Kyle Chan, Cfa Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Markham, Ontario, Canada

• Managed regular sales performance reports for sales agents using Microsoft Excel.
• Prepared quarterly and yearly sales plans for Allstate Canada and sales agents, incorporating relevant metrics such as historical performance, current market conditions and other pertinent factors.
• Tracked and reported various sales incentives from inception (determining feasibility, expected costs and forecasted benefits) to payout (managing/processing successful agents and their relevant payments).
• Assisted in tracking sales agent status and ensuring appropriate access is granted for colleagues.

Markham, Ontario, Canada

Richmond Hill, Ontario

• Created and managed multiple dashboards & reports through Microsoft Excel and PowerPoint.
• Provided relevant market share and financial information to the National Sales team for use in discussions with BMW/MINI retailers and improve data-based decision making.
• Managed overall market share information provided by a vendor, breaking down performance against peers by segments and providing additional context and commentary from the data for end users.
• Monitored department budget and project spending within SAP.
• Supervised interns to assist with projects and handling information.

Richmond Hill