associations, as well as operations support for SBI. This position reports directly to the Vice President of Finance and Operations.

Primary Responsibilities

Association Financial Management:

  • Manage Accounts Payable (A/P) for multiple associations       
  • Maintain and file hard copy and electronic financial records
  • Generate monthly financial reports for 25+ associations to include membership numbers and financial narrative
  • Prepare membership reports
  • Enter budgets into Quickbooks and other data entry as needed
  • Provide customer service to and correspondence with the association leadership, members, vendors, and partners
  • Generate invoices as needed

Association Database Management:

  • Reconcile association database activity against QuickBooks entries for 25+ clients monthly
  • Test and approve membership and event registration forms for correct revenue account setup
  • Process membership data imports
  • Process and track refunds and cancellations
  • Reconcile association events stats and attendance; provide final reporting

Compliance:

  • Ensure correct insurance is purchased for associations (D&O; General Liability; Convention Cancellation as required) 
  • Maintain master list of insurance policies for associations and SBI
  • Create and distribute association annual compliance letters

SBI Operations:

  • Log incoming checks
  • Assist with association transitions incoming and outgoing
  • Champion change and demonstrate an aptitude to improve current processes and procedures
  • Payroll management
  • Maintain HR policies, procedures, and records
  • Employee onboarding and exit paperwork and project management
  • Compliance reporting and records

Desired Qualifications

  • Associate’s degree or two years of college-level training in accounting/bookkeeping
  • Three to five years’ experience working in an accounting or finance related role
  • Good analytical and problem-solving skills
  • Superior attention to detail; first-class organizational skills
  • High energy, positive, professional attitude, pride in work product
  • Ability to compile and produce reports quickly and accurately
  • Strong computer skills required: QuickBooks, Microsoft Office
  • Experience using a CRM, database, and/or project management platforms (e.g. ConnectWise, Salesforce) desired
  • Excellent written and verbal communication skills
  • Strong time management skills and ability to manage concurrent tasks efficiently
  • Creative, energetic and fun professional with an entrepreneurial spirit who is a great team member: willing to roll up your sleeves and pitch in to help your colleagues when needed

What we offer…

As the leading Association Management Company (AMC) in the Pacific Northwest, SBI Association Management is known for providing innovative technology solutions, marketing, event management, financial, and executive services to manage and grow member-based, professional societies and associations. Our success is deeply rooted in building a seasoned, strong team with a culture of collaboration, integrity, and transparency. Read more about our Vision, Mission, Values, and Commitments.

We work hard together and laugh even harder; our Shindig Squad plans fun parties, potlucks, virtual happy hours, recognition awards, staff retreats, and more! We value problem solvers and change agents, and your contributions will be truly appreciated. Meet the folks you would be working with.

Benefits & Perks

  • 11 paid holidays
  • Paid vacation and wellness time
  • 401k with 50% employer match
  • Employer-subsidized healthcare plans including medical, dental, and vision insurance
  • Employer-paid $25k of basic life/AD&D coverage
  • Optional supplemental life insurance
  • Access to our employee assistance program (including 3 free counseling sessions, will preparation, estate planning, and more)
  • Tuition reimbursement
  • Paid professional association membership(s)
  • …and much more!

 

Equal Opportunity Employer

SBI is an Equal Opportunity Employer. This means that SBI uses its best efforts to provide equal opportunities to every employee and job applicant without regard to protected characteristics, and that SBI does not knowingly discriminate on the basis of protected characteristics. Protected characteristics means actual or perceived race, religion, creed, color, age, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, marital status, civil union status, medical condition, disability (mental and physical), military and veteran status, pregnancy, childbirth and related medical conditions, or any other characteristic protected by applicable federal, state, or local laws and ordinances. SBI is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.