This was a contract position in the Sales Analytics team. Responsible for identifying new predictive KPIs, developing actionable reporting packages and driving changes to sales and operations to increase revenue. Developed comprehensive reporting package for sales management using analytics focusing on sales lead conversion rates to increase visibility to performance metrics to increase sales effectiveness. Responsible for financial planning and implementation of sales goals, performance tracking, and sales initiatives. Researched and resolved inquires and disputes from sales force and sales management team.

I spent 3 years as a Financial Analyst at Pride Centric Resources which manages a buying group for restaurant equipment. We served as the middleman between the dealers who sell the equipment to the end users (restaurants) and the suppliers (manufacturers) who make the equipment. We served our dealers to help maximize profits by negotiating front-end discounts from the manufacturers and back-end sales volume rebates. My particular responsibilities included:o Sales Reporting: Created and maintained database to efficiently prepare monthly/yearly sales reporting for $380M annual sales volume for 120 suppliers and 110 dealers and reconciled differences between multiple data sources. Developed database to report sales by product sku/item to segment by categories to better align inventory needs by supplier.o Rebate Projections/Profit Maximization: Created financial model to estimate annual sales volume rebates for buying-group members to maximize main revenue stream and project rebate attainment (over $10M annually). Developed reporting to maximize profits by combining up-front discounts with back-end rebates to direct sales to appropriate suppliers.o Rebate processing: Calculated and reconciled complex rebate programs to pay members on a bi-weekly basis. o Served as main point of contact for suppliers to provide various reporting needs. Aided in annual contract preparation detailing business arrangement between buying group and suppliers. Served as liaison and recorded meeting minutes of Vendor Committee tasked with finding new suppliers to fulfill emerging business needs.

Responsible for the management and administration of sales compensation program for large IT Security Company • Created, processed, distributed, and audited comprehensive weekly commission statements for over 400 sales and sales support professionals • Reconciled and verified commission payments based upon multiple compensation plans from disparate CRM and financial record systems to align corporate policy and procedures • Research and resolved inquires and disputes from sales force and sales management team, including adjustments for commission over/underpayments, and quota attainment achievement bonuses • Developed process improvement initiatives to increase efficiencies, decrease risk, and minimize data corruption between several systems of record • Created ad-hoc reports for finance, treasury, forecasting, operations, payroll, and multiple internal partners including senior leadership team • Point of Contact (POC) for sales team in relation compensation plans, commission payments, and quota attainment

• Developed and maintained weekly reporting for Price Overrides for over 400 retail stores. Distributed to Executive Team to highlight trends, identify problem areas and give commentary on activity of top offending stores. • Developed reporting for $2 Million annually of items Marked Out of Stock ( non-sellable items destroyed and written off). Performed year-over-year analysis of effect on gross margin. • Served as the main point of contact for the Merchant group for Vendor Markdown process which effectively improved Gross Margin for selected products by negotiating temporary decrease in Cost of Goods. Maintained accounting and reconciling of process which resulted in $Millions of savings to company. • Performed monthly Defective Allowance reporting for Merchant group to highlight any Vendors in excess of agreed upon defective rate and communicated directly with Vendors to collect any amounts due at year-end. Also performed quarterly reporting for top defective products for Merchants/Risk Management to proactively address any issues with safety and performance of product.• Administered and reported on sales incentive program (SPIFF) for thousands of store associates (over $2M annually). • Performed various month-end closing accounting duties: performed journal entries, reconciled Cost of Goods Sold and Receipts between various systems and reconciled various accounts. Created monthly Gross Margin reporting package and distributed to executive team to highlights financial performance (Total Effective Margin) by department. Performed various Inventory/Sales adjustments to ensure accuracy of inventory and Gross Margin. • Created monthly report to Merchant group and executive committee highlighting available margin of existing purchase orders versus the actual achieved margins by department. • Served as backup for any vendor maintenance issues: creating new vendors, amending existing vendors and verifying accuracy of vendor deal sheets.

• Financial Review and Variance Analysis: Prepared monthly financial review given to Senior Executives of Dish Network satellite TV brand by utilizing complex Excel spreadsheets and Oracle Financial reports. Highlighted and explained variances of actual to budget data for expense and revenue accounts to aid management with identifying trends and making business decisions.• Budgeting: Assisted senior management with budget models for accurate forecasting of headcount, call volume, subscriber activity, and other business metrics for annual company budget. • Forecasting and Reporting: Instrumental in developing and maintaining accurate reporting of various marketing promotions to identify trends and patterns of customer base of 10 million subscribers. Developed financial model to track current customer activity as well as forecast future subscriber activity for daily reporting to senior management. • Accounting: Prepared month-end accruals and closing journal entries. Reconciled P&L accounts monthly.Created and maintained Purchase Orders for various vendors and ensure timely payment of invoices. Analyzed and verified accuracy of charges, most notably $8M monthly invoice from CSG (billing agent). • Project Management: Worked closely with IT team to identify and implement business requirements for continually changing management reports.

• Financial Analysis: Provided analytic and research support to senior management regarding financial performance of OFI and its subsidiaries.• Management Reporting: Aided in preparation of monthly Management Report given to executive members across all functional areas. Assisted in preparation of all statutory and regulatory reporting. • Asset Valuation: Tracked daily values of the management company’s investment portfolio of over $300 million and aided in formulating hedge strategies. Prepared monthly mark to market journal entries. • Financial Accounting: Responsible for the validity and accuracy of several income statement line items. Prepared and analyzed various balance sheet reconciliations. Was responsible for initial set up and maintenance of database to calculate main revenue stream of company of over $150 million annually.