Lead a team of senior analysts and consultants administering semi-annual global sales incentive compensation during rapid growth, with focus on improving processes and increasing efficiency.

Administer sales incentive compensation for international sales groups, with specific responsibility to auditing data, commission processing, and statements.• Successfully designed and maintained (10+ years) Access database for order qualification and sales crediting, utilizing multiple data sources including: SalesForce.com, Oracle, and other custom sources. • Coordinated Xactly implementation, including external data integration that is processed daily for crediting and commissions.• Designed and managed audit processes for monthly prior period processing in Xactly (PPP Certified) and single period processes.• Collaborate with the human resources, finance, sales executive management, and sales operations management in annual sales compensation planning, includig: program design, determining source data for key performance indicators (KPI), administration and organizational communication.• Prepare, administer and review qualifying quarterly management by objective bonus programs, calculate and audit contracts for large deal pool incentives (150+ million services sales order value) and multi-year deal incentives, special incentive programs, and other approved exceptions.• Develop and deliver training for new hire, transfers, other Finance teams, Sales Operations, Sales management, and HR rewards team, including coordination of custom Xactly implementation end user training. • Established and managed annual North American commission’s process calendar, involving cross functional teams with dependent and interdependent tasks, to ensure timely and accurate commission administration.

Senior team member specializing supporting commissions for international Consulting Services sales groups:• Compiled and analyzed quarterly revenue data for comparison against financial data. Calculated commissions due, in compliance with multi-tier individualized incentive compensation plans• Verified the accuracy of automated incentive compensation and summarized significant items for management review prior to payment approval• Researched inquiries and changes to incentive compensation plans• Transferred international sales credit monthly between multiple systems for proper sales credit assignment • Facilitated transition of incentive compensation and specialized analysis for lines of business acquired

Finance team lead, managing accounts receivable, accounts payable, inventory management, and project cost financial management for the Pacific North West specialty practices including: Sales and Use Tax, Audit and Assurance, Mergers and Acquisitions, Personal Finance, and other specialty practices.• Analyzed monthly practice utilization and profit and loss reports for Budget vs. Actual (Forcast) variances, to identify root cause, and corrective actions to meet financial objectives.• Mentored and trained finance staff on service revenue recognition, inventory management, project accounting.• Coordinated risk management processes, including contract budgeting, engagement letter review and client acceptance process.• Finance Champion for project management and design of a custom Excel tool that standardized and automated time and materials billing review process.• Created and facilitated group training for finance and business support automated billing review process.

Series 6/63 certified serving finance customer services regarding investment inquiries from individuals, dealer, and brokers.