本文发表在 rolia.net 枫下论坛• Analyzes multiple and multi-factored Sales Bonus & Compensation programs (paid semi-annually, quarterly, monthly and weekly) and determines what information will be required and from what source(s). Develops advanced Excel worksheets including VBA macros to accurately calculate multi-layered pay-outs to Sales salaried Management & Commissioned Independent Contractors.
• Produces sales bonus projections, forecasts and summaries, providing detailed analysis of multiple sales bonus programs’ historical and projected data for various departments and Executives.
• Creates and implements new reporting and reconciliation forms, worksheets containing formulas and formatting for new programs and projects. Ensures that reports used for bonuses are accurate and balanced to Financial statements and that bonus pay-outs are balanced to the Accounting GL entries on a monthly basis, investigating and following up to resolution any discrepancies.
• Create and train on the use of complex worksheets and/or macros for various projects within the FFS Division, improving efficiencies and accuracy of data retrieval.
• Storing and maintaining all bonus back-up and source data to be reviewed with Auditors on request, (Internal CICA, ACE, and OCM, External-PwC).
• Answers queries and investigates, as required, and maintains all outgoing / incoming Leads, Universal Control Documents (UCDs, containing policyholder coverage), Direct Data Processing (DDP, UCD inventory system) and Assignment queries, requests and reports, ensuring accuracy and monitoring for Field Compliance issues and situations, documenting same, creating summaries and breakdowns of this data for internal and field distribution. Updates all Corporate and Financial Interface Tables with town and structural changes, which feeds compensation. Sets up advanced worksheets and submits realignments of Sales Force Structure, checks output for discrepancies, and monitors same throughout each cycle for possible program errors or deficiencies.
• In times of high volume, work with colleagues who will assist with some bonus tasks. Ensure the work performed meets Bonus and Assignment requirements as needed by this role.
• Responds to internal and external requests and inquiries, verbally and in the form of written memos and/or reports, pertaining to bonus queries, assignment problems and assignment distribution to the field sales force. Trouble Shooting, investigating, analysing and reviewing output of mainframe reports, situations and/or problems, including several Financial reports, using deductive reasoning on each report, as they must be verified for possible program errors or deficiencies.
QUALIFICATIONS REQUIRED:
• University Graduate, BA (Finance or Mathematics preferred)
• 3 years’ business experience
• Efficient in Microsoft Office (Word, Access, etc.) with emphasis on the advanced skills in the “Excel”
• Advanced “Microsoft” Visual Basic programming knowledge to implement & maintain “Macro’s”
• Strong Mathematic background with analytical and problem solving skills
• Excellent verbal and written communication skills, ability to interact with various levels of management
• Excellent organizational skills, able to manage multiple tasks, completing tasks accurately and on time
• Must be sensitive to maintaining confidentiality
• Effective team player possessing strong collaboration skills
• Accurate data entry, strong attention to detail
• Knowledge of French an asset更多精彩文章及讨论，请光临枫下论坛 rolia.net
• Produces sales bonus projections, forecasts and summaries, providing detailed analysis of multiple sales bonus programs’ historical and projected data for various departments and Executives.
• Creates and implements new reporting and reconciliation forms, worksheets containing formulas and formatting for new programs and projects. Ensures that reports used for bonuses are accurate and balanced to Financial statements and that bonus pay-outs are balanced to the Accounting GL entries on a monthly basis, investigating and following up to resolution any discrepancies.
• Create and train on the use of complex worksheets and/or macros for various projects within the FFS Division, improving efficiencies and accuracy of data retrieval.
• Storing and maintaining all bonus back-up and source data to be reviewed with Auditors on request, (Internal CICA, ACE, and OCM, External-PwC).
• Answers queries and investigates, as required, and maintains all outgoing / incoming Leads, Universal Control Documents (UCDs, containing policyholder coverage), Direct Data Processing (DDP, UCD inventory system) and Assignment queries, requests and reports, ensuring accuracy and monitoring for Field Compliance issues and situations, documenting same, creating summaries and breakdowns of this data for internal and field distribution. Updates all Corporate and Financial Interface Tables with town and structural changes, which feeds compensation. Sets up advanced worksheets and submits realignments of Sales Force Structure, checks output for discrepancies, and monitors same throughout each cycle for possible program errors or deficiencies.
• In times of high volume, work with colleagues who will assist with some bonus tasks. Ensure the work performed meets Bonus and Assignment requirements as needed by this role.
• Responds to internal and external requests and inquiries, verbally and in the form of written memos and/or reports, pertaining to bonus queries, assignment problems and assignment distribution to the field sales force. Trouble Shooting, investigating, analysing and reviewing output of mainframe reports, situations and/or problems, including several Financial reports, using deductive reasoning on each report, as they must be verified for possible program errors or deficiencies.
QUALIFICATIONS REQUIRED:
• University Graduate, BA (Finance or Mathematics preferred)
• 3 years’ business experience
• Efficient in Microsoft Office (Word, Access, etc.) with emphasis on the advanced skills in the “Excel”
• Advanced “Microsoft” Visual Basic programming knowledge to implement & maintain “Macro’s”
• Strong Mathematic background with analytical and problem solving skills
• Excellent verbal and written communication skills, ability to interact with various levels of management
• Excellent organizational skills, able to manage multiple tasks, completing tasks accurately and on time
• Must be sensitive to maintaining confidentiality
• Effective team player possessing strong collaboration skills
• Accurate data entry, strong attention to detail
• Knowledge of French an asset更多精彩文章及讨论，请光临枫下论坛 rolia.net