CrawlJobs Logo

OTC Analyst

inizio.health Logo

Inizio

Location Icon

Location:
United Kingdom , Manchester

Category Icon
Category:

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

You will play a crucial part in ensuring the accurate and efficient processing of financial transactions, contributing to the financial health of the organization. The Credit Control/OTC Analyst will manage cash receipts, reconciling bank accounts, overseeing intercompany processes, and analyze customer accounts. Reporting to the Team Lead – Order to Cash (OTC), you will collaborate with internal finance teams, customers, and partners to ensure accurate processing of payments. We are looking for an understanding of financial processes, strong communication skills, and the ability to work within a shared services environment. As part of Inizio’s commitment to work-life balance, you will operate on a hybrid work model, requiring two days per week in the office. This flexibility allows for a balance between collaborative team interactions and focused independent work. This is an exciting opportunity for a finance professional looking to grow their career in a dynamic organization, contributing to process improvements and ensuring compliance with internal controls and external regulations.

Job Responsibility:

  • Complete team accounting activities such as processing & matching cash receipts, maintenance & analysis of customer credit limits, monitoring customer payments and manage receipt of cash within customer payment terms, follow up on overdue collections, preparing bank deposits and account reconciliations
  • Implement specific internal controls within accounting processes and other general accounting activities
  • Participate in the handover of processes between SSC team and local finance teams through Standard Operating Procedures (SOPs) documentation, knowledge capture and knowledge transfer
  • Ensure compliance with internal finance policies and external statutory regulations

Requirements:

  • 2 or more years of experience in a finance or credit control role
  • Motivated individual who works well with others and thinks clearly with the ability to problem-solve
  • Ability to work and communicate with various levels within the organization, including members of the management team
What we offer:
  • Great compensation package
  • Hybrid working arrangement - 2 days in Manchester city centre office

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for OTC Analyst

SAP Analyst

CNBS is searching for an SAP Functional Analyst-Level 2 to support the SAP OTC a...
Location
Location
United States , Cincinnati
Salary
Salary:
Not provided
cnbssoftware.com Logo
CNBS Software
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma/GED
  • Bachelor’s Degree preferred
  • Minimum 3 years of experience in SAP OTC gathering
  • Minimum 3 years of SAP OTC experience in a Fortune 1000 or like enterprise
  • Minimum 1 year of experience communicating technical and business issues/solutions
  • Experience managing user requests, inquiries and troubleshooting problems in an Enterprise Systems landscape, and acting as 2nd level support users
Job Responsibility
Job Responsibility
  • Collaborating with business partners within one business function to align technology solutions with business strategies
  • Demonstrating an informed knowledge of the order to cash business area to resolve problems on an ongoing basis
  • Supporting several moderately complex business processes
  • The collection, analysis, and documentation of a client’s business requirements
What we offer
What we offer
  • Health
  • Dental
  • Life
  • STD/LTD
Read More
Arrow Right

Securities and Derivatives Intermediate Analyst

Citibank provides Middle Office services to international clients utilizing its ...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience working in a quantitative role
  • Bachelor's degree in a financial discipline – Mathematics, Quantitative Finance, Statistics, Economics, Engineering
  • Excellent verbal and written communication skills in English
  • Advanced knowledge of OTC derivatives theory and valuation methodologies an advantage
  • Strong technical knowledge including MS Excel, VBA, SQL
  • Advanced knowledge of Calypso a major advantage
  • Working knowledge of applications: Bloomberg, S&P Global Markit PV, ICE SuperDerivatives, TriOptima, Pricing Direct, xCeptor will be beneficial
  • Readiness to work during public holidays on rotational basis
Job Responsibility
Job Responsibility
  • Support the daily production of all valuation specific tasks including market data scrubbing, valuation generation and reconciliation
  • Collaborative role in quantitative projects and new product testing
  • Contributing role in client migrations, system upgrades and implementations from Operations team perspective
  • Provide oversight to support teams in India and all new members of the department
  • Act as the SME (Subject Matter Expert) for all compliance related tasks across the OTC Derivatives Middle Office department
  • Take a lead role in cross-training across the department with an emphasis on technology applications/languages such as advance MS Excel and VBA
What we offer
What we offer
  • Competitive base salary (annually reviewed)
  • Business casual workplace
  • Hybrid working model (up to 2 days working at home per week)
  • Additional benefits that support you (and your family) to be well, live well and save well
  • Fulltime
Read More
Arrow Right

IT Business Lead Analyst

This role involves collaborating with business users, technologists, and other s...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience in product companies as product owner/manager
  • experience delivering strategic change programs spanning multiple years in a fast-paced financial product company
  • adept in agile practices and strong ability to develop, manage and continuously prioritize backlog
  • product knowledge of OTC Derivatives or related domain, especially Confirmations, is a plus
  • energetic, flexible, collaborative, and proactive
  • proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
  • experience with all phases of Software Development Life Cycle and agile practices for software development and delivery
  • comprehensive knowledge of the principles of business analysis.
Job Responsibility
Job Responsibility
  • Collaborate with prospective and operational and business users to understand and anticipate their needs and translate them into technology product requirements
  • define a vision for the team’s product and maintain a cohesive vision throughout the SDLC process
  • create a product roadmap based on this vision
  • manage the product backlog and prioritize the tasks based on challenging and often competing requirements
  • active participation in stages of the technology product creation
  • monitor and evaluate product progress at each stage of the process
  • identify and communicate risks and impacts and propose risk mitigation options
  • consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
  • evaluate new IT developments and evolving business requirements and recommend appropriate systems alternatives and/or enhancements to current systems
  • provide in-depth and sophisticated analyses to define problems and develop innovative solutions
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • a discretional annual performance related bonus
  • private medical insurance packages
  • employee assistance program
  • pension plan
  • paid parental leave
  • special discounts for employees, family, and friends
  • access to an array of learning and development resources.
  • Fulltime
Read More
Arrow Right

Business Analyst - FX and OTC

This is a brilliant opportunity to join our Treasury team in Edinburgh as a Busi...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven track record in a similar role with Foreign Exchange and OTC transactions is a must
  • Experience with SQL and Jira is a must for this role
  • Experience of working autonomously and collaboratively in a technical environment
  • Being keen to learn and to take on new challenges
  • Ability to understand, abstract, and specify banking processes and requirements
Job Responsibility
Job Responsibility
  • Working as part of an Agile Development team in line with the product roadmap, and collaborating with partners and clients
  • Specifying new functionality and maintaining existing functionality
  • Supporting developers during implementation, testing and quality assurance for new functionality and system corrections
  • Acting as point of contact for functional questions, plus analysing and following-up on customer inquiries about the modules in the Treasury space
  • Supporting consulting projects and workshops with customers and partners
  • Updating product documentation in collaboration with our Technical Writers
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Business Analyst (Summit OTC)

Seeking a Business Analyst (Summit OTC): Rhino, are you there? At WE ARE META, w...
Location
Location
Portugal , Lisbon; Porto
Salary
Salary:
Not provided
wearemeta.io Logo
We Are Meta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 years of experience with Front Office and Middle Office workflows, including P&L and OTC products
  • Solid understanding of interest rates, credit, cash, FX, and options products
  • Proven experience in business process mapping and testing across Booking, Valuation, Platform, and Reporting projects
  • Hands-on experience with SQL
  • Fluency in English at C1 level
  • Availability to work in a hybrid model, 2 to 3 days per week, from Lisbon or Porto (EU citizenship, Portuguese citizenship, or a valid Portuguese work permit required)
What we offer
What we offer
  • Welcome kit
  • Opportunities for career progression
  • Health insurance
  • Coverflex meal card
  • Other protocols and special discounts
Read More
Arrow Right

Senior IT ERP Analyst, OTC

We are seeking a highly skilled Senior ERP Analyst to join our IT organization a...
Location
Location
United States , Broomfield
Salary
Salary:
119000.00 - 150000.00 USD / Year
hunterdouglas.com Logo
Hunter Douglas
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (or equivalent) in Information Systems, Computer Science, Business Administration or related discipline
  • Minimum 6 – 8 years of hands-on experience in SAP OTC/Sales & Distribution (SD) functional roles
  • including recent experience in SAP S/4HANA environments
  • Demonstrated experience with one or more full-life-cycle SAP implementations (preferably S/4HANA) and sustainment support
  • Proven experience designing and supporting system integrations (IDocs, middleware, EDI, APIs) between SAP and external systems (e-commerce portals, CRM, trading partners)
  • Expert knowledge of SAP SD/OTC configuration: order types, item categories, schedule lines, deliveries, billing, pricing procedures, output determination, credit management
  • Solid understanding of integration concepts and landscape: IDoc types, interface design, middleware tools (SAP CPI or equivalent)
  • Expert ability to translate business problems into detailed functional specifications, liaise with developers/integration teams, and oversee end-to-end solution delivery
  • Expert analytical, problem-solving and data-integrity skills
  • Expert written and verbal communication skills, able to engage with both technical and business audiences
Job Responsibility
Job Responsibility
  • Act as the functional lead for SAP S/4HANA OTC: sales order entry, pricing, availability check, delivery, billing, credit & collections, customer master data
  • Collaborate with business users and cross-functional IT/integration teams to gather, analyze and document business requirements, configuration needs, and integration requirements (IDocs, middleware, API)
  • Design and configure SAP OTC modules and related enhancements, translating business requirements into functional specifications (WRICEF) and facilitating system design, build, testing and go-live activities
  • Drive integration between SAP and external ordering, e-commerce, CRM or third-party systems using IDoc, EDI or middleware platforms
  • monitor and resolve interface issues, ensure data integrity and consistency
  • Provide system support & maintenance post go-live: troubleshoot functional and integration issues, lead root-cause analyses, propose and implement corrective actions and process improvements
  • Work with master-data, supply chain and logistics leads to ensure material, customer and pricing data governance supporting the OTC solution
  • Partner with business process owners to identify and implement continuous improvements leveraging SAP best practices and new functionality
  • Develop and deliver user training materials, documentation and ongoing support to business users and key stakeholders
  • Participate in project planning, change control, release management and system governance—ensuring adherence to standards, controls and operational excellence
What we offer
What we offer
  • Bonus target range: 25%
  • Generous benefits package including medical, dental, vision, life, disability
  • A company culture that prioritizes internal development and professional growth
  • Time off with pay
  • 401(k) plan with a degree of employer matching
  • Paid parental leave
  • Wellness programs and product discounts
  • Fulltime
Read More
Arrow Right

Business Analyst

The role involves working as a Business Analyst in the Interest Rate Exotic Deri...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years of experience working on enterprise level project as a BA or QA Analyst
  • Ability and proven experience of driving functionality/project from analysis to successful production
  • Proven experience as an owner of delivering successful project outcomes
  • Ability to communicate productively and efficiently with business (FO Traders, Business Managers etc.)
  • Ability to translate business requirements into functional requirements
  • Experience in writing detailed Functional/Technical specifications, use cases for development and QA teams
  • Experience with writing documentation for mapping different data formats between each other
  • Experience with XML: xpath, xsd (to be able to build xml schema, xpath etc)
  • SQL knowledge to be able to query and analyze database data
  • Ability to create complex sql queries
Job Responsibility
Job Responsibility
  • Assist in defining new products and treatments, and generating functional and technical specification and test cases, managing the product through end-to-end delivery
  • Act as trusted partner to our business clients to represent their requirements for technology solutions in the Exotic derivatives domain
  • Define, document and generate actionable functional and technical requirements for our in-house development team
  • Guide and mentor other team members
  • Own and be accountable for cross-asset initiatives, influencing strategic technical direction and driving re-use of our data infrastructure
  • Build a strong partnership with our upstream and downstream business and technology partners
  • Grow and curate our catalogue of common assets, such as code templates, libraries, utilities, services, etc.
  • Troubleshoot performance and scalability issues, take ownership of issues and their technical remediation
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right
New

IT ERP Analyst, OTC

We are looking for an enthusiastic and detail-oriented Junior ERP Analyst to joi...
Location
Location
United States , Broomfield; Salt Lake City; Atlanta; Pearl River; Cerritos
Salary
Salary:
95000.00 - 128000.00 USD / Year
hunterdouglas.com Logo
Hunter Douglas
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (or equivalent) in Information Systems, Computer Science, Business Administration or a related field
  • 2–5 years of experience in SAP ERP systems (S/4HANA or ECC)
  • internship or exposure to SAP SD/OTC preferred
  • Understanding of basic Order-to-Cash concepts such as order entry, pricing, delivery, and billing
  • Familiarity with system integrations (IDocs, middleware, EDI, or APIs) is a plus
  • Experience working with Excel, reporting tools, or SQL queries is helpful but not required
  • Basic fundamental knowledge of SAP navigation, reporting, and master data (customer, material, pricing)
  • Solid analytical and problem-solving abilities
  • Solid organizational and documentation skills with attention to detail
  • Solid written and verbal communication skills
Job Responsibility
Job Responsibility
  • Provide first-level functional support for SAP S/4HANA OTC processes, including sales order creation, pricing, billing, and delivery management
  • Work with senior analysts to analyze business requirements and document process and configuration needs
  • Assist in the configuration and testing of SAP OTC functionality under guidance from senior team members
  • Support the setup and monitoring of IDoc interfaces and middleware integrations between SAP and external ordering, CRM, or e-commerce systems
  • Collaborate with business users to troubleshoot and resolve system issues, escalating when necessary
  • Participate in testing activities (unit testing, integration testing, UAT) and help document test cases and results
  • Maintain accurate documentation for configuration, procedures, and issue resolutions
  • Support end-user training and knowledge sharing by preparing materials and assisting with workshops
  • Contribute to continuous improvement efforts, identifying opportunities to streamline or automate OTC processes
  • Stay current on SAP updates, functionality, and best practices to continuously build professional skills
What we offer
What we offer
  • Bonus target range: 20% - 25%
  • Generous benefits package including medical, dental, vision, life, disability
  • A company culture that prioritizes internal development and professional growth
  • Time off with pay
  • 401(k) plan with a degree of employer matching
  • Paid parental leave
  • Wellness programs and product discounts
  • Fulltime
Read More
Arrow Right