Production Planner, Financial Operations

Pearson VUE

. Support timely customer ordering, payment, and return processes .

Posted 11/12/2026full-timeRemote • Massachusetts • United StatesJuniorMid-Level💰 $62,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial operations, including purchase order creation, invoice processing, and data analysis. Proficient in utilizing tools like Oracle and Tableau to support strategic business decisions and enhance customer service.

Highest-signal resume keywords

Bachelor's Degree In Finance, Marketing, Or Business2+ Years Of Experience In Finance Or Marketing TechnologyProficiency With Microsoft Office, Including Power QueryProficiency With Oracle; Oracle iProcurement PreferredStrong Data Analysis And Interpretation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial OperationsInvoice ProcessingData AnalysisPurchase Order CreationRefund ProcessingChargeback ProcessingBank ReconciliationFinancial ReportingCustomer OrderingPayment Processing

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationCustomer Service ExperienceCollaborationAutonomy

Tools & Technologies

Microsoft OfficePower QueryOracleOracle iProcurementTableauPower BI

Industry Keywords

Financial OperationsCustomer InvoicingData GatheringOperational ReportingExamination Voucher Processing

Tech Stack

Tools & technologies

OracleTableau

About the role

Key responsibilities & impact

Support timely customer ordering, payment, and return processes
Create purchase orders and validate and process corresponding invoices
Fulfill examination voucher orders, process corresponding payments, and produce voucher usage reports
Process refunds, chargebacks, examination fee waiver requests, wires, audits, and bank reconciliations according to established procedures
Produce monthly and quarterly financial and operational reports
Respond to financial operations-related inquiries from the Pearson Customer Contact Center
Communicate with clients, customers, and partners about outstanding, pending, and upcoming invoices
Support the accounting and controls team through data gathering and reporting
Collaborate on financial data research and visualization to inform strategic business decisions
Support modernization and automation of customer purchasing and invoicing systems
Exercise substantial personal responsibility and autonomy

Requirements

What you’ll need

Bachelor’s degree—in finance, marketing, or business preferred
2+ years of experience in finance or marketing technology
Proficiency with Microsoft Office, including Power Query
Proficiency with Oracle; Oracle iProcurement preferred
Proficiency with Tableau or Power BI and other systems
Strong data analysis and interpretation skills preferred
Excellent written and verbal communication skills
Customer service experience preferred

Benefits

Comp & perks

Eligible for Pearson’s annual incentive program
Benefits information is provided via the linked benefits page