Jobs · Finance · Florida

Financial Analyst III

TD SYNNEX North America · Clearwater, FL · 1 wk ago
HybridFinanceFull-time

About The Role

At TD SYNNEX, we believe great finance professionals don't just analyze numbers—they tell the story behind them and influence smarter business decisions. As a Financial Analyst III on our Vendor Rebates team, you'll play a critical role in driving profitability, automation, and strategic insight across a highly visible portfolio of vendor programs. This role is ideal for an experienced analyst who thrives in complexity, enjoys solving ambiguous problems, and wants to make a measurable impact. You'll work cross-functionally with Finance, Sales, Marketing, and senior leadership while managing high-value rebate programs that directly influence company performance.

What You'll Do

  • Manage and analyze a large portfolio of vendor rebate programs, ensuring accurate rebate recognition and compliance with internal policies
  • Perform deep financial analysis to identify variances between expected and actual earnings, and clearly communicate findings to business stakeholders
  • Develop profit recommendations and insights that help the business make informed, data-driven decisions
  • Investigate discrepancies such as short-payments or over-payments and lead resolution efforts with vendors and internal partners
  • Interpret vendor program letters and contract changes, translating complex terms into actionable financial outcomes
  • Ensure rebate programs are accurately configured and tracked within TD SYNNEX's internal incentive systems
  • Partner with stakeholders to transition manual, Excel-based processes into more automated and scalable solutions
  • Use advanced Excel techniques (pivot tables, formulas, complex data sets) to support ongoing analysis and reporting
  • Collaborate with FP&A and leverage Power BI dashboards where applicable to enhance visibility and insight
  • Support continuous improvement initiatives, including process optimization, policy updates, and tool enhancements
  • Work collaboratively with global partners and BPO teams to offload manual tasks and focus on higher-value analysis

What We're Looking For

  • Bachelor's degree in Finance, Accounting, Business, or a related field preferred (equivalent experience will be considered); Associate degree minimum required
  • Typically 5-10 years of progressive experience in financial analysis, accounting, rebates/incentives, or a similarly complex, data-driven environment
  • Demonstrated ability to operate independently at a senior-intermediate level, with minimal direction and a strong sense of ownership over work and outcomes
  • Proven analytical and critical-thinking skills, including the ability to investigate variances, interpret complex data, and develop well-reasoned financial conclusions
  • Strong problem-solving capability in ambiguous situations—able to assess new or unfamiliar scenarios, determine next steps, and seek guidance strategically when needed
  • The ability to see the big picture, understanding how individual rebate programs, financial processes, and policy decisions impact the broader business
  • Comfort working in a fast-changing, fluid environment, with the flexibility to adapt to evolving vendor programs, policies, and business initiatives
  • Strong business partnership and communication skills, including the ability to explain financial insights, variances, and recommendations clearly to non-finance stakeholders
  • Advanced proficiency in Excel (e.g., complex formulas, pivot tables, large data sets); ability to interpret and work within highly manual data environments
  • Experience with financial systems or incentive/rebate tools preferred; ability to understand system logic and ensure accurate program setup and tracking
  • Exposure to Power BI or financial dashboards is a plus, particularly for enhancing business insight and trend analysis
  • A high level of self-starter mindset—demonstrates initiative, intellectual curiosity, and persistence when analyzing issues and driving solutions
  • A strong attention to detail, accuracy, and timeliness while managing a high volume of programs and competing priorities
  • A professional judgment and discretion, with the ability to handle confidential and sensitive financial information appropriately

Working Conditions

Hybrid schedule: in-office presence required for collaboration (typically three days/week). May require occasional evening or weekend work during peak periods (for example, month-end close).

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