Specialist, Production Planner (Financial Operations)

About the job

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.

Compensation at Pearson is influenced by factors including skill set, experience, and location.

The full-time salary range for this role is $62,000 – $ 70,000 annually.

This position is eligible for Pearson’s annual incentive program. Information on benefits can be found here.

Applications will be accepted through November 16, 2026 . This window may be extended depending on business needs.

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 world's lifelong learning company. For us, learning isn't just what we do. It's 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 TalentExperienceGlobalTeam@grp.pearson.com.

Job: Production

Job Family: LEARNING_&_CONTENT_DELIVERY

Organization: Assessment & Qualifications

Schedule: FULL_TIME

Workplace Type: Remote

Req ID: 26585

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