Meetings & Incentives Worldwide, Inc. · 1 day ago
Analyst - Reconciliation & Compliance Reporting (Remote)
United States
Full-time
Remote
New Grad, Entry LevelMeetings & Incentives Worldwide, Inc. is a global event management firm specializing in various event experiences and consulting services. They are seeking an Analyst for Reconciliation & Compliance Reporting who will be responsible for reviewing client invoicing, managing compliance reports, and ensuring accurate financial documentation for healthcare and medical device clients.
Event Management
Responsibilities
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
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
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
Full understanding of NEER compliance, process and client backup detail requirements
Ensure all NEER is invoiced and reported through the HCP reports as needed
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
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
Attend internal & external training and networking opportunities to further your industry knowledge
Encourage a secure and open learning environment
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
Qualification
Required
Keen eye for detail
Passion for process and numbers
Experience with Reconciliation & Billing and/or HCP Transparency Reporting
Ability to create SOPs, Spend Breakdowns, Checklists, and Workbooks
Full understanding of M&IW and client billing process
Management of RCA checklist/Reconciliation Workbook
Budget creation/management
Cost savings methodology
Understanding of client and vendor contracts
Reconciliation of hotel and other vendor invoices
Client backup detail requirements
Final invoice assembly and file management
Track meetings with HCPs and report per client specifications and deadlines
Produce HCP reports by gathering necessary information and documentation
Communicate with internal departments and client RAs, FCT, OEC, and GT departments
Ensure 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
Full understanding of NEER compliance, process and client backup detail requirements
Ensure all NEER is invoiced and reported through HCP reports
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 solutions
Work closely with other department managers to maintain strong communication
Serve as a resource to Strategic Account Managers and Meeting Services Managers
Client Communication must be clear, concise and professional
Peer Communication must be based on mutual respect
Vendor Communication must be professional
Clear, concise and effective communication with Department Managers
Attend internal & external training and networking opportunities
Encourage a secure and open learning environment
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
Benefits
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
Company
Meetings & Incentives Worldwide, Inc.
M&IW is a women-owned event agency specializing in planning meetings, conferences, and incentives of all scales worldwide.
Founded in 1967
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tina Madden
Chief Executive Officer
Recent News
2025-07-15
2024-12-26
Company data provided by crunchbase