Finance Coordinator II

Job Description

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
  
  

About The Team

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.

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