Jonathan Puentes Email & Phone Number

Houston, Tx, Us

Salt Lake City, Utah, United States

•Analyze and process monthly commission payments using CaptivateIQ/Performio for 400+ commissionable representatives, 10+ unique compensation plans, ensuring accuracy and timely disbursement from Salesforce and Tableau Reports.• Develop and implemented commission tracking systems, reducing discrepancies and isolated support files improving overall efficiency by 25%.• Collaborate with cross-functional teams (Deal Desk, Revenue Operations, Salesforce Team) to resolve commission-related issues, providing clear and effective communication to stakeholders.• Perform ad-hoc analysis of sales data and commission structures to identify trends and optimize commission plan execution.• Conduct comprehensive User Acceptance Testing (UAT) for new commissions system enhancements, ensuring seamless integration with existing processes and accurate data migration as well as data warehousing and maintaining CaptivateIQ.

Goleta, California, United States

• Organized accurate and prompt data entry, respond to inquiries, and follow up on aged transactions for timely closure in accounts payable and accounts receivable on SAP B1.• Assisted in generating detailed information for reconciliation with customer records and support the Accounting Manager in reconciling accounts weekly and monthly.• Utilized existing reports to review and assess the accuracy and completeness of entered data, researching new methods for efficiencies and correcting discrepancies as needed.• Recorded and monitored the credit card workbook and keep track of all expenses and travel for end-of-month closeout.

Oakland, California, United States

• Utilized Microsoft Excel to categorize manufacturing scrap into detailed pivot tables to showcase scrap costs and scrap sales to compare the trajectory for the year related to an Internal Audit investigation. • Collaborated with end-of-year travel & expenses audit project, formulating, and compiling over 8,000 employees’ spending-habits data in Microsoft Excel and used Tableau for more in-depth data visualization which overall helps Clorox flag unauthorized payments which can prevent and mitigate over 1 million dollars of current and future unauthorized transactions.• Conducted research for the Internal Audit team in comparing the different trade spending reduced revenue analytics for Latin America (Argentina) operations and formulating flow charts on similarities and differences in Microsoft Power BI. • Cooperated as a team with other finance interns to present findings to Clorox leadership on strategizing an inflation plan for better/faster decision-making based on existing corporate strategy.

Santa Barbara, California, United States

• Processed ongoing payroll submissions including accuracy tie-outs; Spreadsheet entry into ProBusiness and loaded bonus/commission files into ProBusiness for over 2000 employees. • Helped prepare month-end journals and participate in the payroll audit process. • Completed month-end reconciliations in Excel (401k, PTO, bonuses/rewards), and verification of employment checks.• Researched and developed some key components of the new ADP system implementation. • Design and maintain a new instructional guide for all employees in North America for the new ADP system.

Santa Barbara, California, United States

Economics, Alumni

Activities and Societies: Isla Vista Tenants Union, Transfer Student Alliance, NUFP Fellowship, Latinx Business Association and Gamma Zeta.

Associate'S Degree, Business

Activities and Societies: First-Generation Organization Club, First-Generation Mentorship Program, and Honors Program. Also was a transfer.