Who We Are:
The client seeks to shape the future of education by discovering new ways to build the competence, curiosity, and confidence of learners around the world. They create engaging and scalable learning experiences, cultivate inspiring ideas, and connect a global community of learners—while developing tools, technologies, platforms, and policies to reduce friction throughout the learning lifecycle.
They are seeking a Business & Finance Operations Specialist to temporarily join their Finance & Administration team.
Role and Responsibilities:
Systems Design & Documentation
- In close collaboration with other client subject matter experts and technical developers, contribute to the design, continuous improvement, and automation of business processes related to VPAL’s online B2C and B2B course sales. This design work will involve direct work with the client's registration and payment system, CRM system, and custom reports.
- Generate comprehensive operational playbooks, system documentation, and workflow designs to ensure scalable business operations.
- Working with the existing finance team, execute billing, deposit, refunds, chargeback and collections activities for VPAL’s B2C and B2B transactions
- Maintain accounting records for payments, revenue recognition, and accounts receivable
- Maintain monthly bank and balance sheet reconciliations, review and approve monthly close journal entries, and prepare monthly close journal entries
- Support the B2B revenue lifecycle, ensuring integration between contract execution, enterprise invoicing, and system-driven revenue reconciliation
- Assist in maintaining custom reports, including calculating and managing cost recovery and net revenue allocations by course
- Review and approve journals for revenue transfers to school and assist with the financial reporting to schools and other units (at times, may need to initiate journals)
Qualifications
- E xperience & Education: Bachelor’s degree in Business Administration, Accounting, Finance, or a related field with 5+ years of progressive experience in revenue operations, financial systems, or operational accounting. Master's degree preferred.
- Accounting Fundamentals: Deep practical knowledge of accounting workflows, general ledger reconciliations, and revenue recognition. (Note: Ability to accurately reconcile complex accounts is required; a CPA is not).
- Technical Systems Expertise: Hands-on experience managing and troubleshooting core enterprise systems, CRMs, ERP platforms (e.g., Salesforce, Oracle Financials, Certinia), and payment engine architectures.
- Process Documentation: Demonstrated ability to translate complex financial and operational workflows into clear, standardized handbooks and system documentation.
- Order-to-Cash & B2B Invoicing: Direct experience managing high-volume B2B order-to-cash processes, enterprise invoicing, and Accounts Receivable workflows.
- Industry Knowledge : Experience operating in high-volume, digital transaction environments such as high-growth online education, e-learning platforms, SaaS, or direct-to-consumer businesses.
- Analytical Skills: Advanced analytical capabilities with fluency in financial systems, data query tools, complex financial modeling in Excel, and executive presentation creation.
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