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Manager, Client Financial Services

Company: Pearson
Location: Salem
Posted on: June 6, 2021

Job Description:

Manager, Client Financial Services - ( 2105837 )


We are the world's learning company with more than 21,000 employees operating in 70 countries. We combine world-class educational content and assessment,powered by services and technology, to enable more effective teaching and personalized learning at scale. We believe that wherever learning flourishes so do people.

We value diversity, equity and inclusion. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.

Through our talent, we believe that diversity and inclusion make us a more innovative and vibrant place to work. People are at the center, and we are committed to a sustainable environment and workplace where talent can learn, grow, and thrive.

To learn more about Pearson's commitment to a diverse and inclusive workforce please click here The Power of Difference at

The Manager, Client Financial Services, is responsible for overseeing the processes and team involved in supporting the Pearson VUE business for Client Financial Services. This position works cross-functionally throughout the organization to build and maintain client-centric financial services. It requires an experienced, organized, and fully competent professional with ability to support the systems, processes, and team involved in providing billing, reporting, and reconciliations to our clients, test centers, and business partners. The position will partner with Program Management, Finance, Sales, Legal and others to provide financial support and guidance on existing and new client accounts, while managing a team of client financial analysts.

This "hands-on" role includes:

Providing subject matter expertise to business partners and VUE's clients which includes client and channel reporting, vouchers, discounting, and payment processing.

Maintain and foster close working relationships with key clients.

Work in collaboration with shared services to provide clients with accurate reporting, monthly financials and timely payments.

Identifying tools, techniques and practices that are business enablers and enhance improvements in system/performance for sustainability.

Manage client invoicing process ensuring client financial statements and settlements are handled accurately and timely, by contractual due dates leveraging the VUE Test System (VTS).

Oversee the VTS financial reconciliation system to ensure client fee schedules are accurately maintained in the financial reconciliation system per contractual fee schedules for VUE business.

Work with Business Development and Program Management during bid process for new contracts to ensure we deliver competitive financial services to our clients within our system capabilities (ie. global payments, reporting, tax collection).

Lead and provide support during the new client launches and changes in existing client programs

Support audit schedules and provide relevant documents to support internal, external and client audits

Expertise in understanding and ensuring the business processes under VUE's SSAE18 control structure are continually followed.

Develop, implement and maintain policies and procedures in regarding to client invoicing

Provide knowledge and support to team and Program Managers related to discount, vouchers, pre-paid/non-pre-paid programs

Oversee General Ledger activities for revenue recognition, liabilities and expenses related to client invoicing

Maintain team by recruiting, selecting, orienting, and training employees; maintaining a safe, secure, and legal work environment; developing personal growth opportunities.

Other duties as assigned

Key relationships

Partners with Business Development, Program Management, and Finance

Works alongside the business to ensure proper support of client financial needs are met.

Leverages Pearson Shared Services accounting to support client payments and receipts

Work in collaboration with the VUE Client Financial teams - UK, Japan, India, China, and others.

Working relationship with global tax team, VUE software development, and legal.

Leadership Capabilities

Ability to Influence Others - Identifies the agendas, concerns, and motivations of interested others, and is persuasive when positioning ideas and arguments to address them. Proactively cultivates networks with key individuals across functions to gain support for ideas, creating a foundation for future influence. Ensures that all proposals or arguments are fully supported by strong logic and a compelling business case, addressing all relevant factors.

Communication - Communicates financial information and concepts in a clear, precise, thorough manner to meet the needs of both finance and non-finance audiences. Ensures that own positions effectively address others' needs and priorities, and that concerns are openly discussed and addressed. Projects self-assurance and unshakable confidence to influence outcomes with persuasiveness and candour. Appreciates the diversity of stakeholder interactions and adapts personal style as well as approach accordingly.

Strategic Decision Making - Critically and logically evaluates potential short- and long-term costs, risks, and benefits of alternatives before making key decisions. Critically and logically evaluates the costs, risks, and benefits of alternatives before making decisions.

Accountability and Ownership - Prioritizes and balances, organizes, and allocates time, actions, and resources to generate significant positive results and achieve critical goals, even in fast-moving or uncertain situations. Anticipates and decisively intervenes, addressing and removing obstacles, and redirects efforts to accelerate work, improves quality, moves the work forward, and/or gets efforts back on track.

Collaboration and Partnering - Identifies opportunities and takes action to build relationships between own area and other teams/departments to help achieve business goals. Working relationship with global tax team and legal.

Change Management Capability - Understands the change management process. Able to influence and lead others to embrace change positively in support of organizational objectives.

Prioritization - Juggles many priorities and competing demands for one's time. Understands the importance of materiality when prioritizing work.

Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-Verify. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.


BA / or equivalent experience

5 years' experience managing/leading Finance teams.

Ability to work on multiple projects simultaneously

Understand the big picture while managing the day-to-day financial details

Ability to work and effectively communicate with senior-level business partners

Track record of adapting systems to respond to changing client demands and ability to drive process improvements to create internal efficiencies or improvements in customer experience

Strong organizational skills with track record of meeting deadlines

Make moderately complex decisions without guidance

Ability to work under pressure

Flexibility for change

Strong customer service skills

Global experience (preferred)

The anticipated starting salary range for Colorado-based individuals expressing interest in this position is $80K to $90K. This position is eligible to participate in an annual incentive program.

Benefits available to eligible employees can be seen at:


Primary Location : US-RE-Remote

Work Locations :



Job : Finance

Organization : North America

Employee Status : Regular Employee

Job Type : Standard

Job Level : Manager

Shift : Day Job

Job Posting : May 12, 2021

Job Unposting : Ongoing

Schedule: : Full-time Regular

Req ID: 2105837

Keywords: Pearson, Salem , Manager, Client Financial Services, Other , Salem, Oregon

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