Financial Services Specialist

Socket.dev; Atlanta (GA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Commission or bonuses

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

401(k) with company matching

Life insurance

Employee Assistance Program

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 and CRM support. This full-time role is centered in our Georgia/Atlanta region with flexible work-from-home options.

You will analyze revenue data, drive month-end close improvements, and guide franchise partners on revenue streams and policy compliance while training teams and supporting financial processes.

Qualifications

• Bachelor's degree in accounting or related field.
• 3-5 years of related experience.
• Proficiency with Excel, Access, and general ledger systems.
• Strong verbal and written communication skills.
• Ability to multi-task and manage high-priority tasks.

Responsibilities

• Provide analysis related to month-end revenue reporting for franchises.
• Lead month-end revenue reporting process and drive improvements.
• Oversee internal audit processes and implement efficiencies.
• Verify and initiate ACH drafts up to $10 million per agreements.
• Reconcile returned payments and apply related fees.
• Align billing with Royalty Reductions, Incentive Programs, and Deferral agreements.
• Be the point of contact for New Franchise Owners and Transfers for Royalty Reporting.
• Provide guidance to Franchise Owners on revenue streams and accounting.
• Train Franchise Owners and Leadership Teams on policy compliance and update training materials.
• Assist in resolving issues for Franchise Owners and onboard new team members.
• Support departmental initiatives and projects.

Skills

Verbal communication

Written communication

Multi-tasking

Accounting principles

Education

Bachelor's degree in accounting or related field

Tools

Excel

Access

General Ledger

Job description

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 - is why we do what we do each day. 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. We make every effort to ensure everyone feels they belong in our Primrose community. 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.