Amy Wong

adc79i@r.postjobfree.com 415-***-**** *** Edna St., San Francisco, CA 94112 LinkedIn

EDUCATION: University of California, Davis

Bachelor of Science in Managerial Economics, Minors in Communications and Psychology June 2016 EXPERIENCE:

StreamSets, San Francisco, CA Sr. Sales Operations/Business Systems Analyst Aug. 2019 – Present

• Manage DealDesk, CPQ and Salesforce to provide the Sales team with a more efficient quoting process

• Work cross-functionally with Finance and Legal to ensure all quotes, discounts and contracts are accurate and approved

• Create reports and dashboards in Salesforce to analyze and track KPIs

• Develop flows and use process builder to automate processes in Salesforce

• Build a complex legal documents tool in Salesforce to ensure 100% bookings from Finance

• Build a Sales Capacity Model to analyze and forecast quota attainment and company ACV

• Review SDR monthly commissions and create sales reps' territory/compensation plans

• Build and configure RealZips for accurate territory assignments and routing in Salesforce and LeanData

• Create custom objects and fields in Salesforce and resolve flow trigger errors

• Provide company metrics and sales analyses to Sr. Management for board meetings to make better data-driven decisions

• Enforce company best practices to ensure data integrity and financial/legal compliance

• Lead monthly bookings meetings with finance to reconcile ACV, ARR, Commissions, and other Bookings

• Develop a Salesforce Case Queue for BizOps team to keep track of cases to increase SLAs and response rate by 200%

• Take Salesforce Developer courses to learn APEX coding and Visual Force to improve Salesforce org UCSF, San Francisco, CA Financial Analyst Jan. 2019 – Aug. 2019

• Supported month-end process and provided monthly financials for general ledger verifications

• Forecasted monthly expenses and updated forecasted budget plans in Hyperion

• Calculated employee benefit rates based on gross earnings

• Analyzed financial data to identify projected funding gaps

• Pulled ad-hoc reports and data from Hyperion and Essbase Flexport, San Francisco, CA Finance Data Ops. Associate Jan. 2017 – Oct. 2018

• Processed vendor invoices and resolved urgent payment requests

• Analyzed purchase orders and corresponding invoices to match the budgets given

• Maintained vendor relationships, reconciled account statements and created vendor profiles in Netsuite and Salesforce

• Reviewed weekly aging reports and reconciled and managed company credit cards

• Helped with financial projects (Customs line items coding, Bills on archived shipments, W9 filing, Pierpass and Roanoke recon, Yearly audits, T&E)

See’s Candies, San Francisco, CA Procurement Intern June 2015 – Sept. 2015

• Created Raw Material Specification Status template to track supplier compliance rates

• Analyzed risk for raw materials with a supplier contingency plan and built risk analysis template for packaging materials

• Graphed cost savings progress for each project based on the cost savings status and type

• Prepared the launch of See’s Candies EQMS database (SafetyChain) by compiling supplier information, uploading legal documents, and building pilot campaigns and Supplier Qualification Requirements campaigns

• Attended weekly department meetings, specification meetings with QA, R&D and Procurement, and SafetyChain meetings

Treasurer & Tax Collector’s Office, San Francisco, CA Audit Intern Sept. 2011 – May 2012

• Sent out notices of auditing status to companies

• Prepared data for audit department

• Worked on various projects for the accounting department ACTIVITIES/AWARDS:

• Volunteer at Family Dog Rescue

• Alpha Phi Omega National Service Fraternity: Feb. 2013–June 2016

• Dean’s Honor List: Spring Quarter 2013, Fall and Winter Quarter 2015, Winter and Spring Quarter 2016 TECHNICAL SKILLS:

• Salesforce, CPQ, LeanData, Tableau, SQL, Netsuite, Hyperion, Bearbuy, Microsoft Word, Excel, PowerPoint, Outlook, QuickBooks, Google Docs, Cortex EDI, Windows Movie Maker, Python, C language (Beginner’s level)

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