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