Amani Lopes
Summary
Professional Services Lead with extensive experience in data modeling, sales performance management (SPM), and incentive compensation management (ICM). Proficient in spearheading complex projects from conception to implementation, emphasizing corporate finance and accounting principles. Adept at leading cross-functional teams and navigating challenging corporate landscapes to deliver solutions that enhance operational efficiency and profitability. Eager to apply expertise in a company that drives progress, aiming to further develop leadership skills and contribute to transformative business outcomes.
Overview
7
7
years of professional experience
Work History
PROFESSIONAL SERVICES LEAD / SENIOR PROFESSIONAL SERVICES CONSULTANT
CaptivateIQ
01.2022 - Current
- Dynamic leader at the helm of a team dedicated to expert delivery of professional services within customer experience environment
- Specializes in implementation of complex commission plans and compliance with ASC 606 reporting requirements, driving projects from inception to successful completion
- Highly proficient in data modeling and incentive compensation management, pivotal in enhancing customer satisfaction through efficient and accurate solutions
- Proven track record in commission plan development, ASC 606 compliance, project leadership and execution, client engagement and technical support, and team development and best practices.
- Develop strong client relationships through delivery of customized solutions and ongoing support, ensuring high levels of client engagement and satisfaction.
- Champion best practices in project management and data modeling, participating in internal projects of implementation improvements, and encouraging knowledge sharing and continuous development among team members.
SENIOR FINANCIAL ANALYST, GLOBAL PRODUCT REVENUE
Oracle Corporation
01.2021 - 01.2022
- Responsible for leading critical reporting initiatives directly for Oracle's top executives regarding Oracle's total Global Revenue
- Managed and enhanced integrity of Oracle's product hierarchies, supporting a global dataset crucial for automated reporting utilized by hundreds of analysts worldwide
- Key accomplishments include executive reporting, data management, revenue management, financial closing, cross-functional collaboration, global standards compliance, reporting system enhancements, and project leadership.
- Participated in product revenue processes for mergers and acquisitions, working collaboratively with various business groups to ensure financial consistency and accuracy. Financial Closing: Conducted detailed monthly and quarterly financial closes, including data quality reviews and preparation of comprehensive reporting packages.
- Collaborated with departments such as Corporate Finance, M&A, Corporate Development, and Accounting to address data quality issues, streamline financial processes, and promote ongoing improvements, while maintaining up-to-date and accurate documentation.
FINANCIAL ANALYST
Oracle Corporation
01.2017 - 01.2021
- Managed detailed analyses of Oracle’s partner engagement, working closely with the Alliances & Channels teams to nurture relationships with partners and distributors.
- Conducted comprehensive analysis of cloud computing processes including overage reporting, rate card adjustments, provisioning, and complex billing schedules.
- Served as pivotal change agent, liaising with global teams such as Sales, Accounts Receivable, and Cloud Billing to resolve diverse operational issues, from billing disputes to credit arrangements.
- Oversaw critical financial decisions involving invoice adjustments and high-value payment analyses, managing quarterly invoice resolutions and payments averaging USD 150-200 million.
- Provided crucial ad-hoc reports and strategic insights to senior management, demonstrating expertise and leadership. Stepped into co-leadership for a team of twelve during a senior manager's leave, guiding team reviews and goal-setting processes.
- Led the approval and global rollout of a Massive Upload Tool, enhancing global operational efficiency. Designed and conducted training for global teams, ensuring smooth adoption and troubleshooting support.
- Spearheaded a project to optimize cash application processes, handling USD 150 million per quarter, improving efficiency and accuracy during critical staffing shortages.
- Led extensive investigations to correct over USD 18 million in misapplied or unidentified payments.
Education
MASTER OF SCIENCE - ACCOUNTING
Western Governor's University
BACHELOR OF SCIENCE - ACCOUNTING
Texas State University
Skills
- Strategic Communication and Analysis
- Financial Data Modeling
- Project Management
- ASC 606
- Sales Support
- Software Implementation
- Solution Development
- Client Relationship Building
- User Acceptance Testing
- Business Analysis
- Mentoring and training
Languages
Portuguese
Native or Bilingual
Spanish
Native or Bilingual
Timeline
PROFESSIONAL SERVICES LEAD / SENIOR PROFESSIONAL SERVICES CONSULTANT
CaptivateIQ
01.2022 - Current
SENIOR FINANCIAL ANALYST, GLOBAL PRODUCT REVENUE
Oracle Corporation
01.2021 - 01.2022
FINANCIAL ANALYST
Oracle Corporation
01.2017 - 01.2021
MASTER OF SCIENCE - ACCOUNTING
Western Governor's University
BACHELOR OF SCIENCE - ACCOUNTING
Texas State University
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