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. 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. 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.
Reconciliation Analyst - Reconciliation & Compliance Reporting
Location
United States
Posted
67 days ago
Salary
Not specified
Job Description
Role Description
The Analyst - Reconciliation & Compliance Reporting (RCA) has a keen eye for detail and a passion for process and numbers. They review every detail of client invoicing, including management fees, vendor costs, and all supporting backups. 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:
- Client and internal process and procedure development
- Material development
- Employee development
- 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, including:
- 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 by gathering necessary information and documentation, including:
- Breaking down the per-person reportable spend
- Compiling information/data into the client-specific format
- Submitting to the client’s reporting department or uploading to the client’s internal system
- Communicate with internal M&IW departments and client RAs, FCT, OEC, and GT departments to ensure accuracy/completion of reports
- Ensure HCP information/data and reporting backup are titled and stored properly
- Attend internal and client meetings as necessary
- Stay abreast of 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 overall effectiveness
- Promote new tools for effective communication, process, and procedure
- Identify deficiencies within internal reporting processes and provide innovative solutions
- Work closely with other department managers to maintain strong communication
- Serve as a resource to Strategic Account Managers and Meeting Services Managers
-
Communication Skills
- Client Communication: Clear, concise, and professional communication with clients
- Peer Communication: Mutual respect and effective communication among peers
- Vendor Communication: Professional communication with vendors
- Management Communication: Clear and effective communication with Department Managers
-
Training Skills
- Attend internal & external training and networking opportunities
- Encourage a secure and open learning environment
-
Computer & Math Skills
- Proficient in Word, Excel, Outlook, and the Internet
- Proficient in meetings management systems (Cvent, Salesforce, Iqvia, Expense Manager, etc.)
- Strong math skills; solid understanding of financial analysis preferred
Qualifications
- Experience in Reconciliation & Compliance Reporting
- Strong analytical skills
- Excellent communication skills
- Proficiency in relevant software
Requirements
- Attention to detail
- Ability to work independently and as part of a team
- Strong organizational skills
- Ability to manage multiple projects simultaneously
Benefits
- 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 corporate headquarters
Job Requirements
- Experience in Reconciliation & Compliance Reporting
- Strong analytical skills
- Excellent communication skills
- Proficiency in relevant software
- Attention to detail
- Ability to work independently and as part of a team
- Strong organizational skills
- Ability to manage multiple projects simultaneously
Benefits
- 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 corporate headquarters
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