Sales Manager Data Analyst

KARLA CALDAS

E-MAIL: ******.*****@*****.***

PHONE: 281-***-****

SUMMARY

Experience as Sr Sales Process Analyst, Deal Management Specialist, Senior Contract Coordinator, Back Office - Operations and Finance Support, SAP SD Analyst, SAP Master Data Analyst.

Solid Business, Sales Operations, Contract Administration, AR/AP understanding and system analysis skills.

Knowledge of Territory Planning, Account Planning, Opportunity Management and Quoting, Forecasting and Booking processes.

Knowledge of CX Sales (Oracle Sales Cloud), Sales Planning (SPA), Configure, Price and Quote

(CPQ), Brilliant Basics, Sales Manager Central (SMC) and SAP SD ECC 6.0.

Agile, self-starter with focus of on-going alignment, delivering business value and driving business outcomes.

Fluent in Portuguese (native), English and Spanish. EXPERIENCE OVERVIEW

Oracle, 08/2023 – Present

Sr Sales Process Analyst – GBRO (Global Business Revenue Operations - Sales Excellence Team)

Act as Forecasting Process Lead. Gathered and reviewed the Global Forecasting Process adopted by Divisions (JAPAC, EMEA Apps, EMEA Tech, LAD, NAA, NACI).

Collaborate with the Forecasting GPO for designing the Global Forecasting Process to be used by all Divisions, ensuring consistency and adherence to OMBP (Oracle Modern Business Practices)

Part of the Sales Excellence Team during the Redwood Forecasting Pilot and UAT. Understanding of system basic functionalities and requirements/gaps between Redwood Forecasting in integration with SMC (Sales Manager Central), Brilliant Basics and Sales Planning (SPA).

Responsible for revision and analysis of all Oracle Divisions ERs (Enhancement requests) related to Sales Manager Central (SMC) Platform.

Served as a liaison when applicable with other Teams (Sales Operations, Business Development, Product Development, GPOs, DPOs, Sales) to assist with Enhancement Requests reviews and statuses related to SMC Forecast Review and Management Pipeline.

Acted as a liaison between Sales Excellence, Oracle Applications Labs (OAL) and Revenue Operations, reviewing and communicating to stakeholders deployed functionalities in SMC and CPQ Platforms.

Oracle, 07/2021-08/2023

Deal Management Specialist – LAD, SSC

Created, validated, and processed Contract documentation (ODs) online and offline using CPQ Jet;

Managed requests in Q received from LAD Sales Reps for LOBs: License, JAVA, MYSQL, LINUX, SW/HW, Cloud.

Responsible for the Quoting Management part in CPQ Jet related to Deal Management responsibilities.

Logged incidents in Sales Help for process revision ensuring consistency and adherence to Oracle policies and procedures.

Managed the Quoting and Booking process for strategic complex transactions such as ULAs (Unlimited License Agreements);

Facilitated and coordinated internal discussions among functional stakeholders (Sales Reps, General Counsel, Business Approvers, Revenue Recognition, Credit, Tax, etc.) to reach agreement on contracting terms to solve complex contracting scenarios.

Performed compliance Transactional Due Diligence (TDD) reviews of Indirect Public Sector Deals for Brazil involving Oracle software and/or hardware products, and its support.

Validated and audited Transactional Due Diligence (TDD) documentation in accordance with applicable Oracle policies and anti-bribery laws.

Act as liaison with other Deal Management teams, Finance, Legal, and other groups across Oracle to ensure policy compliance and risk mitigation.

Knowledge of CPQ Jet, FEC, Fusion, DAS, DELTA, Sales Help. IT Contractor, 02/2018 – 03/2021

SAP Consultant

Part of an ECC 6.0 implementation project as SAP SD Team Lead.

Hands on SAP Sales and Distribution configuration, support, functional specifications, development, integration, testing, and troubleshooting.

Responsible for gap analysis, gathering business requirements, building software solutions that met the business requirements.

Created and documented functional system design, created functional specifications for developments, reviewed technical specifications, and configured system requirements. Calumet GP LLC, 02/2016 – 11/2016

Senior Business Master Data Analyst

Master Data Business Analyst for Order to Cash and Procure to Pay.

Participated in the full life cycle implementation of SAP SD and MM ECC 6.0.

Responsible for the design, delivery, implementation, configuration, development, and support of SAP SD/MM modules, interfacing with business units, technical groups and professional organizations on best practices, and standards.

Provided ongoing support to new business processes and system enhancements.

Assisted in data management, governance, and data quality of master data requirements with other functional data owners to ensure functional master data integrity across the operation of financial systems was consistent and met business rules and requirements.

Responsible for the design, configuration, implementation and support SAP Master Data with a focus SD, Pricing, Inventory, Material/Customer/Vendor Master.

Mapped requirements, processes, and objectives, developed necessary product modifications to satisfy business requirements. Documented AS-IS and TO-BE by identifying gaps, issues and working around solutions.

Designed and tested cases to cover business processes and system functions.

Created documentation and training materials and assist with organizational change management, including training of post go-live support team

IT contractor, 10/2012 – 12/2015

SAP Analyst

Acted as liaison with client for troubleshooting: investigate, analyze, and solve software problems. Responsible for troubleshooting day-to-day issues in Sales and Material Management area, providing functional support and alternatives to resolve conflicts.

Conducted business process and software gap analysis; Proactively identified and proposed business process and/or system enhancements

Documented functional designs, test cases and results; Performed system testing and validation with Client.

Provided ad-hoc training and user support as required by Customer Petrobras America Inc., 02/2011 – 05/2012

Senior Contract Coordinator

Responsible for the control and administration of Sales and Purchase Agreements for Crude oil, Clean products, Residuals, LNG, Blend stocks, Specialties and Bio fuels;

Performed all facets of post-award contract administration, including but not limited to contract revisions, amendments, assignments, negotiations and claim resolutions.

Responsible for overseeing contractual requirements, general terms and conditions, to ensure compliance with applicable laws and regulations.

Conducted analysis and administration of service agreements with inspection companies, storage and terminals and other service providers.

Identified and resolved any risks and exposures on incoming Agreements, Tenders or any Operations related to the contract.

Reviewed and updated documentation and internal controls to ensure SOX compliance.

Assisted team members with issues relative to assigned contracts. Petrobras America Inc, 05/2010 – 02/2011

Sales Operations and Finance Support

Provided back office trading operations and finance support to ensure timely and accurate recording of all commercial negotiations into SAP system.

Provided daily invoice support for the crude oil sales and purchase operations for Petrobras and Subsidiaries.

Conducted crude oil monthly inventory control, gathering product movement information to/from storage in order to calculate gain/loss of product;

Supported assessing and tracking the efficiency of the maintenance plan revision process

Involved in the Implementation of SAP Sales and Distribution process for the Pasadena Oil Refinery

(PRSI). Responsible for scoping and mapping business process for the oil refinery, including SD, AR and AP process evaluation.

Provided support to development of annual capital and expense budgets

Mapped the integrated scenario of Petrobras and the Oil Refinery commercial operations in order to recommend necessary enhancements and implementation of new scenarios.

Provided system training to team members.

Accenture do Brasil Ltda, 07/2008 – 04/2010

SAP Consultant

Clients: Petrobras Transporte S.A., Manguinhos Oil Refinery, Petrobras – Angola and US. Project 1- Transpetro

Participated in the implementation of Nota Fiscal Eletronica NF-e (Eletronic Tax Invoice -TAX BRA), configuring and designing the business process for compliance with the requirements of the Brazilian authorities. Tasks related were: CBT activation, configuring Tax Codes, Tax Groups, Dynamic Exceptions, Tax Rates, Condition Types, Account Keys, Condition Records, Access Sequences, Condition Codes, Tax Jurisdiction, Screen Controls, Conditions Mappings, Price conditions, TAXBRA/RVABRA pricing adjustments, MP135, ISS, WHT, CFOP, etc.

Hands on SAP SD configuration and functionalities.

Liaise with project team members to ensure that all project facets are addressed in cost estimative.

Troubleshoot day-to-day issues in the SD area, providing functional support and alternatives to resolve conflicts.

Conducted gap analysis between business requirements and software and translated business requirements into functional specifications in order to execute SAP enhancements.

Created test scenarios and conducted unit and integration testing. Project 2 – Manguinhos Oil Refinery

Participated as analyst in the SAP SD upgrade from 4.6 to 6.0.

Resolved daily issues in the SD/MM area, providing functional support and resolving conflicts.

Hands on configuration of SAP SD functionalities including integration to MM/FI modules.

Hands on Brazilian localization, NF-e (Eletronic Tax Invoice -TAX BRA) configuration.

Conducted gap analysis and documented business requirements.

Performed process analysis and created functional specifications for enhancements. Project 3: ProAni – Rollout Angola and Rollout USA

Participated in the Implementation/Rollout SAP SD Angola and SAP SD USA – ECC 6.0.

Conducted gap analysis between business requirements and software.

Created test scenarios and conducted unit and integration testing.

Participated in the Go live support for post Implementation issues from headquarters to key-users across geographical locations.

Developed SAP SD and MM documentation and tutorials for key-users. Project: Petrobras SAP AO

Created SAP SD and MM documentation and training material for key-users using Infopak and Itutors

Assisted in performing integration testing for new enhancements.

Assisted in the gap analysis between sales/distribution process and system.

Provided business processes training to SD team members. EDUCATION

Master of Business Administration (MBA)

University of La Verne, California, USA. 2002

Post-Graduation Degree in International Trade

Vila Velha University, Brazil. 1997

Bachelor of Business Administration

Veiga de Almeida University, Brazil. 1995

CERTIFICATION: SAP Solution Consultant SCM – SAP SD ERP Central Component 6.0 - 2008

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