Finance Coordinator II
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Job Location:
Mandaluyong - Philippines
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Join a High-Performance Culture That Drives Innovation and Excellence
At Vertiv we dont just hire talentwe cultivate leaders who drive innovation and engage teams to push the limits of whats possible. As a global leader in critical digital infrastructure we are scaling up to meet the demands of AI data centers and next-gen technologyand we need bold high-performing individuals like YOU to take us to the next level.
Why Vertiv
- High-Performance Culture: We empower you to think big execute with excellence and deliver impact. Our performance-driven mindset rewards those who challenge the status quo and drive meaningful change. Over 50 CEO Awards are given annually to recognize top talent moving the needle forward.
- Leadership Without Limits: Leadership at Vertiv goes beyond just titlesits about accountability trust and ownership. Our leaders engage and drive with collaboration innovation and customer-centric thinking setting the foundation for an action-focused culture.
- Limitless Growth & Learning: We believe in continuous development. Whether through rotational programs or high-impact projects youll have the opportunity to expand your expertise and grow your career.
- A Place for Everyone:Our commitment to inclusion ensures that all employees unique strengths and perspectives are valued. Your voice matters your growth is prioritized and your success is celebrated.
Job Summary:
This position is responsible for all aspects of the customer invoicing process. This includes but is not limited to reconciliation of Sales Order / Purchase Order / Invoice coordination with order management and project management teams and assistance resolving customer disputes. The Invoice Operations Coordinator must maintain balance between corporate policy/procedures and customers needs. It includes providing an exceptional level of customer service to both internal and external stakeholders.
Job Responsibilities:
Functional Expertise
- Reviews purchase orders all Vertiv product orders within the required turnaround time of not exceeding 24 hours.
- Reviews CPQ quote to ensure accuracy of order versus submitted PO.
- Processes after-invoice adjustments in a prompt manner to avoid unnecessary credit hold to customers.
- Generate proforma invoice and Order Acknowledgement as requested.
- Processes Manual Invoice for customers as needed in IFS.
- Review System generated invoices.
- Performs any reporting activity or task assigned by immediate supervisor as needed or in fulfillment of and in relation to essential functions.
- Performs milestone billing on Project Orders based on assigned portfolio.
- Performs obligations and cost budgeting in Project module in EBS.
- Performs Revenue Recognition on Project orders based on assigned customer.
- Ensures Order-to-Cash processes are completed efficiently.
Customer Commitment
- Identifies customer needs through communication and probing.
- Creates solutions to customer problems. Provide sound recommendations to their queries. Provides resolution the first time.
- Assists customers in handling servicing follow-up communication and closure of issues.
- Completes workload on time. Monitors if transactions are processed in a timely manner.
- Implements error-proofing method to ensure all transactions done are accurate.
- Participates in conferences calls meetings and discussions with customers.
- Adheres to shift schedules and attendance expectations to ensure consistent support to customers and a balanced workload for peers.
- Coordinates with other teams/support to complete the request of customers.
- Monitors team service level and assists in workload distribution.
- Assists colleagues in answering general escalations from customers.
- Handles specialized queries from customers.
- Conducts team/functional/business overview presentations during counterpart visits as required by team lead/supervisor.
- Reviews ERP reports to monitor sales order progress backlog identify order delays shipment holds and contract and credit holds and take necessary steps to notify customers.
- Works with Project Managers Sales Team and others to lead the development of a plan for timely and accurate invoicing at the creation of an order.
Internal Communication
- Records and submits periodic and/or quarterly transaction records log sheets and/or trackers.
- Plans executes and manages own workload and projects in cooperation with line leaders.
- Communicates with the team on best practices lessons learned process and product updates during team huddles/meetings.
- Manages team common mailboxes and delegates tasks to colleagues.
- Uses effective communication tools like flow charts process flows diagrams etc. to effectively communicate products and processes convey information and respond to queries/requests coming from different levels.
- Expedites collections through communication to all departments to meet the customers requirements.
- Assists other departments in resolving customer issues related to order processing.
- Performs any reporting activity or task assigned by immediate supervisor as needed or in fulfillment of and in relation to essential functions.
- Assists other departments in resolving customer issues related to billing and invoices.
Job Qualifications:
- Bachelors Degree of any 4-year course
- Bachelors degree in Accountancy or Financial Management is preferred
- 1-3 year experience in Customer Service
- 2-year experience with Vertiv Customer service environment
- English professional working proficiency.
- Customer Focus
- Action Oriented
- High Attention to Detail
The successful candidate will embrace Vertivs Core Principals & Behaviors to help execute our Strategic Priorities.
OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.
OUR STRATEGIC PRIORITIES
- Customer Focus
- Operational Excellence
- High-Performance Culture
- Innovation
- Financial Strength
OUR BEHAVIORS
- Think Big and Execute
- Act With Urgency
- Own It
- Drive Continuous Improvement
- Promote Transparent and Open Communication
- Learn and Seek Out Development
- Foster a Customer-First Mindset
- Lead by Example
Required Experience:
IC
Key Skills
About Company
Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need s ... View more
