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Sales Operations Management/Analysis

Denver, Colorado, United States
March 15, 2019

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Tim N. Schauer

Highlands Ranch, CO ***** 303-***-****

Business Planning Services

Business Solutions Organizational Leadership Service Excellence

Accomplished financial business program management professional with extensive experience providing the leadership and direction needed to drive the achievement of key organizational business goals and objectives. Unique in the ability to combine project management and corporate sales reporting best practices with overall business intelligence to deliver results that positively impact the organization's bottom line. Recognized for the ability to deliver impactful results while leading in fast-paced, dynamic business environments.

Areas of Expertise

Sale Reporting


Cost-Benefit Analysis


Territory Data Modeling

Ad Hoc Reporting

Quality Assurance & Control

Data Integrity

Project Management

Risk Mitigation

Stakeholder Communication

Business Requirements

Professional Experience

JACKSON NATIONAL LIFE, Denver, CO 1999 – 12/31/2018

Business Planning Services, (2015 – 12/31/2018)

Business owner for the proprietary corporate sales reporting system that was responsible to track annual sales targets for a $19B+ business with over 600 wholesalers and key accounts across 4 channels using forecasting, data analysis, goals tracking and territory models.

Managed a team of Analysts for Project Management/Corporate Ad Hoc Reporting to deliver a variety of customized ad hoc reports to senior executives, key stakeholders, FINRA, SEC and insurance regulators.

Business Owner for the corporate instance of Business Objects; responsible for system enhancements, upgrades, access management, report validation and data integrity.

Acted as liaison between the Business and IT for ad hoc report requests for special projects; such as meeting audit requests or analysis of sales trends by territory and/or products to help drive revenue across the firm.

Spearheaded key product and marketing initiatives with IT, including the successful roll out of automated sales reporting; ensuring completion within specific time and budget constraints.

Built cross-functional relationships to enhance sales and overall company performance (Internal and External Sales, Finance, Product, Customer Ops, Compliance, and Legal).

Business Intelligence, (2012 – 2015)

Built and directed the efforts of an empowered team to create processes and procedures associated with the collection of corporate data, meeting compliance and regulatory requirements; while monitoring output files for data quality and accuracy for ad hoc requests.

Managed the sales reporting system while maintaining open lines of communication with internal customers on requests that led to the completion of a variety of related projects.

J2K System Administrator/Manager Sales System & Corporate Ad Hoc, (2007 – 2012)

Directed all sales reporting projects in addition to serving as the System Administrator, working with the business owners in the sales organization to enhance a proprietary sales reporting system and execute all monthly territory changes as applicable.

Maintained full responsibility for the coordination of all Corporate Ad Hoc requests and the completion of all sales reporting projects.

Led the process for gathering requirements from the initial concept to formal acceptance by the stakeholders, including documenting business requirements, activity diagrams and detailed process flows to enhance overall sales.

PREVIOUS EMPLOYMENT: Team Lead, Trading Desk, Asset Allocation Specialist, Telephone Service Representative – Jackson National Life, Assistant Supervisor, Legal Processing Representative – OppenheimerFunds.

Education & Certifications

Studied Business Administration – University of Wisconsin Stout, Menominee, WI

Emphasis: Hotel and Restaurant Management

FINRA Series 6 Licensed

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