Onboarding Analyst

About the role:

The Credit Review and AR Analyst reviews new and existing customers to determine appropriate credit limits and terms, and reviews sales orders for release for a large dynamic technology organization. Working in a fast-paced environment, this role collaborates closely with AR team, sales organization, and customers to gather necessary information to maximize revenue potential while mitigating excessive credit risk.

What you'll do:

• Reviews new and existing customers to determine appropriate credit limits and terms.

• Analyzes financial statements when provided and for credit requests greater than $50K.

• Documents analysis and justification of credit decisions.

• Handles account base of limited complexity.

• Review and release orders, within guidelines, as needed.

• Works autonomously or in group settings on strategic initiative projects as assigned by management.

What we're looking for:

• >1 to 3 Years of relevant work experience

• Able to execute instructions and to request clarification when needed.

• Able to use common office equipment.

• Possesses basic data entry skills.

• Able to perform basic mathematical calculations.

• Able to recognize and attend to important details with accuracy and efficiency.

• Able to communicate clearly and convey necessary information.

• Able to converse and write effectively in English and other local / regional language.

• Understand, communicate, and collaborate effectively with people across various identities.

• Possesses strong organizational and time management skills, driving tasks to completion.

• Able to adjust readily to change and adapt as needed.

• Able to constructively work under stress and pressure when faced with high workloads and deadlines.

• Able to maintain and promote social, ethical, and organizational standards in conducting internal and external business activities.

• Able to effectively multi-task.

• Able to maintain confidentiality of sensitive information.

• Able to collaborate and build solid, effective working relationships with others.

• Able to exhibit ability to be sensitive to the needs, concerns, and feelings of others.

• Able to quickly learn/adapt to new systems and technology.

• Able to use relevant computer systems and applications at a basic level.

• Able to talk on the phone (or wear a headset) for long periods of time.

• Able to be immobile for long extended periods.

• Ability to stay awake and alert while performing work.

• Working knowledge of Microsoft Office applications (Outlook, Word, Excel).

• Strong interpersonal skills with ability to communicate professionally and amiably with internal and external customers.

• Basic financial statement analysis skills and interpretation.

• Ability to work as part of a team.

• Ability to perform basic research and analysis.

• Ability to organize work and use time wisely.

Working Conditions:

• Professional, office environment.

• Remote / Work-from-home.

• May be required to work in shifts (timings subject to business needs)

• Occasional non-standard work hours or overtime as business requires.

• On-call availability required as necessary.

Key Skills

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At TD SYNNEX, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!