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Commission Compensation Financial Analsyt

Location:
United States
Posted:
February 26, 2015

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Resume:

DEE LEW

510-***-**** acohht@r.postjobfree.com

QUALIFICATIONS SUMMARY

10+ years in a sales analytical function with advance knowledge of

different sales incentive plan models of different business entity

environments; proficiency in financial data

interpretations/collaboration/analysis.

Extremely strong data mining analytical skills of different IC models;

heavy reconciliation skills by data mining of 2.5 m data rows with

materialistic variances identified in 2 weeks .

An excellent team player and a team leader in interacting with different

departments; HR, Sales, Legal, Finance, IT as well as external auditors on

Commissions Testing Requirements / SOX Annual Audits by effectively

prioritizing duties to meet the deadlines.

Fast Learner: motivated, creative, and innovative, positive attitude to

take on job responsibilities.

EDUCATION

California State University, Hayward, CA

B.S. Business Administration in Finance major with GPA 3.7

- Listed at Academic Honor List for four year straight -

PROFESSIONAL EXPERIENCE

SPM Commission Analyst

Harmonic Inc. (HLIT), San Jose, CA

(2014 - Current)

A subsidiary of IBM, public with $566M plus Market Cap, specializing

in designs, manufactures, and sells video infrastructure products and

system solutions worldwide.

A SPM specialist bringing in solid experience in SPM implementation of a

new complex Sales Performance Management system, IBM Varicent version 8;

expert in data validation to ensure satisfactory UAT experiences of IC

reporting tools to all Business Units users; as a bridge between IT

department and Finance department.

Key Accomplishments (at 3rd week of starting work at Harmonic):

With a personal request of comparing the Corporate Bookings against Oracle

Data feed for

commission calculation, successfully identified an overstated $17m delta,

a data feed error,

which in turn saving an estimate of $2m plus in total commission payout

for the company at

entire year of 2014.

With the high level Analysis of YTD Booking & YTD Invoice reports, I was

able to identify some procedural loopholes of omitted/duplicated data; with

such insightful evaluation of existing IC programs and provide

recommendations to corporate for future improvements.

Ability to map out the IC Performance Models/Scenarios to describe the

pertinent impact of changes.

Assistant Project Manager

Super Elf Inc., Milpitas, CA

(2008 - 2014)

A construction company specializing in both residential and

commercial construction, average project sizes are from $500K to $5M.

Analyzed gross profit margin, calculate commissions for project referrals,

calculate ROR for investment partners, and identified variances/issues to

forecast and risk assessments.

Provide support to Project Manager in tracking the various W-I-P project(s)

flow and identifying any particular concerns of delay issues.

Key Accomplishments:

Resolve some clients' conflicts to avoid time-consuming, costly cumbersome

legal litigation.

Communicate important project time lines for project completion and penalty

avoidance.

Sr. Commission Financial Analyst

BEA Systems, Inc. (NASDAQ: BEAS), an Oracle Company, San Jose, CA

(2008)

Public with $8B plus Market Cap. specializing in providing enterprise

application and service

infrastructure software worldwide.

Assist with wrapping up FY08 commission calculations/validations that

complied with approved sales incentive commission

plans/structures/rules/credits

Validating/auditing FY09 comp plans set up at 5.0 Callidus True-Comp

Commissions System in regards of the comprehensive approved plans of

structures/ targeted quotas/ hierarchy rules/ sales crediting / position

titles modules in Worldwide WIFO Sales Channels.

Key Accomplishments:

Cleaning up remaining outstanding unresolved commission issues from FY06 to

FY08 to have a clean commission book hand over to new business owner

(Oracle) in 3 months.

Commission Financial Analyst

Cisco System Inc. (NASDAQ: CSCO), San Jose, CA

(2007 - 2008)

Public with $90B plus market cap., is a global wide company that

specializing in IP-based

networking products relating to the communications/information technology

industry.

A team player of a commission team that consist of 16 commission analysts,

perform commission tasks, to audit and pull in validated goal sheets of

approved sales incentive commission plans/structures/rules/credits/product

& services type, as scheduled by manager & team leader.

Key Accomplishments:

Perform Sr. role tasks of resolving commission case about discrepancies of

commission calculations 3-month after joining the team.

Being selected to participate in building up a worldwide case management

knowledge model for different theaters in Global Sales Compensation team

how to streamline the handling process of the commission inquiries about

discrepancies of commission calculations by sales agents/business

groups/sales theaters.

Sr. Commission Financial Analyst

@Road, Inc., a Trimble company (NASDAQ: TRMB), Fremont, CA

2003 - 2007

A subsidiary of Trimble, public with $6B Market Cap, is specializing in

Mobile Resource Management (MRM) with GPS Navigation technology.

Develop all plan documentations and validation worksheets to senior

management, Board of Commission Committee and Sales Teams for monthly

procedural review.

Full charge of commission process: Interacting with HR for commission plans

and handling all Sales teams' inquiries related to Installations/Bookings

data and/or commission payout issues. Accuracy in calculating

monthly/quarterly commission payments/bonus; also preparing

monthly/quarterly/ semi- annual/annual Commissions Accrual G/L entries &

commission reconciliation in commission G/L accounts.

Proven experience in supporting GPS Sales teams with familiarity of

designing, of implementing and executing of various Sales Compensation

Plans.

Excellent Excel skills to build up formulas/modeling worksheets that in

line with the complex Commission Compensation Plan requirements and

guidelines which in compliance with SOX requirements also.

Key Accomplishments:

Support Collection Department to reconcile the un-balanced receivable

accounts and successfully recovering 60% of $300K outstanding debts from un-

reconciled AR accounts.

Accounting Consultant / Financial Analyst

2001 - 2003

Various consulting projects with different companies: worked on different

accounting/financial job tasks.

Smart Modular Technologies, Fremont, CA

@Road, Inc., Fremont, CA

Key Tasks & Accomplishments:

Remarkable achiever: Always completed the consulting projects on or before

the pre-specified timetable.

Handle $75M-$100M Monthly Cash Inflow/Outflow Management.

Heavy reconciliation of Inter-company Revenue/Expense accounts, Adjustment

JV for all identified variances.

GL accounting in Revenue Recognition, AP expenditure and AR Collection.

Heavy GL accounts reconciliation, prepare Comparative Balance Sheet and

Profit/Loss financial reports.

SKILLS SUMMARY

MS Word Oracle WWSC

MS Excel Oracle - ADI Visibility

MS PowerPoint Lotus Notes Citrix

MS Access Lawson Business Object

ERP 2.0 Callidus 5.0 Callidus

Varicent 7

Varicent 8



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