Financial Analyst, OTC Reporting & Controls

HOW YOU WILL MAKE HISTORY HERE…

As Financial Analyst, OTC Reporting & Controls, you will play a critical role in supporting the reporting, analytics, and control activities that drive Order-to-Cash (OTC) performance across Cash Application, Credit, Billing, Collections, and Deductions Management. Through accurate reporting, data validation, and control execution, you will help deliver actionable insights that support operational excellence and informed financial decision-making.

In this role, you will contribute to maintaining a strong reporting and control environment by analyzing large data sets, performing data quality reconciliations, and monitoring key OTC systems and processes. You will identify opportunities to improve reporting accuracy, strengthen controls, support compliance efforts, and enhance business visibility. You will also support system administration activities, reporting enhancements, audit readiness, and cross-functional issue resolution through collaboration with Finance, Accounting, IT, business partners, and third-party providers.

WHAT YOU WILL DO…

Reporting & Analytics

• Prepare and support recurring OTC operational, financial, and balance sheet reporting, as well as ad hoc reporting requests.

• Compile, reconcile, validate, and analyze large data sets across multiple OTC and financial systems.

• Develop and maintain standardized dashboards and reporting tools that provide visibility into OTC performance, trends, and risks.

• Analyze reporting outputs to identify data inconsistencies, process issues, business risks, and improvement opportunities.

• Document reporting definitions, data sources, assumptions, and repeatable reporting processes to support consistency and sustainability.

Controls & Compliance

• Support the execution, tracking, and documentation of Accounts Receivable SOX controls, audit controls, and remediation activities.

• Maintain control trackers, evidence repositories, process documentation, and status reporting to ensure compliance and audit readiness.

• Review control documentation for completeness and accuracy, escalating issues and control gaps as needed to appropriate stakeholders.

• Assist in strengthening the OTC control environment through proactive monitoring and issue resolution.

Systems & Data Management

• Perform data quality checks across SAP, MicroStrategy, and HighRadius to ensure data accuracy and integrity.

• Monitor system interfaces, reporting outputs, and exception reporting to identify potential process or data issues.

• Support testing, validation, and implementation activities for system enhancements, reporting changes, and process improvements.

• Document and communicate system issues, including business impacts, root causes, and recommended next steps.

Accounting & Partner Brand Support

• Prepare and support Partner Brand analyses, journal entries, chargeback support, and account reconciliation activities.

• Process Accounts Receivable journal entries, ensuring accuracy, timeliness, and appropriate documentation.

• Analyze transaction activity to support financial reporting, variance investigations, and issue resolution.

• Assist with accounting support activities related to OTC operations and financial close processes.

WHO YOU WILL WORK WITH…

• Accounts Receivable Operations teams, including Cash Application, Credit, Billing, Collections, and Deductions Management

• Shared Services

• Finance and Accounting teams

• Information Technology (IT)

• Third-party service providers

• Cross-functional business partners supporting Order-to-Cash processes

• Internal and external audit stakeholders

WHAT YOU BRING TO THE TABLE… (MUST HAVE)

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

• 2–3 years of experience in finance, accounting, reporting, analytics, controls, or a related area.

• Strong Excel skills, including the ability to work with large data sets, perform reconciliations, organize information, and develop repeatable analyses.

• Strong analytical and problem-solving capabilities with the ability to identify trends, validate data, investigate issues, and summarize findings.

• Effective communication skills with the ability to explain reporting outputs, data insights, and open issues to business partners.

• Strong attention to detail and commitment to accuracy, documentation, and follow-through.

• Ability to manage multiple priorities and meet recurring deadlines in a fast-paced environment.

• Proficiency in Microsoft Office tools, including Excel, Outlook, Word, and PowerPoint.

IT WOULD BE GREAT IF YOU HAVE… (NICE TO HAVE)

• Prior experience within a Consumer Packaged Goods (CPG) environment.

• Experience working with financial ERP systems, preferably SAP ECC.

• Experience with HighRadius or other OTC automation platforms.

• Exposure to SOX controls, audit support, financial controls, compliance requirements, and documentation standards.

• Understanding of Order-to-Cash processes, including Cash Application, Credit, Billing, Collections, and Deductions Management.

• Experience supporting process improvement initiatives, system implementations, or user acceptance testing activities.

• Familiarity with business intelligence and reporting tools such as MicroStrategy.

Working Conditions

• Hybrid position based in Camden, NJ, with an expectation of three days per week in the office.

• Minimal travel requirement (approximately 5–10%).

• Occasional holiday and weekend support, particularly during fiscal quarter-close periods (October, January, April, and July).