Accounting & Membership Specialist

University of Minnesota; Minneapolis (MN); On-site; USD 55,000 - 65,000; Full time

Job summary

The University of Minnesota Alumni Association (UMAA) is seeking an Accounting & Membership Specialist to optimize membership and financial operations. This role blends marketing, membership and finance to ensure accurate data, efficient systems, and a positive member experience.

Responsibilities include managing membership transactions, reconciling payments, supporting audits, and driving process improvements across revenue streams and related platforms.

Qualifications

• Advanced skills with spreadsheets (MS Excel, Google Sheets) including pivot tables and complex formulas.
• Strong data analysis and meticulous data entry.
• Ability to prioritize tasks and meet deadlines in accounting/compliance.
• Experience combining finance, membership and marketing processes.

Responsibilities

• General Accounting Operations: reconcile merchant activity, enter ledger data, manage A/R and A/P, prepare monthly journal entries.
• Revenue Program Finance Operations: manage membership transactions, maintain records, optimize systems and run reports.
• Systems Optimization & Process Innovation: identify inefficiencies, test new payment tools, support cross-functional projects.

Skills

Advanced Excel

Data analysis

Attention to detail

Prioritization

Education

BA/BS in Accounting or Finance

Associate degree with 2 years experience or 4 total

Job description

Job ID: 375286

Location: Twin Cities

Job Family: Finance

Full/Part Time: Full-Time

Regular/Temporary: Regular

Job Code: 8221FG

Employee Class: Civil Service

About the Job

The Accounting & Membership Specialist plays a critical role in optimizing membership and financial operations, ensuring efficient systems, accurate data, and a seamless user experience. This role bridges marketing, membership, and finance by managing membership systems, resolving transaction-related issues, supporting financial reconciliations, and integrating operational processes with marketing initiatives. By leveraging technology, automation, and data insights, the coordinator enhances operational efficiency, improves customer satisfaction, and supports revenue growth. Additionally, this role collaborates cross-functionally to refine workflows, implement process improvements, and contribute to strategic initiatives that advance UMAA's success.

Essential Functions:

General Accounting Operations (50%)

• Reconcile credit card merchant account payment gateway activity vs. on-line source transactions through batch processing.
• Enter credit card and check deposit information into the general ledger.
• Reconcile Lockbox check and credit card activity through batch processing.
• Prepare financial summaries used for reconciling the bank statement.
• Manage accounts receivable and accounts payable processes, ensuring compliance with financial policies.
• Prepare monthly journal entries.
• Provide support with audit requests and tax filings.

Revenue Program Finance Operations (35%)

• Manage the full lifecycle of membership transactions, from processing payments to resolving issues, ensuring an efficient, accurate, and positive member experience
• Maintain transaction records and provide audit support for member revenues.
• Oversee and optimize membership systems and platforms, ensuring they support seamless transactions, recurring revenue models, and customer expectations.
• Monitor and analyze transaction data to identify workflow improvements, recommend system enhancements, and project revenue.
• Provide direct, professional customer service to alumni regarding complex billing discrepancies and payment resolutions.
• Serve as the primary resource on payment methods, subscription models, and revenue-driving system integrations, keeping pace with industry best practices.
• Maintain membership revenue trackers and run routine team reports to assist leadership with planning.

Systems Optimization & Process Innovation (10%)

• Identify system inefficiencies and assist with testing or implementing new payment tools and workflows.
• Support general revenue activity beyond membership, including partnerships and other income streams, by creating systems that accelerate payments and ease transactions.
• Guide or contribute to cross-functional projects aimed at advancing UMAA's strategic priorities,

Non-Essential Functions: (5%)

• Perform o ther duties as assigned.
• Provide support at major UMAA events.

Qualifications

Required Qualifications:

• BA/BS degree, or an Associate degree in Accounting, Finance, or Business Administration with 2 years of experience, or any combination of education/experience to total 4 years.
• Advanced skills with spreadsheets (MS Excel, Google Sheets) including pivot tables, complex formulas, and data analysis.
• Exceptional attention to detail and able to enter data accurately and efficiently.
• Able to prioritize tasks effectively and meet accounting and compliance deadlines.

Preferred Qualifications:

• BA/BS degree in Accounting or Finance; coursework in accounting principles.
• Combination of 6 years of education/experience.

About the Department

The University of Minnesota Alumni Association (UMAA) fosters a lifelong spirit of belonging and pride by connecting alumni, students, and friends to the University of Minnesota and each other. The Association advocates for the University and its alumni with a credible, independent, and collaborative voice.

Pay and Benefits

Pay Range: $26.45-$31.25 ($55,000-$65,000) depending on education/qualifications/experience

Time Appointment: 100%-time Appointment

Position Type: Civil-Service & Non-Faculty Labor Represented Staff

Please visit the Office of Human Resources website for more information regarding benefit eligibility.

The University offers a comprehensive benefits package that includes:

• Competitive wages, paid holidays, and generous time off
• Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Tuition Benefit Program
• Low-cost medical, dental, and pharmacy plans
• Healthcare and dependent care flexible spending accounts
• University HSA contributions
• Disability and employer-paid life insurance
• Employee wellbeing program
• Excellent retirement plans with employer contribution
• Public Service Loan Forgiveness (PSLF) opportunity
• Financial counseling services
• Employee Assistance Program with eight sessions of counseling at no cost
• Employee Transit Pass with free or reduced rates in the Twin Cities metro area

While our salary ranges provide a framework, it is important to note that most of the time, the initial pay may not reach the maximum of the range. This approach ensures that compensation reflects the value and unique contributions of each candidate while maintaining equity within our organization. As part of our commitment to fair and equitable compensation, please be aware that the salary offered to incoming candidates will be based on their individual credentials and experience.

Diversity

The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.

The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu

Employment Requirements

Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.

About University of Minnesota

The University of Minnesota, Twin Cities (UMTC)

The University of Minnesota, Twin Cities (UMTC), is among the largest public research universities in the country, offering undergraduate, graduate, and professional students a multitude of opportunities for study and research. Located at the heart of one of the nation's most vibrant, diverse metropolitan communities, students on the campuses in Minneapolis and St. Paul benefit from extensive partnerships with world-renowned health centers, international corporations, government agencies, and arts, nonprofit, and public service organizations.

At the University of Minnesota, we are proud to be recognized by Forbes as a Best Employer for Company Culture (2026), Best Employer for Women (2023), and Best Employer by State (2022-2026). In 2026, we also received Culture Excellence & Industry Awards recognition for employee appreciation and work-life flexibility.