Tim Holder Email & Phone Number

Los Angeles, CA, US

Redwood City, CA, US

• Provide analytical and administrative support of the incentive compensation process for Delphix, a multi-national software engineering and sales client. Developed expertise with the Xactly Incent commission program and.
• Developed performance reporting and analyses for senior management for all sales roles. Provide monthly and year to date updates of employee performance to quotas and commission results. Created a cost of sales analysis.
• Support on-boarding and off-boarding of employees to system and process plan assignments and other transactions.
• Update plan documents and process system changes for new fiscal year plans and mid-year changes.
• Created and maintain procedures documentation for all processes related to the Xactly Incent system.
• Prepare analyses of production and compensation results in support of new fiscal year planning process.

Charlotte, NC, US

Provided complete finance support for Home Loans Underwriting senior leadership including monthly expense reporting, variance analysis as well as quarterly forecasting and annual budgeting. Updated KPIs and scorecards and created a comprehensive cost performance report. Supported the Bank's automated valuation model cost allocation process. Performed.

Charlotte, NC, US

As part of the Financial Planning and Analysis team for Home Loan Sales, I was responsible for various forecasts, budgets and analyses. I was also responsible for forecasting and reporting on headcount (including monitoring and analysis of sales workforce capacity) as well as incentive compensation (including the monitoring of expense levels and.

Responsibilities included development, analysis, implementation and review of incentive plans for all levels of sales, operations and administrative employees of the Full Spectrum Lending mortgage division. Worked with HR to ensure plan calculations were correct and paid on time. Ensured policies and procedures related to incentive processing were.

Developed reports and analyses for use by senior leadership related to finance, compensation, productivity and staffing. Reviewed existing reports to ensure consistency in data and made recommendations for enhancements.

Reviewed and revised bonus plans to meet corporate objectives and requirements of positions for the Full Spectrum Lending division. Reviewed monthly and quarterly bonus reports and analyzed bonus expense relating to all production level employees as well as Senior Management and administrative positions. Hired and trained additional staff members as a.

Prepared monthly analyses of revenue and expenses for 50+ branch network. Audited branches for adherence to pricing policies, reviewed monthly pricing matrices, analyzed product profitability. Reported results to Senior Management and Branch Managers. Assisted in administration of 2-person wire department.

Supervised six employees responsible for the accounting and reporting of $944 million in real estate acquired and $1.2 billion sold during the period. Prepared performance plans and reviews, annual budgets and monthly forecasts. Reviewed journal entries, schedules and reports. Trained staff and provided support during mergers and acquisitions..

Performed accounting and reporting functions for various investments including agency and private issue MBS, mortgage derivative securities, CDs, T-Bills, commercial paper, interest rate swaps, option fees and present value gain amortization. Also responsible for monthly forecast and month end G/L reconciliation and analysis.- Led project to select and.