Accountant 2

Reposted 3 Hours Ago
15 Locations
In-Office or Remote
57K-75K Annually
Mid level
Fintech • Payments
The Role
Responsible for processing rebates, ensuring contract compliance, performing calculations, and providing various reporting needs using Excel and Access. Requires detailed work and collaboration across departments.
Summary Generated by Built In

About team / role
WEX is currently seeking deadline-driven, highly organized Accountant to process and track rebates. This role has the opportunity to work collaboratively within a team of four. This role will be responsible for meeting contractual obligations and payout several million dollars of rebates each month, thus attention to detail is essential.

How you'll make an impact

Contract Rebate Processing

  • 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

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $57,000.00 - $75,000.00

Top Skills

Access Database
Excel
Google
Peoplesoft
Sharepoint
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The Company
HQ: Portland, ME
4,900 Employees

What We Do

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business.

Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

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