Accounting and Operations Associate
: Job Details :

POSITION: Accounting & Operations Associate

LOCATION: Money Management Institute (MMI) Offices in New York City (midtown) Hybrid 3 days in-person aligned with your team s schedule

INDUSTRY: Financial Service Industry Association

TYPE: Full-time position with full benefits

COMPANY SIZE: 15-20 Employees

POSITION SUMMARY: We are seeking a highly motivated and detail-oriented Accounting & Operations Associate to support the daily operations of Money Management Institute, with an emphasis on the organization s accounting, data and reporting. The ideal candidate will be responsible for managing the association s accounting operations as well as handling certain operational tasks for the association.

The Accounting & Operations Associate will work closely with other team members on financial matters and contribute to other efforts for the success of our organization. As a key member of MMI s Operations and Administration Team, this position will report directly to the Director of Operations and Administration. The individual will interact with the association s senior management team, peer associates and MMI members.

PRIMARY RESPONSIBILITIES:

• Process and manage all financial matters, including daily bookkeeping, budget tracking, invoice processing, bank reconciliation and data entry
• Prepare and present annual financial statements and interim reporting
• Maintain accurate records within the association s database
• Provide or facilitate ad hoc reporting and data analysis on various projects
• Review and implement improvements to the association s finance, accounting and bookkeeping processes
• Provide or facilitate advanced financial analytical support on various projects
• Prepare and distribute invoices to members and sponsors
• Reconcile bank statements and other financial documents
• Update and maintain internal spreadsheets and reports
• Assist with budgeting and forecasting processes
• Collaborate with internal teams to provide data and support

QUALIFICATIONS:

Bachelor s degree in business administration, finance, accounting, or a related field

1 2 years of experience in a similar role

Demonstrated knowledge of and experience with accounting practices, bookkeeping, financial management and data analysis skills

Proficiency in Microsoft Office Suite; especially Excel, and accounting software; preferably QuickBooks

Strong organizational and time management skills

Excellent attention to detail and accuracy

Ability to work independently and collaboratively with team members

Strong communication and interpersonal skills

COMPENSATION & BENEFITS PACKAGE:

Compensation package consists of a base salary plus bonus award

Compensation will be commensurate with experience, skill set, and capabilities

Full benefits package

Paid vacation & holidays

COMPANY OVERVIEW: Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.

CONTACT: For further inquiries on this position and to submit a resume, please contact ...@mminst.org.