Manager, Financial Data & Analysis

Company: The American Institute of
Location: Washington
Posted on: May 22, 2025

Job Description:

The American Institute of Architects (AIA)
AIA will provide you with the opportunity to advocate for the value of architecture and give architects and design professionals the resources they need to do their best work. The collective voice of architects is essential and our work drives positive change through the power of design. Each one of us at AIA is a leader committed to demonstrating our mission and values and designing a better future for our country and planet. Even in times of change, AIA's values remain constant:

• We stand for equity and human rights
• We stand for architecture that strengthens our communities
• We stand for a sustainable future
• We stand for protecting communities from the impacts of climate change
• We stand for economic opportunity
• We stand for investing in the future
• We speak up, and policymakers listenThe American Institute of Architects, as part of the global community, is building a culture of equity, diversity, and inclusion within the profession of architecture to create a better built environment for all. Achieving this vision has a direct impact on the relevance of the profession of architecture and the world's prosperity, health, and future.Job SummaryReporting to the Director, Financial Planning & Analysis, the manager will oversee and manage AIA revenue related to membership, CES and AIAU dues, revenue recording, cash reconciliation, month end close and system automation.Job DutiesBanking and Payments
  • Review, prepare and upload the daily ACH component distribution file to bank for payment processing.
  • Distribute physical checks, ACH, and wire payments from Bank to the membership team and update membership Lockbox spreadsheet daily.
  • Regularly visit the AIA building to collect physical checks and deposit them into the appropriate bank accounts for all AIA entities.
  • Record all banking activities for Salesforce & Advocacy bank accounts and book month-end entries.
  • Process refunds for customers and ensure that refunds are tracked and recorded in accounting systems.
  • Manage monthly bank reconciliations.
  • Navigate and leverage technology to build reports and solve problems, increase efficiency.
  • Collaborate with technology team discover payment issues and find solutions. Invoicing and Collections
    • Generate invoices for sales, membership and other departments, ensuring accuracy and proper distribution.
    • Generate AR aging report and send to Sales team for collections, maintaining up-to-date reports and tracking efforts to resolve overdue accounts.
    • Run weekly ArchiPac report and monitor donation through membership dues and distribute funds to the appropriate bank accounts (e.g., AchiPac, Advocacy).
    • Manage Bank/vendor-related requests, including completing vendor registrations, providing W-9 forms, and update banking information in Salesforce. Month End Close and Compliance
      • Ensure all accounts are reconciled between Sage, Bank and CRM systems.
      • Record journal entries, ensure all revenue, expenses, liabilities and assets are booked correctly.
      • Comparing the current year to date results with previous years, budgets, or forecasts to identify trends or issues.
      • Review refunds, stop payments and internal control policy regularly and update if necessary.
      • Assist with yearly Audit requests and provide accurate and timely information. Frequent ContactsAIA MembersAIA ComponentsCustomersAIA Component RelationsAIA Executive OfficeAIA Membership AIA Technology AIA Accounting & FinanceAIA MarketingAIA Sales and Events AIA Knowledge and Practice
        QualificationsStrong knowledge of accounting principles, revenue recognition, GAAP. Proficiency with accounting software (experience with Salesforce, Sage Intacct and Solver).Detail-oriented with the ability to manage multiple tasks and meet deadlines.Ability to prioritize and manage multiple tasks while ensuring accuracy and meet deadlines. Strong written and verbal communication skills.Ability to collaborate with cross-functional teams and external vendors.Strong organizational and time-management skills.Proficient with technology and learning new systems.Ability to solve problems and think critically about process improvements. Bachelor's degree in accounting, finance, or a related field preferred. Minimum 4-5 years of experience in an accounting and finance analysis role, ideally with membership or nonprofit organizations.Supervisory None
        What we offer
        We offer a comprehensive benefits package that reflects our company values and workplace culture, including:
        • Medical and dental
        • 401(k)
        • Flexibility
        • Paid time off
        • Flexible spending accounts
        • Income protection- (Life Insurance Coverage up to 2x salary) & disability plans at no cost.
        • Tuition and membership reimbursements
        • AIA employees have access to a variety of other programs, including:
          • Employee Assistance Program (EAP) for employees and their family members
          • Computer purchase program
          • Fitness club discounts
          • Prepaid legal services program
          • Identity theft protection Travel Requirements N/AWork Location Hybrid from the Washington DC area only
            All AIA employees in the DC metro area are currently working remotely during our office renovation. Employees in the DC Metro area will return to a hybrid work environment in the newly renovated office at the completion of the renovation in 2025. Equal Opportunity Employer, including veterans and individuals with disabilities.
            
            
            
            Compensation details: 64402-76000 Yearly Salary
            
            
            
            PI52e9e732abe0-37248-37552366

Keywords: The American Institute of, Wilmington , Manager, Financial Data & Analysis, Executive , Washington, Delaware