Leads team of 25 coworkers responsible for 30+ strategic initiatives aimed at driving meaningful growth while serving the needs of our internal and external customers. Leads all account movement initiatives in the company (from analysis to buy in to execution) aligned to our Go to Market strategy. Manages all sales and solutions leadership reporting initiatives as well as external customer facing reporting; self-taught team has created the top 10-15 Power BI reports in the company. Drives team to produce actionable sales analytics with a focus on increasing gross profit (i.e., customer lifecycle analytics, category penetration, services expansion, customer engagement). Drives cross functional alignment with technology team to ensure sales data governance and address new requests. Supports the integration of a new CRM and is helping lead the design of the sales forecasting process within the new CRM. Leads the effort to productize the Analytics Team’s processes, skills, and services through innovative content delivery. 10+ years leadership experience with a focus on coworker engagement, development, training, and supporting diversity, equity, and inclusion efforts.

Drove 3 strategic companywide initiatives aimed at supporting Go To Market changes, increasing the productivity of managers and sellers and driving additional gross margin. Lead the reporting efficiency program to consolidate reporting efforts with Sales Support and Sales Analytics with the goal of driving consistency and automation. Responsible for sales cube data enhancements as well as automation of manual reporting and maintenance of 600+ sales Cognos reports. Managed the Field Service goal setting process for 350+ Field sellers and 60+ Managers and Directors on a yearly and monthly basis. Supported the sales forecasting dashboard project aimed at providing leaders with a robust tool with 15+ metrics used to roll up an accurate, weekly sales forecast. Hired, trained, coached and developed a team of 10+ best in class sales analysts.

Drove the first internal use case and implementation of a cloud based planning software (Anaplan) used to set services quota for 350+ coworkers on a yearly basis. Completed a lean Six Sigma Green Belt project on the automation of Field Services quota setting. Built a team of 3 analysts to support the services and solutions sales organizations; collaborated to create a robust suite of 10+ actionable reports used by sales leadership to make strategic decisions. Worked cross functionally to support 5 companywide initiatives aimed at expanding and growing our services offerings to drive meaningful growth.

Streamlined 5 existing reports and provided analysis. Completed analysis to assist senior leadership on decisions regarding headcount allocation. Consolidated 2-3 ad hoc reporting requests on a weekly basis. Improved service goal setting process to increase efficiency thus delivering goals 1 month earlier. Successfully manually calculated over 280 coworkers’ Field Service Revenue Goals and established Product Revenue and GP goals for approximately 100 Field Sellers. Improved the product goal setting process for 100+ coworkers.

Developed a yearly $125M Volume Incentive Rebate (VIR) plan and updated monthly and quarterly forecasts; analyzed and communicated to senior leadership variance to plan throughout the year. Collaborated with team to ensure month end close is accomplished accurately and on schedule. Approved approximately $8-12M of VIRs monthly and ensured income was correctly stated in the P&L. Coordinated various teams to design, test and implement functionality within a new rebates system to track and recognize approximately $125M in annual VIR income and subsequent reporting.Designed an automated report to track write offs related to the rebate claim creation process; established a process to review errors with a cross functional team to identify weaknesses and implement solutions which contributed to a $860K reduction inwrite offs in 2012

Maintained $50M+ dollar Product Warranty Balance Sheet for the US and Canada phone sales. Calculated estimated warranty reserve impact quarterly by determining Cost Per Repair and utilization of the reserve and presented that information to senior leadership. Completed the monthly close process in a timely and efficient manner including booking 10-15 journal entries to the Product Warranty P&L or Balance Sheet and reconciling four balance sheet accounts. Consolidated the product warranty spend portion of weekly outlook, quarterly forecasts and yearly plan.

Assisted in collecting, processing and forecasting the payment of rebates from suppliers, on average ranging from $50-$75Mper quarter. Booked quarterly accruals for rebates for several suppliers. Interacted with suppliers for the collection and processing of chargeback payments received. Allocated payment back to cost incurring product group. Reconciled the reserve balance sheet account for supplier liabilities and worked to streamline the reserve process.

Managed and maintained current accounts receivable for a major domestic customer (annual sales in excess of $2B) and 15 global customers. Performed 7-10 monthly account reconciliations of deferred receivable balance of up to $50 million. Assisted with compliance to standards set by Motorola and the Sarbanes-Oxley Act by documenting and testing internal controls.