Rebates Analyst 2

About the Team/Role

WEX is currently seeking deadline-driven, highly organized Intermediate Finance/Rebate Analyst to support and process/track rebates. This role has the opportunity to work collaboratively within a team of four other Finance/Rebate Analysts. Candidate will be responsible for meeting contractual obligations and payout several million dollars of rebates each month to various relationship, thus attention to detail is essential.

How you'll make an impact

• 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.

Reporting

• 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.

Projects

• Initiates and participates in continuous improvement projects that are both process and efficiency driven.
• Any other related projects as assigned

Experience you'll bring

• 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
• Intermediate computer software literacy (Word, Google, SharePoint)
• Intermediate to advanced account reconciliation and auditing skills
• Intermediate accounting knowledge
• Strong orientation towards high volume, fast paced, time sensitive business operation
• Ability to identify opportunities to improve performance and efficiencies within the department and self
• Analytical and problem solving skills
• Detail oriented
• Organizational/Time Management ability
• Flexible/Adaptable to change
• Ability to maintain confidentiality
• Ability to multi-task
• Self-motivated and managed
• Proven experience working with business partners, attention to detail, accuracy in data, ability to explain findings at all levels
• HFM a plus