Financial Reporting, Planning and Analysis Specialist

Pearson VUE

Specialist managing financial reporting and payroll processes for a company with a focus on analytical and accounting tasks. Collaborating across departments for accurate financial reporting.

Posted 6/23/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Prepare and update monthly payroll files, including rolling forward payroll files, updating tabs, and reconciling payroll files with invoices.
Record monthly payroll expenses and update employee lists in accordance with changes per Census.
Prepare staffing forecasts based on current and open positions for each school.
Create appropriate journal entries in Sage Intacct.
Prepare and update passthrough files, including coding passthrough expenses and updating tabs.
Review and reconcile passthrough files with invoices.
Record monthly miscellaneous expense transactions and accruals.
Prepare monthly financial statement close files.
Update grant tracking spreadsheets and perform roll forward of SFS working papers.
Maintain support documentation.
Assist in bank reconciliation tasks, including preparing Cash Receipts Journal (CRJ) and Cash Disbursements Journal (CDJ) templates.
Analyze and record cash receipts and disbursements for the month.
Prepare and compile monthly reports for School Leaders and Board Treasurers, including saving detailed transaction support.
Update monthly sub-schedules for balance sheet accounts.
Assist in updating state regulatory reports.
Prepare website postings, State required entries, and AFR support – if applicable.

Requirements

What you’ll need

Bachelor's degree in accounting, Finance, or a related field.
At least 3 years of experience in any finance-related role.
Proficiency in accounting software (e.g., Sage Intacct) and Microsoft Office Suite.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational skills.
Ability to work independently and as part of a team.

Benefits

Comp & perks

Health insurance
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

payroll processingfinancial statement preparationjournal entriesbank reconciliationexpense trackinggrant trackingcash receipts analysisaccrual accountingfinancial reportingstaffing forecasts

Soft Skills

analytical skillsproblem-solving skillsattention to detailorganizational skillsindependenceteamwork

Certifications

Bachelor's degree in accountingBachelor's degree in Finance