Financial Channel Analyst - Direct/Indirect

Worldlink
Ridgefield, NJ Full Time
POSTED ON 5/18/2024
TITLE: Financial Channel Analyst - Direct/Indirect

POSITION TYPE: Full Time (W2)

LOCATION: Ridgefield Park, NJ



ABOUT WorldLink:

WorldLink is a rapidly growing information technology company at the forefront of the tech transformation. From custom software development to cloud hosting, from big data to cognitive computing, we help companies harness and leverage today’s most cutting-edge digital technologies to create value and grow.

Collaborative. Respectful. Work hard Play hard. A place to dream and do. These are just a few words that describe what life is like at WorldLink. We embrace a culture of experimentation and constantly strive for improvement and learning.

We take pride in our employees and their future with continued growth and career advancement. We put TEAM first. We are a competitive group that like to win. We're grounded by humility and driven by ambition. We're passionate, and we love tough problems and new challenges. You don't hear a lot of "I don't know how" or "I can't" at WorldLink. If you are passionate about what you do and having fun while doing it; tired of rigid and strict work environments and would like to work in a non-bureaucratic startup cultural environment, WorldLink may be the place for you.

For more information about our craft, visit https://worldlink-us.com .

WHO we’re looking for:

We are looking for a Financial Channel Analyst - Direct/Indirect to join our team.                        

Role and Responsibilities:
  • Manage Verizon account back-end margin validation and payment process for Direct (Verizon) and Indirect (Ingram Micro, Ice, Telamon) channels:
  • Draft and Execute back-end margin contracts for Direct and Indirect customers.
  • Manage Back-end margin approval process.
  • Manage Back-end margin monthly accrual.
  • Communicate and reconcile back-end margin claim differences with Direct and Indirect customer counter parts (via email/ WebEx meetings).
  • Validate and process invoices.
  • Manage Back-end margin incentives for Direct and Indirect channels:
  • Review and set up incentive requirements for various customers.
  • Track performance and manage incentive accrual.
  • Communicate validation requirements with customers and execute contracts.
  • Validate and process invoices.
  • Manage Verizon National/CRM promotion operations:
  • Manage/communicate with Verizon contract team ensuring accurate and timely contract execution.
  • Manage contract legal review process for promotion contracts.
  • Review and confirm alignment on Verizon Promotional contracts based on finalized terms with Verizon.
  • Manage promotion accrual/approval system (Conditions) submission/approval for accurate reflection of finalized terms and timely submission.
  • Reconcile and validate Promotional invoices received from Verizon for executed promos.
  • Manage communication with Verizon billing team ensuring timely invoice validation and payment process.
Required Experience and Education:
  • 1-2 years of experience or recent graduates with some experience (Entry level).
  • Bachelor's Degree in accounting or related financial discipline required.
  • Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
  • Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
  • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
Necessary Skills and Attributes:
  • Self-motivated individual with the ability to thrive in a team-based or independent environment.
  • Detail-oriented with strong organization skills.
  • Ability to work in a fast-paced environment.
  • Limited supervision and the exercise of discretion.
  • Verbal and written communication and critical thinking skills.
  • Basic ability to work independently and manage one's time.
  • Basic ability to analyze business trends and project future revenues and expenses.
Physical Demands:

The physical demands described here are representative of those that must be met by contract employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the contract employee is occasionally required to stand, clean, crawl, kneel, sit, sort, hold, squat, stoop, stand, twist the body, walk, use hands to finger, handle, or feel objects, tools or controls, reach with hands and arms, climb stairs or ladders and scaffolding, talk or hear, and lift up to 20 pounds. Specific vision abilities required by the job include ability to distinguish the nature of objects by using the eye. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90% ) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity.

Performs work under time schedules and stress which are normally periodic or cyclical, including time sensitive deadlines, intellectual challenge, some language barriers, and project management deadlines. May require working additional time beyond normal schedule and periodic travel.

WHAT we’ll bring:

During your interview process, our team can fill you in on all the details of our industry-competitive benefits and career development opportunities. A few highlights include:
  • Medical Plans
  • Dental Plans
  • Vision Plan
  • Life & Accidental Death & Dismemberment
  • Short-Term Disability
  • Long-Term Disability
  • Critical Illness/ Accident/ Hospital Indemnity/ Identity Theft Protection
  • 401(k)
WHAT you should know:

Our success begins and ends with our people. We embrace diverse perspectives and value unique human experiences. WorldLink is an Equal Employment Opportunity and Affirmative Action employer. All employment at WorldLink is decided on the basis of qualifications, merit, and business need. We endeavor to continue our footprint as a diverse organization by highlighting opportunities for all people.  WorldLink considers applicants for all positions without regard to race, color, religion or belief, sex, (including pregnancy and gender identity), age, national origin, political affiliation, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. People with disabilities who need assistance with any part of the application process should contact us.

This job description is designed to cover the main responsibilities and duties of the role but is not designed to be a comprehensive list of all.

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