Analyst - Reconciliation & Compliance Reporting

Job Details

Description

Analyst - Reconciliation & Compliance Reporting, (RCA) have a keen eye for detail, and a passion for process and numbers. They review every detail of our client invoicing, including our management fees, vendor costs, and all supporting backups. They make sure the M&IW program leads have all necessary signed agreements, approvals, cost savings worksheets, final documents/invoices, etc. in place. The RCA is responsible for assembling the M&IW Final Invoice and/or the Compliance Reports required by the M&IW healthcare/medical device clients.

What You Will Do Here

Subject Matter Expert (SME) and Special Projects

• SME with 1-2 accounts on Reconciliation & Billing and/or HCP Transparency Reporting
• Help establish and implement initiatives within the RCA Department including, but not limited to, client and internal process and procedure development, material development, and employee development, by:
• Creating SOPs, Spend Breakdowns, Checklists, and Workbooks
• Completing other projects as assigned
  

Financial Management Services

Work With Program Managers, Coordinators And Other Staff To Produce Client Final Invoices. Requires Full Understanding Of M&IW And Client Billing Process, To Include But Not Limited To

• RCA checklist/Reconciliation Workbook management
• Budget creation/management
• Cost savings methodology
• Client and vendor contracts
• Reconciliation of hotel and other vendor invoices
• Client backup detail requirements
• Final invoice assembly and file management
  
  

Healthcare Provider (HCP) Transparency Reporting

• Track all meetings with HCPs and report per client specifications and deadlines
• Produce HCP reports per client/meeting by gathering all necessary information and documentation, breaking down the per-person reportable spend, compiling the information/ data into the client-specific format, and submitting to the client’s reporting department or uploading to the client’s internal system, within the designated timeframe
• Communicate with other internal M&IW departments and with client RAs (reconciliation analysts), FCT (financial compliance), OEC (office of ethics and compliance), and GT (government transparency) departments to ensure accuracy/completion of reports
• Ensure the HCP information/data and reporting backup are titled and stored properly
• Attend internal and client meetings as necessary
• Stay abreast to changes in client, state, federal, and international policies, guidelines, and laws
• Attend and present HCP compliance, reconciliation and reporting training.
  
  

Non-Employee Expense Reimbursement (NEER) Management

• Full understanding of NEER compliance, process and client backup detail requirements
• Ensure all NEER is invoiced and reported through the HCP reports as needed
  
  

Departmental Objectives

• Create, set and achieve long-term goals with the Manager R&C
• Demonstrate ability to understand how planning and execution can impact the overall effectiveness of a solution in terms of expectations
• Promote new tools for effective communication, process and procedure
• Identify deficiencies within internal reporting processes; provide innovative and efficient solutions
• Work closely with other department managers to maintain strong communication with changes in policies and procedures
• Serve as a resource to Strategic Account Managers and the Meeting Services Managers to train Program Managers and Coordinators that need assistance with the process for all Reconciliation and/or Compliance aspects of their meetings, to include but not limited to:
• Client Specific contract and reporting compliance
• Billing reconciliation
• Report deadlines
• Data validation and accuracy
  

Communication Skills

• Client Communication - Communication with client must be clear, concise and professional
• Peer Communication - Communication with peers must be based on mutual respect. Striving to have effective communication among peers is essential to the overall work environment.
• Vendor Communication - Communication with vendors must be professional. The vendors used are considered our partners and are valuable to the continued growth and success of this business.
• Management Communication – Clear, concise and effective communication with Department Managers is essential to maintaining a positive work environment
  
  

Training Skills

• Attend internal & external training and networking opportunities to further your industry knowledge
• Encourage a secure and open learning environment
  
  

Computer & Math Skills

• Proficient in Word, Excel, Outlook and the Internet
• Meetings management systems (proficient in Cvent, Salesforce, Iqvia, Expense Manager, etc.)
• Strong math skills; Solid understand of financial analysis preferred
  
  

What We Expect

Details of these areas are shared during interviews and monthly reviews:

• Cultural Excellence
• Role Level Function
• Interpersonal Skillset
  
  

What We Provide

• Competitive salary
• Health, Dental, Vision and Life Insurance options
• 401K plan
• Paid holidays
• Accrued personal time off for vacation and sick leave
• Laptop, additional monitor, and mobile phone
• Global Giveback program for volunteer service
• Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee
  
  

Who We Are

M&IW is a global event management firm specializing in virtual, hybrid, and in-person experiences of all shapes and sizes as well as consulting and enterprise strategies. As an entrepreneurial organization, we place customers at the center of everything we do and prioritize their needs through our core values of quality, agility, flexibility, and innovation. M&IW is a third generation, privately held, certified Women's Business Enterprise (WBE) in business for more than 50 years. Headquartered in Wisconsin, USA, and supported by a remote workforce across the US and in the UK, China, and Brazil.

M&IW provides a portfolio of management services for meetings, events, incentives, conferences, and tradeshows. Those services include Event Management and Design, Event Sourcing, Attendee Registration and Reporting, Event Technology and Production, Creative Services, Event Marketing and Communications, Gifting and Engagement Strategies, Incentive and Recognition Solutions, Group Air Travel, On-Site Execution and Staffing, and Event Analytics. Our consulting and enterprise services include Technology Implementation and Administration, Meeting Policy, Process and Optimization, Third-party Governance, Executive Dashboards and Analytics, and Sustainability Best Practices and Tracking.

GLOBAL HEADQUARTERS:        

10520 7 Mile Road, P.O. Box 65, Caledonia, WI 53108 | Phone +1 262-835-3553

www.meetings-incentives.com

M&IW associates located throughout the US, UK, Latin America and Asia Pacific Regions