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Operations Specialist Auditor - Digital Velocityat CDW Careers

Job ID: 
Focus Area: 
Project Management
Remote, Remote
Remote Type: 

The 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, and our Trusted Partner Network in support of service delivery.
  • Provide full financial operations life-cycle support to customers and partners.
  • Run Audit Controls reporting monthly and report up to management on findings.
  • Ensure all available revenue recognition and costs is processed timely and accurately for month end.
  • Receive, interpret and advise services management on a multitude of business critical reports.
  • Below direct functions will depend on assigned duties, but could rotate as needed:
  • Customer Billing
    • Audit and ensure all customer billing is generated timely and accurately.
    • Audit new and completed projects for billing configurations and SoW compliance.
  • 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
  • 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 team 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

  • Proficient in Microsoft Office applications
  • 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.
  • 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
  • Project coordination or management experience
  • Demonstrate influence without authority
  • Ability to effectively resolve conflict with appropriate escalation.
  • Experience in a similar support role for a professional services organization preferred
Date Posted: May 08, 2024
Job Category: Corporate
People Leader v. Individual Contributor: People Leader
Travel Percentage: 25
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