Business & Financial Operations Specialist

Overview

Duration: 6 months

This role supports the organization’s Finance & Administration team. The work focuses on designing and improving business processes tied to online B2C and B2B course sales, maintaining core finance operations, and ensuring accurate system-driven revenue operations.

Responsibilities

Systems Design & Documentation

• Collaborate with subject matter experts and technical developers to design, continuously improve, and automate business processes related to VPAL’s online B2C and B2B course sales.
• Work directly with the registration and payment system, CRM system, and custom reports.
• Create comprehensive operational playbooks, system documentation, and workflow designs to support scalable business operations.

Support Scale and Provide Redundancy for Business Operations

• Partner with the existing finance team to execute billing, deposits, refunds, chargebacks, and collections activities for VPAL’s B2C and B2B transactions.
• Maintain accounting records for payments, revenue recognition, and accounts receivable.
• Maintain monthly bank and balance sheet reconciliations; review and approve monthly close journal entries; prepare monthly close journal entries.
• Support the B2B revenue lifecycle, ensuring integration between contract execution, enterprise invoicing, and system-driven revenue reconciliation.
• Maintain custom reports, including calculating and managing cost recovery and net revenue allocations by course.
• Review and approve journals for revenue transfers to schools and support financial reporting to schools and other units (at times, may need to initiate journals).

Requirements

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, with 5+ years of progressive experience in revenue operations, financial systems, or operational accounting. Master’s degree preferred.
• Deep practical knowledge of accounting workflows, general ledger reconciliations, and revenue recognition (ability to accurately reconcile complex accounts is required; a CPA is not).
• Hands-on experience managing and troubleshooting core enterprise systems, CRMs, ERP platforms (e.g., Salesforce, Oracle Financials, Certinia), and payment engine architectures.
• Proven ability to translate complex financial and operational workflows into clear, standardized handbooks and system documentation.
• Direct experience managing high-volume B2B order-to-cash processes, enterprise invoicing, and accounts receivable workflows.
• Experience operating in high-volume, digital transaction environments such as high-growth online education, e-learning platforms, SaaS, or direct-to-consumer businesses.
• Advanced analytical capabilities, including fluency in financial systems, data query tools, complex financial modeling in Excel, and creating executive presentation materials.