OTC Cross Functional Manager - Portuguese

Mexico City, Mexico

Full Time

About the role

We're searching for a Senior Analyst with a flair for financial detail and a knack for nifty number-crunching. At Client, you are more than just a financial analyst – you're a trusted navigator in the vast sea of numbers, guiding our business with precision through financial analysis and data scrutiny. If delving into trends, building reports, and forming strategic recommendations suits your skillset, then chart your course with us. Play a pivotal role in our continuous cruise toward innovation and excellence.

Your responsibilities

• Lead the day to day governance and execution of dispute, deduction, and trade spend management processes, ensuring compliance with policies, Delegation of Authority threshold adherence, and documentation standards.
• Oversee the investigation, categorization, and resolution of customer disputes and deductions, applying standardized reason codes and ensuring timely closure in ERP/OTC systems of record.
• Manage the validation and settlement of trade promotion and rebate claims, including accruals, credit/debit note issuance, and audit-ready support.
• Monitor SLAs and KPIs (e.g., claim cycle time, accrual accuracy, aged claims, recovery/write-off rates), driving performance across captive and outsourced teams.
• Collaborate with Sales, Customer Service, Supply Chain, and Finance to validate claim evidence, resolve escalations, and implement root-cause fixes that minimize recurrence.
• Drive automation and standardization in SAP and High Radius, enhancing rule-based matching, worklist logic, and reporting capabilities.
• Publish dashboards and performance packs, quantifying benefits from process improvements and course-correcting as needed.
• Monitor deduction and trade spend aging, proactively recover invalid claims, and ensure accurate financial records and audit readiness.
• Champion continuous improvement initiatives, contributing to policy clarifications, SOP enhancements, and automation ideas that reduce backlog and improve service quality

The experience we're looking for

• 5–7 years of experience in OTC, trade spend, deduction management, or related operations within a shared services or process-driven organization
• Hands-on expertise with ERP and trade tools, e.g., SAP and High Radius, including claim validation, accruals, and settlements
• Proven ability to lead teams and manage SLAs/KPIs at scale, with a track record of reducing aged claims and leakage through policy and process improvements
• Strong accrual accounting and controls knowledge, including month-end true ups, audit-ready documentation, and compliant credit/debit note processes
• Excellent cross-functional communication and stakeholder management, partnering with Sales, Customer Service, Supply Chain, and Finance to resolve complex issues
• Continuous improvement and automation mindset, leveraging analytics and rule-based design to standardize processes and deliver measurable benefits

The skills for success

• Trade Spend Governance
• Dispute & Deduction Management
• Accrual Management
• SAP
• High Radius (Deductions & Trade)
• Contract and Pricing Interpretation
• Delegation of Authority and Controls
• Reason Code Design and Standards
• Audit Readiness and Compliance
• Revenue Leakage Prevention
• Root-Cause Analysis
• Data Analysis & Reporting
• Power BI and Data Driven Insights
• Stakeholder Engagement
• Process Standardization
• Continuous Improvement