Leader of team of financial analysts, responsible for building and maintaining sales plans/forecasts along with designing, building and executing on variable incentive compensation plans for the companyOversight of $30 million in annual variable incentive compensation expenses for sales teams across the companyPartner with executive leadership in strategic business decisions on employee compensation and sales plansPresent analysis of historical sales results and future expectations to executive leadership

Finance – Planning and Analysis TeamAssist in preparation of annual financial plan and quarterly forecast of financial statements and key performance indicators;Develop reporting and analytical tools to support plan/forecast analysis of company financial statements;Compare actual results to plan/forecast and perform variance analysis to explain drivers of material changes;Assist in thorough compilation of actual quarterly results for use by executive management;Assist in financial modeling to support key financial statements in the plan cycle;Compile, analyze and summarize large amounts of data as needed to help explain financial results

Finance – Sales Reporting TeamAnalyzed, refined and summarized sales information and distributed to management and business partners;Assumed lead role of monthly/quarterly variable compensation tracking/reporting process;Performed data mining, validation and cross-checks to help ensure data integrity;Maintained agent/sales hierarchy, allowing users to more efficiently and effectively track/report sales based on relationships of internal sales personnel and their specific responsibilities;Ongoing report development and enhancement to keep pace with the changes/needs of the business;Helped in setting data elements, definitions and criteria of new data warehouse;Assisted in report development, including setting standards/templates for new reporting environment;Performed detailed testing of new reports generated within new business objects tool and new data warehouse;Partnered with business units to provide impactful sales reports/trends/analysis to help drive performance;Developed sales plan/forecast models to assist in setting company targets and thresholds;Compiled and presented sales results and key performance measures at quarterly meetings with finance leaders;Created ad-hoc queries, reports and analysis as requested by business units and management;Worked regularly with business intelligence area to obtain necessary data/reports for the business

Assisted with variable compensation tracking/reporting to support comp of internal sales personnel;Assisted with monthly/quarterly sales reporting deliverables;Prepared sales reports and distributed to others internally;Created ad-hoc queries, reports and analysis as requested by business units and management;Performed routine validations and cross-checks of sales reporting data to be used by other areas of the company;Worked regularly with business intelligence area to obtain necessary data/reports for the business;Prepared account reconciliations; posted journal entries;Helped prepare executive-level presentations

Prepared account reconciliations; posted journal entries;Compiled, analyzed and summarized loans/debt of the company; Assisted in analyzing the valuation/collectability of outstanding note receivables;Helped prepare executive-level presentations; Assisted with sales reporting: prepared sales reports and distributed to others internally

Assisted in financial statement audits and preparation of audit reports;Obtained understanding of internal controls, documented and analyzed for clients;Performed complex analysis to evaluate general ledger accounts and supporting schedules;Other responsibilities included data mining and compilation, process documentation