Specialist, Production Planner (Financial Operations)

Specialist, Production Planner (Financial Operations)

At Evaluation Systems, a business unit of Pearson Professional Assessments, we help design and deploy educator workforce solutions so every learner has capable educators. We offer dynamic educator credentialing and performance assessment solutions. We work with multiple partners to develop and maintain highly scalable web applications that share information between Pearson groups, customers, and clients.  

Reporting to the Lead for Partnership Management and Business Operations, the Specialist for Financial Operations supports accurate, timely, and customer-focused financial operations across ordering, payment, invoicing, reporting, and issue resolution processes. This role helps ensure operational consistency, strengthens financial controls, and supports data-informed decision-making. The Specialist will also collaborate with team members to support the continued modernization and automation of our customer purchasing and invoicing systems. 

Responsibilities: 

• Support timely customer ordering, payment, and return processes.

• Create purchase orders and validate and process corresponding invoices 

• Fulfill examination voucher orders, process corresponding payments, and produce voucher usage reports.

• Process refunds, chargebacks, examination fee waiver requests, wires, audits, and bank reconciliations in accordance with established procedures.

• Produce monthly and quarterly financial and operational reports.

• Engage in customer communications and respond to financial operations-related inquiries from the Pearson Customer Contact Center.

• Communicate directly with clients, customers, and partners about outstanding, pending, and upcoming invoices.

• Provide support for the accounting and controls team through data gathering and reporting.

• Collaborate with team members on financial data research and visualization efforts to inform strategic business decisions.

• Support the continued modernization and automation of customer purchasing and invoicing systems.

• Exercise substantial personal responsibility and autonomy. 

Education and Experience

• Bachelor’s degree—in finance, marketing, or business preferred. 

• 2+ years of experience in finance or marketing technology.

• Proficiency with Microsoft Office including Power Query, Oracle (including Oracle iProcurement preferred), Tableau or Power BI; and other systems.

• Strong data analysis and interpretation skills preferred. 

• Excellent communication skills, both written and verbal.

• Customer service experience preferred.