Job Description Summary #LI-Hybrid

Location: Mexico City, Insurgentes

Relocation Support: This role is based in Mexico City, Insurgentes. Novartis is unable to offer relocation support: please only apply if accessible.

About the Role

At Novartis, we are reimagining medicine to improve and extend people’s lives, and delivering an exceptional customer experience starts with strong financial processes and effective risk management. As an Order Release and Credit Risk Management Specialist, you will play a critical role in balancing business growth with responsible credit risk management across LACan markets. You will help ensure timely order fulfillment, safeguard financial performance through sound credit decisions, and provide valuable insights that support commercial success while maintaining compliance with Novartis policies and controls. This is an exciting opportunity to collaborate across Finance, Commercial, Customer Service, and General Operations teams while contributing to continuous improvement and operational excellence.

Job Description

Key Responsibilities

Validate and release customer orders in accordance with credit policies, payment behavior, and approved risk thresholds

Monitor blocked orders and collaborate with Collections, Commercial, and Finance teams to resolve issues efficiently

Assess customer credit evaluations and recommend appropriate credit limits and payment terms

Maintain accurate customer credit profiles, supporting documentation, and records within enterprise systems

Track credit exposure, overdue accounts, and high-risk customers while escalating relevant risk events

Prepare credit risk reports, blocked-order dashboards, and management insights to support business decisions

Identify process improvement opportunities and support automation initiatives that enhance efficiency and control effectiveness

Essential Requirements

Bachelor's degree in Finance, Accounting,



Business Administration, or a related field

Minimum 2 years of experience in finance, Order-to-Cash, credit risk management, accounts receivable, or related processes

Strong understanding of credit risk assessment, customer account management, and financial analysis

SAP knowledge with advanced Excel and data analysis capabilities

Fluency in English with strong communication, analytical, and stakeholder management skills

Desirable Requirements

Experience supporting multinational organizations, shared services environments, or pharmaceutical industry operations, including project management exposure

Portuguese language skills

Commitment to Diversity & Inclusion

Novartis is committed to building an outstanding, inclusive work environment and diverse teams representative of the patients and communities we serve.

Accessibility and Accommodation

Novartis is committed to work with and provide reasonable accommodation to individuals with disabilities.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the recruitment process, or in order to perform the essential functions of a position, please send an e-mail to [email protected] and let us know the nature of your request and your contact information. Please include the job requisition number in your message.

Novartis tiene el compromiso de trabajar y proporcionar adaptaciones razonables para personas con discapacidad. Si, debido a una condición médica o discapacidad, necesita una adaptación razonable para cualquier parte del proceso de contratación, o para desempeñar las funciones esenciales de un puesto, envíe un correo electrónico a [email protected] y permítanos conocer la naturaleza de su solicitud y su información de contacto. Incluya el número de posición en su mensaje.

Skills Desired Critical Thinking, Financial Accounting, People Development, Process Optimization, Resource Allocation

📌 Order Release and Credit Risk Management Specialist (México)
🏢 Novartis
📍 México