Sales Customer Service
Resume:
JASON KASHUBA, MBA
Schwenksville, PA 19473
**********@*****.***
SUMMARY
Senior Finance and Accounting executive with expertise in Sales Operations, Financial Planning and
Analysis, Contract Review and Commission Accounting. An effective team leader and supervisor
with a proven track record of success in project management and training. A creative problem solver
with excellent interpersonal skills adept at communication at all levels of diverse organizations.
EXPERIENCE
MAR COR PURIFICATION, Skippack, PA Feb. 2012-present
Sales Financial Analyst
Review and report on Mar Cor’s various product lines and service.
o Price
o Cost
o Margin
o Customer location
Report and review weekly labor jobs that have are pending or billed
Report on weekly orders that have been processed and explain the activity of the various
Mar Cor products
Instrumental in preparing a detailed documentation package for Mar Cor’s largest
customers for contract negotiations
Prepare monthly commission files for US and Canada and construct yearly commission
packages for over 100 sales personnel
Assist the billing department to correct inaccurate orders
Assist customer service in entering orders.
Lead in vendor research for CRM platform.
SUNGARD AVAILABILITY, Wayne, PA 2002-2011
Senior Analyst of Sales Operations, 2011
Analyzed and reviewed $120M monthly budget for Sales Department
Reviewed effectiveness of compensation plans and made suggested changes; prepared
and distributed compensation plans
Prepared monthly metrics for VP of Sales; assisted in developing quotas
Worked with Sales, Finance, HR, Billing and IT on a frequent basis to ensure proper
reporting of booked transactions; ensured Sales’ bookings are correct and timely
Reported Key Performance Indicators (KPIs) for all of Sungard’s Sales Regions to the
CEO, CFO, VP of Finance and Regional Leadership Teams on a monthly basis
Senior Analyst of Financial Planning and Analysis, 2006-2011
Managed process improvements for Billing, Commission and Accounts Receivable
departments; analyzed complex and unique deals to ascertain if they are econ omically
beneficial for Sungard
Reviewed and reconciled customer run rate on a monthly basis, determined run rate accruals
for the Accounting department, and explained the reasons for customers’ monthly spend
activity
Assisted in formulating and administering yearly compensation plans for the Sales Force and
Sales Support Engineers in the U.S. and Canada
Reported Key Performance Indicators (KPIs) for all of Sungard’s Sales Regions to the CEO,
CFO, VP of Finance and Regional Leadership Teams on a monthly basis
Reported Sales Force year to date sales attainment to CFO on a monthly basis
Tracked and analyzed Sales trends to forecast future results, reviewed and reported on
customers’ monthly run rate, and reported accounts receivable activity on a daily and
monthly basis to VP of Financial Operations
Analyzed customers’ physical space in Sungard facilities to determine profitability
Worked with IT Department to develop Oracle reports that can track company’s sales activity
and sales forecasting.
Commission Accounting Supervisor, 2004-2006
Commission Accountant, 2002-2004
Supervised 8 commission accountants; responsible for paying over 250 Account Executives,
Directors and Vice Presidents on a bi-weekly schedule based on their monthly sales; yearly
commissions and bonuses exceed $30M
Recorded and maintained sales force’s year to date revenue achievement, which is reported to
Vice President of Sales, Vice President of Financial Operations and CFO; reviewed Sales’
figures with regions through monthly audits, and analyzed disaster recovery; managed
service and professional service customer contracts
Developed BRIO and Discoverer reports that are submitted to sales teams on a monthly basis
that shows all transactions, revenue attained and commissions paid, which was implemented
for all of Sungard’s North American Sales Force
F&A liaison for New Product Development tasked with developing a cost model for new
products and a commission strategy for AEs including E-mail Hosting and Managed Services
Member of Oracle 11i10 upgrade team; met with Oracle consultants to implement a $12M
upgrade and run programs and reports in a parallel and developmental environment
Served as the point person for ensuring that commission data from Sungard’s newly acquired
company, INFLOW, is received, reviewed and paid in a timely and accurate manner using
INFLOW’s current databases; INFLOW consists of 75 additional sales personnel
Performed “New Sales Training” presentations on a monthly basis; explained the Sales
Compensation Plan, calculating average running rate and net committed revenue, and
reviewed Sungard’s policies and procedures for contracts and payment
Interviewed, hired, and trained new commission accountants
SIEMENS MEDICAL, Malvern, PA 2000-2002
Senior Contract Accountant
Invoiced medical software clients; recognized revenue for all different products and business
segments; performed quarterly audits with sales staff
PFPC GLOBAL FUNDS, King of Prussia, PA 1996-2000
Mutual Fund Accountant Supervisor
Supervised 7 mutual fund accountants; calculated Net Asset Value for domestic and foreign
mutual funds; reported NAV daily to various media sources and fund performance on a daily,
weekly and monthly basis to customers ( youngest supervisor ever at PFPC )
Chosen to reconcile troubled mutual funds in Boston Massachusetts headquarters for 6
months
EDUCATION
SAINT JOSEPH’S UNIVERSITY, Philadelphia, PA 2010
Master of Business Administration
VILLANOVA UNIVERSITY, Villanova, PA 1996
Bachelor of Science in Accounting
COMPUTER EXPERIENCE
Word, Excel, MAS 500, Oracle, PeopleSoft, PowerPoint, Access, Hyperion, Salesforce.com,
Bloomberg, Reuters, GotoMeeting, WebEx, C-Port
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