Financial Analyst, Associate

Description & Requirements

Financial Analyst, Associate is vital to the Education team to support internal and external customers as they become leaders in their own industries. With a focus on entrepreneurship, this position will require skills as an effective liaison across multi-functional workgroups.Initiate billing transactions for internal and external resources from a variety of documents and mediums.Execute and assist in the development of process and procedures to ensure accurate reporting and processing of billing transactions. Execute daily, weekly, and monthly tasks with time sensitivities that impact other teams and/or processes.The revenue specialist will possess a confident and positive attitude, strong work ethic, integrity, and committed to quality support that showcases an eagerness to explore new challenges

ESSENTIAL FUNCTIONS:

• Review statements of work and set up payment accounts in LMS
• Review billing reports and submit transactions to accounting team for invoicing
• Audit/validate correct accounting action or treatment on transactions/reports:
• Scheduling deferred revenue
• Applying revenue carves
• Managing Time and Material or Fixed Fee items, etc.
• Verify data linked across systems to ensure data integrity is intact for future billing and customer account accuracy.
• Communicate and coordinate with other dependent and supporting departments as needed to complete or share cross functional information drawn from billing transactions.
• Accounts Payable (Vendor Invoices)
• Accounting
• Cash Applications (Direct Debit/Remittance data
• Royalties/Partner Commission
• Global Renewals
• Collections
• Order Entry
• Installation Database Team
• Provide outstanding customer service when handling customer billing questions and requests.
• Collaborate with team managers to build out bi-monthly learning revenue forecast
• Perform other Education Operations Support / business-related tasks as may be assigned by the Management Team.

KEY COMPETENCIES:

• Good commercial and financial awareness
• Understand accounting principles as related to the billing function
• Able to work effectively in a team environment
• High degree of initiative and motivation
• Knowledge of billing and revenue operations.
• Experience working in revenue reports.
• Excellent written and oral communication skills
• Must be flexible and able to work varying hours
• Ability to prioritize and handle multiple tasks
• Strong attention to detail and high level of accuracy is required

QUALIFICATIONS:

• Bachelor s degree required.
• 4+ years experience in billing/revenue rec, ideally in a corporate education environment.
• Certifications like CPA, CMA, or finance/data analytics credentials would be advantageous.

SOFTWARE APPLICATIONS:

• Excellent Microsoft Office skills. (Word, Excel and Outlook)
• Proficient in handling large excel data.
• ERP tools knowhow (e.g., SAP, Oracle, Softrax)

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Education

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