Financial Analyst
Posted on Sep 25, 2024 by Visa
Foster City, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Job Description
The Client Incentive Operations team are responsible for managing Client Incentive and Merchant Acceptance Incentive agreements. We ensure compliance with contractual terms and determine the accounting treatment of each incentive deal and conformity with US GAAP. We use lean and six sigma process methodologies to provide benefits to our stakeholders regarding quality, cost and schedule associated with our work. This role is to support operations of the North America Client Incentive team.
Essential Functions
Manage Incentive contracts for North America
Analyze newly executed incentive contract terms to assess Visa's contractual obligations and determine appropriate accounting treatment based on Visa policy and procedure
Review proforma to ensure accuracy of contract interpretation and application of Visa's accounting policy respectively
Setup incentive contracts in Oracle Revenue Management and Billing ORMB system per contract terms, ensuring that all key obligations have been accurately addressed. Ensure consistencies in the process especially those to accommodate system limitation
Manage, track, and process contractual payments per terms of contracts accurately and timely for all regions, perform peer reviews and approvals on payments and new contract setups
Liaise with Sales, Legal and clients to determine the fulfillment of contractual obligations.
Review on-going contract performance and update future performance and amortization schedules, as needed
Responsible for inquiries and issue resolutions related to the assigned contracts
Coordinate with the bigger Client Incentive Operations team. Understand the various deal structures and ensure a consistent business process applied
Interact with various levels of management across the organization as well as with external clients. Strong leadership and interpersonal skills are required as cross-functional projects occur on a regular basis
Support ad-hoc analysis and projects as needed
Train and provide guidance to junior analysts
Ensure key production metrics for the month are met
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 3 set days a week determined by leadership site, with a general guidepost of being in the office 50 percent or more of the time based on business needs
The Client Incentive Operations team are responsible for managing Client Incentive and Merchant Acceptance Incentive agreements. We ensure compliance with contractual terms and determine the accounting treatment of each incentive deal and conformity with US GAAP. We use lean and six sigma process methodologies to provide benefits to our stakeholders regarding quality, cost and schedule associated with our work. This role is to support operations of the North America Client Incentive team.
Essential Functions
Manage Incentive contracts for North America
Analyze newly executed incentive contract terms to assess Visa's contractual obligations and determine appropriate accounting treatment based on Visa policy and procedure
Review proforma to ensure accuracy of contract interpretation and application of Visa's accounting policy respectively
Setup incentive contracts in Oracle Revenue Management and Billing ORMB system per contract terms, ensuring that all key obligations have been accurately addressed. Ensure consistencies in the process especially those to accommodate system limitation
Manage, track, and process contractual payments per terms of contracts accurately and timely for all regions, perform peer reviews and approvals on payments and new contract setups
Liaise with Sales, Legal and clients to determine the fulfillment of contractual obligations.
Review on-going contract performance and update future performance and amortization schedules, as needed
Responsible for inquiries and issue resolutions related to the assigned contracts
Coordinate with the bigger Client Incentive Operations team. Understand the various deal structures and ensure a consistent business process applied
Interact with various levels of management across the organization as well as with external clients. Strong leadership and interpersonal skills are required as cross-functional projects occur on a regular basis
Support ad-hoc analysis and projects as needed
Train and provide guidance to junior analysts
Ensure key production metrics for the month are met
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 3 set days a week determined by leadership site, with a general guidepost of being in the office 50 percent or more of the time based on business needs
Reference: 202389832
https://jobs.careeraddict.com/post/95561735
Financial Analyst
Posted on Sep 25, 2024 by Visa
Foster City, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Job Description
The Client Incentive Operations team are responsible for managing Client Incentive and Merchant Acceptance Incentive agreements. We ensure compliance with contractual terms and determine the accounting treatment of each incentive deal and conformity with US GAAP. We use lean and six sigma process methodologies to provide benefits to our stakeholders regarding quality, cost and schedule associated with our work. This role is to support operations of the North America Client Incentive team.
Essential Functions
Manage Incentive contracts for North America
Analyze newly executed incentive contract terms to assess Visa's contractual obligations and determine appropriate accounting treatment based on Visa policy and procedure
Review proforma to ensure accuracy of contract interpretation and application of Visa's accounting policy respectively
Setup incentive contracts in Oracle Revenue Management and Billing ORMB system per contract terms, ensuring that all key obligations have been accurately addressed. Ensure consistencies in the process especially those to accommodate system limitation
Manage, track, and process contractual payments per terms of contracts accurately and timely for all regions, perform peer reviews and approvals on payments and new contract setups
Liaise with Sales, Legal and clients to determine the fulfillment of contractual obligations.
Review on-going contract performance and update future performance and amortization schedules, as needed
Responsible for inquiries and issue resolutions related to the assigned contracts
Coordinate with the bigger Client Incentive Operations team. Understand the various deal structures and ensure a consistent business process applied
Interact with various levels of management across the organization as well as with external clients. Strong leadership and interpersonal skills are required as cross-functional projects occur on a regular basis
Support ad-hoc analysis and projects as needed
Train and provide guidance to junior analysts
Ensure key production metrics for the month are met
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 3 set days a week determined by leadership site, with a general guidepost of being in the office 50 percent or more of the time based on business needs
The Client Incentive Operations team are responsible for managing Client Incentive and Merchant Acceptance Incentive agreements. We ensure compliance with contractual terms and determine the accounting treatment of each incentive deal and conformity with US GAAP. We use lean and six sigma process methodologies to provide benefits to our stakeholders regarding quality, cost and schedule associated with our work. This role is to support operations of the North America Client Incentive team.
Essential Functions
Manage Incentive contracts for North America
Analyze newly executed incentive contract terms to assess Visa's contractual obligations and determine appropriate accounting treatment based on Visa policy and procedure
Review proforma to ensure accuracy of contract interpretation and application of Visa's accounting policy respectively
Setup incentive contracts in Oracle Revenue Management and Billing ORMB system per contract terms, ensuring that all key obligations have been accurately addressed. Ensure consistencies in the process especially those to accommodate system limitation
Manage, track, and process contractual payments per terms of contracts accurately and timely for all regions, perform peer reviews and approvals on payments and new contract setups
Liaise with Sales, Legal and clients to determine the fulfillment of contractual obligations.
Review on-going contract performance and update future performance and amortization schedules, as needed
Responsible for inquiries and issue resolutions related to the assigned contracts
Coordinate with the bigger Client Incentive Operations team. Understand the various deal structures and ensure a consistent business process applied
Interact with various levels of management across the organization as well as with external clients. Strong leadership and interpersonal skills are required as cross-functional projects occur on a regular basis
Support ad-hoc analysis and projects as needed
Train and provide guidance to junior analysts
Ensure key production metrics for the month are met
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 3 set days a week determined by leadership site, with a general guidepost of being in the office 50 percent or more of the time based on business needs
Reference: 202389832
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