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Financial Services Specialist
Primrose SchoolsFinancial Services Specialist managing revenue reporting, audits, ACH drafts, and royalty accounting for Primrose’s early learning schools. Supporting Franchise Owners and improving financial processes across the United States.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, revenue reporting, and compliance training for Franchise Owners, while effectively managing multiple priorities and providing strategic insights. Proficient in utilizing computer applications for financial documentation and reporting.
Highest-signal resume keywords
Financial AnalysisRevenue ReportingCRM System SupportTraining and DevelopmentAudit Process Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingData AnalysisRevenue ForecastingReconciliationAccounting Principles
Soft Skills
Verbal CommunicationWritten CommunicationMulti-taskingProblem Solving
Tools & Technologies
ExcelAccessGeneral Ledger
Industry Keywords
Franchise AgreementsRoyalty ReportingIncentive ProgramsPolicy ComplianceACH Drafts
About the role
Key responsibilities & impact- Act as a liaison between the National Support Center and Franchise Owners for month-end revenue reporting
- Consult with Franchise Owners across the country to document financials and provide CRM system support
- Analyze revenue items, provide data insights, identify trends, and generate forecasts
- Lead the month-end revenue reporting process and implement continual improvements and efficiencies
- Lead the internal audit process and implement continual improvements and efficiencies
- Verify and initiate ACH drafts from individual school accounts under 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
- Serve as point of contact for new Franchise Owners and Transfers for royalty reporting
- Guide Franchise Owners regarding revenue streams and proper accounting
- Conduct training for Franchise Owners and Leadership Teams on policy and procedure compliance
- Review current training materials for accuracy
- 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
Requirements
What you’ll need- Bachelor’s degree in accounting or related field
- 3–5 years’ related experience
- Computer application skills, such as Excel, Access, and General Ledger
- Verbal and written communication skills
- Ability to multi-task and balance multiple high-priority tasks
- Authorization to work in the United States
Benefits
Comp & perks- Health insurance
- Paid time off
- 401(k)
- 401(k) matching
- Dental insurance
- 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
- Vision insurance
- 401(k) with company matching up to 3.5%
- Company provided life insurance
- Employee Assistance Program
- Flexible work from home options
- Fitness center
- Dry cleaning
- Casual cafe
- Community bank
- Car washing service
- Paid family leave