Financial Analyst III

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
In this role, you’ll own a broad and dynamic portfolio of vendor rebate programs and serve as a trusted financial partner to the business.

Key responsibilities include:

• 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

• The requirements below are representative of the knowledge, skills, and abilities needed to be successful in this role.

• 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

• 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

• High level of self‑starter mindset—demonstrates initiative, intellectual curiosity, and persistence when analyzing issues and driving solutions

• Strong attention to detail, accuracy, and timeliness while managing a high volume of programs and competing priorities

• Professional judgment and discretion, with the ability to handle confidential and sensitive financial information appropriately

At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

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!

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.

TD SYNNEX is an E-Verify company