Chief Executives Organization · 1 day ago
Registration & Finance Coordinator
Washington, DC
Part-time
Hybrid
Entry Level
$25/hr - $30/hr
2+ years expChief Executives Organization (CEO) is a selective community of leaders among leaders who provide unique experiences through various events. The Registration & Finance Coordinator supports event billing, revenue reconciliation, and member payment follow-up while ensuring accurate financial records and timely reporting.
Association
Responsibilities
Create Sales Orders for all events and Post charges in SalesForce
Work closely with the Registration Team on assigned events to ensure Sales Orders are accurate and complete
Reconcile Local Event Reconciliations and confirm Sales Orders to ensure they match
Coordinate weekly auto-charging of credit cards for members who have selected this option during event registration
Verify auto-charge lists with the respective event Registration Lead prior to processing
Follow up with members via email regarding outstanding registration payments
Coordinate with the Registration Lead on hotel upgrades to be charged
Manage bill-backs to members following the conclusion of events, ensuring accuracy and timely processing
Reconcile registration revenue for each event and provide the Controller with up-to-date revenue reconciliations
Match reconciled revenue against Registration department reports and resolve discrepancies
Update event summaries and contribute registration data to the weekly status report
Handle member requests for receipts related to event payments
Respond to registration-related member inquiries as they arise
Assist with facilitating event refunds in coordination with the Registration Lead and Controller
Navigate and work within the Salesforce database to locate information and support efficient workflows
Pull registration and financial reports from Salesforce as needed
Assist with entering and verifying member registration data in Salesforce, including cross-checking details against Excel files (e.g., passport information, arrival and departure dates)
Track event inventory from the gift closet
Prepare and submit a monthly gift closet inventory reconciliation report to the Controller
Work with the Office Manager to provide a cell phone, when needed, for the Registration Department as part of the pre-packing checklist prior to events
Support registration by volunteering for work lunches when available
Support the staff with ad hoc projects/special projects as requested
Qualification
Required
Associate's degree or equivalent work experience in accounting, finance, administration, or a related field
2+ years of experience in registration, finance, customer service, accounting support, or administrative roles preferred
Experience working with Salesforce or similar CRM systems strongly preferred
Proficiency in Microsoft Excel and comfort working with reports and reconciliations
Strong attention to detail and ability to maintain accurate financial and member records
Excellent written communication skills for member-facing email correspondence
Ability to manage multiple priorities and deadlines in a fast-paced, event-driven environment
Strong customer service attitude and the ability to build collaborative relationships with members and staff
Financial accuracy and reconciliation skills
Strong organizational and time-management abilities
Clear and professional communication
Collaborative approach to working with cross-functional teams
Discretion and professionalism when handling confidential member and financial information
Knowledge of basic accounting concepts and the ability to apply these concepts to real situations
Strong analytical and problem-solving skills
Passion for excellence and team-oriented, collaborative work style
Excellent written and verbal communication skills
High proficiency in Microsoft environment (especially Word, Excel, PowerPoint, Teams, and Outlook), Adobe Acrobat, and Salesforce
Positive, upbeat attitude
Company
Chief Executives Organization
Select leaders from the YPO experience who want to share global interests, knowledge and relationships in an intimate and exclusive setting.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Dudan
Official Member of CEO
Francis Shafer
Chief Financial Officer
Company data provided by crunchbase