PA Education Association

Bookkeeper

• Manages the full accounts receivable (A/R) function, ensuring timely receipt of funds and accuracy of records including various trackers
• Process payments from members and external sources (checks, ACH, credit cards) across multiple systems
• Prepares all cash receipts and maintains the Finance Team’s Master Check/ACH log
• Prepares journal entries for all revenue streams and services
• Reconciles weekly cash receipts and performs monthly revenue reconciliations between multiple systems including: Salesforce, Cvent, external systems and the general ledger
• Sends invoices to members and clients, supports inquiries regarding billing, and assists with purchase orders (POs) and remittance documentation
• Verifies PO details and releases exams as needed
• Evaluates past due accounts, conducts outreach, and ensures timely collections
• Maintains customer files and payment records across financial systems
• Assists with month-end close procedures and creates journal entries as needed
• Reviews Salesforce reports for accuracy and ensures proper reconciliation of data
• Investigates and resolves account discrepancies in collaboration with internal teams and external stakeholders
• Supports the completion of ACH and vendor setup forms, provides W-9s, and manages vendor relationships for payment processing
• Prepares financial documentation for year-end audits and serves as a liaison for finance-related inquiries
• Serves as a primary contact for staff across all departments by answering questions related to invoices, payments, and revenue, ensuring that colleagues receive accurate and timely information to support program and financial decision-making
• Serves as a backup for Accounts Payable functions as needed

Accounts Receivable Coordinator

Data Analyst

• Lead the design, development, and ongoing enhancement of externally-facing Tableau dashboards using PAEA data.
• Own the full dashboard lifecycle, including requirements gathering, data preparation, visualization design, testing, publishing, and iterative improvement.
• Establish and apply best practices for data visualization, ensuring dashboards are intuitive, accurate, and deliver clear value to members and stakeholders.
• Collaborate with internal teams to translate business needs into effective, user-centered dashboard solutions.
• Develop, maintain, and enhance reports and dashboards that support internal operations and member-facing offerings.
• Partner with business units to define reporting requirements and refine business questions to ensure meaningful, actionable insights.
• Query, clean, aggregate, and transform data in alignment with data management and analytics best practices.
• Design and deliver data visualizations in Tableau and Salesforce for a variety of audiences.
• Translate data into actionable insights and support stakeholders in interpreting and applying findings to inform decision-making.
• Ensure the integrity, consistency, and completeness of PAEA’s data in alignment with the Association’s data model.
• Conduct regular assessments of data quality, particularly within the Salesforce ecosystem, and identify opportunities for improvement.
• Contribute to the development and maintenance of data governance practices, including data standards, definitions, and usage guidelines.