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Pearson Financial Analyst (Pearson K-12 Learning) in Chandler, Arizona

Financial Analyst (Pearson K-12 Learning)


Pearson K-12 Learning is a global education company delivering award-winning learning solutions for early childhood through high school and more. Our interactive tools and content range from digital and print core curriculums, to supplemental content, intervention programs, and professional services. We partner with educators who are equally passionate about learning to help turn today’s classrooms into active workshops and inspire everyone to go further. Our comprehensive solutions are immersive, collaborative, and flexible - delivered online, offline, anytime. Our goal is to deliver the best possible learning experiences so that every student has the chance to succeed.

Together, we’re creating a new era of education that supports our changing world. Learn with us.

The Financial Analyst is a key finance business partner role to support a sales region. This position will be responsible to help provide financial insights to help guide and support key business decisions. The Financial Analyst will also provide business analytics support to drive incremental profitable revenue growth as well as ensuring effective spend and budget management.

Other responsibilities include:

  • Partner to develop financial strategies and objectives to optimize business performance to achieve annual objectives.

  • Support sales planning, forecasting and general reporting activities.

  • Drive customer profitability by partnering with key constituents to establish annual quotas for sales, spend and profit to achieve the Annual Operating Plan.

  • Identify and drive spending changes to budget/forecast by uncovering opportunities and risks to annual/quarterly plans.

  • Liaise with key business partners to develop and/or enhance promotional tools for improved efficiency and ROI.

  • Partner with inside sales leadership to develop and implement key KPI metrics/scorecard to drive performance management.

  • Create an environment that encourages information sharing, team-based resolutions, cross-functional collaboration and process improvement/simplification to ensure superior execution.

  • Ensure that the financial terms and conditions for all major transactions are accurate and executed in accordance with company policy.

  • Ensure all internal controls are in place and adhered to by all field sales personnel.

Key accountabilities:

Reporting and Analysis

  • Deliver standard pipeline and other sales performance reports by department and territory. Ensure reporting is provided to each level of sales management.

  • Provide analytics and ad-hoc support to sales management; includes evaluating the effectiveness of new performance metrics.

  • Lead the collection and validation of performance data.

  • Leverage dashboard and other reporting tools to support sales performance reporting, monitoring and tracking.

  • Monitors data and provides analysis to illustrate sales trends, identify weaknesses in current sales execution and support future sales strategy.

Sales Forecasting

  • Assist and provide reporting to management in the development and evaluation of rolling sales forecast.

  • Engage with sales management to validate sales pipeline and analyze forecast accuracy.

  • Work closely with finance organization to support regular forecasting activities.

Field Support

  • Answer queries from sales management, finance and other stakeholders and respond in a timely, professional manner.

  • Prepare presentations, reporting and analytical support for regional sales meetings and other events as needed.

  • Act as a strong contributor to an operating culture that makes possible collaboration, open communications, and a focus on talent development.


  • Bachelor’s degree from an accredited institution required. A degree in Business, Finance, or Accounting preferred but not required.

  • 1-3 years of experience preferred. Interaction with a diversified customer base a plus.

  • Knowledge of SAP, Business Objects and are a plus.

Additional Skills and Competencies:

  • Working knowledge of MS Office with strong Excel skills. Proficiency in Access a plus.

  • Ability to work with complex concepts, analyze data, draw conclusions, make recommendations while using judgment, experience and industry knowledge.

  • Ability to show initiative and make impactful decisions with little to no supervision.

  • Strong leadership, communication and problem-solving skills.

  • Proven ability to build business partnerships.

  • Demonstrated knowledge of financial assessments.

  • Ability to work in a fast-paced environment and multi-task.

  • Knowledge of accounting policies and procedures.

  • Excellent interpersonal skills, strong communication skills.


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.

Primary Location: US-AZ-Chandler

Work Locations: US-AZ-Chandler-3075 West Ray 3075 W Ray Rd Park at San Tan Chandler 85226

Job: Finance

Organization: North America

Employee Status: Regular Employee

Job Type: Standard

Shift: Day Job

Job Posting: Aug 13, 2019

Job Unposting: Ongoing

Schedule: Full-time Regular

Req ID: 1910736

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.