**** ******** *** #*****, ****** Cucamonga, CA ***39 909-***-****
U.S. BANK July
RMI Manager/ Incentive Compensation Manager
March 2004 - Present
Manage a $2.4 million incentive budget for the entire retail
branch network. Provide recommendations and improvements for
the design, development and implementation of existing
processes, procedures and programs as well as identify
opportunities to improve the Incentive Compensation programs.
Report, interpret, and analyze sales performance to support
high quality business decisions of the retail sales
organization. Maintain comprehensive Incentive Compensation
plan documentation and create additional training and sales
force communications to foster a greater understanding of the
plan/program. Develop incentive forecast model for all job
families for executive management. Model business plans for
community banking division. Conduct proforma analysis on
incentive initiatives for the retail branch network. Provide
sales production and financial condition reporting for the
alternative investments program. Support internal audit team
in the annual audit of the alternative investment program.
Conduct retail division performance reports for monthly Board
meetings.
. C.H.A.M.P award recipient.
. Developed pipeline reporting system for the community
banking division.
Business Analyst III
July 2001 - March 2004
Responsible for the administration of the incentive plans and
the calculation of commissions for payment on a timely basis.
Calculated sales incentives on a monthly, quarterly and
annual basis and validated the accuracy of the calculations.
Researched and responded to commission inquiries and
discrepancies on a timely basis. Maintained the integrity
of various incentive systems developed on MS-Access and MS-
Excel. Observed and analyzed processes and procedures and
made recommendations for continuous improvements in the
calculation process, incentive reporting, incentive policies
and procedures, and incentive systems. Prepared statistical
expense reports relating to the incentive compensation
program on a monthly, quarterly, and annual basis.
. Designed, developed and administered the Incentive
Report System (database).
. Designed and developed the Branch Performance
Measurement reporting system (BPM) which records and
reports performance in all product lines at branch and
individual selling employee level.
. Developed Investment sales database and reporting
structures.
AAMES FINANCIAL CORPORATION
September 1996 - May 1998
Financial Analyst
Conducted ad-hoc analysis for executive management. Prepared
plan-to-actual variance analysis on corporate P&L. Supported
financial reporting manager in the preparation of the annual
report and the 10Q. Assisted in the production of the annual
business plan for the retail unit. Completed economic census
reports for entire retail unit. Assisted in the renewal of
state licenses for all retail branches.
OLDE DISCOUNT CORPORATION May 1996 -
September 1996
Broker Trainee
Prospected, contracted, and managed investment accounts.
Raised $1.8 million in assets.
BROADWAY STORES INCORPORATED July 1995 -
April 1996
Operations Analyst
Created weekly store schedules for 82 stores. Tracked and
utilized stores' sales data calculating daily sales goals per
associate. Balanced and managed workload, productivity and
customer service levels by selling center and by store.
Interim Operations Manager
Controlled, monitored, and forecasted operating expense for
an $18 million (in sales) store. Oversaw 7 group sales
managers during the Christmas season.
MS-Access, SQL, MS-Excel, Business Objects, Monarch Pro,
Adobe Acrobat Professional, Lotus Smart Suite123, MS-Word, MS-
PowerPoint, Metavante Insight, Treev 2000, Metacube 3.0.
University of West Los Angeles School of Law, Los Angeles,
CA, Juris Doctorate, 2005
University of Southern California, Los Angeles, CA, Bachelor
of Science: Finance, 1995
PROFESSIONAL
EXPERIENCE
COMPUTER PROFICIENCY
EDUCATION