SUMMARY:

• Detail - oriented Financial and Sales Operations leader, with hands on experience in financial planning, analysis, budgeting, forecasting, and accounting.
• Strong and insightful analytic aptitude, including creating of EXPERT financial models for the specific task. Self-starter with a strong work-ethic, and a willingness to dig into the details to identify key issues, and opportunities.
• Superior ability with data extraction, file manipulation and data analysis using a variety of tools. Support business operations through analysis of key performance indicators and trends.
• Rapidly adapts to new technologies, (ERPs & CRMs), and possess expertise with Epicor, Solomon, SAP, Great Plains, Salesforce.com, Microsoft Dynamics, NetSuite, and Microsoft Excel, Hyperion Essbase and Business Warehouse (BW).

PROFESSIONAL EXPERIENCE:

Confidential, Addison, TX

Sales Operations Manager

Responsibilities:

• Coordinated sales forecasting, planning, and budgeting processes used within the sales organization. Proactively monitored and strived to maintain high levels of quality, accuracy, and process consistency in the sales organization’s planning efforts.
• Planned and executed strategic initiatives to achieve growth through customer focus and collaboration, driving revenue volume through targeted business plans.
• Established and standardized a biweekly Sales Operations execution meeting that expanded into a monthly Forecasting meeting.
• Implemented opportunity tracking tool for management of Leads via Outlook until integrated into CRM (phased approach).
• Responsibilities cover a wide range of duties including project management, quality control, customer service and correspondence, establishing policy and procedures, product roll-out, coordination and delivery of marketing material, troubleshooting departmental issues, training, coaching, and development of all employees
• Proactively identifies opportunities for sales process improvement. Works closely with sales management to inspect sales process quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement.
• Monitors the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or develops new reporting tools as needed.

Confidential, Dallas, TX

Senior Sales Operations Analyst

Responsibilities:

• Coordinated sales forecasting, planning, and budgeting processes used within the sales organization. Annual budget revenues in excess of $120 million. Proactively monitored and strived to maintain high levels of quality, accuracy, and process consistency in the sales organization’s planning efforts.
• Managed and supported the deployment of Customer Relationship Management (CRM) functionality for the Sales team. Moved Sales team from Microsoft Dynamics to Salesforce.com.
• Worked with EVP of Sales to create and maintain a world-class Sales culture, focused on delivering results by providing ongoing coaching and development of sales support staff
• Built cross-functional relationships to enhance sales channels and overall company performance (Sales, Finance, Product, Customer Ops, Marketing, Legal, Supply Chain, AR's, and Accounts Payable)
• Maintained KPI results by sales vice president, account manager, account exec, region, and segment as well as provided sales analytics support to each sales vice president, and SFDC reporting.
• Responsible for providing sales analytics support to each sales vice president, and SFDC reporting.
• Responsible for the design, development and implementation of dashboards for over 100 sales force users including Sales Account Managers, Sales Account Executives, first line sales management, and the executive team. Also provided support to all salesforce.com users and acted as the primary point of contact for end-user support.
• Managed 4 successful sales support associates and ensured that the team consistently met or exceeded daily, weekly, and monthly sales performance metrics.
• Responsible for preparing executives dash board deck and financial reporting package for month end financial review calls, and quarterly segment reviews with executive management team.
• Provided input to senior leadership in the development and administration of sales incentive compensation programs and assisted in the design, administration and enforcement of the Compensation Plan.
• Responsible for modeling sales commission templates, as well as performing all research, and calculations associated with monthly commissions. Assuring that all research and calculations are done in a timely manner. Actively works with other departments such as Finance, accounting, and HR to ensure the accuracy and timeliness of all monthly sales commissions paid out by company.

Confidential, Dallas, TX

Senior Financial Analyst

Responsibilities:

• Prepared financial reports for management to effectively communicate operating results identifying key business drivers. Also, responsible for building and maintaining advanced Excel models to measure and analyze key metrics for the sales organization
• Responsible for leading a team of 6 financial analyst and was the key driver in the overall close process, working closely with executive team at month end. Team responsibility was to present monthly profitability and variance analysis of the business.
• Responsible for analyzing and understanding business results and key driving variances to the prior month forecast and against prior year. Proactively identified opportunities for sales process improvement and worked closely with sales management to inspect sales process quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement.
• Responsible for assisting sales operational vice presidents with accurate and timely financial forecast of business operations monthly. Also assisted sales operational vice presidents with yearly budgeting processes for assigned business operations, overhead cost centers, and offshore operations.
• Responsible for preparing executives dash board deck and financial reporting package for month end financial review calls, and quarterly segment reviews with executive management team.
• Monitored the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommended revisions to existing reports, or assisted in the development of new reporting tools as needed. Supported the equitable assignment of sales force quotas and ensured quotas were optimally allocated to all sales channels and resources.
• Provided input to senior leadership in the development and administration of sales incentive compensation programs.
• Responsible for consolidating weekly forecast data; providing forecast analysis to guide sales strategy, gap analysis and closure plans, implementation and support planning and requirements, and projected impact on EBITDA. Also compared historical forecast data to develop trend analysis to anticipate potential gaps or over achievements.
• Met monthly and quarterly budget goals, +/- 5% of target.

Confidential, Plano, TX

Senior Financial Analyst

Responsibilities:

• Chief responsibilities included managing monthly close process including balance sheet, P&L, journal entries, reconciliations and budget creation.
• Responsible for leading the overall close process, working closely with executive team, and Corporate Financial Planning. Analyzed and understand business results and key drivers of variances to forecast and prior year.
• Recognized and solved problems through financial analyses. Documented and tests relevant assumptions, financial trends, and outcomes based on internal and external environment, and effectively modeled them into the organizations plan.
• Performed planning and forecasting activities, including the development of the annual budget, quarterly forecasts and provided analytical support to executive team.
• Provided management with clear and accurate financial reports to understand the forecast assumptions, and the key drivers for the variances to previous forecast and previous year, focusing on ensuring accurate quarterly trends.
• Actively participated in monthly meetings with account managers and account vice presidents on present and past financial operations, trends, and costs, estimated and realized revenues, estimated and realized expenses, administrative commitments, identify risks and opportunities in the forecast, and obligations incurred to project future revenues and expenses.
• Provided sales vice presidents with analysis and financial insight to assist them in making sound, strategic business decisions based on solid financial information. Gathered, analyzed, prepared, and summarized recommendations for financial plans, trended future requirements, operating forecasts, etc.
• Applied appropriate analytic tools (e.g., variance analysis) to define the root determinants of variance between actual and targets. Partnered with the accounting team to assure accuracy on monthly P&L data.
• Partnered with the business management team to achieve business plans and financial goals and Interfaced with Customer Support Operations, and other Finance professionals within the company.

Confidential, Dallas, TX

Grocery Director

Responsibilities:

• Responsible for managing the grocery department inventory, in-stock position, pricing integrity, merchandising, labor, and other operational processes to company standards.
• Ensured all new department associates receive proper training and supervision and will ensure correct ordering, receiving, unloading, storage, and rotation of merchandise and building of displays.
• Managed hiring process, personnel work schedules and attendance procedures. As well as trained grocery associates on "aggressive hospitality" and "suggestive selling techniques".
• Executed communication, training and strategic plans handed down from store manager.