• Financial Analyst

    Job Locations US-TX-Lewisville
    Posted Date 5 days ago(1/23/2020 4:05 PM)
    Requisition ID
    Finance / Accounting - Analysts
    Position Type
  • Overview

    The Financial Analyst’s objective is to, with limited guidance, execute timely and effective sales commission calculation, performance management reporting and analysis for multiple levels within the organization, including senior management, finance, human resources, and sales sales personnel. The role will assist in comp plan design implementation, and create consistent reporting for both local and national levels of the sales organization. The reporting and analysis performed by the role will enhance management’s ability to evaluate the effectiveness of the sales organization in its achievement of sales objectives. 



    • Calculate and review monthly, quarterly, and annual commissions in Excel and Xactly Incent.
    • Design, test, and implement new sales performance plans in Xactly Incent.
    • Provide accurate and timely sales performance reporting utilizing Xactly Incent and other tools. 
    • Create standardized and ad hoc reports as well as dashboards to monitor sales performance versus variable measures. 
    • Execute reports to provide performance reporting at the territory, local market, and national level. 
    • Maintain territory assignments in databases and reporting tools.
    • Create compensation cost of sales analysis and metrics based on quarterly/yearly sales, products, business rules, and compensation plans.
    • Execute in-depth analysis to support sales revenue and growth objectives for specific teams utilizing strategic skills to translate data to executable tasks. 
    • Serve as a liaison with Information Technology to ensure that Xactly Incent data feeds are operating properly.
    • Assist in training sales teams on commission calculation systems, reporting tools, and company policies and procedures.
    • Reconcile and resolve discrepancies in revenue assignments and commission pay; research and analyze disputes; ensure adequate troubleshooting and resolution during high-volume periods.
    • Suggest improvements to processes and comp plan design structure.
    • Special projects as assigned by management.


    Core Competencies


    • Ability to organize, prioritize, as well as provide a high degree of service delivery and accuracy and financial information reporting.
    • Must be accountable and reliable and demonstrate strong attention to detail and accuracy.
    • Excellent and effective written and verbal communication skills.
    • Effective time management of multiple projects and ability to be productive and meet deadlines with minimal supervision.
    • Adapts well to changing environment and priorities.
    • Strong analysis and problem solving skills.
    • Excellent interpersonal skills, customer focused, demonstrates initiative, and effective in a team environment.
    • Shows ability to develop self and others to improve performance in current role and to prepare for future roles.
    • Demonstrated commitment to team goals and ability to lead processes and projects.
    • Interacts well with all levels of management; strong customer service skills.
    • Must be able to maintain confidentiality of sensitive information.




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