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Sales Customer Service

Location:
Buffalo Grove, IL, 60089
Posted:
July 14, 2010

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Resume:

Kevin P. Owens, CPA

**** ********** ** #*** ? BUFFALO GROVE, IL 60089

Home: 847-***-**** Cell: 224-***-****

E-mail: *********@*******.***

ANALYTICAL / ACCOUNTING PROFESSIONAL

Professional Experience

United States Cellular, Chicago, IL 1998-2010

Sales Effectiveness Forecast Analyst, Chicago, IL (2009 - 2010)

. Manage the end-to-end quota setting process including budgeting,

analyzing and reporting on expected post-pay, pre-pay and renewal

business results.

. Ensure consistency in approach for all quota setting and adjustments.

Work with field sales leadership to ensure quota adjustment requests

are appropriate and financially responsible.

. Provide key data, analysis and decision support to field sales

leadership and aid to the Directors of Sales in the setting of quotas

for all sales channels (company-owned, dealer-owned and direct). This

included analysis and guidance associated with meeting budget

requirements, sales associate productivity and necessary performance

expectations.

. Provide ad-hoc and strategic analytical support to the assigned

markets on productivity and financial measures. This is inclusive of

researching monthly financial results and compensation data to provide

the business with key performance and financial metrics related to

sales associate performance

. Ensure all quota and bonus material is delivered in compliance with

all company SLA's and Sarbanes-Oxley controls.

. Lead the future development of quota methodology vs. business

objective attainment.

. Communicate complex quota methodology and administration process with

the field sales leadership teams as well as the executive leadership

team. Responsible for presenting confidence levels of model behavior

to senior leaders of operations, customer service, finance and HR.

FMLA, Etc.

. Lead the monthly development of trend analysis and monitor key

performance indicators and business drivers. Research significant

changes in these indicators and provide input as to how to improve

performance in specific areas.

Financial Planning & Business Analyst II, Knoxville, TN (2003 - 2009)

. Responsible for budgeting and forecasting revenue, operating costs and

capital expenditures for 35 companies ($950M). Provided support for

several internal departments.

. Responsible for creating operations models related to Revenue, Costs

and Capital Planning. Modeling techniques include, regression

analysis, discounted cash flow, ROI, among others.

. Responsible for compiling monthly financial reporting and information

related to company metrics such as Cash Flow, ARPU, CPGA, etc. Also

included insightful budget-to-actual explanations, and rate/volume

analysis. Additionally, partner with Corporate Accounting during the

month-end close process.

. Created, maintained, and supported custom databases and models that

help consistently communicate, explain and forecast key financial,

statistical and operational metrics.

. Collect, analyze, and present financial information to Regional VP,

Directors, and Sales Leadership teams. Identify risks and

opportunities to allow them to meet their specific goals. Apply

principles of situational or context analysis by using competitive

strategy methods such as SWOT (Strength, Weakness, Opportunities,

Threats).

. Partnered with Field Managers by producing daily/weekly recurring

statistical and financial information. These operational reports

supplied tools to better coach frontline associates and meet company

strategic goals.

. Member of many cross-functional teams to create, investigate, and

suggest improvements in the communications, reporting, budgeting,

forecasting and costing processes.

. Provided financial expertise by leading and working with cross-

functional teams. Ensuring that the projects are modeled appropriately

and financial implications are adequately understood and considered

. Responsible for quarterly forecasts. Communicate, explain, and

identify areas of opportunity or risk and suggest possible scenarios

to senior management.

. Prepared ad-hoc analysis as requested by management. The types and

nature of these analyses vary according to business needs. These

analyses were to provide and to evaluate various strategic and

tactical decisions.

. Member of several transition teams responsible for the analysis around

the acquisition as well as the divesture of several companies and

licenses with in the region.

. Review current and significant FASB changes so that changes can be

incorporated into our budgets, forecasts, and competitive analysis

scenarios. Ensure ethical standards and compliance with Sarbanes-

Oxley guidelines

Kevin P. Owens, CPA

PAGE 2

PROFESSIONAL EXPERIENCE (continued)

Staff Accountant II, Chicago, IL (1998 - 2003)

. Full cycle and full statement accountant. Responsible for Income,

Balance Sheet and Cash Flow Statements. Responsible for G/L month and

year-end closing for nine companies ($300M+).

. Responsible for complete balance sheet reconciliations including,

cash, liabilities, inventory etc.

. Provided analytical analysis of accounts, and ad-hoc reporting on need

basis including Bad Debt and aged receivables.

. Responsible for 40 plus, tax returns monthly. Included State Sales &

Use, Quarterly Federal Excise tax, Utilities, etc. Assisted with the

year-end state and federal Income Tax returns (1120) for each of the

companies assigned to me.

. Worked with Auditors and assisted with year-end audits. Including

account schedules, field inventory counts, field asset counts, and

being interviewed on policies and procedures.

. Created and maintain Journal Entry upload templates, databases, and

monthly analysis using tools such as Excel, Access and Visual Basic.

. Created processes that assist in reducing the close process from three

to two days using tools such as Visual Basic, Excel and Access.

. Member of many cross-functional teams to investigate, suggest, and

implement improvements within communications, reporting, systems, and

budgeting.

. Representative for the accounting department on several conversion

projects. These teams included USCC's billing system and inventory

system assuring that the systems accurately posted correct information

from the 3rd party systems into SAP.

Motivation Media, Glenview, IL 1997-1998

Staff Accountant

. Was responsible for G/L month/year-end closings for four companies.

. Managed fixed assets and supporting schedules.

. Completed tax returns monthly along with Sales & Use, Excise,

Utilities and corporate tax returns (1120S)

. Responsible for reconciling all B/S accounts including Cash, A/P, A/R,

Work in Progress among others

. Created and maintained a commissions database within Access

. Assisted with year-end audits for four companies

IRMCO, Evanston, IL 1995-1997

Staff Accountant

. Was responsible for G/L month/year-end closing and monthly budgetary

analysis.

. Handled A/P, A/R, inventory and pricing of product.

. Acted as member of a team to select and implement a General Ledger

System including inventory, A/P, A/R and cash systems; created pricing

system using Access and Excel

Computer Proficiency

. SAP - Super User . Hyperion / Essbase

. Crystal Reports . SQL .

CARES

. Visual Basic (VBA) . Excel .

Access . Power Point . PILOT

. Microsoft Word . MARS .

Conversion Teams . Mainframes

. MAS 90 . SBT . Great

Plains . Skyline

Education And Training

DeVry University, Illinois, Bachelor of Science Degree in Accounting

Member of the SAP Super Users Group ASUG

U.S. Cellular , Management Development Forum (MDF)



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