Consultant/Senior Consultant (Membership)

Institute of Singapore Chartered Accountants; Singapore; On-site; SGD 52,000 - 85,000; Full time

Job summary

The Institute of Singapore Chartered Accountants (ISCA) is seeking a Consultant/Senior Consultant to advance its 2026 ambition by delivering high-quality member experiences and streamlined operations across the membership cycle.

From membership administration to CPE compliance and engagement events, the role blends everyday processing with technology-driven enhancements, including AI and automation to scale services for members and organisational growth.

Qualifications

• Diploma or degree in business, finance, data analytics, statistics, accountancy or related field.
• 3 to 5 years of relevant experience with high-volume processing and reporting.
• Experience with CRM, membership systems, payment records or audit records.
• Experience supporting compliance checks, reconciliation, reporting or committee papers.
• Exposure to professional bodies or membership organisations is advantageous.
• Strong Excel skills: data analysis, reconciliation, pivot tables, lookups.

Responsibilities

• Serve as the main contact point with ACRA on Public Accountant registration and cancellation status.
• Follow up with members on Public Accountant status and maintain CRM updates.
• Consolidate and report monthly movements of Public Accountants for agenda papers.
• Process top-up payments where applicable.
• Support pre-renewal preparation and bulk renewal coordination.
• Review reports during renewal to identify duplicates and payment issues; escalate as needed.
• Assist in renewal calls and respond to member feedback.
• Support reporting such as renewal statistics and reconciliation of membership numbers.

Skills

Analytical mindset

Attention to detail

Communication skills

Problem solving

Education

Diploma/Degree in Business, Finance, Data Analytics, Statistics, Accountancy or a related discipline

Tools

CRM systems

Membership systems

Payment records

Audit records

Job description

The Consultant/Senior Consultant supports ISCA’s 2026 ambition to be member-first, digitally enabled and growth-focused by delivering high-quality member experience and operational innovation across the membership cycle.

Key responsibilities include delivering accurate, timely and member-centric administration across membership renewal, financial assistant application, CPE compliance, Public Accountant registration/cancellation administration, frontline service and member events.

This role is not purely operational but to leverage technology, AI and automation to streamline operations, enhance member self-service capabilities and deliver scalable, high-quality member experiences.

Job Description

1. Membership Administration

• Serve as the main contact point with ACRA on Public Accountant registration and cancellation status matters.
• Follow up with members on Public Accountant registration/cancellation status and ensure timely updates in CRM and internal trackers.
• Consolidate and report monthly movements in the list of Public Accountants for monthly agenda papers.
• Process top-up payment where applicable.

2. Membership Renewal and Reinstatement Administration

• Support pre-renewal preparation, including system change documentation, user testing and coordination with corporate contacts on bulk renewal.
• During renewal, review collection reports to identify duplicate payments, payment issues or exceptions, and elevate system or payment matters to ICT and Finance with proposed follow-up actions.
• Review waiver requests and provide administrative support for reinstatement.
• Conduct renewal calls where required and respond to member feedback.
• Support reporting such as renewal statistics, reconcile membership numbers at renewal opening and closure.

3. Financial Assistant Application Processing and Reporting

• Process Financial Assistant Application including eligibility validation and review of supporting documents.
• Assess and process complicated cases and appeals, with timely follow-ups to applicants and internal stakeholders to resolve gaps or discrepancies.
• Update application status in CRM/system to support audit trail completeness.
• Consolidated reduced-charge cases and statistics, prepare monthly agency papers for approval, and ensure application outcomes are communicated only to relevant members.

4. CPE Compliance and Audit Support

• In charge of CPE compliance administration, audit processes and member communications.
• Collate and organise supporting evidence, track samples and maintain audit records for CPE audit checks.
• Identify opportunities to simplify CPE workflows through automation, clearer member guidance and better documentation.

5. Payment Processing, Refunds, Reporting and Data Analysis

• Support system payment processing, refunds and related membership transactions.
• Prepare, consolidate and analyse data using Excel tools such as pivot tables, lookups, formulas and reconciliations.
• Assist in preparing reports for forecast, budget and audit purposes.

6. Frontline Service, Member Events and Operational Support

• Support frontline service delivery and respond to member enquiries professionally across service channels.
• Assist in member events and recognition activities, including planning, coordination, registration, on-site support, post-event follow-up and reporting.
• Support membership administrative tasks, including data cleansing and validation to ensure accuracy for renewal outreach and member communications.
• Maintain accurate records and contribute suggestions to improve operational efficiency, service quality and member experience.

Job Requirement

• Diploma/Degree in Business, Finance, Data Analytics, Statistics, Accountancy or a related discipline.
• Preferably 3 to 5 years of relevant experience, with proven ability to manage higher-volume processing, reporting and operational follow-ups independently.
• Experience working with CRM, membership systems, payment records, audit records or structured datasets would be an advantage.
• Experience supporting compliance checks, reconciliation, reporting, documentation or committee/management papers would be useful.
• Prior exposure to professional bodies, membership organisations, finance operations, audit support or customer/member service operations will be an advantage.
• Strong proficiency in Microsoft Excel, including data analysis, reconciliation, pivot tables, formulas and lookups.
• Comfortable working with membership systems and payment-related records.
• Strong analytical mindset with high attention to detail, accuracy and audit traceability.
• Able to manage high-volume processing, competing deadlines and disciplined follow-ups during peak periods.
• Well organised, methodical and reliable, with the ability to follow SOPs and maintain accurate records.
• Good communication and service skills, with the ability to handle member queries, sensitive cases and internal coordination professionally.
• Able to identify opportunities to simplify workflows, improve reporting and support automation or system enhancements.