Financial Analyst

1 month ago


Foster City California, United States Visa 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 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.


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