Financial Analyst I

Financial Analyst IReq I D

OR-3952-1

Rate

Primary Skills

Description

General Function: Ensure timely and accurate submission of License, Consulting, or Support Services Sales Teams commissions and/or bonuses in accordance with accepted compensation plans, terms and conditions, standard business practices, and internal controls. Partner with customers to research and satisfactorily resolve compensation related inquiries.

Responsibilities:

* Manage all aspects of plan and hierarchy setup required for Sales Representatives and Managers within assigned territories

* Analyze and adjust transactions to ensure accuracy per plan eligibility guidelines

* Review and process appropriately approved sales credit adjustments (e.g. JE's)

* Calculate, validate accuracy of, and submit monthly and/or quarterly commission payments to Management within specified deadlines

* Validate and register approved teaming agreements

* Assist Sales and Finance customers in reconciliation of sales credit and commission as required

* Engage with customers to research and accurately resolve commission and/or bonus payment related inquiries

* Provide required guidance or training to key customers and stakeholders on commission relevant processes and deadlines, use of available reports, reconciliation responsibilities, eligibility, and / or dispute resolution workflow

* Partner with Contracts and Order Administration Teams where necessary to ensure accurate booking of more complex orders

* Develop and conduct internal peer training as assigned to ensure ongoing process cohesiveness

* Effectively communicate process or policy deficiencies to Management and actively partner with key players to implement required change

Qualifications:

* BA/BS required, preferably in Business or related field

* 1-2 years of professional work experience

* Innovative problem solver with strong analytical and decision making skills

* Ability to meet strict deadlines and work under pressure

* Willingness and ability to work extended hours when required

* Excellent customer service focus

* Ability to work productively independently and in a team environment

* Strong written and verbal communication skills

* Demonstrated knowledge and use of Excel spreadsheets

* Capacity to learn quickly and adapt to change

* Prior compensation experience and/or familiarity with Oracle Applications a plus.

Reports To: Manager, North America Sales Compensation

Works With: Sales Representatives or Consultants. Sales Management. Line of Business Finance, Human Resources and Operations, Global Incentive Planning, North America Tactical Planning

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