Advanced Associate, Financial Operations

Title -Advanced Associate - Finance Operations

Description: In this role, Youll Supports end-to-end finance operations including Accounts Receivable, cash application, billing, reconciliations, banking, and month-end activities. Works with global stakeholders to ensure accurate financial processing, timely resolution of issues, and effective customer service. This role aligns with industry titles such as Accounts Receivable (AR) Specialist, Cash Application Specialist, Order to Cash (O2C) Specialist.

Job Summary

The Advanced Associate - Finance Operations is responsible for supporting end-to-end finance operations across Accounts Receivable, cash application, bank collections reporting, customer billing, account reconciliations, financial reporting, and month-end close activities. The role manages banking transactions, customer account maintenance, refund and chargeback resolution, credit card validation, and operational reporting while supporting business operations across the Americas, EMEA, Japan, China, India, and other global regions. This position requires strong analytical skills, attention to detail, and excellent written and verbal communication skills, including professional email communication and stakeholder management, to ensure accurate financial processing, compliance with company policies, and high-quality customer service.

Key Responsibilities

Cash Application & Banking Operations

• Process and apply customer payments received through banking platforms and ERP systems.
• Investigate and resolve unidentified or unapplied cash receipts.
• Monitor bank collections and support cash application reporting activities.
• Prepare receipt upload files and perform bank receipt reconciliations.

Accounts Receivable & Customer Account Management

• Review aging reports and support collection and outstanding balance resolution activities.
• Process customer account adjustments, debit memos, credit memos, and compensation entries.
• Manage refund requests, chargebacks, and customer account corrections.

Billing & Invoicing

• Generate customer invoices for assigned regions.
• Support monthly billing activities and ensure timely and accurate invoice processing.
• Prepare billing-related reconciliations and operational reports.

Credit Card & Payment Administration

• Validate and register credit card transactions in accordance with company policies and compliance requirements.
• Review and approve customer orders requiring payment validation.

Reporting & Month-End Activities

• Prepare financial reports, accruals, reconciliations, and supporting schedules.
• Generate voucher, billing, and customer account activity reports.
• Support month-end close processes and reporting requirements.

Stakeholder Support & Communication

• Manage finance mailbox activities and respond to customer and internal finance inquiries.
• Coordinate with cross-functional teams to resolve transaction, billing, and payment-related issues.
• Ensure timely and professional communication with internal and external stakeholders.
• Maintain compliance with financial controls, policies, and procedures.

Required Qualifications

• MBA (Finance), B.Com, Inter CA, or CMA .
• 3-5 years of experience in Finance Operations, Accounts Receivable, Billing, Cash Application, Banking Operations, or Shared Services.
• Experience working with ERP systems such as Oracle Financials.
• Strong understanding of Accounts Receivable, cash application, customer billing, banking operations, reconciliations, and financial reporting.
• Proficient in Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint.
• Excellent written and verbal communication skills, including professional email communication and stakeholder management.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong attention to detail and commitment to financial accuracy and compliance.

Preferred Skills

• Experience supporting global finance operations across multiple regions.
• Knowledge of banking platforms, payment processing, and cash management activities.
• Exposure to customer billing, refunds, chargebacks, collections support, and month-end close processes.
• Experience driving process improvements and operational efficiencies.

Key Competencies

• Accounts Receivable Management
• Cash Application & Banking Operations
• Billing & Invoicing
• Financial Reporting & Reconciliation
• Stakeholder Management
• Professional Email & Business Communication
• Problem Solving & Analytical Thinking
• Customer Service Orientation
• Compliance & Financial Controls
• Process Improvement
• Time Management & Prioritization

Who we are:

At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the worlds lifelong learning company. For us, learning isnt just what we do. Its who we are. To learn more: We are Pearson.

Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [HIDDEN TEXT].

Job: Finance

Job Family: ENTERPRISE

Organization: Assessment & Qualifications

Schedule: FULL_TIME

Workplace Type: Hybrid

Req ID: 25788