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Careers at Bacardi

Order to Cash Senior Analyst (Query Management)

Job Name

Order to Cash Senior Analyst (Query Management)






Finance - Administration

Reporting Line:

Credit Control Supervisor

Job type:

Full time

Lead recruiter:

Ricardo Sanchez Martinez

About the role


The OTC Senior Analyst reports directly into the OTC supervisor and is responsible for processes in accordance with negotiated Service Level Agreements for the market under our scope. 
  • Key responsibility areas:- Rebates and Price Query Management
  • Drive process standardization and improvement and align the process to the upcoming technology changes impacting the area.
  • Meet and exceed customer service, SLA, and Key performance indicator targets.  
  • Identify strategic opportunities through which BES can drive additional value for Bacardi


Bacardi Enterprise Service is looking for high performing individual who is success driven and interested in a career at Bacardi. This role will be responsible for executing rebate and price query processes and drive high level of standardization and efficiency into the process. 
The ideal candidate should have experience in OTC. Should excel at attention to details, analytical skills and should be action driven to succeed in this role.  You should be able to proactively partner with internal and external customers to identify trends and resolve issues.
The candidate must have proven experience performing as a senior analyst in roles that required strong communication with stakeholders. Should be advanced in English, with a finance or accounting background.  


  • Rebates Management: Manage all activities associated with rebates processing which includes creation, maintenance, and settlement.
  • Complete monthly reports, 
  • Perform rebate balance sheet and P&L accounts reconciliations.
  • Coordinate invoice coding working closely with other teams.
  • Request and follow up on invoice and overspent approval.
  • Investigate price query issues, validate claims and coordinate credit notes creation and posting 
  • Ensure proper controls are in place and comply with all SOX controls applicable to the processes.   Prepare documentation for internal and external audits
  • Identify and drive high level of process efficiency and effectiveness
  • Maintain a mindset of continuous improvement by constantly striving for ways to improve the processes. 
  • Interact and collaborate with local business partners to identify strategic opportunities through which BES - COSTA RICA can drive additional value for Bacardi.
  • Deliver best in class customer services to the organization to achieve our NPS targets. 
  • Works cooperatively with the organization and is committed to the overall team objectives.
  • Experience communicating directly with senior leadership, including managing issue resolution at high levels in the organization.
  • Ability to work in a fast-paced environment and successfully manage a rapidly changing environment.
  • Manage escalation and keep track of common mistakes and complaints.
  • Attend regular touchpoint meetings with key stakeholders (Commercial team, local finance, Customer Service and Logistics) to share results, challenges and require support. 
  • Create and update process documentation/maps to ensure business continuity. 
  • Consistently propose, meet, or exceed Service Level Agreements and Key Performance Indicators. 
  • Be a role model of our company pillars: Fearless, Family and Founders Mentality. 
  • Actively participate in action teams and proactively propose and engage in activities to increase prim@s engagement and satisfaction. 
  • Setting up commitments, scheduling monthly or regular lets talks, keep and work on primo profile and development.

Skills and Experience


To be successful in this role you will have / be:
  • Significant experience ideally working in one or more of the Order to Cash areas: (cash application, credit management, collections, rebates, billing, disputes management, etc) 
  • Experience working in Shared Services environments.
  • Advanced in English
  • Superior communication skills, written and verbal, able to effectively address all levels within the organization.
  • Experience using SAP platform.
  • Strong analytical, diagnostic, and problem-solving skills. 
  • Ability to prioritize tasks and manage his/her time efficiently. 
  • Detail oriented with the ability to capture information in a clear, concise manner and can adapt information for various audiences.
  • Intermediate knowledge in Excel.
  • Proficient user of basic office applications (Word, Power Point and Outlook).
  • Works well as an individual and in a team environment and is a self-starter that continuously is thinking on how things can be done better requiring minimal direction and support. 
  • Knowledge of standard business practices and professionalism in a customer service environment 
  • Proactive individual that can collaborate and build effective relationships across all levels of the organization.
  • Ability to handle multiple and changing priorities while working in a matrixed organization

The following experiences are preferred:
  • Experience in the Spirits and/or FMCG industry is a distinct advantage.
  • Finance Background. 

  • Proactive individual that can collaborate and build effective relationships across all levels of the organization.
  • Be a skilled communicator and conflict resolution  
  • Has drive / personal presence.
  • Intellectually rigorous, sees many angles to issues; brings a breadth of views
  • Be adaptable and flexible
  • Healthy dissatisfaction with the status quo.
  • Be a self-aware/personal improver. 

Our culture

We share the passion and entrepreneurial flair of our founder and are guided by our three culture pillars - Fearless, Family and Founders, they inspire our Primos to be the best they can be and drive us forward in all we do. But what does this mean?

·       Being Fearless; means adopting an agile mindset, being comfortable trying new things and taking risks. We are empowered to question, challenge and innovate.

·       Family; We treat each other, and our communities, like Family. Always.

·       Founders; The spirit of entrepreneurship is at the heart of everything we do. We see the business as if it’s our own. We do the right thing for the business and we all take accountability for our work.

When you join Bacardi, you become part of our family and gain more than just a job.

Disclaimer: Bacardi is an equal opportunity employer that values workforce diversity. Diversity is core to our business: by embedding diversity into all aspects of our culture, we maximize the opportunity to achieve sustainable business success and growth. The duties and responsibilities described in the role profile might not be a comprehensive list.