D. MICHELLE COON

ad4kdw@r.postjobfree.com 623-***-****

SUMMARY

Detailed oriented with experience and proven track record in process improvement, building strong relationships through all levels of customers and management. Proven ability to resolve issues and concerns with efficient and accurate outcomes. Strengths include:

Commissions/Incentives Contract interpretation Customer Relationship Customer Service. Financial Reporting Microsoft Access Microsoft Excel Microsoft PowerPoint Microsoft Outlook Microsoft Word NetSuite Oracle QuickBooks Process Improvement Reconciliations

PROFESSIONAL EXPERIENCE

Commissions Analyst, West Hills, CA. 2020 – April 2023

Investment Partners Commissions Specialists 2020 – April 2023

•Monitored and ensured all Investment Partners monthly commission statements were received in a timely manner.

•Retrieved provider commission statements in various ways. Excel, RPM, and other various provider portals.

•Calculate commissions due to agents and Investment Partners based on contractual agreements.

•Ensure accuracy and timeliness of payments and statements to Investment Partners.

•Quality checked received commission statements for errors or missing items.

•Worked with providers on any issues found in statements or questions from agents and partners.

•Utilized Salesforce for provider details, for running and for modifying reports.

Robert Half, Canoga Park, CA. 2019 – 2020

Salaried Professional Service 2019 – 2020

•Performed multiple quality assurance checks between systems with updates to ensure systems align for customer contractual orders.

•Reconciled bank financials from Quickbooks and Netsuite.

•Supported month end process for all GL accounts including GL account reconciliation, Journal Entry submission for entry clearance.

•Quality checked submitted Commissions and order details.

AMERICAN EXPRESS, Canoga Park, CA. 1989 – 2018

Business Analyst, Meeting & Events 2013 – 2018

•Design and retrieve source data reports from multiple data repositories such as Birst, MEET, Cvent, Lanyon, Salesforce-supportforce, Salesforce-meeting force.

•Design and report to multiple clients on trends and provide consultative analysis on their activity utilizing tools such as Access, Excel (macros, charts, graphs) and PowerPoint.

•Effectively communicate and provide insights, trends and findings to various clients and reporting teams.

•Create efficiencies and process improvements to allow for accurate, consistent and efficient process.

•Maintain monthly calendar to ensure all deliverables are done on a time to meet deadlines.

•Provide and distribute adhoc reporting as requested.

•Reconcile variances between different reporting systems.

Financial Analyst, Statistical Reporting, Accountant 1 2010 – 2013

Managed Statistical reporting for Argentina and Mexico with in the US, Latin America, Canada and Caribbean region.

•Retrieve all source data utilizing Axiom, Advanced Excel, Oracle, WRTSO, and File Transfer Protocol to compile all data elements for global regions.

•Analyze monthly data for market variations while reporting to the various groups the findings.

•Accurately report Cards in Force, Daily Billed business, Discount Revenue for Charge and Lending products.

•Collaborate with Global Reporting and Markets to ensure alignment with forecast.

•Migration of the process from India to Phoenix Arizona with little to no impact to the customers.

Financial Analyst, Advertising Control and Reporting Unit, Accountant 1 2009 – 2010

Managed the Brand and Lending units by monitoring expenses to ensure they comply with A&P policy.

•Collaborate with the Marketing Managers to ensure all support and documentation is received to support expense meets A&P Policy. GAP-720-1.

•Work with the Global Brand unit utilizing the MRM tool to ensure Purchase Orders are approved on a timely and efficient to comply with SLA’s.

•Process expense reallocations for the various units to ensure the reporting is documented in the correct ledger account.

•Complete monthly reconciliations for various accounts and book and record accruals.

Financial Analyst, Global Operations Accounting 2008 – 2009

Managed the Global Client Incentive Process that ensured all Amex Corporate Client settlements were accrued and paid according to their respective contracts.

•Collaborated with Global Commercial Card Finance and local Canadian / Latin America Caribbean Regional Financial Operation teams to establish an accurate End-2-End accrual process.

•Managed monthly reporting to Sr. Leadership on monthly activities and statistics.

•Ensured all process activities, process maps, SOP’s, etc., are updated and reflect the current process.

•Handled all quarterly SOX reviews and worked with internal audit groups ensuring deadlines were met.

•Facilitated monthly global regional calls to align on monthly deliverables.

•Led and managed the migration of the Global Consolidation Incentives, ensuring all training, SOP’s and overall knowledge were properly documented and transitioned.

•Developed new tools for improving the Client Incentive Payment process to reduce errors and processing times through automation.

Financial Analyst, Global Operations Accounting 2002 - 2008

Supported the US, Canada and Caribbean & Global Corporate Group Client Incentive process for Finance to ensure all calculations are completed, communicated and paid on time.

•Developed multiple reporting documents for Finance Reporting.

•Developed multiple data pulls and databases to expedite the process and create more efficiency.

•Held daily communications with initiative owners and key constituents for seven global lead markets for status updates and business updates.

•Provided analytical support to the USCC Finance and Account development teams.

•Trained all new team members to the group on the process and the contract interpretation.

•Completed Month End Accounting for client payments made and received.

•Prepared month end journal entries for General Ledger reconciliation.

Operations Analyst, Global Finance Performance Management 1998 - 2002

Supported the USCC & GCG Client Incentive process for Finance to ensure all calculations are

completed, communicated and paid on time.

•Completed day-to-day planning, forecasting, accounting, reporting and ad hoc analysis.

•Completed General Ledger to Sub Ledger reconciliation.

•Completed Credit Card Processing for Travel Operations.

•Developed Access database for reporting process enhancement.

American Express 1996 – 1989

Multiple positions

•Provided training for new Travel Agents and Customer Service Representatives.

•Completed all records and reporting requirements for Card and Travel groups.

•Handled incoming calls from Executive Card-members with questions.

•Reconciliation and customer disputes for their accounts and ledger accounts.

RELEVANT SKILLS/TRAINING

•Proficient PC and mainframe skills; Microsoft Office (Excel, Word, Access, OneNote, PowerPoint), Walker, Axiom, Oracle, Essbase, (IMSW, CIS, FMIS, FDS) Amex proprietary systems.

•Advanced level in Excel with intermediate skills in VBA and with Macros including Pivot Tables, VLookup and SUMIFS Statements.

•Basic working knowledge of Quickbooks and MAC applications.

•Proven interpersonal, motivational and relationship building skills across all levels of the organization, driving change and influencing leadership.

•Effective communication and presentation skills, ability to translate complex situations into manageable ideas

•Knowledge of Six Sigma methodologies.

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