Job Summary: 

• Create, route, track and reconcile compensation plans and payments
• Maintain the Incentive Compensation System, Xactly Incent
• Develop, maintain, and update systems and processes critical to the reporting and tracking of compensation metrics (Salesforce.com, Xactly)
• Perform monthly commission analysis and calculate financial accruals
• Rollout of all compensation plans and new processes tied to the measurement of the compensation plan and goals
• Support managers to draft and maintain process documents needed to effectively manage all compensation-related processes
• Respond to commissions and bonus inquiries that include conducting research and preparing commission-related adjustments
• Perform monthly end-close activities including accruals, capitalization & amortization, account reconciliations, support commission PBC audit requests, etc.
• Support ad hoc reporting, analysis, and key projects
• Manage and manipulate large data sets into actionable insights to identify inaccurate commission calculations
• Partner with Finance, Sales Operations, and Human Resources to maintain monthly commission reporting

Skills on Resume: 

• Proficiency in Compensation Management Systems (Hard Skills)
• Analytical Skills (Hard Skills)
• Financial Acumen (Hard Skills)
• Process Development and Management (Hard Skills)
• Communication Skills (Soft Skills)
• Project Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Cross-functional Collaboration (Soft Skills)

Job Summary: 

• Developing sales reports, creating and maintaining reconciliations
• Maintain accurate and confidential financial information
• Establish, maintain, and coordinate the implementation of accounting and accounting control procedures.
• Ensure accurate and timely monthly, quarterly, and year-end close.
• Investigate commission reconciling errors
• Assist in amortization schedules related to commission expense
• Work closely with sales and payroll departments to ensure the accuracy of information entered into the accounting systems
• Process and maintain partner commissions, ensuring accuracy including follow-up on outstanding items
• Process and review commissions using accounting software
• Cross-train in other areas within the department related to revenue
• Maintaining confidential employee records, including sales employee onboarding and offboarding related to commissions
• Respond to customer inquiries and reconcile customer statements including researching and correcting discrepancies
• Take responsibility for special projects, ad-hoc requests and analysis

Skills on Resume: 

• Financial Reporting & Reconciliation (Hard Skills)
• Confidentiality & Accuracy (Soft Skills)
• Accounting Procedures & Controls (Hard Skills)
• Month-End & Year-End Close (Hard Skills)
• Commission Management (Hard Skills)
• Collaboration with Sales & Payroll (Soft Skills)
• Customer Account Management (Soft Skills)
• Project Management & Cross-Training (Soft Skills)

Job Summary: 

• Responsible for the upkeep of the commission tool to ensure calculations of compensation plans and payments are accurate, complete, and in compliance with company policy.
• Design, build, and maintain extended data models within the Varicent ICM platform
• Work closely with Human Resources and Sales Operations to track changes in sales employee data for new hires, terminations, promotions, transfers, and retroactive changes
• Be a key part of testing and implementing changes into Varicent when new plans are created or changes are needed, along with improving and developing reports and dashboards
• Analyze requirements, plan, and design system tables/components using techniques, such as structured analysis, data modeling and information engineering
• Plan and execute appropriate testing (e.g. test plans, test cases, and test scripts) to comprehensively test assigned enhancements to business applications
• Develops metrics and reports to assess the effectiveness of incentive designs through regular sales attainment reviews relative to business results and provides recommendations for incenting improvements.
• Develop and assist with maintaining written process documents needed to manage all compensation-related processes effectively.
• Assist with ad hoc commission data gathering, reporting, analysis, and other projects
• Review and analyze applications, including performance results, to provide enhancement recommendations and process improvements
• Build Varicent reports according to user requirements and needs

Skills on Resume: 

• Varicent ICM Platform Expertise (Hard Skills)
• Data Analysis and Modeling (Hard Skills)
• Cross-functional Collaboration (Soft Skills)
• Testing and Quality Assurance (Hard Skills)
• Reporting and Dashboard Development (Hard Skills)
• Compensation Plan Analysis (Hard Skills)
• Documentation and Process Management (Hard Skills)
• Ad Hoc Data Analysis and Reporting (Hard Skills)

Job Summary: 

• Maintain processes and procedures to support accurate and timely sales commission analysis for all payments generated out of ICM (Varicent).
• Responsible for the administration of set-up of new hires, quotas, and distribution of sales compensation plans within ICM (Varicent).
• Provide regular support and training to the users of the ICM (Varicent) tool.
• Responsible for reconciling all closed deals monthly to the in-house CRM tool.
• The point of contact to answer and resolve questions regarding commission-related issues
• Validate commission calculations with Sales compensation plans, draws, credits, etc.
• Prepare and review month-end accounting reconciliations for commissions.
• Ensure accurate and appropriate recording and analysis of deferred commissions in the financial statements.
• Ensure financial records are maintained in compliance with approved policies and procedures.
• Assist in ensuring all financial reporting deadlines are met, and help maintain checklists and calendars.
• Monitor the implementation and maintenance of accounting control procedures.

Skills on Resume: 

• ICM (Varicent) Administration (Hard Skills)
• Sales Commission Analysis (Hard Skills)
• User Support and Training (Soft Skills)
• CRM Reconciliation (Hard Skills)
• Issue Resolution (Soft Skills)
• Commission Validation (Hard Skills)
• Month-End Accounting Reconciliation (Hard Skills)
• Financial Record Compliance (Hard Skills)

Job Summary: 

• Retrieve new insurance carrier commission statements
• Post transactions and deposits to appropriate systems
• Reconcile carrier deposits and marketing bonus deposits to the bank
• Process select carrier commissions in the automated system
• Communicate internally, with agents and insurance carriers to resolve commission issues
• Access carrier and partner online tools to maintain the system commission schedules, review bonus commission statements and monitor for any changes keeping the agency management system accurate.
• Report creation to include agent commission statements, ACH reports for processing, and internal commission reporting related to payroll and partnership agreements.
• Assist in continuing to add new carriers to the automated commission system by working with programmers, system testing and auditing newly built reports
• Monitor policies in various stages for system accuracy and ensure commission competition
• Update agency management system reflecting changes in carrier commission payout schedules
• Identify and initiate process efficiencies

Skills on Resume: 

• Insurance Commission Management (Hard Skills)
• System Administration (Hard Skills)
• Data Reconciliation (Hard Skills)
• Internal and External Communication (Soft Skills)
• Online Tools and System Maintenance (Hard Skills)
• Report Creation and Analysis (Hard Skills)
• System Testing and Audit (Hard Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Compile, process and analyze sales and asset data for commission calculations and review and file all monthly back commissions and adjustments.
• Oversee implementation of incentive plans for all participant levels and management.
• Calculate monthly commission accruals, submit final accruals to Accounting and verify amounts are placed in proper cost centers
• Function as a point of contact for clients and management to answer questions regarding sales and asset data and/or commission calculations. 
• Coordinate pertinent incentive information used for budgeting and/or forecasting.
• Maintain information on individual incentive participants such as HR information and licensing
• Utilize all Invesco systems for research including SalesPage, DST, Confluence, and Liquidity Link.
• Responsible for backing up all pertinent information relating to the commission process. 
• Coordinate with all related departments including IT and Records Management.
• Identify improvement opportunities for assigned work stream and work with key stakeholders to enable implementation of improvement opportunities

Skills on Resume: 

• Data Analysis and Processing (Hard Skills)
• Financial Acumen (Hard Skills)
• Incentive Plan Management (Hard Skills)
• Client and Management Communication (Soft Skills)
• Budgeting and Forecasting Coordination (Hard Skills)
• System Utilization (Hard Skills)
• Information Management and Backup (Hard Skills)
• Cross-Departmental Coordination (Soft Skills)

Job Summary: 

• Execute monthly commission payments for Americas Sales regions.
• Enter or modify commission rates into the CRM system based on the incentive plan
• Set up new sales personnel/teams into the CRM System
• Calculate commissions and bonus payments to sales personnel based on commission plans both in the CRM tool and in excel spreadsheets where applicable
• Track achievement of commission bonuses and accelerated rates
• Accrue expected commissions for month-end financial close
• Perform monthly reconciliations of commission accounts
• Respond to sales personnel queries regarding any aspect of quota attainment and/or commission payments
• Participate in the development of new incentive plan structures each year
• Work with the IT department to drive the development and improvement of systems to effectively track, capture, and report data
• Participate in major sales-related business application projects as they arise
• Assist with forecasting for commission expenses and explaining variances from the plan
• Perform cost analysis or modeling of alternative commission plan structures

Skills on Resume: 

• CRM System Management (Hard Skills)
• Commission Calculation and Management (Hard Skills)
• Financial Reconciliation (Hard Skills)
• Data Analysis and Reporting (Hard Skills)
• Query Resolution (Soft Skills)
• Incentive Plan Development (Hard Skills)
• System Improvement and Collaboration (Hard Skills)
• Project Management (Hard Skills)

Job Summary: 

• Build and maintain compensation calculation models and actively work towards an automated solution.
• Maintain a deep understanding of compensation plans, and implement Varicent or other similar commission tools
• Calculate all commission compensation according to the documented Commission Plan and ensure compensation is properly accounted for and settled in the appropriate timeframes, work with payroll on meeting reporting and payroll deadlines.
• Work cross-functionally with Sales Ops / Business Ops / Finance / Accounting to ensure the accuracy of data, inputs and calculations
• Support the sales team by resolving ad hoc commission payment inquiries, and communicate any commission changes/corrections on time to the Payroll team.
• Responsible for the commission reconciliation of the Direct to Home Sales program.
• Assist and collaborate with a cross-functional team in the building and verifying direct-to-home sales reporting.
• Constant process updating to make processes more efficient.
• Assist in creating and providing meaningful analytics to Department Heads regarding compensation.
• Assist in ad-hoc reporting and incentive plan execution on the fly.

Skills on Resume: 

• Compensation Model Development (Hard Skills)
• Commission Tool Expertise (Hard Skills)
• Accurate Compensation Calculation (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Issue Resolution and Communication (Soft Skills)
• Commission Reconciliation (Hard Skills)
• Process Improvement (Hard Skills)
• Analytical Reporting (Hard Skills)

Job Summary: 

• Compile, process and analyze sales and asset data for commission calculations and review and file all monthly back commissions and adjustments.
• Oversee implementation of incentive plans for all participant levels and management.
• Calculate monthly commission accruals, submit final accruals to Accounting and verify amounts are placed in proper cost centers
• Function as a point of contact for clients and management to answer questions regarding sales and asset data and/or commission calculations. 
• Coordinate pertinent incentive information used for budgeting and/or forecasting.
• Maintain information on individual incentive participants such as HR information and licensing
• Utilize all Invesco systems for research including SalesPage, DST, Confluence, and Liquidity Link.
• Responsible for backing up all pertinent information relating to the commission process. 
• Coordinate with all related departments including IT and Records Management.
• Perform ad hoc analyses and assist in special projects

Skills on Resume: 

• Data Analysis and Reporting (Hard Skills)
• Incentive Plan Management (Hard Skills)
• Accruals and Accounting (Hard Skills)
• Client and Management Communication (Soft Skills)
• Budgeting and Forecasting Coordination (Hard Skills)
• HR and Licensing Information Management (Hard Skills)
• System Utilization (Hard Skills)
• Cross-Department Coordination and Backup (Soft Skills)

Job Summary: 

• Access, analyze, and process large data sets to accurately create payment files for upload
• Research and adjust any calculations or issues that arise from payment files
• Perform root cause analysis
• Work with stakeholders and communicate with outside broker firms to ensure that any complications have been corrected
• Maintain payment records in an organized fashion for any future discrepancies
• Identify process improvements to enhance the effectiveness of the payment process
• Manage external-facing email box
• Work with a ticketing system to manage work queues
• Perform User Acceptance Testing for new commission application
• Follow through with results

Skills on Resume: 

• Data Analysis and Processing (Hard Skills)
• Problem Solving and Root Cause Analysis (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Record Management (Hard Skills)
• Process Improvement (Hard Skills)
• Email and Ticketing System Management (Hard Skills)
• User Acceptance Testing (UAT) (Hard Skills)
• Result Tracking and Follow-Up (Hard Skills)

Job Summary: 

• Assist with the development, generation, and distribution of sales incentive compensation plans
• Interpret employee compensation plans and maintain a comprehensive database of plan details including individual exceptions
• Manage and become the in-house subject matter expert on the SPIFF sales commission software platform
• Own the commission's calculation model including updating sales rep information, plan information and calculations
• Calculate monthly commissions accurately and follow plans.
• Communicate and review calculated commissions with Sales management, make updates and corrections and ensure all approvals are received
• Coordinate with domestic and international payroll providers to ensure all commissions and MBOs are paid accurately and on time
• Develop, monitor, and report on Sales KPIs for Sales and Executive management
• Proactively communicate with all stakeholders to identify potential changes to commission plans
• Identify process improvement and cost-saving opportunities. 

Skills on Resume: 

• Sales Incentive Compensation Expertise (Hard Skills)
• Compensation Data Management (Hard Skills)
• SPIFF Sales Commission Software Knowledge (Hard Skills)
• Commission Calculation and Accuracy (Hard Skills)
• Communication and Review Skills (Soft Skills)
• Coordination with Payroll Providers (Hard Skills)
• Sales KPI Development and Reporting (Hard Skills)
• Process Improvement and Cost Savings (Hard Skills)

Job Summary: 

• Review calculations for monthly, quarterly, and/or annual sales incentive plans to ensure timely and accurate commission calculations.
• Build out and maintain databases for storage and reporting of commissionable sales and payments across all applicable sales teams covered.
• Maintain information on individual incentive plans and understand structure and calculation methods for all divisions and positions within the sales organizations covered globally.
• Responsible for assisting with presentations, modeling, and metrics within the annual budgeting process.
• Review and assist with monthly accruals and review of commission impact within the financials each month, providing any variance analysis and explanation monthly.
• Function as a point of contact for clients and management to answer questions and resolve issues regarding sales and asset data and/or commission calculations and analytics.
• Utilize all Invesco systems for research including SalesPage, SalesForce, DST, Confluence, and Liquidity Link.
• Develop, maintain, and update processes critical to the reporting and tracking of sales compensation metrics.
• Timely preparation of Commission statements for distribution to compensation scheme participants
• Developing sales performance and commission expense reports for management review

Skills on Resume: 

• Sales Incentive Calculation and Review (Hard Skills)
• Database Management (Hard Skills)
• Incentive Plan Structure Knowledge (Hard Skills)
• Budgeting and Financial Modeling (Hard Skills)
• Financial Accruals and Impact Review (Hard Skills)
• Client and Management Communication (Soft Skills)
• System Utilization (Hard Skills)
• Process Development and Maintenance (Hard Skills)

Job Summary: 

• Configuring and managing new compensation plan implementations and changes on Xactly.
• Thoroughly understand and execute calculations on all compensation plans to ensure payments are accurate, complete, and in compliance with company policy.
• Effectively troubleshoot issues that arise to ensure the accuracy of all commission calculations.
• Handle administrative operations including employee set-up, access management, maintaining hierarchies, and streamlining workflows.
• Drive process improvement and document vital processes.
• Support the design and implementation of sales compensation plans, policies, and processes each fiscal year to support the business objectives.
• Build Analytics reports to support sales compensation-related management metrics and KPIs.
• Support annual audit deliverables related to compensation payouts and provide assistance related to testing of sales compensation processes.
• Acts as the Compensation team’s subject matter expert for Xactly and commissions processing
• Leads the processing and validation of commissions on Xactly
• Designs and develops Xactly reports

Skills on Resume: 

• Xactly Configuration and Management (Hard Skills)
• Compensation Plan Execution (Hard Skills)
• Troubleshooting Skills (Soft Skills)
• Administrative Operations (Hard Skills)
• Process Improvement (Soft Skills)
• Compensation Plan Design and Implementation (Hard Skills)
• Analytics and Reporting (Hard Skills)
• Audit and Compliance Support (Hard Skills)

Job Summary: 

• Maintaining the appropriate commission plan parameters in the commission system such as targets, rates, reporting lines, approved exceptions, etc
• Working with the Global commissions team to ensure the correct interpretation of results and to discuss organizational changes, new incentive programs, plan design and the associated impacts on the calculation engine
• Assisting with the implementation of a new commission system and becoming an expert-user
• Working through the month with US Sales Operations to validate Americas Booking data and non-financial data before import to the commission system
• Ensure that data is appropriately reviewed and approved to comply with SOX guidelines
• Updating the global commission system with commissionable credits to ensure that earnings are calculated accurately and following the provisions of the compensation scheme
• Coordinating the calculation of data to ensure that accounting accruals deadlines are met
• Coordinating the calculation of data and sending commission payments to payroll by the agreed deadlines
• Responding to regular commission queries from scheme participants in the Americas
• Maintain global knowledge to provide cover for other members of the team based outside of the US.

Skills on Resume: 

• Commission System Management (Hard Skills)
• Collaboration with Global Teams (Soft Skills)
• System Implementation (Hard Skills)
• Data Validation and Import (Hard Skills)
• SOX Compliance (Hard Skills)
• Commission Calculation and Accuracy (Hard Skills)
• Data Coordination and Accruals (Hard Skills)
• Query Resolution and Team Coverage (Soft Skills)