Consultant/ Senior Consultant (Membership)

Institute of Singapore Chartered Accountants (ISCA); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Institute of Singapore Chartered Accountants (ISCA) is seeking a Consultant/Senior Consultant to support our 2026 ambition by delivering high-quality member experience and operational innovation across the membership cycle. You will handle membership administration, renewal processing, and CPE compliance while leveraging AI and automation to streamline operations.

Key responsibilities include acting as the main contact with ACRA on Public Accountant registrations, processing payments, and

Qualifications

• Diploma/Degree in Business, Finance, Data Analytics, Statistics, Accountancy or related field.
• 3–5 years of relevant experience in high-volume processing, reporting and follow-ups.
• Experience with CRM, membership systems, payment records, audit records or structured datasets is a plus.
• Experience supporting compliance checks, reconciliation, reporting, documentation or committee papers is useful.
• Strong proficiency in Excel: data analysis, reconciliation, pivot tables, formulas and lookups.

Responsibilities

• Membership Administration: act as main contact with ACRA on Public Accountant registration and cancellation matters.
• Membership Renewal and Reinstatement Administration: assist in pre-renewal prep, bulk renewal coordination, and monitor payments.
• Financial Assistant Application Processing and Reporting: validate eligibility and review supporting documents; manage case follow-ups.
• CPE Compliance and Audit Support: manage CPE administration, audits, and improve workflows through automation.
• Payment Processing, Refunds, Reporting and Data Analysis: support payment processing, generate reports for forecast and audit.
• Frontline Service, Member Events and Operational Support: handle member inquiries, assist events, and maintain records for renewal outreach.

Skills

Attention to detail

Analytical mindset

Communication skills

High-volume processing

Education

Diploma/Degree in Business, Finance, Data Analytics, Statistics, Accountancy

Tools

Microsoft Excel

CRM systems

Data analytics tools

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 lift 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.