Trade Finance Analyst with Czech Warszawa, Poland
Full Time
About the role As the OTC Trade Analyst, you will manage the end-to-end lifecycle of trade promotion claims-validating submissions against approved contracts and price conditions, reconciling and truing-up promotion accruals, and ensuring timely, compliant settlement. Partnering with Sales, Customer Service, and Finance, you will safeguard working capital by reducing leakage from invalid or noncompliant claims, strengthening audit trails, and standardizing ways of working across markets. You will leverage SAP, Vistex and/or HighRadius trade modules to prioritize worklists, enable rule-based matching, and improve automation while maintaining accurate, audit ready records.
Your responsibilities
Validate and process trade promotion/rebate claims against approved contracts, pricing terms, and promotion mechanics; document evidence and update case status in ERP/OTC tools.
Validating promotional invoices using external EPOS data & promotional plans set out by Sales
Create, monitor, and true up trade spend accruals; reconcile accruals versus actual claims and post month end adjustments in line with policy.
Coordinate with Sales, Customer Service, and Finance to resolve discrepancies, enforce segregation of duties, and escalat per Delegation of Authority.
Prepare and post credit/debit notes and settlements; attach supporting documentation to maintain compliance and audit readiness.
Use SAP/Vistex/HighRadius worklists to prioritize and automate matching; propose rule enhancements (e.g., probability-based matching, standardized reason codes) to reduce manual effort.
Track and report KPIs (e.g., claim cycle time, aged claims, accrual accuracy, write off and recovery rates); flag risks and improvement opportunities.
Contribute to upstream fixes and standardization (TPM policy, contract data quality, price condition governance) to prevent recurring issues and leakage across markets
The experience we're looking for
Experience in trade spend, TPM, rebates, or deductions within a shared services or process driven organization
Handson experience with ERP and trade tools, such as SAP with Vistex and/or HighRadius Trade (claim validation, promotion matching, settlements)
Proven ability to validate and settle promotion claims at scale, interpreting contracts, pricing conditions, and promotional mechanics accurately
Strong accrual accounting knowledge with experience creating, reconciling, and truing up trade spend accruals through month end close
Excellent cross functional communication and stakeholder management, partnering with Sales, Customer Service, and Finance to resolve issues quickly
Continuous improvement mindset, leveraging analytics and standardized rules to reduce manual effort, aging, and revenue leakage
Proficiency in both English and Czech is required
The skills for success
Capability Building
Process & Digital Skills
Project Management
Cross-functional Collaboration
Continuous Learning Culture
Trade Promotion Claim Validation
Accrual Management
SAP OTC and Vistex
HighRadius Trade Module
Contract and Pricing Interpretation
Reason Code Governance
Data Analysis and Power BI
Audit and Compliance
Stakeholder Engagement
Process Standardization
Root Cause Analysis
Working Capital and Leakage Reduction
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Trade Finance Analyst with Czech in Warsaw – pracodawca: MMC
Nasza firma to doskonały pracodawca, który oferuje dynamiczne środowisko pracy w obszarze finansów, z naciskiem na rozwój zawodowy i ciągłe doskonalenie. Wspieramy naszych pracowników poprzez coaching i dzielenie się wiedzą, co sprzyja budowaniu silnych zespołów oraz efektywnej współpracy między działami. Pracując w naszym biurze, zyskujesz dostęp do nowoczesnych narzędzi oraz możliwości automatyzacji procesów, co czyni codzienną pracę bardziej efektywną i satysfakcjonującą.