Financial Services Specialist

PEPL•Smyrna, GA

6d•Onsite

About The Position

As the Financial Services Specialist, you will act as a liaison between our National Support Center and Franchise Owners for month-end revenue reporting for all franchise 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.

Requirements

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

Responsibilities

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