Financial Services Specialist

Primrose Schools; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

401(k) matching

Dental insurance

Bonuses / commission

Tuition reimbursement

Employee Assistance Program

Flexible work from home options

Job summary

Primrose Schools is seeking a Financial Services Specialist to act as a liaison between our National Support Center and Franchise Owners for month-end revenue reporting across Primrose Schools. You will consult with Franchise Owners nationwide to document their financials and provide CRM system support.

This is a full-time role. You will provide revenue analysis, lead Month-End Revenue Reporting, and oversee internal audits, while coordinating ACH drafts up to $10 million and ensuring billing

Qualifications

• Bachelor’s degree in accounting or related field.
• 3-5 years’ related experience.
• Proficient in Excel, Access, General Ledger.
• Verbal and written communication skills.
• Ability to multi-task and balance multiple high priority tasks.

Responsibilities

• Provide analysis of revenue items, identify trends, and generate forecasts.
• Lead Month-End Revenue Reporting, drive efficiency improvements.
• Oversee the internal audit process with continuous improvements.
• Verify and initiate ACH drafts from school accounts up to $10 million.
• Reconcile returned payments and apply related fees.
• Ensure billing aligns with Royalty Reductions, Incentive Programs, and Deferrals.
• Be the point of contact for New Franchise Owners and Transfers for Royalty Reporting.
• Advise Franchise Owners on revenue streams and accounting practices.
• Train Franchise Owners and Leadership on policy compliance; review materials.
• Support resolution of issues faced by Franchise Owners.
• Mentor new team members and share departmental workflows.
• Contribute expertise on strategic initiatives and projects.

Skills

Verbal communication

Written communication

Excel

Access

General Ledger

Multi-tasking

Education

Bachelor’s degree in accounting or related field

Tools

Excel

Access

General Ledger

Job description

What a Difference

At Primrose, our mission -

Benefits:

• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Dental insurance

What a Difference

At Primrose, our mission - to forge a path that leads to a brighter future for all children -.

Primrose provides a life-changing early learning experience for children and their families.

We believe who children become is as important as what they know.

We believe who YOU are is as important as what you know.

Our commitment to Belongingness means we seek similarities and respect differences in our unique backgrounds, life experiences and perspectives.

What You Will Do

As the Financial Services Specialist, you will act as a liaison between our National Support Center and our Franchise Owners for month-end revenue reporting for all Primrose Schools. You will consult with Franchise Owners across the country to document their financials in addition to offering system support for our CRM. This is a full-time role.

• Provide analysis related to revenue items including providing insights on the data, identifying trends and generating forecasts
• Lead Month-End Revenue Reporting process including identifying opportunities for continual improvements and working to implement efficiencies
• Lead internal audit process including identifying opportunities for continual improvements and working to implement efficiencies.
• Verify and initiate ACH drafts from individual school accounts per contractual franchise agreements up to $10 million
• Reconcile returned payments and apply applicable fees
• Confirm billing alignment with Royalty Reductions, Incentive Programs, and Deferral agreements
• Point of contact for New Franchise Owners and Transfers for Royalty Reporting
• Provide guidance to Franchise Owners regarding revenue streams and proper accounting
• Conduct training on policy and procedure compliance to Franchise Owners and Leadership Teams and reviews current training materials for accuracy
• Act as resource to help resolve issues and problems faced by Franchise Owners
• Train new team members on departmental activities and workflows
• Provide department specific expertise on company strategic initiatives and projects

Who We Are Looking For

• Bachelor’s degree in accounting or related field
• 3-5 years’ related experience
• Computer application skills, such as Excel, Access, General Ledger, etc.
• Verbal and written communication skills
• Ability to multi-task and balance multiple high priority tasks

What You Will Get

• Commission or bonuses based on personal and company performance
• 50% tuition reimbursement for up to three children and/or one grandchild at any Primrose School
• Full-time team members are eligible for health, dental and vision insurance
• 401k with company matching up to 3.5% and company provided life insurance
• Employee Assistance Program

Flexible work from home options available.