Financial Solutions Operations Lead, Porto Porto

Financial Solutions Operations Lead, Porto
Porto
Porto, Porto District, Portugal

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Financial Solutions Operations Lead, Porto

Client:

TD SYNNEX Capital Spain SLU

Location:

Porto, Portugal

Job Category:

Other

EU work permit required:

Yes

Job Reference:

53cd0c2f20dc

Job Views:

36

Posted:

23. 01. 2025

Expiry Date:

09. 03. 2025

Job Description:

Overview:

TD SYNNEX, a global leader in IT distribution. Operating in 100 countries, we serve over 125, 000 customers. Our goal is to anticipate the
- 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. And 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
- office processes associated with TD Synnex Capital's business.

Performing customer engagements, quoting
- up, pipeline management, and providing operational functions for financial solutions will be also some of your responsibilities.

Responsibilities:

1. Supports TD SYNNEX Capital sales and operations teams.
2. Act as the primary point of contact responsible for the
   - office processes associated with financial solutions transactions.
3. Create quotations at the direction of a sales team member or other vendor requested quotation for financial transactions.
4. Work with external customers to ensure understanding and adherence to the funding process(es).
5. Review all finance documents and bank invoices for completeness and accuracy.
6. Prepare financial documents and obtain information and signatures from external customers as needed.
7. Track incoming payments and provide advice to Accounting regarding application.
8. Perform
   - depth external customer credit review and release orders per established guidelines.
9. Track orders to completion and obtain necessary serial numbers on product.
10. Ensure proper data mapping between sales system and financing system.
11. Coordinate and liaise between TD SYNNEX Capital and internal customers.
12. Troubleshoot for internal and external customers.
13. Work at the direction of management to balance team members' workloads and ensure team adherence to all
    - office processes.
14. Attend meetings with financial solutions vendors to review outstanding work.
15. Mentor and provide developmental support to Financial Solutions Operations team members.

Your Qualifications:

Experience:

Several years of relevant work experience. Financial Solutions or Sales Operations experience a plus.

Education & Certifications:

Bachelors Degree with Business, IT, or related Field of Study preferred. High School Graduate with HS Diploma field of study required.

Your Knowledge, Skills & Abilities:

• Executing instructions and requesting clarification when needed.
• Using a 10-key quickly and accurately.
• Performing basic mathematical calculations.
• Recognizing and attending to important details with accuracy and efficiency.
• Communicating clearly and conveying necessary information.
• Negotiating skillfully, promoting/selling ideas persuasively, and closing transactions with mutually beneficial results.
• Possessing strong
  - cultural interpersonal skills.
• Possessing strong organizational and time management skills, driving tasks to completion.
• Working constructively under stress and pressure when faced with high workloads and deadlines.
• Maintaining and promoting social, ethical, and organizational standards in conducting internal and external business activities.
• Working independently with minimum supervision.
• Building solid, effective working relationships with others.
• Ability to be sensitive to the needs, concerns, and feelings of others.
• Learning quickly new systems and technology.
• Using relevant computer system applications at an intermediate level.

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more
  - demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental
  - being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful
  -
  - peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new
  - workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal,
  - led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At TD SYNNEX, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!