Finance Coordinator II

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