Financial Analyst Commissions
Resume:
DONALD W. SWART
Oakland, California *****
**********@******.**
Summary: Over 15 years of experience as a Commission Analyst/Financial Analyst. Accurate and detail-oriented with excellent people and mathematical skills. Proven track record of working independently as well as collaboratively within a team environment. Strong communication, interpersonal and organizational skills. Strong analytical skills and ability to resolve complex problems efficiently.
Technology: Advanced Excel (pivot tables, lookups, advanced formulae), Salesforce, Word, PowerPoint, Teams, Business Objects, Oracle, Xactly, CaptivateIQ, Success Factors, Workday, Greenhouse
Experience:
MongoDB
Senior Commissions Analyst Palo Alto, CA October 2022 to March 2023
Processed commission and payment adjustments through Xactly
Responded in a timely manner to requests, queries, and provide dispute resolution
Responsible for monthly Accruals with Finance
Quota and Credit Adjustments Liaison between Commissions and Sales Account Managers and Finance
Prepared monthly and quarterly sales commissions reports
Updated and maintain compensation plan models
Interpreted, implemented, and explained sales contracts with internal employees
Sage Intacct
Commissions Analyst San Jose, CA January 2021 to September 2022
Administered quota, credit, and payment of sales variable compensation
Liaison between Commissions Team and Sales Team, Account Managers, Sales Management, and Finance
Prepared monthly and quarterly sales commissions calculations and reporting for approximately 300 employees
Resolved compensation disputes and issues and provided analysis to facilitate resolution
Responsible for timely and accurate preparation of monthly accruals, deferrals, and reconciliations
Updated and maintained all compensation plan structure within Excel and transition to Xactly
Understood and implemented contracts with internal employees
Commissions Contractor: June 2017 to January 2020
Netskope KeepTruckin Autodesk TiVo Pivotal Software Fortinet Talend
TeraRecon Foster City, CA April 2014 to May 2017
Commissions Analyst
Processed all aspects of monthly commissions
Researched and resolved commission payment issues
Prepared sales quotas and targets by region
WhiteHat Security Santa Clara, CA July 2013 to February 2014
Commissions Analyst
Ran entire commission process from contracts to payments
Redesigned commission model and Statements
Reviewed data and Ran reports in Salesforce.com
Autodesk San Rafael, CA May 2012 to Nov 2012
Business (Commission) Process Analyst
Monitored commission system tasks to maximize system availability
Maintained master data tables in commission tools and systems
Developed reports as needed for Sales Operations and Commission Teams
FCE Benefit Administrators, Inc. Burlingame, CA June 2010 to May 2012
Senior Financial Analyst
Completed, reviewed, analyzed, and researched monthly claims experience reporting
Verified financial statements for client trust reports
Maintained existing reporting and provided financial analysis to CEO
Volunteer:
Project Bay Cat/Homeless Cat Network 2014 to Present
Kitten Center Socializer and Feeder at San Mateo Bridge
Homeless Cat Network is an all-volunteer rescue organization that helps the homeless cats/kittens on the San Francisco Peninsula through adoption, rescue, fostering/socialization, TNR and public education.
Education: B. A. Economics, University of California Riverside
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