VE
Vertivvertiv.com

Finance Coordinator II

Manila, Manila, PhilippinesFull-time2h ago

Join a High-Performance Culture That Drives Innovation and Excellence

At Vertiv, we don’t just hire talent—we cultivate leaders who drive innovation and engage teams to push the limits of what’s possible. As a global leader in critical digital infrastructure, we are scaling up to meet the demands of AI, data centers, and next-gen technology—and 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 titles—it’s 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, you’ll have the opportunity to expand your expertise and grow your career.
  • A Place for Everyone: Our commitment to inclusion ensures that all employee’s 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 customer’s 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:

  • Bachelor’s Degree of any 4-year course
  • Bachelor’s 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 Vertiv’s 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