WEX

Accountant

WEX

full-time

Posted on:

Location Type: Hybrid

Location: Portland • California, District of Columbia, Maine, New York, Washington • 🇺🇸 United States

Visit company website
AI Apply
Apply

Salary

💰 $57,000 - $75,000 per year

Job Level

Junior

About the role

  • 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.
  • 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

Requirements

  • 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
Benefits
  • health, dental and vision insurances
  • retirement savings plan
  • paid time off
  • health savings account
  • flexible spending accounts
  • life insurance
  • disability insurance
  • tuition reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
ExcelAccess Databaseaccount reconciliationauditingaccounting knowledgedata analysispresentation skillsV-Lookupspivot tablesformulas
Soft skills
attention to detailorganizational skillstime managementanalytical skillsproblem solvingflexibilityadaptabilityself-motivationmulti-taskingcollaboration