Client Incentives Operations Analyst – Client Incentives

Job Description

Client Incentive Consultant | Visa

The Tone:
This is a full-time role at Visa, located in a hybrid work environment. Visa is a world leader in payments technology, facilitating transactions across more than 200 countries and territories. This role is crucial for managing the financial lifecycle of client incentive agreements, ensuring accurate accounting, forecasting, and payment processing. You will contribute to Visa’s mission of uplifting everyone, everywhere by ensuring robust financial operations.

The TL;DR
• Role: Full Time
• Location: Hybrid
• Team: Client Incentives Operations (CIO), part of Global Controllership
• Mission: Ensure client incentive arrangements are accurately represented, operationally executable, and managed effectively throughout their lifecycle.
• Tech Stack: Oracle Revenue Management & Billing (ORMB), ERP and financial systems, Excel

What You’ll Actually Do
• Agreement Review: Review client incentive agreements and proposals to assess operational feasibility, accounting implications, and policy alignment.
• System Management: Support the setup, maintenance, monitoring, and actualization of client incentive arrangements in ORMB and related systems.
• Incentive Actualization: Perform volume validation, accrual updates, variance analysis, forecasting support, and true-up calculations for incentives.
• Payment Processing: Prepare, review, and process client incentive payments according to contractual terms, approval thresholds, and controls.
• Financial Close Support: Support month-end, quarter-end, and year-end close activities, including reconciliations and balance sheet substantiation.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related discipline, with experience in financial operations, accounting, controllership, revenue accounting, or client incentives.
• Experience: 5 or more years of relevant work experience with a Bachelor’s Degree, or at least 2 years with an Advanced Degree, including experience reviewing complex contractual arrangements.
• Skills: Strong analytical and problem-solving skills, high attention to detail, understanding of financial controls/SOX, knowledge of financial reporting concepts and US GAAP, and advanced Excel skills.
• Bonus: Professional accounting qualification (ACA, ACCA, CPA, CIMA, or equivalent), demonstrated ability to apply accounting judgment, and experience with ORMB.