Michael Bowman Email & Phone Number

Fishers, In, Us

Indianapolis, Indiana, United States

Monthly sales forecasting, reporting and variance analysis.AOP planningTerritory planningQuota planningCompensation planning and administrationCommission planning and administrationRevenue reportingChurn analysis and reportingSalesforce, PowerBI, Salesloft and Clari administrationExtensive Salesforce reporting, creating and maintaining sales dashboardsKPI (Key Performance Indicators) planning and administrationContinuous process improvement to help evolve our sales organizationKey stakeholders are 41 sales individuals/Directors, CEO, CFO and SVP of Sales. Daily interactions.The true bridge between sales (Bookings) and finance (Revenue), having come from FP&A at T2Extensive ad-hoc reporting within Salesforce/Excel.Sales cycles, conversion rates, win rates, close rates, sales velocity, bookings, SaaS, Subscriptions, Services and Hardware, Renewals, RFPs.

Indianapolis, Indiana Area

T2 Systems is a SaaS company operating within the parking industry (Muni, Uni and private Ops)Primary finance business partner to R&D, S&M, G&A & COGS functionsMonthly OpEx forecastingMonthly board reporting Monthly reporting/analysis on Annual Recurring Revenue (ARR)Headcount reportingAd hoc reportingAnnual budgetingPartner with department leaders to deliver monthly results, forecasting and planningWork intimately with our CFO, Controller and Sr Finance Manager to track and analyze key performance indicators (Such ARR and EBITDA) and trends as well as assess future business risks and opportunitiesAdvanced knowledge in Adaptive reporting software, Office Connect, as well as Great Plains (GP), Excel, PowerPoint, Concur and Salesforce

Indianapolis, Indiana Area

Create, maintain and report on customer related data across ERP and CRM solutionsCo-lead metric based time study, designed to identify bottlenecks and highlight process improvementsCo-lead of duplicate account creation clean-up projectDevelop and maintain monthly reporting metrics for Regional Business Managers utilizing Tableau and AlteryxDevelop and maintain monthly account creation metrics to provide key insights to leadership. Provide analysis of the data to aid in decision makingDaily data management, analysis and monitoring using Excel, Alteryx, Tableau Informatica and SQLManage territory queues, SAP account management, SFDC reporting and monitoring Proactive customer data reviews to ensure data quality and best data outcomes

Indianapolis, Indiana Area

Reviewed trial balance for variances in general ledger above predetermined thresholds on a monthly basisUpdated consignment inventory report monthlyCompleted Capital budget reviews and updates for Commercial Education, VIP Lab and MSAReviewed and update fixed assets list for tax reporting Converted consignment inventory report to 1Roche structure using TableauExtensive use of Tableau to create ad hoc reports for internal finance stakeholders related to consignment invent

Indianapolis, Indiana

Prepared daily financial compliance reports and summary analysis of the reports for Molecular Diagnostics, Tissue Diagnostics, CD, Point of Care and Specialty. Provided sales reporting and analysis to support business processesPartnered with internal departments (i.e. sales, contracting and pricing) to complete financial buyout reports. Monitored results during the buyout process to ensure accuracy. Researched variances and report findings to managementServed as a resource to management in understanding buyouts by reporting and investigating variances. Provided analysis of key metrics to management to aid in decision makingPrepared ad-hoc reports and sales reports for key internal stakeholdersResponsible for continuous improvement and process efficiencies. Performed special projects related to compliance analysisDaily and extensive use of Excel, SAP, SQL, Tableau, NASDM, ProClarity, Salesforce and Agiloft

Indianapolis, In

Provide client service for 125 clients by creating and updating monthly Investment Portfolio Reviews, ongoing Financial Plans, monthly Financial Plan Reviews, monthly Investment Management Renewals, and complete client account exchanges and portfolio rebalancing.Assist our CFP by creating client investment quarterly reports, input and audit financial data, and execute trades in our fee based brokerage accounts.Create, review, and audit financial reports by using the client database system and extensive financial formulas utilizing Microsoft Excel and parallel Microsoft Office programs.Initiate and follow-through with new business by assisting with Retirement Planning Seminars twice a month that are conducted by the CFP for prospective clients only.Series 7 and 63 registeredLife, Accident and Health Insurance Licensed

135 N. College Ave. Indianapolis, In

Prepared 5 delivery vehicles with proper inventory and delivered orders to 30 accounts daily.Educated customers regarding Sun King Beers, company history, and served beer samples in the tasting room.Maintained beer inventory quantities on tap and in cans as well as non-beer merchandise daily.

Indianapolis, In

Access llc provides hands on care to adults with intellectual and/or mental disabilities through the community habilitation and integration waiver program setup by the State of Indiana. Adults, under the care of Access, live in their own home where they have direct support staff to assist them with their daily needs.

Houghton Lake, Mi

Bachelor'S Degree, Business Administration And Management, General

Business Administration, Business And Finace

Activities and Societies: S.I.F.E. Students In Free Enterprise 2006-2010 Men's Basketball 2006-2010 Men's Football 2006-2008Alma college.