The Sr. Portfolio Analyst supports credit processes, manages credit limits, conducts financial analysis, and collaborates with sales to mitigate credit risks while developing strategies and ensuring timely order releases.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking a highly skilled Sr. Portfolio Analyst to join our Credit team, which sits on the broader Enterprise Business Operations (EBO) team. As a Sr. Portfolio Analyst, you will be responsible for supporting the Credit process as an individual contributor and subject matter expert in credit limit management, interpreting customer credit information and financial statements.
* What you'll do
* As a vital part of the EBO team, the Sr. Portfolio Analyst will play an important role in ensuring all aspects of the Credit Process are adhered to, as applicable.
* Work closely with CDW sales and customers to provide credit support for the sale and placement of product and services while protecting the enterprise from undue credit risk.
* Maintain and manage credit limits for assigned portfolio of customers, including establishing relationships with customers' senior finance coworkers, as appropriate.
* Conduct analysis of customer financial and credit data for large/complex transactions to provide clear recommendations for credit decisions.
* Ensure credit limits are kept current and orders released in a timely manner
* Release orders from assigned portfolio as necessary
* Establish and maintain strong relationships and rapport across Sales through transparent communication and consistent engagement.
* Be a thought leader for innovation and change within the Credit department, challenging the status quo, supporting the development, deployment and adoption of new credit strategies, technologies and tools.
* Monitor customer credit risk, identifying and resolving and potential credit risk issues in partnership with sales and customers.
* Monitor economic trends and market dynamics to identify opportunities and potential risks.
* Provide periodic operational reporting, KPI performance, and analysis of operations.
* Provide recommendations for managing overall portfolio risk.
* Provide coaching and support training for credit analysts with less experience
* Participate in any workout situations with the intent of mitigating our risk while keeping the customer relationship
* What we expect of you
* Bachelor's degree and 5+ years of experience in corporate credit related positions OR 9+ years of relevant corporate Credit experience
* Demonstrated experience in evaluating and approving credit limits of $1 million or more, including reviewing and interpreting customer financial statements, ensuring sound financial judgment and risk assessment in high-value transactions.
* Excellent communication and presentation skills, with the ability to effectively interact and build partnerships with stakeholders and customers at all levels.
* Consistent decision making with a balance between data and qualitative factors
* Deal/resolution oriented; Forward leaning
* Demonstrated understanding of macroeconomic and industry factors and how they impact credit risk.
* Curiosity and a desire to learn and apply what was learned
* Strategic mindset and the ability to think critically, solve problems, and drive change.
* Flexibility and creativity in finding solutions to transactional and process related challenges.
* Growth mindset with a strong focus on continuous learning
* Detail-oriented mindset with excellent organizational and prioritization skills Pay range: $ 79,000 - $ 110,000 depending on experience and skill set Annual bonus target of 5% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking a highly skilled Sr. Portfolio Analyst to join our Credit team, which sits on the broader Enterprise Business Operations (EBO) team. As a Sr. Portfolio Analyst, you will be responsible for supporting the Credit process as an individual contributor and subject matter expert in credit limit management, interpreting customer credit information and financial statements.
* What you'll do
* As a vital part of the EBO team, the Sr. Portfolio Analyst will play an important role in ensuring all aspects of the Credit Process are adhered to, as applicable.
* Work closely with CDW sales and customers to provide credit support for the sale and placement of product and services while protecting the enterprise from undue credit risk.
* Maintain and manage credit limits for assigned portfolio of customers, including establishing relationships with customers' senior finance coworkers, as appropriate.
* Conduct analysis of customer financial and credit data for large/complex transactions to provide clear recommendations for credit decisions.
* Ensure credit limits are kept current and orders released in a timely manner
* Release orders from assigned portfolio as necessary
* Establish and maintain strong relationships and rapport across Sales through transparent communication and consistent engagement.
* Be a thought leader for innovation and change within the Credit department, challenging the status quo, supporting the development, deployment and adoption of new credit strategies, technologies and tools.
* Monitor customer credit risk, identifying and resolving and potential credit risk issues in partnership with sales and customers.
* Monitor economic trends and market dynamics to identify opportunities and potential risks.
* Provide periodic operational reporting, KPI performance, and analysis of operations.
* Provide recommendations for managing overall portfolio risk.
* Provide coaching and support training for credit analysts with less experience
* Participate in any workout situations with the intent of mitigating our risk while keeping the customer relationship
* What we expect of you
* Bachelor's degree and 5+ years of experience in corporate credit related positions OR 9+ years of relevant corporate Credit experience
* Demonstrated experience in evaluating and approving credit limits of $1 million or more, including reviewing and interpreting customer financial statements, ensuring sound financial judgment and risk assessment in high-value transactions.
* Excellent communication and presentation skills, with the ability to effectively interact and build partnerships with stakeholders and customers at all levels.
* Consistent decision making with a balance between data and qualitative factors
* Deal/resolution oriented; Forward leaning
* Demonstrated understanding of macroeconomic and industry factors and how they impact credit risk.
* Curiosity and a desire to learn and apply what was learned
* Strategic mindset and the ability to think critically, solve problems, and drive change.
* Flexibility and creativity in finding solutions to transactional and process related challenges.
* Growth mindset with a strong focus on continuous learning
* Detail-oriented mindset with excellent organizational and prioritization skills Pay range: $ 79,000 - $ 110,000 depending on experience and skill set Annual bonus target of 5% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Top Skills
Credit Management
Financial Analysis
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