Association Management System Controller
Overview
We are building an association management software platform and are looking for part-time accounting/finance expertise to help review and advise on the setup of our finance/accounting module before launch. This is not a full-time accounting operations role. We are looking for someone with strong accounting and association/nonprofit finance experience who can help validate that our planned workflows make sense from an accounting, billing, reconciliation, and reporting standpoint. The ideal person has experience with association management systems, nonprofit/association accounting, invoicing, deferred revenue, payment processing, GL mapping, and financial reporting workflows.
- SOMEONE WITH ASSOCIATION MANAGEMENT SYSTEM EXPERIENCE IS HIGHLY PREFERRED
Scope of Work
- Review the planned finance/accounting module setup for the AMS
- Advise on invoicing, payments, refunds, credits, write-offs, and bad debt handling
- Review billing options such as Pay Now, Bill Me Later, and Bill Organization
- Advise on GL codes, revenue categories, deferred revenue, and accounting mappings
- Review batch/deposit workflows for credit cards, checks, ACH, and manual payments
- Advise on merchant account and bank account setup considerations
- Review how transactions should be exported or mapped to accounting systems such as QuickBooks, NetSuite, or similar platforms
- Help identify gaps, risks, or missing accounting controls before launch
- Review finance-related requirements and provide feedback from an accounting/controller perspective
- Assist with testing finance workflows during the pre-launch phase
- Help create practical accounting workflow notes or recommendations for the product team
Ideal Background
- Controller, fractional controller, accounting manager, or senior accountant experience
- Experience with associations, nonprofits, membership organizations, or AMS platforms is required
- Strong understanding of GAAP and nonprofit/association accounting concepts
- Experience with invoicing, accounts receivable, deferred revenue, refunds, credits, write-offs, and reconciliation
- Familiarity with accounting systems such as QuickBooks, NetSuite, Sage Intacct, Xero, or similar platforms
- Ability to review system workflows and translate accounting needs into clear product/technical requirements
- Comfortable working in a pre-launch/startup environment
- Able to provide practical feedback without requiring formal enterprise-level documentation
Engagement Type Part-time / consulting Estimated hours may vary depending on availability and project phase. We are open to discussing hourly rate and weekly availability. Goal The goal is to make sure the AMS finance/accounting module is set up correctly before launch, with workflows that make sense for associations and can support clean invoicing, payments, reconciliation, revenue recognition, reporting, and future accounting system integrations. Pay: From $25.00 per hour Work Location: Remote