by Irma Moore | Mar 14, 2024 | Uncategorized
We are looking for a Credit Analyst, Credit Risk Strategy & Analytics, who will be responsible for developing innovative credit risk strategies and solutions across the customer lifecycle – leading to best-in-class credit results while enabling profitable growth and customer experience for WEX. The successful candidate will preferably have some knowledge and experience in Credit & Collections Risk analytics and processes. The successful candidate will be collaborative and a strong communicator with high EQ to work in a matrixed organization. This position will report directly to the Director or Credit Risk Strategy
How you will make an impact:
- Developing and managing credit risk decision strategies by creating data driven insights and analytics across customer lifecycle; i.e. New Accounts, Portfolio and Line Management and Collections, and across WEX products and lines of business.
- Performing qualitative and quantitative analysis on credit risk trends, and working together with Operations, second line and WEX Bank teams to define, evaluate, and implement potential solutions with Tech.
- Optimize the risk-return tradeoff and establish profitability based credit decisions at every touchpoint, through economic cycles.
- Continuously monitor credit and collections performance, conduct deep-dive analyses to explore areas of opportunity, and implement credit controls to address potential/emerging risks.
- Review and strengthen both systematic and manual credit processes.
- Partner closely with Decision Science, Fraud, Operations and second line teams to evaluate new data sources, track performance and ensure profitability.
- Partner with the Product, Marketing Risk capabilities and Technology teams to develop streamlined customer experience journeys.
- Track developments in the marketplace to understand industry best practices.
- Work with internal governance teams and external regulators to ensure control and compliance.
- Collaborate with key stakeholders and cross-functional partners across WEX including Risk Operations, Technology, Bank, Marketing, Finance, Legal, Risk and Compliance/BSA/AML.
Experience you will bring:
Education and Experience:
- Bachelor’s degree required; advanced degree strongly preferred.
- 5+ years of experience in Data and Analytics; 3+ years in the Credit or Fraud risk analytics and Commercial Risk space; Payments industry experience a plus.
- Experience using analytics/statistics to solve complex business problems – Big Data, Python / SQL, ML studio, Data visualization tools.
Skills and Abilities:
- Ability to think critically in order to analyze problems and develop creative, practical and efficient solutions for a multinational company.
- The ability to learn quickly, solve complex problems, and perform in a fast-paced environment.
- Strong communications skills that distill complex data and systems issues to both technical and non-technical audiences.
- Understanding of and experience with risk decision engines and/or payment technology.
- Leadership qualities that motivate collaboration with others, guiding the prioritization of initiatives.
- Willingness to learn and continuously build technical skill set.
- Ability to prioritize and work on multiple projects and tasks at the same time.
by Irma Moore | Mar 14, 2024 | Uncategorized
The Payroll Support Specialist will be responsible for supporting our ComputerEase Payroll Service clients perform basic functions within their ComputerEase software. The Payroll Services team assists customers across the country in all 50 states. Payroll regulations and ComputerEase software are constantly evolving, and this role is a client resource providing support and training as requested.
- Support Customer Interactions performing basic payroll functions within the ComputerEase application.
- Take ownership and troubleshoot the more time sensitive, urgent and less complex issues by developing solutions to customer questions.
- Educate and Counsel ComputerEase Payroll Services clients on processes and procedures to eventually enable self-sufficient system usage.
- Expected to identify and troubleshoot next steps for issues that require expert knowledge, then route them to the appropriate expert.
- Leverage resources for troubleshooting solutions to client questions.
- Follow defined procedures to escalate issues as needed.
- Complete tax updates and/or adjustments within the client ComputerEase systems as requested by the Tax Team.
- Complete setup requests within the client ComputerEase systems as needed.
- Document & manage issues within ticketing system by reviewing, updating and closing daily.
- Monitor ComputerEase system updates and utilize company training material to become familiar with updates that impact our payroll clients.
- Must be able to meet or exceed expectations with schedule adherence.
- Attend internal meetings as scheduled.
- Other duties as assigned.
Qualifications
- 4 year degree or equivalent experience
- 2-3 years industry experience
- Strong communication and interpersonal skills
- Strong organizational and time management skills
- Ability to manage project completion timelines
- Candidates with payroll industry and/or Deltek+ComputerEase experience will be given priority
by Irma Moore | Mar 14, 2024 | Uncategorized
Tax Preparation
- Tax prep work needed in Quickbooks Online (or other software, if needed) prior to beginning the return
- Prepare accurate and complete tax returns for individuals, businesses, and other entities based on clients’ financial information
- File federal and state income tax returns including forms 990, 1040, 1041, 1065, 1120, and 1120S using UltraTax
- Review federal and state income tax returns
- Communicate and help implement tax minimization strategies
- Prepare entity and personal tax projections
- Stay up-to-date with changes in tax laws, regulations, and deductions to provide clients with the most current and relevant advice.
Communication
- Develop a trusted relationship with your clients
- Respond timely to clients and the internal team
- Maintain status of returns using TaxDome
- Communicate with other Two Roads team members regarding tax related matters
- Be willing to share your tax knowledge with the team, as needed
- Participate in weekly team meetings
- 412 all-staff monthly meeting
- Liaison with the IRS and/or other regulatory bodies
by Irma Moore | Mar 14, 2024 | Uncategorized
You will be responsible for performing entry to mid-level accounting functions in compliance with Generally Accepted Accounting Principles (GAAP) and statutory requirements. In addition, this role will participate in monthly close activities and prepare internal and external reports.
KEY DUTIES & RESPONSIBILITIES
Clearing Mailbox messages
Clearing back-log of Voicemail messages (contacting caller to resolve)
Scanning Documents
Uploading Templates
Creating PDF Documents
DESIRED SKILLS & BACKGROUND
Excellent MS Excel Skills
Demonstrated ability to communicate verbally and in writing
Being able to adapt to changing organizational priorities
Teamwork
by Irma Moore | Mar 14, 2024 | Uncategorized
The Audit Director is a full-time, exempt position and is responsible for overseeing all financial, 403b, and single audits for the organization. Rocketship currently conducts five financial audits across multiple corporate entities. This position plays a key role in ensuring the integrity, accuracy, and compliance of financial and operational processes. This ensures compliance with laws, regulations, and organizational policies. This position will not directly supervise staff but will play an integral role in the accounting team’s coaching and development, specifically related to audit processes and policies. The Audit Director will report directly to the Controller.
The salary range for this position is $125,000 – $150,000.
Responsibilities and Core Competencies
- Oversees and coordinates all phases of Rocketship’s financial and single audits, reviews, or accounting engagements, and ensures all deliverables comply with both the applicable accounting framework and company policy.
- Manages the 403b audit.
- Creates the annual audit calendar and manages submissions to ensure on time audits are free of deficiencies, materials weaknesses, or other findings.
- Reviews audit work papers prior to submission.
- Guides and directs staff assigned to Rocketship audits and provides applicable training; reviews work papers and reports prepared by the audit team in accordance with company policy.
- Appraises the key Rocketship management of all important developments, identifies any potential issues for each audit, recommends solutions.
- Demonstrates a thorough knowledge and proficiency in the necessary technical skills needed to advise Rocketship.
- Builds and maintains contact with key stakeholders (internal & external) throughout the year; possesses a thorough knowledge of Rocketship, its affiliates and partners and all facets of Rocketship’s business and control systems.
- Responsible for ensuring all audit engagements are properly scheduled.
- Plays a pivotal role in coaching and developing members of the accounting team and contributes to staff performance evaluations.
Recent Comments