Sales Reporting Analyst Resume Sample

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Work Experience


Golf Senior Category Sales & Reporting Analyst
07/2016 - PRESENT
Dallas, TX
  • Execute and process sales contracts
  • Record and report monthly sales results
  • Facilitate the flow of information between the Accounting and Sales departments
  • Gather information relevant to the contract terms and pricing
  • Update and maintain an extensive record of data extracted from the sales contracts
  • Provide reporting on sales performance to various stakeholders
  • Assume other activities and responsibilities from time to time as directed by the Sales Comp Director
  • Demonstrates high standards by adhering to company policies and procedures relevant to role. (People)
  • Work well with others and properly manage work with counterpart(s)
Sales Reporting Analyst
04/2013 - 04/2016
Dallas, TX
  • Strong experience of working with multiple vendors to develop best in class solutions
  • Compile follow-up materials for Sales and Consultant Relations teams
  • Maintain sales territory maps and consultant coverage matrix
  • Create and maintain consultant profiles and heat maps
  • Represent the firm at industry conferences and events as needed
  • Maintain an enterprise-wide viewpoint; understand and improve the team’s ability to drive positive impact throughout the company as a whole
  • Able to synthesize information in an easy-to-understand and action format
  • Excellent organization, time management, and follow-up skills
Sales Reporting Analyst, Remote
12/2008 - 10/2012
Houston, TX
  • Influence and build strong partnerships virtually
  • Obtain updated account and ownership lists from national accounts, to include full contact info, including emails, tax ID, etc. and compare to Master Data records in SAP
  • Utilize Excel to perform data bounces and create reports
  • Utilize SAP and Business Warehouse for research and reporting
  • Maintain account information on National Account Library
  • Communicate ownership and account updates to master data
  • Monitor master data for accuracy and communicate changes when necessary
  • Proactively communicate new accounts to delivery agents to reduce volume gaps
  • Monitor account sales volume for accuracy and communicate Voids to the Delivery Agent team

Education


Palm Beach Atlantic University
2004 - 2008
Bachelor's Degree in Finance

Professional Skills


  • Strong analytical and interpersonal skills as well as experience in dealing with management and Senior Executives in a one on one or as a group approach
  • Advanced skills in Microsoft Excel and Access. Intermediate skills in Word
  • Advanced skills in Microsoft Excel and Access. Intermediate skills in VBA
  • Excellent problem-solving & analytical skills with a solid understanding of data analysis techniques and technologies
  • Excellent analytical, interpersonal, organizational and critical thinking skills
  • Strong verbal and written communications skills required to support inquiries from field employees and management
  • Strong Excel skills including formatting and advanced formulas

How to write Sales Reporting Analyst Resume

Sales Reporting Analyst role is responsible for advanced, microsoft, excel, intermediate, analytical, word, formulas, access, research, analysis.
To write great resume for sales reporting analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Sales Reporting Analyst Resume

The section contact information is important in your sales reporting analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Sales Reporting Analyst Resume

The section work experience is an essential part of your sales reporting analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous sales reporting analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular sales reporting analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Sales Reporting Analyst resume experience can include:

  • Excellent communication skills; focused on delivering results
  • Good analytical and quantitative analysis skills, with the ability to work with large data while maintaining high attention to detail
  • Excellent communication, presentation, and collaboration skills with the ability to communicate complex results in simple terms
  • Advanced skills in Microsoft Office word processing, spreadsheets, report structuring and other related applications
  • Advanced skills using MS Excel, PowerPoint, and Word
  • Advanced skills using MS Access

Education on a Sales Reporting Analyst Resume

Make sure to make education a priority on your sales reporting analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your sales reporting analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Sales Reporting Analyst Resume

When listing skills on your sales reporting analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical sales reporting analyst skills:

  • Good oral and written communication skills, both in English and Romanian
  • Very good analytical skills and numeric abilities
  • Very good computer skills (MS Excel, MS Access)
  • Advanced Microsoft Excel skills (Dynamic Modeling, Advanced Formulas including vlookup and sumif, Pivots, VBA)
  • Advanced Microsoft Excel skills are required. (Dynamic Modeling, Advanced Formulas including vlookup and sumif, Pivots, VBA)
  • Advanced Microsoft Excel skills are required, such as Dynamic Modeling, Advanced Formulas including V-lookup and Sumif, Pivots, VBA

List of Typical Experience For a Sales Reporting Analyst Resume

1

Experience For Golf Senior Category Sales & Reporting Analyst Resume

  • Collate commercial data and elaborate sell-in and sell-through reporting on multibrand wholesalers, franchisees and department stores on a weekly or monthly basis
  • Effective communication and analytical skills required to covey complex ideas and concepts to users and management
  • Track quarterly spiffs and validate the results prior to submitting to compensation
  • Exceptional written and verbal communication skills and able to interact with various levels of internal company contacts
  • Prepare ad hoc reporting on performance prior to market/customer visits
2

Experience For Senior Sales Reporting Analyst Resume

  • Industry experience in data management and reporting and analysis
  • Industry experience in data management
  • Responsible for the solution system performance and user experience (UX/UI)
  • Compile and validate ‘President’s Club’ report for monthly Sales Team rankings and annual award determinations
  • Compile and validate monthly forecast analysis to the Senior Management and field team
  • Ensure the Tableau reporting platform is working appropriately for the ANZ business
  • Creates and maintains sales reporting and analytical tool training content and materials
  • Provide support to the Sales Director during the sales campaign preparing specific customers performance analyses and compiling meeting reports assisting during key meetings
3

Experience For Financial Sales Reporting Analyst Resume

  • Complete all deliverables in a timely fashion, ensuring proper quality checks, analytics and business context reviews, and associate revisions
  • Create and standardize sales reporting processes
  • Manage field inquiries regarding performance, historical sales trends, account/product level detail, etc
  • Understand business needs to identify, develop, and implement enhancements to reporting and analytical deliverables
  • Highly proficient in Excel, Database development (i.e. MS Access, SQL, Oracle), Data Mining tools and SAP BI/BW & Qlikview in the context of Analytics
  • Advanced Portal User for SAP, including the ability to train, document processes, and reside on a governance team to affect change management
  • Deep understanding in data relations, data standardization and analytics as it relates to Medical Device Capital and Consumables products and services
4

Experience For Senior Sales & Reporting Analyst Resume

  • Establishes target definition, development, and proposals based on research and analysis of market data, providing conclusions and recommendations
  • Cross-reference and reconcile data across different systems like Salesforce.com, financial and commissions systems, or Oracle
  • Control, aggregate and follow Profitability reports to the Centre
  • Updated monthly sales, profitability, customer, and Market Dashboard on Business Objects
  • Prepare bi-monthly market share report and publish monthly report to the Centre
  • Build relationships with Sales Teams, conduct field visits to observe, understand the field role, gain feedback on reports used for continuous improvement
5

Experience For Sales Reporting Analyst, Remote Resume

  • Partner with Business Integrator, understand requirements and use cases together, ensure developed solutions meet these requirements
  • Partner with internal and external technical teams to understand the appropriate menu of technologies and tools, and then leverage for solution delivery efforts
  • Design and build data visualizations
  • Ensure design and development adheres to quality and compliance requirements
  • Develop technical requirements and solution designs
  • Stay abreast of tools and technologies to provide best solutions to business
  • Other responsibilities as assigned
  • Advanced skills using business intelligence tools and other software to write routine and customized queries; ex. TeraData, SQLA, (fastload, multiload, BTEQ), NICE, Tableau, etc
6

Experience For Sales & Reporting Analyst Resume

  • Define complex analyses and determine "best fit" solutions
  • Proficient in identifying problems, defining business solutions, and developing recommendations independently or collaboratively with other analysts and decision-makers
  • Maintain local Tableau content and the Analytics Portal
  • Create, join, and manage complex data sets into a comprehensive data visualization platform (BI tools, Excel, etc.) that can be used to drive root cause analysis of problems. Gain access to, manipulate, and analyze data from multiple sources
  • Advanced Excel skills and experience required
  • Intermediate skills in Microsoft Outlook, PowerPoint, Word
  • Good command of Excel and data base
  • Accommodate sales reporting changes quickly and accurately, while at the same time capturing variances and outliers
  • Manage multiple tasks and projects simultaneously, own deliverables end to end, and partner with other teams within the business to achieve your goals
7

Experience For Channel Sales Reporting Analyst Resume

  • Assume other activities and responsibilities from time to time as directed by the Sales Analytics Director
  • Execute Analytic Dashboard strategy for BD Biosciences
  • Manage the optimization and design of self-service tools for key business partners and internal customers across all analytics areas
  • Understand product portfolio and translate into actionable analytical insights in close cooperation with Sales management
  • Develop and roll out standardized process and tools to internal audiences
8

Experience For Associate Sales Reporting Analyst Resume

  • Perform ongoing assessment of Analytics tools (Calculators, Price Models, P&L models, etc.) and dashboards relative to their usability, efficacy and adoption with their respective audiences
  • Optimize and automate current portfolio of tools to provide accurate/timely data in a usable/automated format to visualize trends relative to analytics function
  • Demonstrated experience in business analytics, large BI projects, tool design (Excel, Access, etc.) or dashboard design desirable
  • Proven ability to articulate complex concepts, thought leadership and the business value of solutions in a clear, understandable way
  • Provide Ad-hoc reporting to Sales teams
  • Provide accurate/timely data in a usable/automated format to visualize trends relative to products and portfolio using sales, volume and cost information
  • Partner with key stakeholders to develop and document business requirements
  • Leads and participates in key projects as assigned by leadership
  • BA/BS required; MBA highly desired
9

Experience For Institutional Sales & Reporting Analyst Resume

  • Strong understanding of Medical Device Capital and Consumables products and services as well as customer segments BD participates in including GPO, Acute Care, Non-acute, National Labs, CRO and Government
  • Proven leadership of business process initiatives ensuring that operational activities are efficient, timely and minimize errors. Experience in ERP and Business Warehouse implementation
  • Highly strategic and analytical problem solver with solid business acumen. Able to identify key business information needs through dialog and assist in development clear strategic recommendations on how to provide the desired insights
  • Demonstrated ability to prioritize and execute a variety of objectives and clearly communicate progress and roadblocks
  • Partner with sales and management leaders to develop analyses and presentations that contain insightful and actionable information to support strategic decision-making
  • Regularly analyze sales data providing business insights into current performance
  • Guide projects within the data and insights areas
  • Manage regular performance reports in our business systems and update them when required
  • Track ROI on strategic initiatives
10

Experience For Sales Reporting Analyst & Assistant to Sales Director Tom Ford Resume

  • Understand and transform data to meet customer needs and business context in a customer-friendly, quality-first manner
  • Highly proficient in the use of spreadsheet and database tools with knowledge of statistical packages and analysis techniques
  • Highly proficient in automation tools like Visual Basic for Applications (VBA), macros, Java scripts, SQL, etc
  • Generates, analyzes, and distributes reports on target achievement, contest results, and program performance
  • Further develop and enhance the Essentials Report, a comprehensive report on the majority of the operational KPIs
  • Supports the Sales Programs department by providing analysis regarding competitor sales support programs, lease price positioning, retail, and finance support programs
  • Coordinates with the Sales Services Department, Field Organization, Area VPs, PAG, and applicable HQ staff to develop ad hoc reporting to support market analysis and retail target setting
  • BA/BS in Business, Economics, Statistics, or Finance with related work experience

List of Typical Skills For a Sales Reporting Analyst Resume

1

Skills For Golf Senior Category Sales & Reporting Analyst Resume

  • Advanced experience with standard MS Office applications (Excel, Word, Power Point, etc.), including Visual Basic or other programming skills
  • Strong analytical and problem solving skills with focus on details
  • Intermediate MS Office skills including Excel & Access
  • Proven experience in data management and reporting, preferably in the Medical Device industry
  • Proven Experience supporting field based employees and Sr. Management
2

Skills For Senior Sales Reporting Analyst Resume

  • Proven ability to provide recommendations using data analysis, data mining, optimization tools, machine learning techniques, and statistics
  • Experience in building and maintaining databases
  • Experience using reporting tools such as Business Objects, Cognos or Business Warehouse
  • Strong understanding of Relational Databases, Data Warehouses, and Data Modeling
  • Experience working in Business Intelligence and Sales Reporting
3

Skills For Financial Sales Reporting Analyst Resume

  • Responsible for system testing, ensuring effective resolution of defects
  • Learning the healthcare costs drivers, the competitive positioning of Blue and other health care educational experiences
  • Experience managing internal and external customer business tracking systems
  • Experience in an operations and reporting function
  • One year experience in the healthcare or financial services industry reporting sales, financial, or similar data
  • Strong proficiency with mainframe computer report writing packages (i.e.,DB2, DYL, SAS)
  • Experience in data management and reporting, preferably in the Medical Device industry
  • Demonstrate the ability to partner with cross functional teams while handling multiple projects
  • Experience using sales-related software applications (SAP, COGNOS, etc.)
4

Skills For Senior Sales & Reporting Analyst Resume

  • Demonstrated ability to partner with cross functional teams while handling multiple projects
  • Experience using sales-related software applications (SAP, COGNOS, SALESFORCE etc.)
  • Organization: ability to keep large volumes of data organized neatly and understands the importance of reported data tying out to other validated sources
  • Experience in other IT related fields such as Web Programming, .NET or CRM would be an advantageous
  • Specific advanced knowledge and practical experience in creating Tableau dashboards and reports
5

Skills For Sales Reporting Analyst, Remote Resume

  • Experience in sales reporting & analytics
  • Intermediate skill using Visual Basic for Applications (VBA)
  • Develop a detailed working knowledge of all team projects and priorities; serve as a backup for any teammate
  • Applicable experience analyzing large data sets ideally within a sales organization
  • Accountable for ensuring foundational data and data models are at a high quality for completeness, timeliness and accuracy through strong partnership with IT
  • Translate and enhance business requirements into timely validated deliverables adhering to governance policies
  • Experience building predictive and descriptive models that are used in a business environment
  • Proven record of producing high quality and well structured documentation, with attention to detail
  • Experience in Finance or Accounting or Sales Support
6

Skills For Sales & Reporting Analyst Resume

  • Experience as a Data Analyst in Medical Device industry
  • Experience with Share Point, SAP and CRM systems
  • Finance industry experience, particularly in life insurance and wealth management
  • Build strong relationships with internal teams
  • Experience with Ameriprise Financial product suite
  • >3 years experience on projects or finance systems
  • Experience with analytics and business intelligence solutions
7

Skills For Channel Sales Reporting Analyst Resume

  • Experience with Access/Excel
  • Related Operations experience, preferably within the pharmaceutical industry
  • Experience with Share Point, SAP and CRM systems desirable but not required
  • Audit experience or audit background beneficial
  • Experience with Share Point, SAP and CRM systems is desirable, but not required
  • Identifying the cause of reporting inaccuracies and establish permanent solutions
8

Skills For Associate Sales Reporting Analyst Resume

  • Working knowledge of sales data sources, e.g. Symphony Health IDV and IQVIA Xponent®, and a general understanding of health insurance claims data source
  • Understanding of Relational Databases, Data Warehouses, and Data Modeling
  • Support VP of Sales by providing business analysis, sales reporting and tracking of sales functions
  • Query large datasets utilizing a variety of Business Intelligence tools, including Business Objects and Discoverer
  • Highly proficient in Microsoft Excel, PowerPoint, financial modeling, Enterprise Data Warehouse and dash-boarding metrics,
  • Confident in establishing and sustaining the expectations around business requirements
  • Best in industry reporting and analytics in support of key business decision making
  • Query large data sets utilizing a variety of Business Intelligence tools, including Business Objects and Discoverer
9

Skills For Institutional Sales & Reporting Analyst Resume

  • Comfort with ambiguity and a self-starter with an aptitude for defining and improving processes
  • Support the Sales Director in compiling and monitoring the overall budget
  • Responsible for reporting accuracy and timeliness adherence to deadlines, identifying flaws and errors in the data and any upstream data issues
  • Collaborate with Sales Management and Marketing to understand information needs to optimize existing tools and create new solutions
  • Maintain and improve standard templates for Field Sales reporting
  • Support the Commercial Reporting Manager in creation and deployment of new reports/dashboards
  • Ad-hoc reporting on the indirect sales universe
10

Skills For Sales Reporting Analyst & Assistant to Sales Director Tom Ford Resume

  • Business partnership and process understanding
  • In-depth understanding of file structures, data definitions and relationships across all files (i.e. Membership, Disbursements, Claims, Provider, Broker, etc.)
  • Passionate and committed to the delivery of exceptional reporting by way of brilliant execution
  • Work with data from multiple internal and external data sources to create integrated views to be used in driving decisions
  • Follow up of one NPP EMENA regions: target, KPIs, forecast, closing
  • Partner with vendor resources to ensure understanding of data and technical direction for solutions
  • Ensure successful transition of applications to service management team through planning and knowledge transfer
  • Manage and improve the reporting for the sales department
  • Work closely with upper management, analyzing the companies production activity

List of Typical Responsibilities For a Sales Reporting Analyst Resume

1

Responsibilities For Golf Senior Category Sales & Reporting Analyst Resume

  • Gather sales data and consolidate into standardized business reports
  • Processes and communicates streamlined and interpretative reporting; coordinates information gathering and generation from a technical standpoint
  • Create reporting and data structure that measures sales performance against budget and goals
  • Coordinate and assist with planning and forecast
  • Create and issue tracking reports as needed to manage business
  • Supports/leads projects to evaluate reporting and analysis tools and provides recommendations on solutions
  • Manage monthly forecast and Funnel analysis/ reporting for field and Sr. Management
2

Responsibilities For Senior Sales Reporting Analyst Resume

  • Work closely with Sales Management and IT to understand business needs in order to identify, develop, and implement enhancements to reporting and
  • Manage field-related inquiries regarding performance, account assignments, and sales plans
  • Partner with the Sr. Sales Analyst Operations on sales reporting related functions
  • Internal department such as Finance, Sales Compensation, Marketing and Service
  • Maintain and enhance databases to facilitate the sales reporting process
  • Partner with the supervisor/Manager to develop an understanding of various reports and sales tools required by field sales team
  • Manage field inquiries regarding performance, historical sales trends, account/product level detail
  • Provide Ad-hoc Analysis and reporting as requested
3

Responsibilities For Financial Sales Reporting Analyst Resume

  • Creates presentations on comprehensive, actionable data for senior management
  • Coordinates distribution of reports on the PCNA IPad communication platform
  • Assists with the development and publication of new Sales Operations programs, reports, and procedures
  • Assists with the review and audit of sales program payments and PFS invoices
  • Critical thinker; can determine the best way to structure data, measure and display performance metrics
  • Maintain, update and circulate documentation
  • Compile business performance reports
  • Interface with marketing and Field Applications Engineers for the maintenance and update of new product target accounts. Ensure target account tracking is running
  • Coordinate with CRM Administrator for worldwide CRM implementations
4

Responsibilities For Senior Sales & Reporting Analyst Resume

  • Complete strategic tactical projects as required
  • Knowledge of the electronics industry desired
  • Support/manage projects/relationships with vendors (i.e. Symphony Health, ZS Associates, IQVIA, Business One, etc.), ensuring requirements, goals, timelines, and budgets are met
  • Interface with data vendors, Customer Relationship Management system, data warehouse and cycle operation teams to coordinate and deliver up-to-date alignment information, ensure accuracy, develop databases, and perform ad hoc inquiries/reports
  • Manage monthly sales reporting process. This involves extracting sales data, tracings and adjustments
  • Create and maintain databases to facilitate the sales reporting process
  • Achievement of brand and sales goals
  • On-time delivery of quality sales reports to senior management and field sales
  • Desire to be part of a team but also work independently
5

Responsibilities For Sales Reporting Analyst, Remote Resume

  • Flexibility to learn and grow in a dynamic environment
  • Audit continuously all systems (Database, SAP, COGNOS) to ensure consistency of data across all systems
  • Administer ‘President’s Club’ Program for monthly Sales Team rankings and annual award determinations
  • Serve as a liaison between Sales Management and the COGNOS team
  • Analyze margins and discounts on Sales quotes
  • Create and maintain databases to manage field alignment and sales plan data
  • Partner with the IT Department to ensure territory alignments and changes are properly reflected in all Sales Reporting Tools/Systems. Continually audit all systems to ensure consistency of data
  • Understand the impact of alignment changes, as it relates to sales and sales plan, and ensure that all changes are properly communicated to teams involved, i.e., the Field Team, IT Department, Sales Reporting team and others
  • Work closely with Sales Management to understand and facilitate territory realignments. This includes providing analyses, recommendations, and integration of all databases/programs impacted by these changes (Access, SAP, COGNOS, SALESFORCE, etc.)
6

Responsibilities For Sales & Reporting Analyst Resume

  • Create different funnel analytics dashboard in SALESFORCE to drive decision making
  • Coordinate with the Sales Reporting team to provide accurate sales data as it relates to compensation and awards programs
  • Administer SALESFORCE system and update account attributes with various key indicators helpful to the business
  • Handle ad- hoc projects as assigned
  • Field based employees and senior management
  • Serve as a liaison between assigned client group Sales team and the IT COGNOS team
7

Responsibilities For Channel Sales Reporting Analyst Resume

  • Partner with the Supervisor/Manager to develop bi-annual Sales Plans for the Field Sales team
  • Manage sales rep to customer accounts alignment on as need basis
  • Maintain and enhance both automated and standard reports in COGNOS for use by the sales field
  • Responsible for working and developing productive relationships with various functions including: field based employees, management, and internal departments such as Finance, Sales Compensation, Marketing and Service
  • Proven proficiency in MS Word
8

Responsibilities For Associate Sales Reporting Analyst Resume

  • Experience in the development, implementation and support of business systems / processes
  • Experience with financial and operational analysis background
  • Experience with financial and/ operational analysis background
  • Mandatory min 2 years experience in similar position (preferably FMCG)
  • Collaborate with Sales Operations, Marketing, senior sales management and the field sales forces to drive sales reporting and data systems related projects
  • Maintains and enhances cross-functional relationships with internal departments such as Finance, Sales Compensation, Marketing and Service
9

Responsibilities For Institutional Sales & Reporting Analyst Resume

  • Support and maintain standardized reports delivered to the field sales forces. Ensure resolution regarding sales data systems inquiries
  • Knowledge of Cognos/Business Objects reporting tools
  • Willingness to Learn: seeks advice and comments from various stakeholders and subject matter experts; ability to take on new and challenging assignments
  • Partners closely and supports Field based Service employees and senior management
  • Prepare commercial presentations
10

Responsibilities For Sales Reporting Analyst & Assistant to Sales Director Tom Ford Resume

  • Advanced MS Excel and PowerPoint knowledge required, including the ability to program VLOOKUPs, create Pivot Tables, and import/analyze large amounts of data from multiple sources
  • Ensures the quality and timeliness of data available to the field sales and sales analytics teams
  • Supports/leads projects to improve processes and increase efficiencies in quality management and deployment of sales reports and analysis
  • Conduct competitors analysis
  • Produce financial forecasts
  • MS Word, MS Excel
  • Familiar with the technical architecture associated with databases and analytics environments
  • Expertise with ETL and Business Intelligence tools
  • Experience as a Sales Reporting Analyst or equivalent progressive experience with sales analytics/metrics, preferably in a healthcare or insurance environment

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