Commissions Analyst Resume Samples

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MM
M Moore
Maxie
Moore
235 Jensen Loop
Philadelphia
PA
+1 (555) 473 7112
235 Jensen Loop
Philadelphia
PA
Phone
p +1 (555) 473 7112
Experience Experience
Los Angeles, CA
Junior Commissions Analyst
Los Angeles, CA
Corwin-Herman
Los Angeles, CA
Junior Commissions Analyst
  • Provide critical input and analysis related to sales performance including rankings and performance reports
  • Provide input on ways to provide input to improve the commissions processes
  • Provide superior customer service to the sales force in the area of resolving open issues
  • Ensure that sales commission calculations for worldwide Sales and Services employees are prepared accurately, on time each month and in line with commission plans and incentive schemes
  • Manage preparation and analysis of monthly commission payments, statements, and supporting reports through Callidus software
  • Work closely with Finance and worldwide Sales teams at all levels of seniority
  • Maintain and continually assess Sales Planning organizational systems to improve the efficiency and accuracy of sales commissions calculations and reporting
Houston, TX
Commissions Analyst
Houston, TX
Kerluke, Halvorson and Schaden
Houston, TX
Commissions Analyst
  • Researching and responding to Sales Reps inquiries and exception requests regarding commission statements in an accurate and timely manner to our sales staff
  • Ensuring payroll and forecast accuracy for reps for assigned teams
  • Calculating Europe ‘Go To Market’ Commissions for specific area
  • Posting compensation reports upon pay period-close
  • Ensuring that incentive compensated employees are paid accurately and timely
  • Processing commissions on a monthly basis, in a timely and accurate manner, for the specified areas of responsibility
  • Providing superior customer service to the sales force and operations in the area of issue resolution
present
Chicago, IL
Senior Commissions Analyst
Chicago, IL
Ernser, Wiza and Greenholt
present
Chicago, IL
Senior Commissions Analyst
present
  • Assist in creating and providing meaningful analytics to Department Heads regarding compensation
  • Assists in financial and sales compensation closing activities, including reconciliations and final pay file distributions
  • Take a lead role in interacting with other departments, such a General Accounting, Finance, Compensation/HR/Legal, IT and Internal Audit
  • Manage finding software issues within Workday, Salesforce, and Callidus Cloud and when found recommend solutions and follow through on making solutions work
  • Resolves and/or facilitates resolution of problems including identifying causes to prevent re-occurrence
  • Work with the Senior Manager, Global Commissions on standardizing the worldwide commission process, communications and calculations provided to sales
  • Perform cost analysis and modeling of alternative commission or incentive plan designs or quota levels
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Iowa State University
Bachelor’s Degree in Finance
Skills Skills
  • Strong Knowledge of MS Excel -ability to manipulate pivot tables and create formulas
  • Quick to learn, and able to thoroughly understand new concepts
  • Basic knowledge of General Accepted Accounting Principles (GAAP)
  • Good with numbers and error checking, as well as have a good intuition of when something looks wrong
  • Knowledge of quality assurance principles, inspection techniques and testing procedures
  • Effective verbal and written communication skills and ability to interact professionally with a diverse group of people
  • Strong analytical skills and ability to resolve complex issues efficiently
  • Strong organizational skills and attention to detail – accuracy is critical
  • Good organisational skills and ability to understand customer workflow and priorities
  • Strong Analytical skills and attention to detail
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15 Commissions Analyst resume templates

1

Commissions Analyst Resume Examples & Samples

  • Degree in Finance related field preferred
  • 5+ years experience in a Finance capacity
  • 3-5 years specific experience in Commissions Accounting is preferred
  • Must be detail oriented, analytical and computer literate
  • Proven record of providing excellent internal and external customer service
  • Strong interpersonal skills and problem solving ability
  • Knowledge of basic business and accounting practices  
2

Commissions Analyst Resume Examples & Samples

  • Excellent analytical, organizational & influencing skills with strong attention to detail
  • Fluent in both written and spoken English
  • Ability to multitask and work in a dynamic and changing environment, either independently or in a team
  • Self-assurance to deal with tough problems/situations
  • Strong communication skills with the ability to adapt style and content appropriately for the audience
  • Team work - Ability to work well and collaborate with others to achieve high quality results
  • Previous experience or knowledge of Commissions processes would be a distinct advantage
3

Commissions Analyst Team Lead Resume Examples & Samples

  • Calculate, adjust, and process sales commissions for over 400 employees
  • Facilitates process improvement activities to ensure commission are reported accurately and timely; performs necessary analysis and financial summaries pertaining to all payments
  • Responsible for system configuration set-up to support current operational needs, and future growth (new plan setup)
  • Conduct user testing and data validation of commission system changes as needed
  • Acts as first line of contact for commission disputes and reconciliation, escalating issues as appropriate
  • Perform complex analyses of commission issues, develop potential solutions, and make recommendations to ensure accurate and timely resolution
  • Recommend and drive global process improvements
  • Lead small projects as assigned and participate in larger, more complex projects as assigned
  • Write compensation documents in collaboration with Legal
  • 3+ years commissions or analysis experience
  • Intermediate Excel
  • Ability to communicate effectively with sales reps and other departments. Possesses written communication skills enabling independent handling of routine correspondence
  • Ability to work independently, prioritize work and meet deadlines
  • Strong organizational and planning skills
  • Demonstrated customer service skills in a professional business environmentTact, diplomacy and sensitivity to respect confidential information * *
  • **Preferred Qualifications** ** o Undergraduate degree in accounting/finance (or related field) or equivalent experience o Experience with Xactly Incent o Experience with comp plan design
4

Commissions Analyst Resume Examples & Samples

  • Researching and responding to Sales Reps inquiries and exception requests regarding commission statements in an accurate and timely manner to our sales staff
  • Perform accurate and detailed audit of commission statements and maintain the records in accordance with individual compensation plan requirements
  • Maintain commission systems to ensure output accuracy based on database analyses
  • Report out on reporting needs as determined by sales and support team
  • Assist with monthly, quarterly, and annual financial close process relating to commissions
  • Execute ad hoc analysis and projects as needed for management decision making
  • Perform other duties as required to support the Commissions team
  • Assist with Business UAT projects as required. Co-ordinate with different internal groups like IT/Bookings/ Business Users/Analysts
  • Drive processes to ensure data integrity, system accuracy, and strong change controls
  • Perform functional, aesthetic, accessibility, and performance testing
  • Degree in Business Administration, Finance, Accounting, Human Resource, or equivalent related work experience
  • 5+ years of experience supporting highly interactive incentive compensation software applications
  • Experience with IBM Cognos ICM (Varicent) or Sales Compensation software applications
  • Experience with defect tracking tools
  • Exposure to additional front-end and back-end technologies Exposure to application development and testing
  • Knowledge of quality assurance principles, inspection techniques and testing procedures
  • Effective verbal and written communication skills and ability to interact professionally with a diverse group of people
  • Enthusiasm to work in a fast-paced and dynamically changing environment
  • The candidate must be able to work through the various phases of the projects and take it to successful completion from beginning to end
  • Thorough knowledge of sales compensation design and program execution
  • Advanced knowledge of Financial Systems, Compensation Systems a must, experience with IBM Cognos ICM (Varicent) a plus
  • Strong problem solving, organization, and process management skills
5

Commissions Analyst Resume Examples & Samples

  • Responsible for commission calculations and ensure payments are paid according to approved commission plans or contracts
  • Responsible for developing and providing sales leaders, finance, HR and any other departments recurring and various financial reporting/analysis related to commissions and/or on an ad-hoc basis
  • Create commission summary reports and other reports to analyze trends and performance
  • Research commission variances as requested by management or commissioned employees
  • Track and ensure system defects and enhancements are implemented as planned
  • Perform other analysis and special projects as requested
  • Understanding of basic accounting principles, concepts and terminology
  • Must have advanced skills in Excel
  • Proficient with Word, Outlook and PowerPoint
  • Experience with ICOMS, CSG and/or SalesForce preferred
6

Commissions Analyst Resume Examples & Samples

  • Collaborates with Finance Management, Sales Management, Human Resources, IT, and Payroll to execute an effective and efficient commission and bonus process
  • Maintain master data in multiple systems to ensure that each rep is accurately assigned to their targeted accounts
  • Audit reports used in process for accuracy and trouble shoot issues. Process sales commission in an accurate and timely way based on financial achievement reports
  • Administer the monthly commission processes, run reports, calculate commissions and submit file for payroll on a monthly basis
  • Work with IT to create individual sales rep data to be available to the reps
  • Assist on ad-hoc projects and analyses within finance team by leveraging strong system skills
  • Demonstrated analytical skills, comfort with Finance and/or Accounting principles and solid understanding and experience with retail math and retail financial drivers
  • Ability to think cross functionally, join data from various sources and develop creative and innovative solutions within an entrepreneurial environment
  • Ability to effectively present information and respond to questions from managers, stakeholders, cross functional business leaders, sales representatives, peers, clients and customers
  • Advanced skills in Excel. Strongly proficient skills in Access, Word, PowerPoint, SAP and Business Objects (or other reporting software)
  • Ability to work with and protect the confidentiality of sensitive data
  • 3+ years experience in sales, business or financial analysis or planning
  • Solid accounting skills and experience preferred
7

Commissions Analyst Resume Examples & Samples

  • Calculate and pay commissions accurately and on time
  • Participate in focus on efficiency related to Plan Design, Simplification and Management
  • Lead on-going plan, process improvement and change with other departments that improve the efficiency and accuracy of reporting and variable pay calculations
  • Troubleshoot reporting and compensation related problems
  • Proficiency in Advanced Microsoft Office applications (Excel (including Pivot Tables) and Access)
  • Must be extremely detailed oriented with strong analytical, customer service, and problem solving skills
  • Strong data mining skills
  • Ability to communicate effectively (written and verbal)
8

Commissions Analyst Resume Examples & Samples

  • Complete Rebates and Commissions activities for a number of Business Units. Rebates & Commissions activities include analyzing Agreements & maintaining their T&C's in SAP, & auditing the automated accrual process
  • Role will also be responsible for Cash Collections activities from direct external customers in support of the Credit & Collections Analysts, which include analysing delinquent accounts, working with customers & business stakeholders to collect outstanding due receivables and applying credit holds / releasing orders from hold when appropriate
  • Role is responsible for executing all previously described activities in accordance with financial standards and other company policies, as well as SOX and other regulatory requirements
  • Role is also responsible for assisting with initiatives aiming at driving standardization, process improvement and optimization across the group
  • Responsible for analysing and setting up / maintaining customer Rebates & sales agents Commissions Agreements in SAP in a timely manner based on agreed T&C's
  • Proactively work & communicate effectively with the direct & indirect EMEA Sales organization to drive the timely provision of such Agreements and validation of quarterly accrual calculations
  • Carry out quarterly audits of SAP's automated accrual process & reconcile the Rebates & Commissions reserve accounts as part of the Quarter End Close process
  • Ensure that payable Rebates & Commissions amounts are promptly approved by the Sales organization
  • Identify process improvement & standardisation opportunities and drive same through to implementation
  • Ensure compliance of all Order to Cash activities with US GAAP and local GAAP accounting rules
9

Commissions Analyst Resume Examples & Samples

  • Member of a high-performing, multi-geo team, with additional members in EMEA (Great Britain), and APAC (Japan)
  • Ensuring payroll and forecast accuracy for reps for assigned teams
  • Communicate effectively with Team Commissions Managers, Finance Business Partners, and other finance personnel where necessary, as well as Sales teams assigned
  • Work with assigned FBP’s to support commissions processes including sales rep’s Territory and Target Sheet creation, monthly analysis, forecasting, and any other projects
  • Manage multiple priorities with many stakeholders
  • Be familiar with Global Compensation Plan and ensure reps are paid in accordance with the plan. Work through appropriate month/quarterly procedures to ensure results are accurate and are acceptable within the Autodesk audit standards
  • Knowledge of Business Objects, Qlikview, Sales Force.Com and Varicent are a strong plus
  • Experience with ADSK product information, resellers and or accounts
  • Because we are a global group, the applicant must be willing to sometimes attend meetings and support processes which occur in other time zones
10

Commissions Analyst Resume Examples & Samples

  • Checks, investigates (if necessary) and settles Custody Fees as well as related internal charge backs
  • Investigates differences between Macquarie and Counterparty statement in a timely manner and get approval from relevant trading desks to adjust the bill if necessary
  • Ensures all internal and external bills are settled within the given deadlines, especially for markets that need manual intervention or counterparties with exclusive contracts
  • Deals with escalations and approvals as required and maintain the key performance indicators of the team
  • Creates and distributes timely and accurate reports on a daily, weekly, and monthly basis
  • Works closely with trading desks, Collateral Managers, Finance and Settlement
11

Commissions Analyst Resume Examples & Samples

  • Process timely and accurate monthly commission for the core team of direct or indirect sales, marketing teams, and professional services teams
  • Maintain commissions system Xactly Incent. This includes maintaining quotas and rates, ensuring commissions calculations comply with the plan, and handling exception requests including processing corrections and adjustments as they arise
  • Document current and ongoing commission accounting processes, policies and procedures with goal of improving them to be best in class
  • Address any commission related inquiries from employees
  • Work with HR, FP&A, and Sales Ops to ensure new or modified comp plans are issued timely
  • With each new fiscal year, participate in rolling out new plans, including plan and systems design, training, and updating policies and processes
  • Minimum of 5+ years related experience, including a working knowledge of incentive compensation plans
  • Experience with automated commission systems (preferably Xactly)
  • Bachelor’s degree in finance or accounting, or equivalent relevant experience
  • Customer service oriented with an exceptional attention to detail and ability to successfully resolve issues
  • Excellent written and verbal communication skills and ability to work closely with other departments and with staff at all levels of the organization
  • Excellent organization and time management skills with the ability to meet critical deadlines
  • Experience with various software systems including SalesForce.com, Xactly (Express and Incent) and Intacct a plus
  • Highly skilled in the use of Microsoft Office suite (particularly, Excel and Outlook)
12

Senior Commissions Analyst Resume Examples & Samples

  • Guide and mentor junior analysts and off-delivery shore team
  • Perform staff support activities needed for the development, implementation, and administration of sales commission and incentive programs
  • Resolve reconciliation issues
  • Maintain or audit information needed to track revenue
  • Analyze sales performance results and prepare commission expense reports, presentations, and recommendations for sales and finance management
  • Use spreadsheets, CRM, and ERP systems to gather data for payment calculation
  • Develop and improve systems to effectively track or capture data
  • Perform cost analysis and modeling of alternative commission or incentive plan designs or quota levels
  • Bachelor's degree in business, IT, or engineering or equivalent training and industry experience
  • Ability to communicate at all organizational levels
  • Experience with office systems, Groupware, spreadsheets, word processors, and presentations tools
  • Solid background in Salesforce.com automation tools, CRM, partner relationship tools, and the channel model
  • Ability to prioritize and organize work to achieve goals, maintain positive focus under challenging circumstances, and work with minimal supervision
13

Commissions Analyst Resume Examples & Samples

  • Responsible for assigned incentive compensation groups
  • Ensuring that incentive compensated employees are paid accurately and timely
  • Responsible for assigned incentive processes which include gathering, calculating and loading data accurately and timely into incentive system
  • Review/Analyze/Report on Incentive transactions to identify trends and potential incentive compensation errors
  • Participate with other Finance groups/Department to implement and maintain best practice accounting processes as related to the Incentive Compensation Department
  • Provide World Class service to assigned Incentive Compensation recipients
  • Ensure incentive compensation is paid according to approved Plan for each individual/group
  • Review source data for accuracy and to support incentive calculation as per approved plan(s)
  • Resolve, follow up and communicate on incentive issues identified
  • Assist in all aspects of the Commission Process
  • Maintain desktop procedures documentation
  • Minimum 3 years of accounting experience, incentive compensation experience preferred
  • Strong skills with Microsoft Excel (Advanced)
  • Must have excellent problem-solving skills utilizing available resources
  • Ability to identify, qualify and prioritize activities
  • Must be able to work well with individuals at all levels, inside and outside the organization
14

Senior Commissions Analyst Resume Examples & Samples

  • Perform validation and maintenance of commissions data from the commissions system
  • Extract, refine, and upload data from the bookings system to the commissions system every quarter-end
  • Develop an understanding of the sales commissions plan structure and commissions system setup to audit the setup of sales incentive plans and assist in the roll out of mid-year sales incentive changes
  • Work on ad hoc reporting and analysis requests and assist in sales incentive projects
  • Assist the global Sales Incentive team in quarterly commissions calculations
  • Work extended hours during quarter-end or year-end periods
  • Bachelor's degree or equivalent from an accredited university, or equivalent experience
  • 5+ years of industry experience in sales operations, specifically dealing with commissions
  • Solid background in data and systems
  • Good analysis and quantitative skills, with the ability to work with large data sets
  • Willingness to work extended hours during periods of high demand, e.g. quarter-close or year-end
  • Passionate about choice in technology, open source, and Red Hat
  • Focus on delivering results in a customer-friendly, quality-first manner
  • Transactional reporting or sales commissions experience is a plus
  • Experience with CRM or commissions software is a plus
15

Commissions Analyst Resume Examples & Samples

  • System Administration of the Xactly Incent solution
  • Manage the Xactly vendor relationship
  • Develop and document procedures and a SOX compliant processes
  • Provide reporting, analytics and metrics on sales compensation information and sales performance
  • Calculate commissions/ incentives, monthly, quarterly and/ or annually
  • Calculate commissions/ incentive based on sales plan provisions
  • Perform fiscal period accruals
  • Maintain and audit commission/ incentive information
  • Bachelor's degree from a four-year College or University and five years of experience in a finance or accounting environment
  • Hands-on experience with a software based commission tool
  • Strong working knowledge of Excel and other MS Office tools
  • Masters degree in Finance/Accounting or Human Resources from a four-year College or University
  • Strong preference for experience directly with Xactly and SalesForce.com
16

Commissions Analyst Resume Examples & Samples

  • Calculate sales commissions & ensure that the data sources required are in place to measure and pay sales people as defined by the compensation plan/policy and in accordance with strict SOX control
  • Participates in the Global roll out of quota & Policy documents, to communicate plan, perform training, explain calculations, escalate issues, monitor and report on key performance indicators
  • General functional knowledge of sales related system(s) to represent the needs of the field & management
  • Administration of Access & Excel Database with most current data to accurately Pay, Accrue and report Sales achievement and payouts
  • Business related BS Degree
  • 2-5 years of reporting and analytics – preferable in a Sales Compensation or HR/Finance role
  • Excellent systems skills and advanced in Excel, proficient with Access
  • Exceptional attention to details
  • Motivated team player with excellent people and communication skills – both written and verbal
  • Ability to build effective partnerships
  • Ability to operate highly autonomously – able to work independently
  • Good work ethic, desire to learn and be challenged
17

Commissions Analyst Resume Examples & Samples

  • Process, reconcile, and review general ledger, customer, and/or firm accounts and transactions
  • Prepare, summarize, and present firm financial reports and analysis to department leaders in order to facilitate decision making
  • Assist in documenting, identifying, monitoring, and proactively improving business processes, systems, and controls related to area of responsibility
  • Support system design, documentation, testing, and implementation to ensure functional business area requirements are met
  • Develop and maintain business relationships and partnerships with other associate counterparts throughout the division and firm
  • Participate in functional teams responsible for implementing the Finance business objectives
  • A Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred
  • Professional license, or working towards designation, is a plus
  • 3+ years of relevant work experience is preferred, preferably in accounting, finance or related field
  • Proficiency with Microsoft Office is required
  • Working knowledge of PeopleSoft Financials is a plus
18

Commissions Analyst Resume Examples & Samples

  • Previous experience preparing commission plans, including - Calculations, Accruals, Reporting, Schedule preparation in Local &/or Company currency, Callidus implementation
  • Experience with Callidus Cloud Incentive Management – setting up roles, plans, territory rules, reports and running calculations and reports
  • Previous experience with commission plans in a channel based sales team is desirable
  • Strong Microsoft Office skills, especially with Excel (Advanced or PRO)
  • Experience with analytical tools such as COGNOS, Qlick View or Microsoft Power BI is preferred
  • Relational database skills, data modeling skills, and object oriented programming expertise is preferred
  • Strong Microsoft Office skills with advanced knowledge of Excel
  • Excellent communication skills at all levels
  • Self-motivated, assertive, ambitious
  • Ideally analytically minded with energy and drive to make a real impactTBA
19

Commissions Analyst Resume Examples & Samples

  • Reconcile data from Commissions system versus Finance systems
  • Monthly reviews with Sales Managers of team credit allocations, discrepancies and adjustments
  • Load Annual Commission Plans and issue Annual Commission Letters to Sales Staff in a timely manner
  • Coordinate employee changes to Commission targets (i.e. Joiner/Leavers) with HR, Finance, Business Ops, and Sales Staff
  • Ensure annual targets and payments are accurately reported in the Commissions system on a quarterly basis
  • Reconcile Statements with approved scorecards, and field questions from Sales Staff regarding their concerns
  • Coordinate Communication to relevant Stakeholders (Sales, Finance, HR, Bus Ops) regarding Policy Changes
  • Strong Knowledge of MS Excel -ability to manipulate pivot tables and create formulas
  • High Customer Focus and satisfactions awareness and ability to work under pressure
  • Ability to perform under established policies and perform with a sense of urgency in order to meet aggressive deadlines
  • Good organisational skills and ability to understand customer workflow and priorities
20

Commissions Analyst Resume Examples & Samples

  • Process commission revenue for 25+ carriers
  • Calculate agent commissions
  • Maintenance of CRM database
  • Follow up with carriers regarding rate changes and bonuses
  • Reconciliation of commission statements and deposits
  • Basic research and error resolution
  • Providing phone and email support relating to commissions
  • Research, audits, and reporting projects as assigned
21

Commissions Analyst Resume Examples & Samples

  • Maintain processes and procedures to support accurate and timely sales commission’s analysis for all payments generated out of Xactly
  • Responsible for the administration of set-up of new hires, quotas, and distribution of sales compensation plans within Xactly
  • Provide regular support and training to the users of the Xactly tool
  • Responsible for reconciling all closed deals on a monthly basis to our in house CRM tool
  • The point of contact to answer and resolve questions regarding commission related issues
  • Validate commission calculations with Sales compensation plans, draws, credits, etc
  • Prepare and review month end accounting reconciliations for commissions
  • Ensure accurate and appropriate recording and analysis of deferred commissions in the financial statements
  • Ensure financial records are maintained in compliance with approved policies and procedures
  • Assist in ensuring all financial reporting deadlines are met, help maintain checklists and calendars
  • Monitor the implementation and maintenance of accounting control procedures
  • Bachelor’s degree (BA) from four-year college or university
  • 5+ years relevant industry accounting experience, including process and system experience
  • Prior SaaS or software industry experience, commissions experience, and a general understanding of revenue recognition preferred
  • Demonstrates ability to drive the month-end accounting close process
  • Ability to manage projects and deadlines, organized and efficient
  • Demonstrates a serious commitment to accuracy and quality while meeting goals
  • Ability to work in a fast-paced environment at a company growing in revenue currently in excess of 90% year-over-year
  • Proficient in data entry systems, primarily Xactly
  • High degree of ownership, willing to take on tasks and projects outside of immediate responsibilities
  • Team player, dependable and flexible
  • Attention to detail in all areas
22

Commissions Analyst Resume Examples & Samples

  • High attention to detail-Excellent written and verbal communication skills
  • High comfort levels in data analysis-Proven track record of multitasking
  • Analysis, organizational & influencing skills
  • Confidence to deal with difficult problems
  • Ability to work well in a team and collaborate with others to achieve high quality results
  • Previous experience or knowledge of commissions processes would be an advantage although not essential as full training will be provided
23

Commissions Analyst Resume Examples & Samples

  • Audit and protect the integrity of the Young Living Compensation Plan, providing timely and accurate information to all necessary Young Living international and domestic entities
  • Work directly with assigned international and domestic markets in managing all member accounts from a commissions perspective
  • Responsible for preventing and/or resolving any problems that relate to member compensation through strategy development and proactive account management via the systems used to calculate and store commissions data
  • Act as a liaison with the CCD department, the Leadership Development department, and international markets to provide commissions-related support and assistance
  • Responsible for global calculation, distribution, and reporting of approved commission corrections
  • Responsible for auditing and verifying accuracy of monthly global commission payments; identify errors or inconsistencies with commission run process and inform management accordingly
  • Provide analysis of members close to meeting rank/growth opportunities to help strengthen commission and recognition elements for Young Living
  • Must have an in-depth understanding of BSI software, Virtual Office, and Downline Viewer (DLV) to research, analyze, audit, and manually calculate commissions, bonuses, and adjustments for members in all markets
  • Responsible for all member account maintenance from a commissions perspective; must work in collaboration with other departments regarding sponsor/enroller changes, terminations, sale/transfer of accounts, duplicate accounts, backdate requests, commission check withholding, and order transfers; must understand the policies and procedures as well as ramifications to the corporate genealogy and commission payout when making such changes
  • Proactively search for possible problems with distributor accounts by locating and analyzing data, resolving the various problems, and implementing the resolutions to ensure a successful compensation payout in all markets; work with other corporate departments as necessary in trouble-shooting and resolving such problems
  • Verify accuracy of all volume calculations
  • Act as advisors for CCD and Leadership Development in strategizing for commission/distributor growth and maintaining corporate integrity
  • Create, update, and maintain commission-related spreadsheets (e.g. Commission Corrections, etc.)
  • High School diploma plus two year’s related experience and/or training; or equivalent combination of education and experience
  • Knowledge of Internet, spreadsheet, and word processing software
  • Ability to calculate figures and amounts such as discounts, exchange rates, commissions, percentages
  • Ability to type 50 wpm minimum
  • Spanish speaking is a plus
24

Commissions Analyst Resume Examples & Samples

  • Bachelor's degree from a four-year College or University Hands-on experience with a software based commission tool
  • Experience in excel and other MS Office tools
  • Experience with Xactly incentive compensation tool
  • Successful completion of 90 day internship with Xactly experience
25

Senior Commissions Analyst Resume Examples & Samples

  • Analysis and development of sales compensation plan requirements, and ensuring proper implementation and testing of calculations, results and reporting
  • Demonstrate the knowledge and execution of all SJM USD Sales Compensation and Bonus Plans and their relation Employee Agreements and related data processes
  • Exhibit a high level of proficiency with relational databases and software applications, and share knowledge and expertise with the staff
  • Develop new spreadsheet analytics that enhance analysis to ensure the most reliable results
  • Demonstrate a lead role within the group that focuses on best customer service results with internal and external customers; exhibit an example role for communication and interaction with customers
  • Take a lead role in audit projects
  • Take a lead role in interacting with other departments, such a General Accounting, Finance, Compensation/HR/Legal, IT and Internal Audit
  • Assume a leading role on project teams in the implementation of new/upgraded designs in software and processes, and sales compensation plans
  • Assume the lead on ad-hoc project requests, and ensure proper follow-up on results
  • Assists in financial and sales compensation closing activities, including reconciliations and final pay file distributions
  • Ensures Financial, Data and Sales Compensation processes are in compliance with internal and external audit practices and documentation
  • Remains current on developments on field of expertise
  • Resolves and/or facilitates resolution of problems including identifying causes to prevent re-occurrence
  • Performs related functions and responsibilities, on occasion, as assigned
  • Support all Company initiatives as identified by management and in support of Quality Management Systems (QMS), Environmental Management Systems (EMS), and other regulatory requirements
  • Complies with U.S. Food and Drug Administration (FDA) regulations, other regulatory requirements, Company policies, operating procedures, processes, and task assignments
  • Bachelor’s Degree in Accounting, Business Administration or other related discipline or equivalent experience
  • 5-7 years in a Financial/Accounting/Sales Analyst role(s), and inclusive of experience in a Commission Accountant/Analyst role
  • 5-7 years in Financial/Sales Reporting and Database Management modeling
  • Must demonstrated advanced Excel/Access skills, the ability to interface data with new or existing software and/or applications, and prepare routine ad-hoc reports using SQL and other data mining tools
  • Ability to work in a highly matrixed and geographically diverse business environment
  • Ability to work within a team and as an individual contributor in a fast-paced, changing environment
  • Ability to leverage and/or engage others to accomplish projects
  • Strong verbal and written communications with ability to effectively communicate at multiple levels in the organization
  • Multitasks, prioritizes and meets deadlines in timely manner
  • Strong organizational and follow-up skills, as well as attention to detail
  • Ability to maintain regular and predictable attendance
26

Commissions Analyst Resume Examples & Samples

  • Collaborate with finance and HR to prepare sales compensation plans and analyze commission compensation for opportunities to align selling behavior with desired results
  • Perform support activities needed for the development, implementation, communication and administration of sales commission or incentive programs, plans, policies and quotas
  • Thoroughly understand compensation plans to ensure payments are accurate, complete, and in compliance with Company Policy
  • Interface with sales management, sales operations and finance to review and analyze data to ensure employees are accurately credited for their sales transactions
  • Calculate and provide payout information to the finance team for monthly, quarterly, and annual key sales objectives
  • Verify data accuracy and maintain records or files in accordance with standard procedures and methods
  • Ensure a consistent feedback and approval process occurs relating to compensation plans and any related exceptions
  • Investigate issue escalations and provide response to sales teams on inquiries as requested, ensuring issue and error resolution
  • Contribute to the development or improvement of systems and processes to effectively track or capture data
  • 3+ years’ experience in a sales compensation role in an enterprise software or technology company
  • Must possess business acumen, strong analytical, troubleshooting, problem-solving and project management skills
  • Knowledge of sales organizations, quota models and sales compensation plans
  • Ability to be highly productive with minimal oversight from senior management
  • Sets goals and drives to their fulfillment. Takes responsibility for actions and for outcomes. Wants to be held accountable for successes and failures
  • CRM experience, preferably with Salesforce.com
  • Experience with Xactly preferred
  • Extensive MS Office experience
27

Junior Commissions Analyst Resume Examples & Samples

  • Provide positive customer service and handles difficult and sensitive issues through excellent oral and written communication skills
  • Work closely with Finance and worldwide Sales teams at all levels of seniority
  • Update Callidus software and other applicable systems as needed
  • Manage preparation and analysis of monthly commission payments, statements, and supporting reports through Callidus software
  • Review commission payment reports for accuracy and completeness
  • Provide input on ways to provide input to improve the commissions processes
  • Assist with month end commission accruals
  • Assist with reconciliations of the commission balance sheet accounts
  • Ad-hoc reporting, analysis and special projects as required
28

Commissions Analyst Resume Examples & Samples

  • The primary tasks include ensuring business processes adherence, delivering accurate monthly commission's payments, whilst providing quality customer support to our sales employees
  • The successful candidate will work within a local commission's team based in Swindon, which is part of a global commission's group
  • You will liaise with sales managers and their teams to drive awareness on commission performance, lead business process improvement initiatives and identify linkages to key business direction
  • Other responsibilities could include local / global project work, stakeholder training and tools & system implementations
  • Confidence to deal with complex problems
  • Strong written & verbal communication skills with the ability to adapt style and content appropriately for different audience
  • High attention to detail skills
  • Proven track record of multitasking skills
29

Senior Commissions Analyst Resume Examples & Samples

  • Manage day-to-day operations of the EMEA Commissions process
  • Manage Sales variable compensation issues and ensure timely resolution
  • Work with the Senior Manager, Global Commissions on standardizing the worldwide commission process, communications and calculations provided to sales
  • Drive effective internal/external relationships with sales, sales operations, HR, Payroll, and Finance
  • Own accounting function specific to development of the variable compensation accruals including maintenance of the accrual template and balance sheet reconciliation; ensure accuracy and timeliness
  • Provide support for a cloud based system implementation as required
  • 5+ years of experience in variable compensation processing in a rapid growth environment
  • Experience with a Global company with geographically dispersed teams and significant presence in EMEA
  • Bachelor degree or equivalent work experience with emphasis in accounting desired
  • Experience with Xactly, Callidus or equivalent commission packages desired
30

Commissions Analyst Resume Examples & Samples

  • Ensure that sales commission calculations for worldwide Sales and Services employees are prepared accurately, on time each month and in line with commission plans and incentive schemes
  • Undertake continuous review and streamlining of processes
  • Set up individuals within the Callidus software commissions system and ensuring transactions are correctly mapped to individuals
  • Ensure commission calculations are in accordance with annual compensation plans
  • Assist and research commission payment or sales discrepancies brought forth by Finance or Sales and resolve issues timely and accurately
  • Track, analyse, report and submit commissions payments to payroll
  • Provide superior customer service to the sales force in the area of resolving open issues
31

Commissions Analyst Resume Examples & Samples

  • Responsible for monthly and quarterly incentive compensation processing, validation, analysis and distribution of incentive compensation reports and payment. Ensure plan calculations are accurate, communicated properly, and completed in a timely manner
  • Provide ongoing standard and ad-hoc reports to assist analysis of historical, current and prospective sales commission activity
  • Prepare program materials for leadership reviews
  • Support integration of sales programs, follow M & A activities
  • Participate in sales compensation system implementation. Following implementation, serve as subject matter expert for Sales Comp System administration and reporting
  • Technical experience in compensation, finance or accounting
  • Advanced Microsoft Excel skills including use of VBA, Vlookup, advanced formulas and scenario and statistical analysis
  • Intermediate Microsoft Access and Excel skills including ability to create fully functioning databases, queries, reports, advanced calculations and participant reports
  • Familiarity with the Xactly sales incentive tool strongly desired
  • Professional with strong organizational, communication and technical skills
  • Ability to lead, act as an owner, and build trust amongst stakeholders
  • Ability to maintain data integrity through attention to detail and accuracy
  • Advanced time management skills including ability to handle multiple projects with aggressive deadlines
  • Experience identifying areas for process improvement and recommending solutions
  • Knowledge of Compensation design, development, and administration
32

Commissions Analyst Resume Examples & Samples

  • Assist in calculating necessary payroll amounts for various sales-related plans and pay periods
  • Streamline the calculation and reporting of incentive compensation across all areas of the business
  • Assist in the analysis required to set accurate goals and targets for the sales force
  • Provide various cost analysis for current plan structures as well as proposed change
  • Handle daily system updates that include participant management, user/account level exceptions, role changes, etc
  • Maintain system access for various participants
  • Operate the system on critical processing days to produce sales-related payroll
  • Posting compensation reports upon pay period-close
  • Prepare reconciliations for general ledger accounts specifically related to commission
  • Assist the accounting and finance team during monthly, quarterly and year end audit work
  • Cross-departmental project management
  • Acquisition-related commission plan implementation
33

Commissions Analyst Resume Examples & Samples

  • Load, calculate, and audit bi-weekly NIS commissions, monthly NIS bonuses, and monthly Field Service commissions
  • Assist in finding software issues within Workday, Salesforce, and Callidus Cloud and when found recommend solutions and follow through on making solutions work
  • Assist in ad-hoc reporting and incentive plan execution on the fly
  • Expert in Microsoft Excel, pivot tables, and data mining
  • Proven ability to remain flexible in the face of change and changing priorities
34

Commissions Analyst Resume Examples & Samples

  • Responsible in the calculation of sales commissions on a monthly, quarterly and annual basis, verifying accuracy of calculations
  • Perform variance analysis on sales compensation/commission payments across the sales function
  • Administer Xactly system set-up and monthly updates (new hires, terminations, quota changes, and organization/territory assignments)
  • Collaborate with Sales Operations, HR, Business Platforms and Finance in the implementation and configuration of new compensations plans using Xactly
  • Bachelor’s degree or equivalent required, an emphasis in Finance or Accounting is preferred
  • Must be able to adapt to occasional flexible work schedule due to necessary deadlines and ad hoc reporting requirements
35

Commissions Analyst Resume Examples & Samples

  • Processing commissions on a monthly basis, in a timely and accurate manner, for the specified areas of responsibility
  • Auditing compensation plan information, transactional data, and commission earnings on a monthly basis for the specified areas of responsibility to ensure accuracy
  • Supporting Sales Operations, Human Resources, Customer Operations, and the Commissions team specific to compensation and order booking issues
  • Providing superior customer service to the sales force and operations in the area of issue resolution
  • Solid organizational and interpersonal skills
  • Ability to work effectively in a fast paced team environment and be comfortable multitasking
  • Experience with Oracle is highly desired
  • Previous experience in a high tech environment is highly desired
  • Previous experience in Sales Compensation is highly desired
  • Bachelor's degree or 4+ years of related experience
  • 1 year of Microsoft Excel Experience
36

Senior Commissions Analyst Resume Examples & Samples

  • Develop an understanding of the sales commissions plan structure and commissions system setup to audit the arrangement of sales incentive plans and assist with the roll-out of mid-year sales incentive changes
  • Work on ad hoc reporting and analysis requests and assist with sales incentive projects
  • Assist the global Sales Incentive team with quarterly commissions calculations
  • 2+ years of industry experience in sales operations, specifically dealing with commissions
  • Passionate about technology, open source, and Red Hat
  • Focused on delivering results in a customer-friendly, quality-first manner
  • Experience with CRM or commissions software is an advantage
37

Commissions Analyst Resume Examples & Samples

  • Enter new commission rates into ERP system at the beginning of each year
  • Contribute toward the development or improvement of systems to effectively track or capture data
  • Perform cost analysis or modeling of alternative commission plan structures as needed
  • Strong system skills (especially Excel) required
  • Strong analytical skills and ability to resolve complex issues efficiently
  • BS degree in accounting or business related field
  • 3+ years of experience as commissions analyst or in customer service field, preferable high tech environment
38

Senior Commissions Analyst Resume Examples & Samples

  • Oversee end to end process of piece rate calculations with members of team
  • Manage the execution of all bonus reconciliations for Field Service, D2H, Retail, and Inside Sales
  • Manage finding software issues within Workday, Salesforce, and Callidus Cloud and when found recommend solutions and follow through on making solutions work
  • Constant process updating to make processes more efficient
  • Assist in creating and providing meaningful analytics to Department Heads regarding compensation
  • Expert in Microsoft excel, pivot tables, and data mining
  • Strong communication (written and verbal), organizational and interpersonal skills
  • Must be able to prioritize, problem solve, take initiative, maintain confidentiality of sensitive personnel information
  • Self-starter with strong ability to prioritize
  • 2-4 years of experience in an Analyst role
  • Bachelor’s Degree required; preferably in Finance, Information Systems, Statistics, or Strategy
39

Commissions Analyst Resume Examples & Samples

  • Work with Sales/Service management and Compensation Committee to develop new and modify existing commission plans. Proactively determine requirements needed so that processes may be developed and maintained to calculate commissions timely. Manage written compensation plans to ensure that all sales and service individuals have appropriate documentation for payment
  • Recommend improved processes and procedures for the management and administration of the incentive plans
  • Assist the Compensation Committee from modeling through finalization of commission/MBO Plans. This includes modeling to a financial budget, setting quotas, updating/writing of the Incentive Plan documents, and entering into data base
  • Participate in the roll out of plans – communicate plan, explain calculations, escalate issues, monitor and report on key performance indicators
  • Support Quota Setting by taking the final budget and working with the senior management for each product group to finalize quotas for all sales personnel. Administer any quota changes as required and ensure proper adjustment documentation
  • Provide monthly commission estimate, prepaid and revenue recognition reports for finance within deadlines. Assure monthly commissions are calculated, monitored and paid on a timely basis and in accordance with the Sales Compensation Plans established
  • Perform reconciliation activities to validate accurate assignment of commissionable volume
  • Update territory assignments in ERP system for customers. This includes but is not limited to realignments for major geographical changes at beginning of each fiscal year, as well as changes throughout the year
  • Implement and maintain commission system (Obero)
  • Prepare quarterly and ad-hoc reporting
  • Duties may be modified or assigned at any time to meet the needs of the business
  • Degree in Accounting or Finance; or equivalent experience
  • 8+ years of relevant experience, preferably in a financial, payroll, or compensation environment. Prior experience in a sales environment a plus
  • Ability to manage multiple, complex priorities within demanding timeframes. Strong project management skills
  • Demonstrated ability to provide excellent customer service with both internal and external customers
  • Excellent written, oral communication and negotiation skills are required. Must be able to articulate clearly with all levels of organization
  • Ability to maintain confidentiality is critical
  • Ability to operate within broad goals and objectives, and make strategic decisions that will directly impact the company
  • Some domestic travel for training purposes is required <5%
  • Must be able to complete job responsibilities working with global time zone needs such as attending late night/early morning meetings by phone and/or web to meet global business needs: 15%
40

Business Commissions Analyst Resume Examples & Samples

  • Audit monthly commission calculations and payout data, including operational data
  • Calculate and audit monthly performance bonuses. Including short and long term ad-hoc bonuses brought on by management
  • Document current processes and implement new audit strategies
  • Generate reports on performance, earnings and bonuses payouts on a monthly, quarterly and annual basis
  • Daily auditing of account level data of new enrollments and ensuring that accounts are properly created. Working with Customer Support to assure that all failures are properly resolved
  • Maintain records of exceptions and manual corrections to the monthly commission runs
  • Document the Commission payment and e-wallet management process through a third party payment vendor. Initiate, monitor and audit transactions flows
  • Quality test new Commission code deployments to ensure uninterrupted business flow and data accuracy
  • Work with Customer Support to investigate Commissions issues and ensure resolutions are delivered in an accurate and in a timely manner. Foster relationship to assure Commissions processes are in line with what is being done on the ground level
  • Participate in internal meetings with Compliance, Customer Support, and Field Development and bring commissions knowledge for appropriate insight/input. Must have a thorough knowledge of compensation plan and all account/customer issues
  • Work with IT and PMO to investigate Commissions issues and ensure resolutions are delivered in an accurate and in a timely manner. This includes tracking bug fixes via JIRA
  • Manage e-wallet account activity. This includes working with third party vendor to pull appropriate reports to properly track account details
  • Work with Data Services (IT) and e-wallet third party vendor to assure account consistency between two parties
  • Manage Special Withholding process
41

Commissions Analyst Resume Examples & Samples

  • Process commission revenue for 25 carriers
  • Advanced Excel skills (Nested Logical Formulas and PivotTables)
  • Bachelor's degree or equivalent education, training and work-related experience
  • Desired qualifications
  • Familiarity with databases (SQL)
  • Experience working with commissions
  • Extremely meticulous with a high degree of accuracy
  • Quick to learn, and able to thoroughly understand new concepts
  • Good with numbers and error checking, as well as have a good intuition of when something looks wrong
  • Willing to bring problems and suggestions to management's attention
  • Able to keep track of various compensation arrangements
  • Able to handle a high stress environment
42

Junior Commissions Analyst Resume Examples & Samples

  • Calculate and process commissions and bonuses using Excel and commission calculation tool
  • Thoroughly understand all compensation plans to ensure payments are accurate, complete, and in compliance with Company Policy
  • Provide support and analysis to interpret actual results compared with compensation targets
  • Maintain the sales organizational hierarchy, and make any changes to hires, terminations, or compensation plan changes
  • Provide critical input and analysis related to sales performance including rankings and performance reports
  • Maintain and continually assess Sales Planning organizational systems to improve the efficiency and accuracy of sales commissions calculations and reporting
43

Commissions Analyst Resume Examples & Samples

  • Prepare Journal Entries, Request checks, Review statements, verify information ensuring accurate funds have been allocated
  • Extensive research using the NGIC system to resolve Commission Accounting issues
  • Create and maintain Share Point tickets
  • Critical thinker with an ability to analyze information and to evaluate the implications of a course of action or strategy
  • Work closely with other departments
  • Calculate Commissions when necessary
  • Serves as a technical assistant for the department by providing research and interpretation of commission transactions and performing analysis to facilitate effective and accurate conclusions
  • Insurance commission accounting or equivalent experience
  • Monthly travel to other Corporate entities
  • Bachelor's Degree in Accounting or related business experience
  • 2 years of prior accounting experience
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Basic knowledge of General Accepted Accounting Principles (GAAP)
  • Basic knowledge of related accounting principles and transactions based on assigned responsibilities
  • Must possess effective verbal and written communication skills
  • Ability to effectively prioritize
  • Effective organization and time management skills with the ability to multi task and effectively prioritize duties
  • Demonstrates initiative and desire to grow within the department
  • General understanding of the insurance industry and organization relationships of the company
  • Understanding of the functions of other departments
44

Commissions Analyst Resume Examples & Samples

  • Work with management to develop process to maintain and update multiple internal and external commission plans
  • Bachelor's degree or higher in Finance, Accounting or Business Management required
  • 3+ years of work experience in finance or accounting or related experience required
  • 2 years of experience with commissions administration for complex business with multiple compensation plans required
  • Experience in process or project management
  • Strong PC/Technical skills: advanced Excel, Word
  • Strong communication skills both written and verbal, and internal personal skills
  • Strong analytical and problem solving skills with solutions oriented approach to challenges
  • Ability to work in a fast-paced and dynamic environment while managing multiple projects and strict deadlines
45

Commissions Analyst Resume Examples & Samples

  • Allocation of revenue & charges
  • Liaison with advisers, operations staff, senior management and product managers
  • Reconciliation of commission payable to advisers
  • Administration of referral agreements & variations
  • Administration of commission employment contracts & variations
  • Having a thorough understanding of ongoing regulatory changes related to commission payments, structures and associated system impacts brought on by FOFA
  • Complete designated pre and end of month activities
  • Maintain task procedures
  • Assist with the management of FDS and Opt In requirements
  • Assist with the support of Front Office operations task on an ad hoc basis
  • Assist in the creation of monthly remuneration and revenue reports
  • Identifying and providing input and support for process and system improvements on projects