Sales Financial Analyst

Senior Analyst Manager or Director of Analytics Business Intelligence

QUALIFICATIONS PROFILE

Highly organized, results-driven, and multifaceted professional, adept at leading and accomplishing projects within the sales and financial analytics sector; complemented with outstanding skills in creating customized database solutions and data-driven reporting strategies for sales, accounting, and finance. Exemplify subject matter expertise in analyzing operational data and processes to identify areas of improvement and develop database solutions to expedite and streamline work processes. Demonstrate effectiveness in collaborating with all levels of professionals to obtain better understanding of business and operations requirements.

AREAS OF EXPERTISE

SQL Stored Procedures/ETL Data Warehousing Automated Reporting Best Practices Financial Modeling Sales Compensation Cohort Analyses Strategic Planning and Implementation Process Improvement Key Performance Strategy Development Interpersonal Collaboration and Relations Conflict Resolution and Decision-Making

PROFESSIONAL EXPERIENCE

Brocade Communications San Jose, Ca

Lead Solution Architect 2017-Current

Designed automated, off-platform (SQL Server), Callidus Cloud reporting solution for worldwide Analysts to audit and confirm accuracy of commissions payments.

Reduced hundreds of hours of commissions processing to 3 minutes - ETL to report distribution.

AssetMark Inc. (formerly Genworth Financial Wealth Management) Concord, CA

Senior Analyst Senior Developer 2008–2016

Closely interfaced with the C-level executives, division managers, and external wholesalers, along with Finance, Sales, M&A, Investment Strategy Group, Marketing, and Strategic Accounts departments to provide BI analytics and reporting.

Fulfilled key tasks in reconciling and distributing all monthly sales reports and dashboards through electronic distribution to senior leadership, external strategists, and custodians.

Carried out extract, transform and load (ETL), reconciliation, and validation of monthly sales detail.

Calculated, reconciled and prepared individual/summary variable incentive compensation for all external wholesalers, internal sales staff, divisional managers and senior managers.

Ensured accuracy in recording sales information into the general ledger, which included the identification of possible trading errors with the Portfolio Services Group.

Formulated new dashboards as necessary while completing ad hoc analysis for the senior leadership.

Highlights:

Sponsored and wrote custom SQL server data warehouse to facilitate sales, AUM, product, advisor, and strategist reporting along with a variable incentive commission payment system.

Implemented CallidusCloud sales compensation in 2015.

Systematically generated asset transfers which included change from one or multiple investment solutions to another including allocation changes – resulting in a reduction of ~500 hours/yr

Provided the C-level executives the correlation of why the firm went through a period of sustained net negative sales; subsequently introducing a new investment type solutions and “stickiness” campaign for the organization’s advisors.

Authored all of the firm’s sales dashboards and monthly close/BOD packages.

Enabled the recovery of $1.5M in overpayments through end-to-end sponsorship, architecture, development, and deployment of data warehouse.

Received Employee of the Quarter awards by automating the variable incentive sales compensation thereby reducing FTE headcount; and for automating the monthly expense variance analysis.

AssetMark Investment Services Pleasant Hill, CA

Software Developer – Information Technology 2005–2008

Took charge of migrating the company’s asset-based fee reporting to the web; as well as in rewriting stored procedures for performance and scalability.

Assumed responsibility in creating solutions for numerous projects to boost the company growth.

EARLIER CAREER

NorthBay Healthcare – Vacaville, CA

Senior Financial Analyst

John Muir/Mt. Diablo Health Network – Walnut Creek, CA

Senior Data Analyst

John Muir/Mt. Diablo Health Network – Walnut Creek, CA

Contract Financial Analyst

Financial Systems Accounting – Clayton, CA

Consultant

Alta Bates Medical Center – Berkeley, CA

Senior Financial Systems Analyst

California Pacific Medical Center – San Francisco, CA

Financial Systems Analyst

EDUCATION

Bachelor of Science in Accounting, Minor in Management Information Systems

California State University Hayward, CA

PROFESSIONAL DEVELOPMENT

Microsoft SQL Server SSRS Advanced

Crystal Reports 9.0 Advanced Training

PowerBuilder FastTrack 5.0

TECHNICAL ACUMEN

Microsoft SQL Server Salesforce TSQL Stored Procedures ETL/SSIS SQL Server Reporting Services

Callidus Cloud/Xactly Microsoft Office Suite (Access, Excel, Word, and PowerPoint)

VBA OLAP, Data Science, AnalyticS, Business Intelligence, Crystal Reports

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