Customer Finance Lead

Unilever; Ciudad de México; Híbrido; MXN 600,000 - 800,000; Jornada completa

Descripción de la vacante

A leading company in consumer goods is looking for a Customer Finance Lead in Mexico City. This role involves end-to-end analysis of the Trade Terms process, ensuring compliance and optimizing financial operations. The ideal candidate will have a degree in Finance or Accounting, strong analytical skills, and experience with SAP and Power BI. Join a diverse team that values inclusion and continuous improvement.

Formación

• Experience with financial analysis and reporting.
• High attention to detail for compliance and audits.
• Commitment to continuous improvement.

Responsabilidades

• Analyze credit note generation process.
• Collaborate with sales and marketing for alignment.
• Generate reports visualizing financial impacts.

Conocimientos

Financial budget control

P&L analysis

Intermediate-Advanced English

Analytical mindset

Team collaboration

Proactive attitude

Educación

Degree in Finance, Accounting, or related field

Herramientas

SAP

Power BI

Excel

Descripción del empleo

Join us as Customer Finance Lead

Function: Finance

Scope: Mexico

Location: Mexico City - Bosques

Terms & Conditions: Full time. Hybrid. No relocation bonus applicable nationally or internationally

JOB PURPOSE

This role exists in Finance Mexico to be the Financial Lead responsible for end-to-end analysis of the Trade Terms process and client discounts, with a strategic, analytical, and detail‑oriented vision.

As Customer Finance Lead, you will be responsible for understanding the complete process—from planning activities in TPM and Trade Terms, generating provisions, executing client discounts, to issuing credit notes—ensuring accurate interpretation, validation, and execution of all commercial agreements and promotional activities. This role requires a comprehensive business perspective, strong analytics skills and a proactive attitude to bring improvements in the process. You’ll be part of a team that believes in doing work that matters — for people and the planet.

Because here, we don’t just hire for jobs. We invite you to be part of something bigger.

KEY RESPONSIBILITIES

• Understand the end-to-end PERPC process
• Comprehensively analyze the credit note generation process, from identifying receivables charges to their correct accounting application.
• Ensure traceability and documentation of each credit note, guaranteeing compliance with internal policies and audits.
• Collaborate with sales, marketing, customer service, and credit & collections teams to align criteria and resolve discrepancies.
• Identify improvement opportunities in the current process, proposing automations, controls, and efficiencies.
• Generate reports and analyses to visualize the financial impact of credit notes on the P&L.
• Support internal and external audits with clear, precise, and substantiated information.

REQUIRED QUALIFICATIONS

• Financial budget control
• P&L analysis
• Degree in Finance, Accounting, or related field
• Intermediate-Advanced English
• Experience with SAP (Modulo de finanzas), Power BI (dashboards), Excel (Intermediate-Advanced)
• Analytical mindset, detail-oriented and committed to continuous improvement
• Ability to work in teams, communicate findings, and propose solutions
• Proactive attitude, results-oriented, and highly responsible

ADDITIONAL INFORMATION

Role located in Mexico, with local conditions.

Unilever is an organization committed to equity, inclusion and diversity to drive our business results and create a better future for our diverse employees, global consumers, partners, and communities. We encourage applicants to advise us of any support or access requirements at the time of application so we can support you through the recruitment journey.

EEO Statement: At Unilever, inclusion is at the heart of everything we do. We welcome applicants from all walks of life and are committed to creating an environment where everyone can thrive. All applicants will receive fair and respectful consideration, and we actively support the growth and development of every employee.