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Senior Financial Analyst, Client Incentive Operations

Visa, Foster City CA, US

Everywhere you want to be

Duration: Full-Time


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/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 /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 two days a week, Tuesdays and Wednesdays with a general guidepost of being in the office 50% of the time based on business needs.


Basic Qualifications:

5 years or more of relevant work experience with a Bachelor’s Degree or at least 2 years of work experience with an Advanced Degree (e.g. MBA)

Preferred Qualifications:

6 or more years of work experience with a Bachelor’s Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD

• Bachelor’s in accounting
• Chartered Accountant or CPA preferred but not required
• Audit or accounting experience
• Attention to detail and highly organized
• Self-motivated, ability to function well independently as well as in a team, and comfortable in a fast-paced and dynamic environment
• Strong leadership and interpersonal skills
• Strong business analysis skills, excellent verbal and written communication skills
• Proficient in advanced Excel, familiar with Oracle based application is a plus
Visa has adopted a COVID-19 vaccination policy to safeguard the health and well-being of our employees and visitors. As a condition of employment, all employees based in the U.S. are required to be fully vaccinated for COVID-19, unless a reasonable accommodation is approved or as otherwise required by law.

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

About Visa

Visa Inc. (NYSE: V) is the world’s leader in digital payments. Our mission is to connect the world through the most innovative, reliable and secure payment network - enabling individuals, businesses and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of handling more than 65,000 transaction messages a second. The company’s relentless focus on innovation is a catalyst for the rapid growth of connected commerce on any device, and a driving force behind the dream of a cashless future for everyone, everywhere. As the world moves from analog to digital, Visa is applying our brand, products, people, network and scale to reshape the future of commerce.

Want to learn more about Visa? Visit Visa's website.