San Jose, CA
Review internal customer code and sales data to create codes
Support SMA commission analysis and prepare reporting package
Populate & Maintain Customer Master Database
Complex Excel Spreadsheet table updating Calculations (pivots, v-lookup, formulas, etc.)
Ad hoc activities:
1. Prepare and maintain monthly pre-closing report, update RMA, CMDM, samples approval workflow.
2. SharePoint workflow requests, End customer account requests from Reps
3. Complete POS reporting
4. Assist with preparing PUMI package
5. Manually assign special commission rates to special customers by Rep and update split report.
6. Run pre-closing report 1X during weeks 1, 2, 3. Run report multiple times during week4 and day of close.
7. Photocopy documents and file contracts.
Bachelor’ s degree in Business, Finance or Accounting a must
Advanced Excel skills (v look-ups, pivot tables)
2-3 years Financial Analyst experience