Financial Analyst United States

MICHAEL DIAMOND

San Mateo, California, ***** United States

**********@*****.***

PROFESSIONAL SUMMARY

Strategic and results-driven accounting and finance professional with proven expertise in streamlining complex financial processes, enhancing internal controls, and driving operational efficiency. Skilled in financial modeling, budgeting, forecasting, and compliance reporting. Adept at designing and implementing scalable solutions that improve data accuracy and reduce manual workload. Advanced proficiency in ERP systems and expert-level Excel capabilities, including automation, macros, and data analysis. Recognized for strong analytical thinking, cross-functional collaboration, and commitment to continuous process improvement. SOFTWARE

Adaptability

Communication

Attention to Detail

Project Management

Software & Tools

Financial Reporting

Compensation & Payroll

Data Management & Automation

PROFESSIONAL EXPERIENCE

Senior Commissions Manager - Xactly / Delphix - San Mateo, CA, United States 03/2019 - 03/2025 Implemented and streamlined sales compensation processes in partnership with the CFO, reducing payment errors, and improving commission accuracy across global teams. Automated Xactly crediting, commission rules, and hierarchy updates; developed scalable payroll and plan upload tools, significantly cutting manual processing time. Created Excel-based commission and draw calculators; collaborated with Finance to enhance forecasting accuracy, and ensure ASC 606 compliance in deferred expense schedules. Senior Equity Analyst / Granite Solutions Groupe - San Mateo, CA, United States 11/2018 - 03/2019 Administered 300+ ESIP restricted and non-restricted stock purchase plans for senior leadership, ensuring compliance, and timely execution.

Coordinated with global offices to deliver accurate, up-to-date stock share values for semiannual employee stock option reporting.

05/2018 - 07/2018

Xactly Senior Compensation Analyst / Salesforce.com - San Francisco, CA, United States Designed and updated Xactly rules and titles to align with evolving business requirements. Verified the accuracy of 85+ comp plans for 300+ sales reps, ensuring data integrity across platforms. Automated personnel data updates from Workday, Salesforce, and Anaplan through script validation. Data Analyst / Imperva - Redwood Shores, California 05/2018 - 05/2018 Collaborated with HR to validate gender pay equity by analyzing and organizing compensation data in Excel for effective comparison across genders within identical job titles. Utilized data analysis techniques to ensure accuracy in compensation assessments, fostering a fair and transparent workplace.

Contributed to HR compliance initiatives by streamlining data processes, supporting strategic decision- MD

making for diversity, and pay equity.

Data/Systems Analyst / California Teachers Association - Burlingame, United States 10/2017 - 04/2018 Streamlined data extraction and reporting processes using MS Access for improved efficiency. Created Excel-linked MS Access databases for automatic updates with minimal manual input. Automated Excel workflows with formulas and macros to optimize membership data handling. Senior Commissions Analyst / Infoblox - Santa Clara, United States 06/2017 - 07/2017 Supported month-end close processes and prepared monthly sales accruals for 330 global employees in various currencies.

Generated and managed six payroll reports for U.S. and international sales teams, including employees and contractors.

Updated Xactly for new hires, terminations, and adjustments, while implementing the FY18 Sales Plan and handling manual revenue and spiff adjustments. 04/2017 - 06/2017

Staff Accountant – Data Analyst / Frances C. Arrillaga Alumni Center, Stanford University - Palo Alto, United States

Mapped revenue and expense accounts in MS Access for P&L categories and dashboards, and remapped funds with the Finance Director.

Streamlined budget preparation with a customized Excel template, reducing report preparation time by two days.

Managed monthly bank reconciliations, validated transactions, and created procedures for the P&L database and Bank of America reconciliation.

Financial Analyst / Core-Mark International - South San Francisco, United States 03/2017 - 04/2017 Developed VBA macros for a headcount planning tool used by 21 Corporate Division Controllers to manage department cost reports.

Automated cost estimation for current employees, raises, and new hires, improving headcount cost forecasting.

Streamlined reporting by generating four separate department cost reports based on title, name, or position.

Financial Analyst / Rocket Farms - Half Moon Bay, United States 01/2017 - 03/2017 Imported and mapped the 2016 ending inventory from Access to Excel, reconciling data in NAV 2015, and aligning with the new GL product codes.

Calculated and reconciled product revenues and costs by SKU, ensuring alignment with the 2016 income statement.

Developed detailed revenue and contribution margin reports by customer, SKU, and crop, supporting P&L analysis for each division.

Financial Analyst / ACERTA-PHARMA - Redwood Shores, United States 10/2015 - 12/2016 Consolidated patient visit data into flat files, and developed accrual systems for U.S. and international sites.

Created Excel templates and budget files, streamlining clinical reporting and cost tracking. Awarded 2 Outstanding Employee Achievement Awards for improving clinical reporting processes. Commission Analyst / Guidewire - San Mateo, United States 08/2015 - 09/2015 Assisted with FY16 SOX testing in Xactly, ensuring the accurate implementation of compensation plan changes.

Documented and updated compensation plan elements, quotas, and commission rules for FY16 in Xactly.

Prepared SOX documentation and transferred finalized FY16 plans from Xactly Sandbox to Production. Financial Analyst / South Bay Waste Management - San Carlos, United States 06/2015 - 07/2015 Audited annual compensation applications for Recology and Shoreway Waste Recyclers for the upcoming fiscal year.

Recommended process improvements to the Finance Manager, incorporating additional formulas for efficiency.

Documented audit processes for both companies in Microsoft Word, ensuring clear reporting and compliance.

03/2015 - 05/2015

Financial Analyst / Konica Minolta Business Innovation Center - San Mateo, United States Assisted with month-end close processes for U.S. regions and markets, ensuring accurate financial reporting.

Supported Director of Finance in preparing annual income and expense budgets for U.S. markets. Exported actuals from database to Excel and handled ad hoc financial projects as needed. Commissions/Financial Analyst / Keynote Systems - San Mateo, United States 05/2005 - 02/2015 Managed monthly billing for over 250 U.S. clients. And international companies, automating billing sheets and commission calculations across multiple currencies. Oversaw 40+ compensation plans, collaborating with Sales, Legal, and Order Admin teams to ensure accurate classification and commission payouts.

Developed and maintained performance reports, variance analysis, and forecasting files using advanced Excel, SQL, and Access, supporting senior management. 01/2000 - 08/2004

Commissions/Financial Analyst / Harris Microwave - Redwood Shores, United States Prepared monthly commissions for the worldwide sales force, and streamlined the commission process for efficiency.

Provided monthly expense and budget variance analysis to senior management and Product Line Management.

Forecasted expenses and centralized international sales expense data for improved reporting and decision-making.

EDUCATION

Bachelor of Science: Business Administration – concentration in Accounting 01/1981 San Francisco State University

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