WEX is a financial technology service provider for fleet, travel, and healthcare industries. They are currently seeking an Intermediate Finance/Rebate Analyst to support and process rebates, ensuring accurate calculations and compliance with contractual obligations.
Precise interpretation and implementation of contract language related to incentives provided to customers. Update contracts into the system and maintain accurate data records.
Utilize high attention to detail to effectively and timely execute rebate calculations and customer incentive calculations via Excel, Access Database, and other WEX-3rd Party Systems for accruals and for payouts. Reconcile these calculations with existing processes, identify differences and suggest changes/improvements to tool calculation methodology to ensure alignment.
Validate calculations and data vs other WEX-3rd Party Systems. Complete and accurate audit review of both rebate implementations and rebate calculations to assure 99.9% qualification and accuracy.
Reconcile/Analyze monthly validation of payments made to customers vs accrual, and current month vs prior month accrual calculations,
Utilize in depth knowledge of data and processes to adequately handle questions and concerns from internal stakeholders.
Manage and triage of team mailbox
Collaborate across lines of business on ad hoc reporting needs
Work with internal stakeholders to implement customers who have custom, complex rebate requirements and reporting.
Accurately adjust accruals based on volume expectation/information gleamed from processes.
Assist in Strategic plan forecasting activity to increase understanding of contractual exposures.
Provide various reporting needs as required both internally and externally, primarily leveraging Excel.
Pull data from various systems and applications to create a cohesive presentation to educate both customers and internal stakeholders regarding a broad range of data and activity.
Use strong presentation and explanation skills to collaborate with peers and leaders within the finance organization.
Initiates and participates in continuous improvement projects that are both process and efficiency driven.
Any other related projects as assigned.
Qualification
Required
Bachelor’s degree in Finance, Accounting or related field
1-3 years of related work experience
Ability to work in a fast paced environment while being extremely detailed oriented under strict deadlines
Highly proficient in Excel is a must (V-Lookups, pivots, formulas), Access Databases (navigating), PeopleSoft
