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 because in Finance Mexico, we are looking for a Financial Lead responsible for end-to-end analysis of the Trade Terms process and client discounts at Unilever, 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
Experiencewith 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.
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/succeed. All applicants will receive fair and respectful consideration, and we actively support the growth and development of every employee.
ADDITIONAL INFORMATION
Role located in Mexico, with local conditions
Unilever is an organisation committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. At Unilever we are interested in every individual bringing their ‘Whole Self’ to work and this includes you! Thus if you require any support or access requirements, we encourage you to advise us at the time of your application so that we can support you through your recruitment journey.
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