Job Description - Partner Finance Operations Analyst I
PARTNER FINANCE OPERATIONS ANALYST I
Position Overview
This position focuses on the management and financial recognition of complex partner programs. This is a dynamic and high profile position requiring the successful candidate to utilize a broad range of analytical, process, operational and communication skills, combined with strong business acumen.
The Partner Finance Operations Analyst 1 is responsible for the calculation, claiming and internal reporting of payments and credits Insight earns from partners, including partner fees, special bid rebates, volume incentive programs and shared marketing expense agreements. The position serves as a liaison between Finance and various departments, including Accounts Receivables, Product Management, Marketing, Profitability, Operations, Commissions, Services and Sales.
What you’ll do at Insight
Support and advise Product Management, Marketing and Special Costing departments in order to understand and operationally execute partner and internal objectives in order to maximize the profitability of partner funding programs and the accuracy of internal financial projections.
Review and analyze the terms and conditions of various partner funding programs.
Identify and research incorrect or incomplete data within SAP relating to the set up and reporting of data relating to partner funding.
Proactively claim, collect, reconcile and document the status of partner receivable balances, or assist AR team in these endeavors if applicable.
Establish and cultivate relationships with Insight’s partners to drive timely resolution of outstanding receivables.
Efficiently prepare and document partner funding related journal entries and reconciliations, which affect cost of goods sold and receivables.
Prepare client credits as required.
What you’ll need to join Insight
Bachelor’s Degree (Bachelor’s Degree in Accounting / Finance, a plus)
Interpret and analyze contract/program terms and conditions.
Proficient MS Excel skills.
Working Knowledge of SAP (or other large ERP systems) a plus.
Attention to detail.
Excellent oral and written communication skills, ability to communicate effectively with various organizational levels.
Ambitious, flexible, and aggressive. A self-starter who adapts easily to changing work environments and requirements and can drive for results.
Effectively work in a team-environment.
Demonstrated ability to work in a deadline orientated environment.
As work responsibilities and deadlines warrant, position would require ability to work in excess of 40 hours per week.
General knowledge of information technology.
Physical Demands
The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, talk, hear, and operate a computer, telephone and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Regular, predictable attendance is required; including quarter-driven hours as business demands dictate.
Work Environment
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time.
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