Pearson India | Specialist, Financial Operations

Responsibilities

• We are seeking a high-impact Business Transformation Analyst to help modernise the Rights & Royalties operating model through AI-enabled agents, workflow automation, process simplification and measurable efficiency gains.
• This role is designed for someone who can understand operational pain points quickly, convert them into practical automation opportunities, and deliver adoption-ready solutions that improve speed, quality, control and stakeholder experience.
• The ideal candidate combines structured business analysis with a maker mindset: able to map processes, define requirements, build low-code/agentic solutions, partner with technology teams, and track outcomes through clear KPIs. Hands-on data capability remains important, but the emphasis is on using data, AI and automation to transform recurring operational work, not on deep engineering or specialist BI development.
• Create practical AI agents and guided automations that reduce manual effort, improve response quality and accelerate decision-making across Rights & Royalties operations.
• Deliver measurable efficiency gains through cycle-time reduction, lower rework, improved SLA performance, better adoption and stronger process controls.
• Conduct rapid discovery of current-state processes, pain points, root causes, handoffs, control gaps and duplication across Rights, Royalties and related Finance Operations.
• Design future-state workflows using a transformation lens: Simplify -> Standardise -> Automate -> Augment with AI -> Scale.
• Partner with technology, governance and business stakeholders to ensure agents are controlled, explainable, secure, measurable and fit for production use.
• Identify where agents should be combined with workflows, for example where AI reasoning is needed within a structured approval, triage or notification process.
• Workflow Automation & Operational Enablement.
• Build or support low-code automations using Power Automate, Copilot Studio workflows and connected Microsoft 365 services.
• Automate high-volume, rule-led and repeatable activities including validations, approvals, reminders, case routing, exception logging, report refreshes and stakeholder notifications.
• Design automations with appropriate audit trails, handoffs, fallback logic, approval controls, ownership and maintainability.
• Work with operations teams to ensure automation is embedded into daily routines rather than remaining as a standalone tool.
• Perform practical analysis to identify trends, anomalies and improvement opportunities related to royalty statements, adjustments, disputes, metadata, reserves, payments or case volumes.
• Prepare concise executive-ready summaries that convert analysis into business decisions and action plans.
• Create and maintain process documentation, SOPs, decision logs, control points, KPI definitions and adoption materials.
• Ensure automation and agent assets have clear ownership, change control, traceability, testing evidence and governance alignment.
• Translate ambiguous operational problems into clear requirements, user stories, acceptance criteria and adoption plans.
• Enable operational leaders with concise, self-serve visibility into risks, bottlenecks, productivity, quality and customer impact.
• Support UAT, adoption, change communication, training aids and post-launch benefit tracking.
• Help design, configure and improve business-facing agents using Microsoft Copilot Studio and the Microsoft 365 / Power Platform ecosystem.
• Translate operational use cases into agent capabilities such as document review support, answer retrieval, exception explanation, guided decisioning, case summarisation and next-best-action recommendations.
• Define agent knowledge sources, prompts/instructions, guardrails, escalation paths, testing scenarios, success metrics and adoption feedback loops.
• Define outcome-led KPI frameworks for automation and process transformation, focused on hours saved, cycle time, quality, SLA, adoption, controls and customer impact.

Requirements

• Hands-on data capability remains important, but the emphasis is on using data, AI and automation to transform recurring operational work, not on deep engineering or specialist BI development.
• Prioritise opportunities based on effort, impact, control risk, adoption readiness and efficiency potential.
• 3-4 years experience in a Business Analyst, Transformation Analyst, Automation Analyst, Process Analyst, Product Operations or comparable role.
• Strong process discovery and problem-solving capability, with the ability to simplify complex operational work into clear, actionable requirements.
• Hands-on exposure to Microsoft Power Platform, preferably Power Automate and Copilot Studio, or a demonstrable ability to build low-code automations and AI-enabled business solutions.
• Ability to define agent or automation use cases, map workflows, document requirements, test outputs, manage feedback and support adoption.
• Strong stakeholder management across Operations, Finance, Product/Technology, BI/Engineering, Compliance or Legal stakeholders.
• Good analytical capability and comfort working with operational data, KPIs and dashboards.
• Familiarity with SQL, Tableau, Looker, BigQuery or similar tools is useful, but not the primary focus of the role.
• Exposure to royalties, rights, licensing, publishing/media, revenue-share, finance operations or contract-driven processes.
• Understanding of the royalty lifecycle: contract terms, rate structures, deductions, reserves, statements, payments, recoupment, audit queries and dispute handling.
• Experience with ServiceNow, SharePoint, Teams, Excel-based operations, document repositories or workflow-heavy operational environments.
• Familiarity with process mapping tools such as Blueworks, Visio or Lucidchart; Lean, continuous improvement or process re-engineering methods.
• Bachelor degree in Finance, Commerce, Accounting, Business, Operations, IT, Data Analytics or a related discipline.
• Relevant certifications in Power Platform, Copilot Studio, automation, business analysis, Lean/process improvement, data analytics or BI are advantageous.
• Acts as a process transformation, agent enablement and automation partner to teams looking to improve efficiency, control and customer experience.
• Strong cross-functional exposure across Rights, Royalties, Finance, Product, Technology and Governance teams.
• A practical platform to convert process knowledge into scalable digital and AI-enabled solutions.
• Excellent communication skills: concise documentation, clear visuals, executive-ready summaries and practical training materials.

Pearson plc

Samuel Pearson joined a small Huddersfield firm in 1844, and the business grew into S. Pearson & Son, a building and civil engineering contractor that moved its headquarters to London in 1884. It became a public company in 1969 and later turned to publishing and, more recently, education. Pearson trades on the London Stock Exchange and has American depositary receipts on the New York Stock Exchange. It now describes itself as an education and assessment company, with businesses in assessment and qualifications, virtual learning, English language learning, higher education, and enterprise learning and skills. Its Indian offices are in Noida, Bengaluru and Chennai.

Its finance openings in India have included specialist roles in payroll in Bengaluru and in financial operations in Noida.

• Industry: Education and assessment: qualifications, assessment, English language learning, higher education and workforce learning
• Headquarters: London, United Kingdom (listed on the London Stock Exchange, with American depositary receipts on the NYSE)
• In India: Pearson India Education Services Private Limited, with offices in Noida, Bengaluru and Chennai