Sales Operations Analyst Resume
SUMMARY:
- Senior Financial and Business Process Analyst
- Analyst with extensive experience in Finance and Accounting, Reporting and Analysis. Expert in business process improvements, work flows and strategies to improve the timeliness and accuracy of financial reporting.
- Knowledgeable in Accounting with GAAP experience. Proficient with legal documents and finance policy. Advanced skills in software automation of accounting and reporting procedures. Advanced Excel and Business Objects.
- Developed Technical Support metrics for resource reporting for Dell as well as SFDC Dashboards.
- Built from the ground up, Daily WW Sales Reporting and Analysis (orders, shipments and revenue) dat included analysis of trended revenue vs. forecast, large deals and monthly linearity for HP’s $4B dollar Software and Solutions division.
- Worldwide Software Finance Lead for HP’s Enterprise Data Warehouse, coordinating with Finance, Operations and IT Transformation teams to ensure logic, data quality and testing met the needs of HP Software and Solutions group, achieving greater accuracy.
- Integrated $500M of Mercury Interactive Sales into HP Sales Reporting. Realigning Product and Fiscal periods to the HP standards to create historical trending.
- Drove Finance projects to set up tools for (Business Objects, Access, Macros) for VERITAS Software Key Performance Indicators, Metrics and Dashboards, including AP, FA, AR, Orders, Shipments and Revenue trending, Top Deals, Top Customers, and Forecast vs. Actual to spot areas of opportunity or improvement.
TECHNICAL SKILLS:
Software: Microsoft Office 2007/2010/2013/2016, Crystal Reports, Visio 5.0/2000, Oracle 8.1.7/9i/11i, Oracle Discover, TOAD, SAP R3 (A/R, G/L, O/E, A/P), Business Objects (Universe Design, Report Development), Hyperion Essbase 11.1, Microsoft Access (Query design, Forms, VB), CRM, SalesForce reporting and dashboards, Teradata.
Languages/Technologies: Visual Basic, VBA, Macros
PROFESSIONAL EXPERIENCE:
Sales Operations Analyst
Confidential
Responsibilities:
- Automated Weekly Confidential via the use of Excel VLOOKUP’s and Search formulas to look for specific hospitality customers.
- Prepared revised quotas for upload to Callidus.
- Prepared POS data for sales commissions upload to Callidus.
- Provided QBR reporting for POS.
Business Intelligence
Confidential
Responsibilities:
- Developed Resource Metrics for management head count and resource planning
- Forecasted Support Revenue for multiple acquisitions, including for Cloud, Software, and Networking products.
- Provided Weekly Revenue Forecast vs. Actuals, Attainment and Pipeline reporting.
- Created analytics of new Product Offerings including Revenue Mix, YoY growth, Margins and Opportunity reporting.
- Provided Tech Support Metrics for all Call Centers
- Developed Customer Satisfaction Reporting.
Business Analyst
Confidential
Responsibilities:
- Developed Non - Standard Pricing and Bookings Reporting packages for Sales Execs. Ad hoc reporting as necessary.
- Designed Non-Standard Pricing/Bookings Discount Analysis Quarterly reporting.
- Built Monthly Product Model Pricing Analysis slide presentation for Product Marketing.
- Developed Weekly New Support Metrics reporting to aid in strategic planning.
- Created Weekly Free Services reporting.
Financial Analyst
Confidential
Responsibilities:
- Provided forecasts for Channels Bookings, Shipments, POS and Inventory.
- Supported Pricing and Promotions for Channels Business.
- Deliver Weekly, Monthly and quarterly reporting for Inventory, Bookings, Backlog and Shipments trending and attainment.
- Work with Regions to improve forecast process.
- Provided support to the finance team with the Distributor Profitability Modeling to determine the cost TEMPeffectiveness of Distributor strategic programs.
- Performed successful migration of Business Objects Backlog, Point of Sale, Inventory and Shipments reporting to new BI tool.
- Improved Process for weekly Channels reporting to streamline process and improve accuracy.
Senior Sales Finance Analyst
Confidential
Responsibilities:
- Develop and deliver daily Revenue, Orders and Shipments reporting by Product Line/Region, with trending, forecast vs. actuals predictor and large deals for a $4B division.
- Provide quarterly KPI for Yields, Deferred Revenue, Revenue Trends vs. Forecast, Large Deals and Discounts for the Executive Staff.
- Created Forecast tool for Deal Size/Revenue Linearity to enable management to drive performance.
- Set up templates in Essbase for Forecast by Region and Product Line.
- Provided ROI (Return on Investment) analysis to determine the TEMPeffectiveness of Sales Programs.
- WW Finance Lead to create single source of truth Headcount reporting for 14K HC division.
- Software Finance lead and Subject Matter Expert for new Data Warehouse (Order, Shipments, Revenue, Secured Position Revenue) dat delivered greater accuracy and enabled improved management visibility.
Channel Alliances Finance Manager
Confidential
Responsibilities:
- Develop and deliver Weekly Revenue, Orders and Shipments reporting by Product Line/Region, with trending, forecast variance analysis for WW Channel Sales.
- Worked with Channel Sales to integrate POS into Weekly reporting package.
- Integrated Mercury data into HP systems and reporting.