Job was saved successfully.
Job was removed from Saved Jobs.

Job Details


CDW

Partner Finance Specialist

Computer and Mathematical

All

Yearly

No

Lincolnshire, Illinois, United States

The Partner Finance Specialist identifies, collects, reconciles, and analyzes vendor claims relating to rebates, cooperative advertising, sales incentives, funded positions and other vendor partner programs. This position will also interact regularly with Finance, Product & Partner Management, and vendor partners.

The Partner Finance Specialist identifies, collects, reconciles, and analyzes vendor claims relating to rebates, cooperative advertising, sales incentives, funded positions and other vendor partner programs. This position will also interact regularly with Finance, Product & Partner Management, and vendor partners.

Key Areas of Responsibility

  • Consistently drives for results to meet organizational financial goals
  • Proactively builds and maintains positive working relationships with internal and external stakeholders
  • Collaborates cross-functionally to resolve customer/partner issues
  • Demonstrates initiative and forward thinking as the company continues its rapid expansion
  • Continuously reviews top owing and past due accounts
  • Analyzes and reconciles customer accounts
  • Identifies accounts that need to be prioritized and escalated
  • Contacts customers to resolve invoice concerns and ensures prompt payment
  • Effectively navigate and utilize CDW’s AR system(s) on a consistent basis

Other Responsibilities

  • File invoices and claims based on vendor requirements per specified deadline
  • Collect and reconcile all open monthly claims with CDW business partners weekly (or monthly as partner protocol dictates)
  • Post payments, research and account for overpayments, and claim adjustments via system
  • Process invoices, attachments and write-offs as needed
  • Calculate and/or forecast and accrue rebates based on system reporting and analysis and program requirements accurately
  • Minimize write-offs via research and dispute resolution wherever possible. Identify write-off trends and recommend longer term solutions to mitigate root causes
  • Identify process improvement opportunities and best practices within the claim filling, settlement application and reconciliation areas to improve overall efficiency
  • Analyze the financial impact to cash and profitability of assigned vendor rebate programs
  • Monitor receivable balances weekly and proactively work to keep aged past due amounts to a minimum

Education and/or Experience Qualifications

  • High School diploma or equivalent
  • 1 year of Finance of Accounting experience, OR
  • 1 year of CDW experience

Required Qualifications

  • Excellent written and verbal communication skills with the ability to effectively interact with internal and external stakeholders
  • Strong organizational skills with the ability to adapt quickly to change
  • Ability to prioritize and multitask
  • Strong analytical skills with critical attention to detail
  • Proficient in Microsoft Office applications with strong Excel skills
  • Track record of building and maintaining strong working relationships cross functionally and with external stakeholders
  • Strong conflict resolution and creative problem-solving skills

Preferred Qualifications

  • Bachelor's degree in Finance or Accounting


COVID-19 Update:
CDW is committed to maintaining a workplace that is free of known hazards and to ensuring the safety, health, and well-being of coworkers and candidates for employment and their families, as well as the community.

CDW requires all coworkers be fully vaccinated against COVID-19, with the only exceptions being a documented, legally required medical or religious accommodation. Prior to starting with CDW, successful candidates will be required to: (i) be fully vaccinated against COVID-19 and provide CDW with proof of full vaccination; or (ii) apply for and receive a medical or religious-based accommodation to be exempt from the mandatory vaccination policy.