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We are seeking a talented Operations and Management Financial Specialist to join our team in Porto District. In this role, you will be responsible for supporting the sales team by assisting with quoting and back-office processes associated with TD SYNNEX Capital's business.
Key Responsibilities- Support the TD SYNNEX Capital sales and operations teams in their daily activities.
- Act as the primary point of contact for back-office processes associated with financial solutions transactions.
- Create quotations at the direction of a sales team member or vendor requested quotation for financial transactions.
- Work closely with external customers to ensure they understand and adhere to the funding process(es).
- Review all finance documents and bank invoices for completeness and accuracy.
- Prepare financial documents and obtain information and signatures from external customers as needed.
- Track incoming payments and provide advice to Accounting regarding application.
- Perform in-depth external customer credit reviews and release orders per established guidelines.
- Track orders to completion and obtain necessary serial numbers on products.
- Ensure proper data mapping between the sales system and financing system.
- Coordinate and liaison between TD SYNNEX Capital and internal customers.
- Troubleshoot issues for internal and external customers.
- Work under the direction of management to balance team members' workloads and ensure team adherence to all back-office processes.
- Attend meetings with financial solutions vendors to review outstanding work.
- Mentor and provide developmental support to Financial Solutions Operations team members.
- Several years of relevant work experience.
- Financial Solutions or Sales Operations experience is a plus.
