OTC Cross Functional Manager - Portuguese

Location: Ciudad Nezahualcoyotl

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