Financial Analyst, Revenue

Employment Type: Full-Time, Permanent

Reports To: Finance Operation Manager

Location: Vancouver, BC (Hybrid)

Primary Purpose

The Financial Analyst, Revenue & Commissions is responsible for supporting the University's Accounts Receivable, Student Refunds, and Agent Commission operations by ensuring the accurate, timely, and efficient processing of financial transactions, reconciliations, reporting, and operational analysis. The role serves as the primary operational support to the Commissions and Accounts Receivable function, coordinating day-to-day activities across revenue operations and helping ensure service standards, internal controls, and operational objectives are consistently achieved.

Primary Purpose

The Financial Analyst, Revenue & Commissions is responsible for supporting the University's Accounts Receivable, Student Refunds, and Agent Commission operations by ensuring the accurate, timely, and efficient processing of financial transactions, reconciliations, reporting, and operational analysis. The role serves as the primary operational support to the Commissions and Accounts Receivable function, coordinating day-to-day activities across revenue operations and helping ensure service standards, internal controls, and operational objectives are consistently achieved. The Financial Analyst partners closely with Business Development, Registrar, Admissions, Student Services, Academic Operations, and external recruitment agents to resolve operational issues, improve business processes, and enhance the student and agent experience. The role contributes to financial integrity through reconciliations, reporting, compliance, and data analysis while identifying opportunities for automation, process optimization, and continuous improvement across Accounts Receivable, Student Refunds, and Agent Commission operations.

Specific Responsibilities

Reconciliation, Reporting & Analysis:

• Perform monthly reconciliations between student information system, ERP, payment platforms and banking records. Investigate and resolve reconciliation discrepancies to ensure the accuracy and integrity of financial records.
• Preform commission accrual calculations and reconciliations. Prepare month-end supporting schedules and working papers.
• Prepare commission, accounts receivable, collection, and revenue performance reports.
• Analyze trends related to revenue, scholarship, commissions, refunds, bad debt, and student payment activity
• Forecast commissions, refunds and collections
• Develop and maintain recurring financial reports, dashboards, and performance metrics using Power BI, Python and other reporting tools.
• Identify risks, exceptions, and operational issues and recommend corrective actions.

Revenue Operations

• Manage daily accounts receivable activities, including the processing, recording, and reconciliation of student payments received through various payment channels, ensuring accuracy and timely posting within financial and student information systems.
• Monitor student account balances, aging reports, unapplied payments, chargebacks, and outstanding receivables, proactively identifying issues and supporting collection efforts to optimize cash flow and minimize bad debt.
• Administer student financial transactions, including deposits, tuition payments, refunds, credits, installment plans, scholarship, fee adjustments, and collection agency transactions, ensuring compliance with university policies and procedures.
• Collaborate with cross-functional teams to improve the student and agent experience through efficient financial operations.

Agent Commission Operation

• Calculate agent commissions in accordance with contractual agreements, institutional policies, and established timelines.
• Review commission invoices, supporting documentation, and payment eligibility requirements to ensure accuracy and compliance.
• Validate commission calculations and investigate discrepancies, exceptions, and payment variances.
• Reconcile commission payments against contracts, student records, and financial systems.
• Maintain agent contract databases, commission records, and supporting documentation to ensure completeness and audit readiness.
• Support agent inquiries related to commission payments, calculations, and contract terms.

Student Refund Operation

• Coordinate the end-to-end student refund process, ensuring refund requests are processed accurately, timely, and in accordance with university policies and service standards.
• Review refund requests for completeness and eligibility, validating supporting documentation, tuition adjustments, administrative charges, and payment requirements.
• Prepare