Finance Analyst @ T-Mobile From October 2015 to October 2016 (1 year 1 month) Sr. Finance Analyst @ T-Mobile • Subject matter expert on quota setting for the T-Mobile for Business Region, Enterprise and Public Sector Sales channel.• Through use of various data analysis techniques, partner with internal organizations (Finance, Sales, etc.) to help generate top level...
Finance Analyst @ T-Mobile From October 2015 to October 2016 (1 year 1 month) Sr. Finance Analyst @ T-Mobile • Subject matter expert on quota setting for the T-Mobile for Business Region, Enterprise and Public Sector Sales channel.• Through use of various data analysis techniques, partner with internal organizations (Finance, Sales, etc.) to help generate top level sales quotas.• Support the T-Mobile for Business sales organization for all quota setting and interpreting the sales compensation policies.• Develop, maintain and refine Excel and SQL based models based on established methodology, for use in quota allocation.• Build, maintain and enhance forward-facing Excel-based tools for use by leaders to view, analyze and modify information.• Manage the quota setting methodology, modeling process, hierarchy headcount and periodic compensation plan changes based on new comp structures.• Lead quality assurance testing of models and deliverables.• Serve as Lead on projects that require project requirements gathering, documentation, reporting, financial exposure and consolidation. Uphold channel/division operational standards and ensure communication to all impacted groups• Work in partnership with Sales Commissions, HR Compensation, TFB Leadership to resolve quota adjustments and commissionable payout inquires.• Lead and facilitate review of sales hierarchy with front line sales leadership to ensure accurate quota allocations.• Provide ad-hoc reporting and quarterly quota performance analysis and reporting. • Review monthly payout validations to ensure quota and commission-able payout accuracy. Data Analyst @ Microsoft via Red Dog Interactive, Inc. Worldwide Incentive Compensation (WWIC) - Incentive Analytics Team• Provide and support segment analyst with ad-hoc reporting and data modeling based on stakeholder requirements.• Import data load into reporting system and perform numerous on-demand user acceptance testing for the Analytics/Quota team.• Assist in providing budget & finance performance reporting to the broader Worldwide Incentive Compensation (WWIC) organization.• Create, manage and maintain daily, weekly and monthly performance data for fiscal year insight viewed by leadership stakeholders.• Work with project team members in the planning and development of quota setting/planning.• Auditing and updating the Worldwide Incentive Compensation allocation of top attainment awards.• Review, update and debug database queries and stored procedures with incompatible code and logic. From September 2014 to October 2015 (1 year 2 months) Bellevue, WAProject Manager (Bing Maps) @ Microsoft via 110 Consulting • Supported the inside sales team with inbound sales queries related to potential business opportunities.• Provided Tier 1 support as a liaison for business developers, operations, legal, and other stakeholders.• Assisted with routing businesses to distributors and Large Account Resellers (LARs).• Worked with sales and other stakeholders on various campaigns and systems to automate notices for renewal customers.• Reviewed and processed customer service contract orders and pricing to ensure final closing of sale.• Managed the approval process of escalation requests that have negative COGs effect on the business group.• Created transactional usage reports on geospatial data services used by customers on their application platform interfaces when requested by product manager.• Communicated licensing program information to sales, distributors, and LARs. From October 2013 to March 2014 (6 months) Bellevue, WABusiness Analyst – Business Desk/Partner Support Forum @ Microsoft via Versa Resources • Managed the Independent Software Vendor Royalty (ISVR) Business Desk and Partner Support Forum – Responsible for providing guidance and assisting with business concessions and amendment creation requested by Microsoft Partners with their agreements.• Financial Analyst and forecast reporting – Generated monthly dashboard reports showing progress of program along with various Ad-Hoc reporting analysis.• Liaison and Subject Matter Expert (SME) between the Americas Operational Center (AOC) and Worldwide Licensing and Pricing (WWLP) for Tier 2 support and operational guidance.• Worked with other project team members and SMEs to drive all phases of project creation and execution.• Trained and provided guidance on fulfillment of license product activation keys. • Generated monthly end-user invoice reports in preparation to bill out to customers.• Managed and facilitated the business license support desk pertaining to contract agreements for client partners.• Oversaw the non-technical program and operational communications for Independent Software Vendor (ISV) partners. From October 2012 to October 2013 (1 year 1 month) Seattle,WALicensing Solutions Analyst @ Microsoft via Sogeti Group Sogeti is one of the world’s leading providers of IT consulting services. Our mission is simple — we are dedicated to helping you build sustainable business solutions by leveraging technology, tools and proven processes to maximize your results._________________________________________________Primary Practice: Business Information ManagementSolution (Sub-Practice): Business Intelligence & Data WarehousingTechnology Group: Microsoft Technology GroupPractice Group: BDSG (Business Desk Support Group) - Senior Licensing Solutions Analyst and Licensing Quality Assurance Analyst• Researched and provided detailed customer behavior analytics to sales and executive team(s), contributing to $16 billion sales revenue in H2, FY11 and H1, FY12.• Created client budget and proposals, maintained a 48 hour service level agreement to support the Microsoft WWLP program and Volume Licensing Pricing Strategy. • Provided support to Licensing Specialists by creating, processing and analyzing customized sales contracts and amendments.• Supported and developed solutions for client(s) through data analysis and real-time queue reporting to enhance business development. From February 2011 to October 2012 (1 year 9 months) Redmond, WALicensing QA Analyst @ Microsoft via Sogeti Group • Reviewed and validated proposal agreements to ensure documents were compliant with Microsoft WWLP protocol contributing to $14 billion sales revenue in H1, FY12.• Provided UAT and Ad-Hoc testing to support client requirements before product releases into production.• Collaborated with Microsoft licensing and business units to execute and validate pricing agreements.• Facilitated licensing regulations of product and service quality to the sales and executive team(s).• Consolidated and manipulated client data information through Customer Relationship Management and Quality Assurance reporting channels with functional metrics. From September 2011 to April 2012 (8 months) Redmond, WAMarketing Analyst Intern @ ChemPoint ChemPoint.com is an "e-distributor" of chemical products and services, with a focus on specialty and fine chemicals. Founded in May of 1999, we are a "sub dot-com" - an e-business built by combining the best principals and approaches from the "dot-com" world with the industry knowledge and capabilities of the traditional chemical distribution industry - fully funded by our parent company, Univar N.V. • Lead and develop quarterly campaigns with partner companies Rohm & Haas and Chevron Phillips.• Supported industry team with cost support analysis and monthly territory reports using Excel Pivot tables and Piers.• Assisted Market Analyst with transition of product line turnovers and record forecast tier pricing.• Maintained and update company CRM database (Onyx).• Managed and actively executed market research in both Chemical Manufacturing and Metal Finishing Industry. From April 2008 to June 2010 (2 years 3 months) Bellevue, WAExecutive Board Member - Co-Chair @ Retail Management Program • Supported the advertising and marketing segment of the UW Business School – Retail Day career fair.• Maintained contact with corporate executives in the participation and contribution of Retail Day.• Assisted the executive leadership team in developing processes to retain corporate relations with companies sponsoring the Retail Management program. From December 2007 to June 2009 (1 year 7 months) Seattle, WAMarketing Intern @ Zango A software company that provided users access to its partners' videos, games, tools and utilities in exchange for viewing targeted advertising placed on their computers.• Managed and actively implemented market research in the advertising of media software.• Maintained and modernized the multimedia contents catalog on the consumer website.• Analyzed website traffic turnovers and recorded informational data for Market Product Specialist. From January 2008 to April 2008 (4 months) Bellevue, WA
October 2015 to October 2016
Sr. Finance Analyst
Microsoft via Red Dog Interactive, Inc.
September 2014 to October 2015
Microsoft via 110 Consulting
Project Manager (Bing Maps)
October 2013 to March 2014
Microsoft via Versa Resources
Business Analyst – Business Desk/Partner Support Forum
October 2012 to October 2013
Microsoft via Sogeti Group
Licensing Solutions Analyst
February 2011 to October 2012
Microsoft via Sogeti Group
Licensing QA Analyst
September 2011 to April 2012
Marketing Analyst Intern
April 2008 to June 2010
Retail Management Program
Executive Board Member - Co-Chair
December 2007 to June 2009
January 2008 to April 2008
What company does Kevin Chan work for?
Kevin Chan works for T-Mobile
What is Kevin Chan's role at T-Mobile?
Kevin Chan is Finance Analyst
What industry does Kevin Chan work in?
Kevin Chan works in the Telecommunications industry.
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