Cpa
Current
Rtw Financial Advisors
Nov 2016 - Present
AeroLeads people directory · profile
Scott Baker, Cpa Email & Phone Number
Sales Operations / Finance Professional
at
RTW Financial Advisors
1 work email found
@rtwacctg.com
1 phone found area 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
RTW Financial Advisors
Role
Sales Operations / Finance Professional
Location
Dallas-Fort Worth Metroplex, United States, United States
Who is Scott Baker, Cpa? Overview
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Quick answer
Scott Baker, Cpa is listed as Sales Operations / Finance Professional at RTW Financial Advisors, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at rtwacctg.com, phone signal with area code 855, and a matched LinkedIn profile for Scott Baker, Cpa.
Scott Baker, Cpa previously worked as CPA at Rtw Financial Advisors and Sales Operations Manager at Avaya. Scott Baker, Cpa holds Bs/Ms, Accounting from University Of North Texas.
Company email context
Email format at RTW Financial Advisors
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*@rtwacctg.com
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Profile bio
About Scott Baker, Cpa
I am an experienced business professional with an established record in the areas of sales operations, support and finance. Utilizing my analytical skills, I have provided management and sales leaders with accurate information to drive informed and effective business decisions. A key component in my success is focusing on the importance of building relationships and credibility through working with cross functional teams to drive the business forward. One of the success factors I take pride in is consistently being recognized for my thoroughness, reliability, and quality of work. I have significant experience with opportunity funnel management and reporting including the development and maintenance of analytical reporting models, metrics and scorecards. Key Competencies include: • Sales Forecasting• CRM Implementation, Training and Maintenance• Data Analysis• Results Reporting• Funnel Metrics• Customer Analysis• Excel VBA Automation
Listed skills include Forecasting, Sales Operations, Salesforce.Com, Reporting And Analysis, and 14 others.
Current workplace
Scott Baker, Cpa's current company
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Rtw Financial Advisors
8 roles · 33 years
Scott Baker, Cpa work experience
A career timeline built from the work history available for this profile.
Sales Operations Manager
- Managed the reporting and analysis for the Networking business unit on a global basis.
- Developed and maintained a funnel conversion rate model based on historical funnel performance to predict current quarter expected bookings.
- Created a Networking attach tracking model in support of the company’s objective of selling Networking with other product portfolios.
- Responsible for opportunity funnel tracking and analysis with a key focus on funnel aging, growth and quality of… Show more Managed the reporting and analysis for the Networking business unit on a global basis.
- Responsible for opportunity funnel tracking and analysis with a key focus on funnel aging, growth and quality of funnel and weekly opportunity creation. Created custom CRM reports in Saleforce.com.
- Prepared weekly operations metric/dashboard package for Networking GM, Finance, and global sales leaders that tracked product level progress of orders and revenue against targets and historical performance as well as.
2009 - 2016
~7 yrs
Senior Analyst Sales Operations
- Responsible for the accurate product level submission of the $1B Americas rolling four quarter revenue OSP forecast on a bi-weekly basis.
- Enterprise representative in the transition to Microsoft CRM forecasting tool. Identified key requirements and UAT testing for release enhancements. Delivered forecast process training sessions for over 200 sales reps.
- Enterprise representative in the transition to Microsoft CRM forecasting tool. Identified key requirements and UAT testing for release enhancements. Delivered forecast process training sessions for over 200 sales reps.
- Created quarterly product forecasts using a statistical model developed by SAS. Coordinated the assimilation of historical revenue results and historical funnel extracts for the Americas as a key input into the.
- Developed weekly analytics package that tracked progress to forecasts as well as funnel scorecards for sales leaders as part of monthly operation reviews. Show less
2006 - 2009
~3 yrs
Senior Analyst Sales Operations
- Responsible for the accurate product level forecast submission for the AT&T account team and two regional account teams.
- Coordinated the migration of the stand alone Enterprise forecast process to the corporate forecast process.
- Developed a macro based top opportunity tracking file utilized during the last six weeks of a quarter to automate the monitoring of the weekly progress towards the forecast.
- Ensured the integrity of the opportunity funnel that was migrated to a new… Show more Responsible for the accurate product level forecast submission for the AT&T account team and two regional account teams.
- Ensured the integrity of the opportunity funnel that was migrated to a new CRM system. Show less
2001 - 2005
~4 yrs
Senior Analyst Sales Operations
- Responsible for sales forecasting and results reporting for the North America Sales organization.
- Prepared monthly forecast package utilized by Sales President for update calls with all sales VP’s.
- Created and compiled recurring Leading Indicators package and Top opportunities tracking file for the Enterprise Solution business unit President.
1999 - 2001
~2 yrs
Senior Financial Analyst
- Responsible for US market monthly close process and North America results reporting.
- Balance Sheet responsibility with emphasis on CIP and inventory reduction and accrual tracking and P&L responsibility for revenue recognition.
- Automated a revenue profile process using Excel macros that significantly improved forecasting accuracy while decreasing preparation time by over 80%.
1997 - 1999
~2 yrs
Financial Analyst - Corporate Investigations
- Investigated allegations of fraud against EDS from inception to disposition, including briefing various levels of management and internal legal counsel.
- Performed all aspects of financial analysis in support of the investigative process including tracing fraudulent funds from bank accounts and detailed transaction analysis.
- Assisted on largest fraud case to date resulting in successful prosecution and recovery of $2.8M.
1996 - 1997
~1 yr
Financial Auditor
- Performed financial and operational audits through process reviews, development of risk assessments, contract review/compliance, reviewing and analyzing financial statements, and design and execution of audit programs.
- Created Excel macro for the department to automate the retrieval and analysis of financial statements.
- Participated in the completion of payroll, direct charges, and contract reviews for external auditors.
1993 - 1996
~3 yrs
1 education record
Scott Baker, Cpa education
FAQ
Frequently asked questions about Scott Baker, Cpa
Quick answers generated from the profile data available on this page.
What company does Scott Baker, Cpa work for?
Scott Baker, Cpa works for RTW Financial Advisors.
What is Scott Baker, Cpa's role at RTW Financial Advisors?
Scott Baker, Cpa is listed as Sales Operations / Finance Professional at RTW Financial Advisors.
What is Scott Baker, Cpa's email address?
AeroLeads has found 1 work email signal at @rtwacctg.com for Scott Baker, Cpa at RTW Financial Advisors.
What is Scott Baker, Cpa's phone number?
AeroLeads has found 1 phone signal(s) with area code 855 for Scott Baker, Cpa at RTW Financial Advisors.
Where is Scott Baker, Cpa based?
Scott Baker, Cpa is based in Dallas-Fort Worth Metroplex, United States, United States while working with RTW Financial Advisors.
What companies has Scott Baker, Cpa worked for?
Scott Baker, Cpa has worked for Rtw Financial Advisors, Avaya, Nortel Networks, and Electronic Data Systems.
How can I contact Scott Baker, Cpa?
You can use AeroLeads to view verified contact signals for Scott Baker, Cpa at RTW Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Scott Baker, Cpa attend?
Scott Baker, Cpa holds Bs/Ms, Accounting from University Of North Texas.
What skills is Scott Baker, Cpa known for?
Scott Baker, Cpa is listed with skills including Forecasting, Sales Operations, Salesforce.Com, Reporting And Analysis, Training, Crm, Opportunity Analysis, and Metrics.
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