Financial Solutions Operations Lead

Há 1 mês


Porto, Portugal Td Synnex Tempo inteiro

.Overview: TD SYNNEX, a global leader in IT distribution, operates in 100 countries and serves over 125,000 customers. Our goal is to anticipate the ever-changing developments in the IT ecosystem and become a solutions orchestrator.We care about our partners, our employees, our investors, and the world around us. We are committed to being an employer of choice, inclusive and responsible. In accordance with our Diversity policy, all our positions are open to candidates with disabilities.By joining our Finance Global Operations team, you will be responsible for providing support to the sales team by assisting with quoting and all of the back-office processes associated with TD SYNNEX Capital's business.Performing customer engagements, quoting follow-up, pipeline management, and providing operational functions for financial solutions will also be some of your responsibilities.Your Essential Duties & Responsibilities: Supports TD SYNNEX Capital sales and operations teams. Act as the primary point of contact responsible for the back-office processes associated with financial solutions transactions. May create quotations at the direction of a sales team member or other vendor requested quotation for financial transactions. Works with external customers to ensure understanding and adherence to the funding processes. Reviews all finance documents and bank invoices for completeness and accuracy. Prepares financial documents and obtains information and signatures from external customers as needed. Tracks incoming payments and provides advice to Accounting regarding application. Performs in-depth external customer credit review and releases orders per established guidelines. Tracks orders to completion and obtains necessary serial numbers on product. Ensures proper data mapping between sales system and financing system. Coordinates and liaises between TD SYNNEX Capital and internal customers. Troubleshoots for internal and external customers. Works at the direction of management to balance team members' workloads and ensure team adherence to all back-office processes. Attends meetings with financial solutions vendors to review outstanding work. Mentors and provides developmental support to Financial Solutions Operations team members. Your Qualifications: Experience: Several years of relevant work experience. Financial Solutions or Sales Operations experience is a plus. Education & Certifications: Bachelor's Degree in Business, IT, or related Field of Study preferred. High School Graduate with HS Diploma required. Your Knowledge, Skills & Abilities: Executing instructions and requesting clarification when needed. Using a 10-key quickly and accurately. Possessing strong data entry skills. Performing basic mathematical calculations. Recognizing and attending to important details with accuracy and efficiency. Communicating clearly and conveying necessary information



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