Sales Reporting Analyst Resume Samples

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Experience Experience
Detroit, MI
Sales Reporting Analyst
Detroit, MI
Auer, Lynch and Luettgen
Detroit, MI
Sales Reporting Analyst
  • Maintain, update and improve sales dashboards for management teams
  • Prepare and provide necessary mutual fund and ETF sales reports to sales team and management
  • Provide insights to sales leadership on high/mid/low performers, success drivers, and best practices
  • Assist in system and project development
  • Develop a detailed working knowledge of all team projects and priorities; serve as backup for any teammate
  • Develop financial models and reporting metrics to analyze sales performance
  • Participate in ongoing calls with sales reporting providers to stay current on improvements, modifications, issues, etc
Houston, TX
Financial Sales Reporting Analyst
Houston, TX
Wolff, Gorczany and Vandervort
Houston, TX
Financial Sales Reporting Analyst
  • Assist with the development, management, and maintenance of sales tools
  • Independence in development and support of complex models, trackers, and automated reports
  • Check forecast update with main markets and communicate month to date sales evolution to Senior Management
  • Prepare comments and documentation for Key Senior Management meetings and market visits
  • Automate and document processes to simplify and streamline administrative tasks and work flow
  • Proficiency in Microsoft Word, Access, and PowerPoint
  • Assume other activities and responsibilities from time to time as directed by the Finance Director
present
Chicago, IL
Golf Senior Category Sales & Reporting Analyst
Chicago, IL
Murray-Daniel
present
Chicago, IL
Golf Senior Category Sales & Reporting Analyst
present
  • Create and execute weekly reports for the field sales reps detailing what products each account has ordered and shipped
  • Work directly with the Business Planning Manager on various projects throughout the year
  • Review delivery and build methods of all reports and utilize new technologies to continuously improve functionality and efficiencies
  • Manage and update reporting product hierarchy for multiple categories
  • Work with Marketplace Directors and field sales reps to review sales territory boundaries on a regular basis
  • Develop and track allocations of all new product launches, and identify risk / opportunity at a macro level
  • Ensure that all sales tools continuously evolve to reflect internal and external best practices
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of California, Berkeley
Bachelor’s Degree in Finance
Skills Skills
  • Good analytical and quantitative skills, with the ability to work with large data while maintaining a high attention to detail
  • Coachable and detail-oriented with the ability to work in a team
  • Develop a detailed working knowledge of all team projects and priorities; serve as backup for any teammate
  • Strong Excel and overall Microsoft Office skillsExcellent verbal and written communication skills
  • Thorough knowledge of cross-browser compatibility, Web User Interface Design (UI), Security Principles, Object-Oriented Design
  • Reliable and focused on delivering results
  • Ability to take complex business logic and translate it into functional systems logic
  • Demonstrated good customer service, interpersonal, and time management skills
  • Excellent written and verbal communication skills in English
  • Basic understanding of and experience reporting in Salesforce.com
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15 Sales Reporting Analyst resume templates

1

Senior Manager Sales Reporting Analyst Resume Examples & Samples

  • Analyze highly complex business issues by incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes
  • Partner with WMS Reporting team on data acquisition to provide statistical analysis, modeling, and other quantitative techniques are often used to answer business questions, identify issues and/or recommend courses of action in the course of analysis
  • Oversee the development and production of all key performance metric dashboards including: daily dashboard and sales reports, a weekly scorecard, the leading indicators report, and monthly business reviews
  • Develop and manage our Accountability Strategy including conducting monthly/quarterly sales reviews, and business reviews with sr. leaders
  • Manage relationships across the enterprise, including senior level leaders. Act as liaison among business leaders, staff and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately. Manage project partners across multiple business lines
  • Assist in managing the WMS sales and marketing team budgets
  • Develop and manage the compensation system and wholesaler rewards program
  • Act as a subject matter expert for business area. Present results of analysis and/or recommendations to business managers, utility partners, and at time external parties. Communicate action plans and priorities to appropriate partners
  • 5+ years’ experience in an operations and reporting function
  • Strong analytical, quantitative and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications
  • Strong relationship & communication skills in working with colleagues, as well as influencing customers on recommendations
  • In-depth knowledge of business operations and processes with ability to articulate these processes to others
  • Ability to influence across the organization and to senior leaders
2

Sales Reporting Analyst Resume Examples & Samples

  • 70% - Lead the department in establishing and maintain quality, reliable delivery of solutions to the customer with appropriate information, planning, process and execution across the department. Lead critical USS planning projects such as data restriction events and sales force reporting
  • 20% - Coordination with Global Commercial Operations departments to implement field communications
  • 10% - Serve on multi-disciplinary teams to integrate USS best practices
3

Sales Reporting Analyst Resume Examples & Samples

  • Deliver management reporting, MLC sales dashboards and Monthly Sales Packs, including review of key performance metrics
  • Deliver ad hoc sales reporting to support Retail Advised LT, Retail Advised Sales LT, BDMs, BDCs and BDAs
  • Deliver sales reporting process improvements and documentation
  • Provide ad hoc reporting as required
  • Deliver and enhance activity reporting and analysis, including through the use of AKM activity date and Business Objects reporting tool to expand current activity reporting
4

Sales / Reporting Analyst Resume Examples & Samples

  • Bachelor's Degree in Finance, Economics or Marketing
  • 0-2 years of related experience
  • Excellent interpersonal skills
  • Demonstrated problem-solving abilities
5

Sales Reporting Analyst Resume Examples & Samples

  • 3+ years of reporting experience preferably within sales focused preferably FMCG environment
  • Advanced level of Excel including macros
  • Experience in handling large volumes of external/3rd Party data
  • Knowledge of a variety of BI reporting Tools
  • Strong stakeholder engagement and relationship skills
  • Ability to self-motivate and work towards agreed goals
6

Sales Reporting Analyst Resume Examples & Samples

  • 40%: Day to day sales reporting operations: maintain quality, reliable delivery of sales reporting platforms and solutions to the customer with appropriate information, planning, process and execution across. Example activities include: vendor management, data quality checks, ad hoc reporting, sales reporting training, etc
  • 30%: Project Management of sales reporting enhancements, upgrades, integrations and launches. Example activities include: business requirement gathering, vendor management, user acceptance testing, user training, change management etc
  • 30%: Collaborate cross functionally with sales, commercial operations, information technology and various vendors to ensure successful operations and projects
  • A Bachelor’s degree is required, concentration in business, economics or marketing, operations, systems or other analytical/business fields preferred
  • Minimum number of 3+ years of experience in sales/marketing operations/analysis
  • Experience with Pharmaceutical sub-national sales data, reporting and analytics
  • Experience & expertise with sales reporting platforms
  • Demonstrated ability to analyze, interpret and explain systems and data to enable business decisions
  • Ability to multi task and prioritize
  • Ability to run efficient and effective meetings
  • Experience in vendor management
  • Strong understanding for pharmaceutical data and related platforms
7

Sales Reporting Analyst Resume Examples & Samples

  • Conduct thorough and ongoing data validation, data consolidation, data refinement, and data maintenance
  • Develop advanced validation use cases
  • Develop Excel macros to validate data sets
  • Reconcile and refine data across different systems, e.g. Salesforce.com, financial and commissions systems, and Oracle
  • Prepare and format data for advanced reporting and analytics
  • Cross-reference data across reports from different systems
  • Perform quality checks during all stages of job delivery
  • Complete all deliverables in a timely manner, allowing sufficient time for quality checks, analytical and business context reviews, and associate revisions
  • Work under time-sensitive deadlines
  • Develop an understanding of Red Hat workflows and policies
  • Work extended hours during quarter-end or year-end periods
  • Bachelor's degree; equivalent degree at an accredited university or equivalent experience will also be considered
  • 3+ years of industrial experience in data management
  • Ability to understand and transform data to meet customers' needs and business context in a customer-friendly, quality-first manner
  • Good analytical and quantitative skills, with the ability to work with large data while maintaining a high attention to detail
  • Experience working with transactional reporting and CRMCRM systems is preferred
  • Willingness to consistently work extended hours during periods of high demand, especially quarter and year-end; may include weekends
  • Reliable and focused on delivering results
  • Passion about choice in technology, open source, and Red Hat
8

International Sales Reporting Analyst Resume Examples & Samples

  • Establish/maintain pricing for all new/existing/local sourced products to be recorded along business segments within proper lines/groups within the Oracle pricing database
  • Coordinate with finance and I.T. so that sales history reports can be created and sales data is recorded correctly
  • Prepare/maintain annual price lists for Export markets.Assist Affiliates with their annual pricing. Anticipate price increases and set the discount levels where appropriate. Remove products that are obsolete so our markets are working with current products. Set special buying group pricing for markets and establish reports accordingly
  • Maintain/create territories for based on region allocation. Create/maintain structure for new countries in Oracle and STARS
  • Provide access to all personnel for the STARS sales tool. Audit access to Oracle quarterly for all personnel
  • Provide problem-solving support with all personnel regarding Oracle, STARS, and Cube databases
  • Establish/maintain files for audit purposes
  • 5 to 7 years of work experience in sales reporting
9

Associate Sales Reporting Analyst Resume Examples & Samples

  • Strong arithmetic abilities and good grasp of mathematical operations
  • Ability to drill-down and perform root-cause analysis
  • Ambitious with an ability to cope with deadlines
  • Demonstrate pro-active & analytical problem solving skills
  • Effective team player to collaborate with cross functions
  • Programming / scripting experience and knowledge of software development life cycle is preferred
10

Sales Reporting Analyst Resume Examples & Samples

  • Pulls data from Oracle Sales Cloud in order to develop and maintain reports to track bookings and pipeline trending against predetermined goals
  • Supports sales leaders in weekly forecasting activities and dashboard reporting
  • Completes quarterly reporting on key metrics
  • Maintains reference documents for accurate alignment of resource, practice and product across sales reporting
  • Performs ad hoc reports and analysis as requested
  • India-based with flexibility to overlap with US business hours
  • Minimum of two (2) years of demonstrated success in a sales reporting analyst role
  • Strong Financial and analytical experience
  • Advanced Excel skills – vlookups, hlookups, pivots, etc
  • Experience working with Oracle Sales Cloud or other CRM application to pull, manipulate and analyze data
  • Follow-through skills necessary to get information from internal parties and have data errors/omissions corrected
  • Relentless focus on accuracy and getting things done
11

Sales Reporting Analyst Resume Examples & Samples

  • Supporting the development and production of monthly GCP JAPA Sales performance reporting. Key tasks include: Completing standard monthly data management processes, e.g., signing tracking change requests, headcount tracking, results communication, etc
  • Ensuring report quality and consistency
  • Ensure all signings comply with signings fundamentals principles
  • Partnering with key stakeholders such as: Business planners, analysts, Offshore reporting team and SPS production support team
  • Performing sales analysis spanning all markets and channels in the region. This includes creating PowerPoint presentations and providing insights and recommendations as required
  • Supporting periodic deliverables such as: Modeling, reporting & analysis, Projects and initiatives (JAPA and International), Sales planning & forecasting and Individual level target setting
  • Ensure compliance to American Express Information Security Standards
  • Tertiary qualification preferred, Finance or Accounting ideal
  • Advanced Excel and PowerPoint skills are required. SAS Enterprise Guide or other database knowledge is a plus
  • Highly developed analytical and problem solving skills are essential
  • Attention to detail and commitment to quality are crucial
12

Sales Reporting Analyst Resume Examples & Samples

  • Prepare and provide necessary mutual fund and ETF sales reports to sales team and management
  • Maintain, update and improve sales dashboards for management teams
  • Provide maintenance to sales reporting tools and CRM
  • Participate in ongoing calls with sales reporting providers to stay current on improvements, modifications, issues, etc
  • Assist in maintaining current marketing pieces both in house and online libraries
  • Assist in the Compliance approval process of marketing pieces
  • Assist in the proper submission of ALPS Marketing pieces to outside firms for approval
  • Maintaining and tracking a usage log of Marketing pieces to help determine cost/saving opportunities
  • Bachelor’s degree in Finance, Accounting, Marketing or related field
  • 3+ years of related financial services experience
  • Advanced MS Office skills, with emphasis on MS Excel (Macros, V-Lookup, Pivot Tables, etc)
  • Salesforce experience preferred
  • Knowledge of mutual funds variable annuities and exchange traded products
  • Effective written, listening and verbal communication skills
13

Senior Sales & Reporting Analyst Resume Examples & Samples

  • Bachelor’s degree in finance, accounting or a related major
  • 2-5 years’ experience with financial and operational analysis background
  • Experience working collaboratively and in team environment with other departments
  • Exceptional customer skill set required
  • Ability to professionally manage multiple job functions simultaneously
  • Ability to maintain reporting creation and distribution deadlines
  • Highly proficient in Microsoft Excel, PowerPoint, financial modeling, Enterprise Data Warehouse and dash-boarding metrics, SQL knowledge is a plus
  • Excellent time management and priority setting
  • Resource management and complex problem solving experience
  • Strong communication, analytical and interpersonal skills as well as experience in dealing with management and Senior Executives in a one on one or as a group approach
  • Demonstrated ability to function competently in a high-profile role that requires constant attention to detail
  • Highly motivated, detail-oriented, ability to multi-task in a fast paced environment, ability to work independently, to meet organizational objectives and deadlines, and to work in a team environment
  • Ability to draw insights and actions from data; ability to develop volumetric and financial models that can accommodate multiple inputs from diverse data sources and be used for scenario planning and modeling
14

Institutional Sales & Reporting Analyst Resume Examples & Samples

  • Minimum of 3 years’ experience within investment management industry
  • Exceptional team player, with strong collaboration skills
  • Problem solver with strong analytical skills
  • Highly motivated and self-sufficient, with strong time management skills
  • Series 7, Series 63 or CFA or progress towards CFA designation desirable, but not required
15

Sales Reporting Analyst Resume Examples & Samples

  • Provide recommendations to the business by interpreting disparate data and translating ad hoc requirements/requests to consistently deliver relevant and impactful results
  • Provide insights to sales leadership on high/mid/low performers, success drivers, and best practices
  • Run, interpret, and share sales performance results with business partners throughout the organization; this may include standardized reports on a daily, weekly, and monthly basis from a variety of inputs using multiple output methods (Excel, Word, PPT, SalesForce, BIOD, BOXI, Tableau among others)
  • Coach and model exemplary behavior for fellow team members; serve as management proxy; champion success of team members
  • Model exemplary behavior for fellow team members
  • Responsible for reporting accuracy and timeliness adhearance to deadlines, identifying flaws and errors in the data and any upstream data issues
  • Maintain an enterprise-wide viewpoint; understand and improve the team’s ability to drive positive impact throughout the company as a whole
  • Develop a detailed working knowledge of all team projects and priorities; serve as backup for any teammate
  • Reporting will include standardized and custom reports on a daily, weekly, and monthly basis from a variety of inputs (SalesForce, PeopleSoft, NLP Admin among others) using multiple output methods (Excel, Word, PPT, SalesForce, BIOD, BOXI, Tableau and R among others)
  • Project and stakeholder management
  • Critical thinker; can determine the best way to measure and display performance metrics
  • Ability to employ advanced knowledge of Microsoft Excel to create complex, high-level reporting models from concept to completion; Excel Macro/VBA writing & editing skills a strong plus
  • Strong written and verbal communication skills; track record of presenting data-heavy information in clear and concise manner to all levels of the organization
  • Comfortable with, and adaptive to, change
  • Track record of making proactive and positive recommendations to business leaders on ways to improve data display and consumption
  • Minimum three years analysis & reporting expierence
  • Intermediate Tableau experience preferred
  • Beginning to intermediate experience with statistical computing software such as R preferred
  • Experience creating and delivering reporting analysis on tight deadlines
  • Multiple examples of strong presentation skills including verbal presentation, PowerPoint creation and formal written documents
  • History of continuous professional education and growth
  • Salesforce.com knowledge a strong plus
16

Senior Sales Reporting Analyst Resume Examples & Samples

  • Assist in the design, re-design, implementation, generation and validation of operational business reports to capture metrics
  • Execute complex data analyses which require using extensive database management skills necessary to complete comprehensive executive summaries
  • Manage ad-hoc requests and multiple projects simultaneously, while operating in a high tempo environment with ever changing priorities and tasks
  • Provide meaningful recommendations in addition to value-added analysis resulting in support of making key business decisions. Must have the ability to drill down to root cause and present the findings to management
  • Assess ongoing reporting needs through investigation, analysis and evaluation to management
  • Develop expert knowledge of in house data sources, and become adept at quickly extracting and analyzing data from these sources. Work with multiple stakeholders (including IT and Sales) to improve reporting and tracking from our in-house systems
  • Collect and analyze data from multiple databases: Enterprise Data Warehouse, Sales Force Automation, Salient Margin Minder as well as any other sources to evaluate current and historical trends
  • Write multi-level queries employing all necessary quality control techniques ensuring data accuracy
  • Create analytical tools designed to recommend effective revenue based business decisions. Prepare organizational profitability reports, sales presentations and statistical trend analysis supporting various departments
  • Maintain various Professional Services SharePoint sites (e.g. Tableau, Power pivot, Home Market, On Premise, Distribution and Marketing)
  • Test, document and train field operations and project leaders on Professional Services tools (Margin Minder, Tableau, Power pivot, Mindblazer, etc.)
  • 2-5 years’ experience with financial and/ operational analysis background
  • A proactive learner and self-starter, taking initiative in continuous improvement in all job-related aspects
  • Experience in SAP HANA desired
  • Highly proficient in Microsoft Excel, PowerPoint, financial modeling, Enterprise Data Warehouse and dash-boarding metrics
  • SQL knowledge is a plus
  • Strong interpersonal, analytical and communication skills, both written and oral
  • Priority setting, Resource management and complex problem solving experience
17

Financial Sales Reporting Analyst Resume Examples & Samples

  • Collect, analyze, evaluate and report data that provides actionable information on customer targets and gaps
  • Automate and document processes to simplify and streamline administrative tasks and work flow
  • Assist with the development, management, and maintenance of sales tools
  • Assume other activities and responsibilities from time to time as directed by the Finance Director
  • Demonstrates high standards by adhering to company policies and procedures relevant to role
  • Reporting efficiencies
18

Sales Reporting Analyst Resume Examples & Samples

  • Build, Develop, maintain and enhance Foodservice Sales Support reporting tools through all phases of development life cycle including analysis, design, functionality, testing and support
  • Lead participant in data validation and testing as required
  • Coordinate activity to ensure timely preparation and distribution of all reports
  • Provide analytical support for Foodservice Sales Support operations projects
  • Develop operations reporting training materials
  • Work with management to ensure measures/reporting are consistent with current business needs
  • Develop and maintain process integrity for Foodservice Sales performance, utilizing benchmark measures where applicable
  • Develop, maintain and enhance Foodservice Sales Support Operations information database to capture key performance metrics and provide a web-based a solution for report retrieval and viewing
  • Strong relational database programming skills (SQL Server (SSIS), TSQL, Oracle, Sybase, etc.)
  • Ability to act as a Database Administrator
  • Strong Web Development skills (SQL Server Reporting Services, HTML, VBScript, ASP, VB.NET, JavaScript, CSS)
  • Thorough knowledge of cross-browser compatibility, Web User Interface Design (UI), Security Principles, Object-Oriented Design
  • Demonstrated knowledge with Windows Servers 2003-2012, Server Operations, Server applications, etc. in both physical and virtual environments
  • Proactively monitors DBMS & integrated applications for optimum performance and capacity constraints
  • Familiarity with Exchange, Microsoft IIS, Active Directory Services, LDAP, iOS, Photoshop a plus
19

Channel Sales Reporting Analyst Resume Examples & Samples

  • Drives multiple complex operational processes, such as configuration & quote, deal coordination, bid management, margin analysis, Customer Resource Management, revenue recognition, invoicing, or organizational sales reporting
  • Acts as a project manager for moderately complex, small to medium projects
  • Produces moderately to highly complex deliverables, analyses and reports using business applications, making recommendations and/or decisions on common issues
  • Understands complex business issues and makes appropriate recommendations by applying intermediate subject matter expertise
  • Provides guidance and leadership to entry level employees
  • First level university degree or equivalent experience; may have advanced university degree
  • Strong knowledge and skills with business applications (e.g., Excel and Compass)
  • Ability to work as both a member and leader of a team
  • Developed business acumen and understanding of accounting concepts
20

Sales Reporting Analyst Resume Examples & Samples

  • Review and track partner leads throughout their lifecycle
  • Ensure Opportunity Registration Forms, Legal Agreements and Master Alliance Agreements are approved and executed in a timely manner
  • Maintain Market Development Fund Statements for each major Global Alliance Partner and provide regular updates to both the Partners and Internal Pegasystems Stakeholders
  • Track Cash Compensation owed to Partners and take the necessary steps to arrange for the payments to be made
  • Assist with managing the Partner Onboarding Process by maintaining the Partner Onboarding Tracker, initiating Master Alliance Agreement Contracts and updating the Master Partner Data File
  • Strong Excel and overall Microsoft Office skillsExcellent verbal and written communication skills
21

Golf Senior Category Sales & Reporting Analyst Resume Examples & Samples

  • Work with multiple functions within the organization to understand the needs of the business and develop reports and tools that provide visibility into opportunities and risks
  • Create and execute weekly reports for the field sales reps detailing what products each account has ordered and shipped
  • Develop and track allocations of all new product launches, and identify risk / opportunity at a macro level
  • Track multiple monthly budgets; work with Marketplace Directors to allocate dollars at the channel / account and rep level to develop sales targets
  • Review delivery and build methods of all reports and utilize new technologies to continuously improve functionality and efficiencies
  • Perform various adhoc requests and data deep-dives as needed that support the sales organization
  • Manage and update reporting product hierarchy for multiple categories
  • Work with Marketplace Directors and field sales reps to review sales territory boundaries on a regular basis
  • Ensure that all sales tools continuously evolve to reflect internal and external best practices
  • Work directly with the Business Planning Manager on various projects throughout the year
  • At least 5 years' Nike or athletic product industry experience from Sales, Marketing, Finance, and/or Retail Management
  • Understanding of reporting software Cognos or similar data warehouse
  • Thorough understanding of Billings and Sales Packages within Cognos (or similar Shipment reporting systems), and supporting sales, retail and operations metrics
  • Bachelor's Degree in Business, Marketing or equivalent, or additional 2 years relevant experience in lieu of a degree
  • Knowledge of Golf industry and trends in the marketplace a plus
  • Demonstrated success gathering information, generating options: then proposing and acting on a course of action
  • Comfortable working in a fast-paced, results-oriented environment
  • Proven ability to pull together diverse individuals with different goals and facilitate productive discussions
  • Advanced experience in MS Office and complex reporting software, Tableau a plus
22

Sales Reporting Analyst Resume Examples & Samples

  • Conducts the monthly and annual sales enrollment forecasting with Sales VPs, and other department leaders
  • Supports continuous reporting innovation to assist in the achievement of sales goals and increase sales productivity. Responds to adhoc data requests such as market share and group presentation analytics
  • Develops and maintains a process with Sales Leadership for timely access to standardized corporate reporting based on group size/region and create/maintain guidelines for internal and external deployment
  • Generates sales reporting and business analysis to support reporting to the Board of Directors and Executive Staff
  • Streamline and maintain content, format and usability of reporting generated from Business Development for corporate branding and consistency of market interpretation and messaging
  • Synthesizes sales goals for reasonability and alignment with corporate goals and objectives to measure results and make recommendations for modification to sales strategies and outcomes
  • Supports efficiency of both internal marketing incentives and broker compensation programs
  • Works on custom reporting projects for VP and other department management
  • Liaison to Health Informatics and other duties as assigned
  • Bachelor’s degree with focus on analytics, MBA preferred
  • 3 – 5 years progressive experience in an analytical role with a focus on Sales metrics, preferably in healthcare or insurance environment
  • Comprehensive knowledge of the health insurance industry and products
  • Advanced proficiency in SAS, SPSS and other analytical tools
  • Advanced proficiency with PC applications for Microsoft office for word processing, spreadsheets, report structuring and other related applications
  • Ability to work with senior sales leadership at the VP level
23

Sales Reporting Analyst Resume Examples & Samples

  • Partner with field sales to form a working relationship with national accounts and serve as single point of contact to national account customers for all activities and issues related to Rebate payments
  • Establish and maintain contact with national accounts to ensure timely receipt of information regarding store lists, new availabilities, delivery agent changes and store closings
  • Align with Rebates payment schedule, proactively monitor and correct ownership, account, and volume data to ensure accurate and timely rebates payments
  • Communicate with Trade Promotions team regarding volume and ownership accuracy and provide readiness assessment in advance of payment schedule
  • Monitor Payment activity and assist with issues
  • Respond to customer inquiries about payment timing and accuracy, including the Rebates Issue Tracker and direct inquiries from customers and Field Sales
  • Perform reconciliation of volume and ownership used for payment against customer records, provide analysis and recommendations for corrections
  • Attend Zone and Division meetings as necessary
  • Attend national account sales calls when appropriate
  • Participate in Ledger Reviews
  • 4+ years’ experience in Finance or Accounting or Sales Support
  • Proficiency in Microsoft Office (specifically advanced Excel skills) and SAP
  • 3+ years’ experience in building and maintaining databases
24

Sales Reporting Analyst Resume Examples & Samples

  • Expected to initiate, develop, and manage the process of continuous enhancements to our field sales reports. Maximize all data resources as a business management tool
  • Support the design and implementation of new sales reports
  • Manage validation process that executes a comprehensive quality management system to ensure all data and calculations are correct before reports are published in order to ensure excellence in quality management
  • Responsible for distribution of weekly, monthly and quarterly reports to the field and internal management according to published schedules
  • Responsible for investigating and answering questions pertaining to published sales reports and completing user acceptance testing prior to release of business solutions
  • Development of communication for all sales reporting changes and enhancements
  • Assist in the design, development and implementation of training the field on sales reports
  • Able to manage multiple projects and timelines simultaneously as well as other duties assigned by management
25

Sales Reporting Analyst & Assistant to Sales Director Tom Ford Resume Examples & Samples

  • Relational skills
  • University degree in Business Administration (preferred)
  • Fluent English, other languages a plus
26

Sales Reporting Analyst Resume Examples & Samples

  • Provide analytical and operational support and consultation for global and regional sales and partner leadership teams
  • Work closely with GPA team in Raleigh, NC to guide net-new analysis requirements and facilitate development of reporting and insights
  • Engage in data-cleansing activities to ensure sales and finance data is consistent and accurate for management reporting; delegate these items to other team members
  • Use data analysis and modeling skills to guide and develop investment plans, identify new opportunities, and create and manage key performance metrics
  • Understand, promote, and implement financial concepts like matching expense, revenue recognition, expense accruals, etc
  • Run, consolidate, and analyze weekly, monthly, and quarterly reports from Oracle, Salesforce, BusinessObjects, and Hyperion or Essbase
  • Advocate for and streamline current reporting processes around partner tracking
  • Design and manage sales and finance reports, analyses, forecasts, and dashboards
  • Work closely with operations and business finance teams regionally and globally to guide and enable data-based decision-making
  • Facilitate engagement and communication among internal stakeholders for GPA team's initiatives and operations
  • Work with global, regional, and shared services operations teams to identify areas where we need tools and processes re-evaluated
  • Refine and process monthly and quarterly analysis for stakeholders (QBRs, KPIs, etc.)
  • Develop relationships with operational counterparts at our partners' headquarters, with internal regional counterparts, and with shared services team overseas
  • Bachelor’s degree in business administration or a quantitative science field
  • 7+ years of related professional experience
  • Solid relationship management skills
  • Experience with automation projects using Excel VBA Macros
  • Coachable and detail-oriented with the ability to work in a team
  • Excellent written and verbal communication skills in English
  • Demonstrated good customer service, interpersonal, and time management skills
  • Extensive working experience with BusinessObjects (Webi)
  • Willingness to work extended hours during periods of high demand like quarter or year end (may include weekends)
  • Prior experience in programming, scripting, or writing database SQL code
  • Ability to take complex business logic and translate it into functional systems logic
  • The following are considered a plus
  • Experience with analytical tools like QlikView or Google Analytics
  • Programing expertise using R or Python
  • Basic understanding of and experience reporting in Salesforce.com
  • Experience working for or with a sales, business consulting, or marketing organization; internships will be considered
27

Sales Reporting Analyst Resume Examples & Samples

  • Develop an understanding of Red Hat's workflows and deep understanding of our policies
  • 7+ years of industry experience in data management
  • Experience working with Salesforce.com, as well as transactional reporting and CRM systems is preferred
28

Sales & Reporting Analyst Resume Examples & Samples

  • Challenge, assist and partner our Commercial team to ensure their activity is sustainable and aligned with the expectations of HQ
  • Co-ordinate and develop, based on market insight, the monthly sales reporting pack to be delivered to the Executive committee and Senior Management team
  • Develop, maintain and report from our financial planning management system to allow for appropriate steering of our sales activity
  • Build and maintain effective working and influencing relationships throughout the business, and across the broader BMW Group
  • Other ad-hoc reporting as required by the business
  • Proven relevant management accounting experience, relevant qualifications (qualified accountant - or equivalent) and an exceptional level of commercial awareness and entrepreneurial spirit are vital
  • Strong analytical skills: able to question complex information to identify cause and effect, then deliver attractive, progressive solutions to support business strategy
  • Effective, proactive communicator and relationship builder with the ability to deliver commercial and operational messages and influence stakeholders drawn from a wide audience
  • Passionate about what you do and about the delivery of outstanding customer service for both internal and external customers
  • Able to work collaboratively as part of a team; flexible in approach and adaptable to changing situations
  • Advanced level of Excel and PowerPoint
29

Financial Sales Reporting Analyst Resume Examples & Samples

  • Extract daily sales data from SAP and update charts on team room
  • Check forecast update with main markets and communicate month to date sales evolution to Senior Management
  • Control, aggregate and follow Sales reports to the Centre
  • Prior Experience in Accounting / Finance
  • SAP knowledge (Finance and Control)
  • University Degree in Business Administration, Finance or Accounting
  • Proficiency in English, French is a plus
  • Solid Knowledge of business principles and best practices to ensure sustainability of business and drive continuous performance improvement
  • Thorough knowledge of financial concepts and principles
  • Strong expertise in Excel
  • Proficiency in SAP Magnitude, SAP and Business Objects
30

Sales Reporting Analyst Resume Examples & Samples

  • Executes and processes sales contracts
  • Records and reports monthly sales results
  • Facilitates the flow of information between accounting and sales
  • Gathers information relevant to the approval of contract terms and pricing
  • Updates and maintains an extensive record of data extracted from sales contracts
  • Provide reporting on sales performance for commission calculations
  • Corresponds with account executives and sales managers to resolve potential contract issues that may arise and help guide contracts through the fulfillment process
  • Excellent problem solving, research and analytical skills; attention to detail and ability to exercise professional judgement when necessary
  • Strong written and verbal communication skills; ability to interact with all levels of internal company contacts
  • Proficiency of Microsoft Office & Excel is a must
  • Ability to work independently and handle multiple projects simultaneously
  • BA or BS degree in Business/Accounting or related field
31

Sales Reporting Analyst, Remote Resume Examples & Samples

  • Design, maintain, and enhance sales forecast reporting and analytics
  • Work closely with SVP and Sales leaders to provide clear and concise data to ensure account retention, upsell, and customer satisfaction
  • Support the sales and renewal team leaders in territory management, account planning and target setting in Salesforce
  • Respond to requests for information and answer any questions as it relates to sales process including forecasts and capabilities
  • Work with marketing to ensure lead routing and any other top-of-funnel processes are effective and working as designed for new sales generation
  • Monitors the accuracy and efficient distribution of sales reports and external intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed
  • 3+ years in a business analyst role or similar role
  • Excellent planning, analytical, communication and computer skills required
  • Strong PowerPoint, Excel, and Salesforce.com skills required
  • Experience within the Education field a plus
  • Ability to work independently and within a team to communicate with team members and management daily
  • Ability to be a team player in a dynamic fast paced environmentRefer to a Friend
32

Sales Reporting Analyst Resume Examples & Samples

  • Perform validations of the system-calculated audits and start values of new ADP Sales. As required, perform calculations and input adjustments into the database
  • Investigate and resolve inquiries from the Sales Organization on the start/audit calculations and the impacts to their sales credit and compensation
  • Assist with monthly sales close process
  • Prepare analysis used for annual sales operating plan
  • Maintain all supporting documentation used to generate start/audit calculations adhering to the Sarbanes Oxley control requirements
  • Prepare forecast templates on a weekly basis for review
  • Balance results between sales databases
  • Pull data for US to complete monthly Sales compensation and conduct investigations as required
  • Provide value added analysis and reporting on sales performance, sales compensation and sales trends on a weekly, monthly, and annual basis
  • Develop financial models and reporting metrics to analyze sales performance
  • Assist in system and project development
  • Provide recommendations based on sales analysis trends
  • Improve current processes and identify opportunities for automation
  • Proactively identify current and potential areas of policy improvement and articulate conclusions in a logical and factual manner