Financial Analyst, Sales Compensation Resume Example
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FINANCIAL ANALYST, SALES COMPENSATION
Professional Summary
MBA educated experienced finance professional with a strong qualitative and quantitative analytical background. Accomplished results orientated leader who continually delivers upon internal and external customer expectations. Skilled at successfully managing multiple projects simultaneously and consistently meeting all deadlines. Effective communicator and creative problem solver who is experienced working across the organization to execute corporate strategy and impact performance. Proven ability to handle sensitive compensation information. Extremely motivated professional seeking career advancement through a challenging new opportunity.
Work History
Perforce - Financial Analyst, Sales CompensationBurlington , MA11/2014 - Current
- Analyze all premium, enrollment, and broker data to generate the monthly commission payroll of $12M for 2K brokers.
- Support and provide exceptional customer service to multiple internal sales departments, external brokers and accounts.
- Maintain expert knowledge of all compensation and bonus programs regulations for each product line and market segment.
- Troubleshoot complex compensation issues and provide timely resolution and communication of discrepancies.
- Asses market conditions, statistical trends, and competitive intelligence to develop compensation strategy and manage selling costs.
- Develop models of potential compensation program changes and make and recommendations for driving profitable growth.
- Forecast and monitor total commission spend and against corporate budget and sales performance metrics.
- Develop, budget, administer, and provide reporting for one-time incentive programs to support corporate sales initiatives.
- Cross check all sales and compensation systems to ensure personnel alignments by territory, product, and market segment.
- Publish monthly commission statements, sales reporting dashboards and bonus quota tracking.
- Preform monthly data validations within the compensation system to ensure accuracy of input files and transactions.
- Continually work with the outside compensation system vendor to write requirements, develop and test system upgrades.
- Collaborate with internal technical and sales teams to implement Salesforce.com software and design internal workflows.
- Developed department policies & procedures manual and presented workflows to multiple internal sales teams to increase operational efficiency.
- Implemented uniform policies across the broker channel creating a savings of $700K per year.
- Developed analysis and created and executed an outreach program to increase broker portal compliance to 98.8%.
Cloudfactory - Commissions Analyst, ContractorNew York , NY07/2014 - 10/2014
- Reconcile broker commissions for multiple lines of insurance policies to ensure payments are timely and accurate.
- Audit and prepare detailed analysis of all payments over $5,000 to confirm data elements and calculation structures.
- Alert upper management to systematic issues, provide high-level explanations of root causes and recommended solutions.
- Produce team daily workflow reports to categorize and measure compensation inquiry volume and track turnaround times.
HNI Corporation - Senior Sales Planning AnalystCity , STATE09/2013 - 11/2013
- Provide extensive sales and financial analytics to drive profitable growth in 2 operating companies with $150M in net sales.
- Act as a trusted partner to a 65 person National Sales Group responding to inquiries in a timely and efficient manner.
- Measure sales revenues against quotas and review and track commission calculations and payments to sales personnel.
- Proactively manage the sales pipeline, forecast projected revenues, and track sales figures relative to contract agreements.
- Created a dashboard to concisely report sales and financial metrics and show trends to Division Managers and Sales Reps.
- Lead a project to determine how pricing decisions affect the gross profit or loss generated by each sales territory.
- Manage 2 Analyst and the production of 12 daily and 7 weekly reports distributed to Executives and the Sales Force.
- Ensure duties and processes within the finance department are properly documented and appropriate controls are in place.
Transamerica - Financial Analyst, Retirement CompensationCity , STATE01/2008 - 08/2013
- Execute all consulting activities for assigned caseload of 20 clients with assets exceeding $500M.
- Manipulate and analyze participant data to compute liabilities and calculate asset values for annual funding valuations.
- Prepare financial accounting disclosure and expense reports in accordance with GAAP.
- Model financial projections and develop plan specific short-term and long-term funding forecasts and budgets.
- Draft plan sponsor and participant communications to provide clients with required notices and documentation.
- Complete required regulatory filings including forms for the IRS (5500) & PBGC and ensure compliance.
- Produce comprehensive PowerPoint presentations to illustrate financial results to the client.
- Reworked and streamlined the standard data process to reduce completion time by an average of 25% per plan.
- Received 14 Raving Fan awards for providing exceptional service to internal and external customers.
- Initially hired as an intern and was offered full-time employment upon graduation.
- T o WENDY ROWLEY.
Additional Information
- BCBSMA Young Professionals Network Budget Chair. Responsible for preparing the annual budget and tracking spending. Transamerica Employee Empowerment Committee Representative. Selected to participate in a small group of non-managerial employee leaders whose mission is to improve office processes, collaboration, and communication. Transamerica Events Chair. Responsible for planning employee events including annual holiday party and summer outing.
Skills
- Financial Analysis
- Financial Modeling
- Customer Service
- Sales Performance
- Sales Reporting
- Budgets
- Troubleshooting Compensation Issues
- Competitive Intelligence
- Consulting
- Cost analysis
- Trend Analysis
- Microsoft Excel
Education
Bentley University - McCallum Graduate School of BusinessCity, StateMaster of Business Administration: DistinctionGPA: 3.7 / 4.0
Bentley UniversityCity, StateBachelor of Science: Economics-Finance, MarketingGPA: 3.4 / 4.0, Cum Laude, Member of Honors Program, Omicron Delta Epsilon Economics Honor Society, Financial Management Association National Honor Society, Dean's List
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Resume Overview
School Attended
- Bentley University - McCallum Graduate School of Business
- Bentley University
Job Titles Held:
- Financial Analyst, Sales Compensation
- Commissions Analyst, Contractor
- Senior Sales Planning Analyst
- Financial Analyst, Retirement Compensation
Degrees
- Master of Business Administration : Distinction
Bachelor of Science : Economics-Finance, Marketing
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