Dave Schallmo Email & Phone Number

Richmond, Virginia, United States

Providing personal, professional, financial and estate planning to members of the Knights of Columbus and their families. We serve our clients as a faith based financial company with our foundation in the Catholic Faith. My role will allow our clients and members the ability to invest and insure with a company that holds their morals and values over.

Richmond, Virginia, United States

I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.

Richmond, Virgina

• Senior sales incentive program manager to create and implement common worldwide sales incentive process that effectively and efficiently supports IBM’s Cloud & Cognitive Solutions Target Account Absolute Incentive Plan.
• Collaborate with Global Sales Incentives and Finance to create, analyze, and report to Senior Sales & Finance Executives budgets & metrics that measure the effectiveness of the end to end incentive processKey.
• Improved incentive payment timeliness to sellers on small deal (<$1M) payments by 29% and large deal (>$1M) payments by 43% as a result of implementing end-to-end TAAP incentive process

Richmond, Virginia

• Liaison to senior sales leaders to provide advice on end-to-end sales incentive processes and completing incentive related requirements. Compile and analyze data to prepare executive-level reports.
• Collaborate with Incentives, Finance, HR, and Executive Compensation Program Managers in preparing incentive plans for new executives and resolving achievement-related issues.
• Create, Review, Approve, and Report status of IBMs Quarterly General Manager Incentive challenge funds for key revenue opportunities to senior sales executives and market CFOs.

Richmond, Virginia, United States

• Trusted Business Advisor and source of business data and analytics to provide “value add” solutions and recommendations to sales executives.
• Act a primary contact for Sales Executives on incentives related issues that require advanced analysis and complex resolutions involving cross functional teaming
• Manage twice yearly incentive plan & quota deployment to over 10,000 sales professionals across North America and Worldwide HeadquartersKey accomplishments:
• Improved full quota letter deployment timeliness by 18% year to year in 1H18, which allows our sales reps to quickly focus on selling strategic products and solutions to clients
• Created and delivered accounting education to our Incentives Center of Excellence in Rio de Janeiro, Brazil, which helped to improve cycle time needed to close incentive issues effecting commissions

Richmond, Virginia

• Responsible for the development of forecast and budget variance analysis and provides business assessments on a continuous basis
• Create quarterly bottoms up commission expense accrual for North America Software Organization
• Establish reporting tools and presentations to CFO & Sales Executives to ensure expense accrual decisions are based upon sound judgment in the commissions process
• Analyze commissions accrual variance and report to Finance Executives correction actions
• Create and audit annual incentive plan payout rates for Global Software Division
• Cross functional responsibilities, interface with Sales Management and Sales Operations.Key accomplishments:

Atlanta, Georgia

• Manage territory assignments for all Public Sector sales reps
• Process all commissions adjustment transactions for Public Sector
• Ensure audit compliance in all territory assignments changes and adjustments

Owego, New York

• Managed multi million dollar operating budget for DoD contracts
• Forecasted revenue, profit, & assets for Gov’t contracts
• Report and advise financial status of Gov’t contracts to financial mgmt monthly

Bethesda, Maryland

• Managed Branch Office commissions budget and revenue quota
• Forecasted quarterly revenue and associated commissions expense

Bethesda, Maryland, United States

• Manage Assets and collect A/R for Federal Gov’t customers
• Coordinated internal branch office self assessments and IBM Corporate Audits
• Developed and established CSR desk procedures to ensure audit readiness

• Supported monthly balance sheet entries for all automotive related expenses