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 various vendor partners.
Key Areas of Responsibility
- File invoices and
claims based on vendor requirements per specified deadline and process.
- 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.
- Provide Partner
Finance and other Finance Management with monthly reporting such as actual
vs. Plan/Forecast, accrued vs. actual and other such analysis.
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
- Develop and
maintain excellent working relationships with vendor partners.
- Analyze the
financial impact to cash and profitability of assigned vendor rebate
- Monitor receivable
balances weekly and proactively work to keep aged past due amounts to a
- Bachelor’s degree
and 1 year professional work experience, OR
- High School Diploma
and 3 years of professional work experience.
§ Proficient in Microsoft
Office applications with strong Excel skills.
organizational and analytical skills with critical attention to detail.
§ Excellent verbal and written
communication skills with the ability to effectively interact with all
§ Track record of
building and maintaining strong working relationships cross functionally and
with external stakeholders.
§ Strong conflict
resolution and creative problem solving skills.
- Bachelor’s Degree in
a business related major (preferably Finance or Accounting)