AddressThe DV-Services Operations Specialist with a Financial Operations Focus provides a strategic partnership with assigned services management by operating their daily services business with precision and urgency. The incumbent in this role has a high degree of resourcefulness, is an excellent communicator, thrives in a fast paced and dynamic environment, and is process driven but flexible in approach.
Key Areas of Responsibility
- Enable all aspects of Services by acting as a liaison between Services departments, Sales departments, CDW clients our Trusted Partner Network in support of service delivery
- Provide full financial operations life-cycle support to customers and partners.
- Ensure all available revenue recognition and costs is processed timely and accurately for month end
- Below direct functions will depend on assigned duties, but could rotate as needed:
- Customer Billing
- Ensure all Customer billing is generated and submitted timely
- Audit new projects for special billing and timeline requirements
- Partner/Vendor invoicing – AP Operational Support
- Support the lifecycle of Partner engagement
- Ensure PO’s are created timely as needed for Partners and Vendors within DV
Ensure all DV Partner invoices are verified and processed timely and accurately for payment
- Customer Billing
- Act as point of escalation to assist and/or resolve customer, sales or partner satisfaction issues or questions
- Provide timely and accurate system approvals.
- Initiate and approve financial documents for assigned customers or partners/vendors (invoices, credit memos, etc.).
- Participate in tool and process improvement projects as requested.
- Communicate financial operations methodology and other best practices to coworkers and partners as needed.
- Collaborate with peers with the Finance teem to remain up to date on systems and tools used for processing financial data
- Ensure the best practices are incorporated and shared.
- Support DV Operations vision, goals, and strategies.
- Contribute to business process documentation and optimization routinely
- Contribute to Financial Operations team
Education and/or Experience Qualifications
- Bachelor’s Degree or equivalent experience required
- 5 years of relevant professional experience or 3 years CDW experience
Required Qualifications
- Provide forward thinking leadership at all times
- Excellent written and verbal communication skills
- Ability to excel in a dynamic and fast paced environment
- Influential with others, tailoring communication to the needs of the target audience
- Ability to balance multiple priorities simultaneously and adapt to the changing needs of the business while meeting deadlines
- Proven ability to proactively collaborate and build relationships, take initiative and creatively problem solve
- History of successfully coordinating complex projects, with multiple facets and stakeholders
- Ability and willingness to travel up to 25% or as needed to other CDW locations
- Ability to understand, remember, and apply oral and/or written instructions or other information. Ability to organize thoughts and ideas into understandable terminology.
- Ability to multitask, organize and prioritize.
- Ability to apply common sense in performing a job.
- Ability to understand and follow basic instructions and guidelines. Ability to travel as needed.
Preferred Qualifications
- Experience with Professional Services Automation tools
- Experience implementing process improvement projects
