The Commissions Data Analyst I reports to the Commissions Manager.  The FA Commissions Team validates all Sales orders monthly. The team primarily uses the CRM – SalesForce and an internal system order manager called OMS. This position requires advanced analysis, technical, and critical thinking skills to work on huge amounts of data and process per Company T’s and C’s. This position requires ability to meet strict deadlines and will require overtime/weekends work.

This position includes but are not limited to the following:

• Create a monthly report that represents an accurate data from our team’s OMS Bookings Report and in Salesforce.
• Ensure all the approved bookings are executed in SalesForce.
• Ensure the correct Sale Type of the products are assigned based on the historical data of Client.
• Provide the highest possible accuracy of data from the Order Management System Bookings Report and reflects the same in SalesForce.
• Resolve, follow-up, and communicate to sales representatives on booking-related concerns.
• Reflect correct booking values in SalesForce according to the current Sales Terms and Conditions and Client historical data.

• Generate weekly report with allocation.
• Maintains Site Expansion List sent by Commissions VP.
• Handles Incent and other Non-OMS processes.
• Critical in visualizing data structures, numbers, and figures.
• Logically analyze data to form a valid conclusion.
• Create pivot analysis to compile all data into a more detailed information.
• Navigating different sources to calculate a specific compensation plan per personnel.
• Provide summarized reports to clients.
• Maintain standard operating procedures documentation.
• Ensure commissions are allocated to the correct Account and Solution Representatives.
• Assist in all aspects of the Commission Process.

• Bachelor’s degree in Finance or equivalent work experience.
• 1 year of finance experience.
• Incentive compensation experience preferred.

KNOWLEDGE/SKILLS/ABILITIES

• Ability to meet strict deadlines.
• Flexibility to work overtime and weekends.
• Must be self-motivating, hard-working, analytical, and proactive.
• Must have excellent problem-solving skills utilizing available resources.
• Microsoft Excel intermediate skills.
• Must exercise independent judgement and work in an autonomous environment.