Desired Job Title
Commissions AnalystCommission Analyst/ DATA ANALYSTWork Type
Full TimeContract WorkLocation Preference
On-SiteRemoteHybridLocation: Houston, TX
Open to relocation: No
Open To Work
Edson Gama
Houston,TX
Work Preference
Summary
Dynamic Data/Commissions Analyst with a proven track record at Freepoint Energy Solutions, enhancing commission accuracy by 15% through rigorous audits and process improvements. Proficient in SQL, Power BI and Excel with intermediate experience in Python, excels at financial reporting and fostering strong relationships, driving strategic decision-making and operational efficiency.
Overview
3
3
Languages
3
3
years of professional experience
Work History
Commissions Analyst
Freepoint Energy Solutions
Houston, Texas
05.2024 - 07.2026
- Reviewed contracts for compliance with commission structures to mitigate potential discrepancies.
- Collaborated with sales teams to clarify commission calculations.
- Analyzed commission data for accuracy and completeness.
- Prepared detailed reports on commission trends and discrepancies.
- Prepared ad hoc reports for management on commission payments and activities.
- Streamlined reporting processes using advanced Excel functions.
- Communicated findings effectively to management and stakeholders.
- Collaborated with accounting staff to reconcile accounts receivable amounts due from customers regarding their commission payments.
- Evaluated existing processes for processing customer orders and recommended improvements to reduce errors in commission calculations.
- Developed training materials and guided new employees on procedures for accurate commission calculations to enhance team effectiveness.
- Provided assistance with the creation of commission plans, including rate calculations and payment structures.
- Created monthly financial projections based on commission payment trends to inform strategic decision-making.
- Analyzed historical data on customer buying patterns to forecast future trends in commissions revenue.
- Monitored customer account activity and updated records when changes affected commissions owed or paid.
- Researched complex issues related to customer accounts involving multiple transactions resulting in incorrect commission calculations.
Commission Analyst/ DATA ANALYST
Keystone Advisors
Houston, USA
06.2023 - 01.2024
- Enhanced sales, commissions data and reporting infrastructure in Excel, delivering real-time insights for accurate forecasting and informed decision-making.
- Automated daily enrollment reporting with Python (Pandas), saving 10 hours per week and improving reconciliation, resolving data mismatches, and enhancing company performance monitoring.
- Enhanced time efficiency by 15% and ensured data accuracy through data extraction from related tables in client/patient database and query-based analysis with SQL.
- Created data visualization dashboards in Salesforce to facilitate and monitor company KPIs for stakeholders including the CEO, Project Manager, Call Center Directors, Compliance Team, and IT Team.
- Implemented contract review processes that ensured timely payments, reducing payment discrepancies by 25% and enhancing overall broker satisfaction.
- Cultivated and maintained strong broker relationships, resulting in a 20% increase in contract adherence and a 15% improvement in commission accuracy through rigorous audits and contract reviews.
- Identified training improvement opportunities, boosting conversions by 12% during OEP through SOP creation on Quip/Jira and root cause report development addressing customer conversion issues.
Education
Bachelor of Science - Applied Mathematics, Economics and Mathematical Computation, Geology
Texas Tech University
Lubbock, TX12-2020
Skills
- Financial modeling
- Data analysis
- Excel functions
- SQL (SQL Server, SAQL, SOQL)
- Python (Pandas, NumPy, SciPy, Matplotlib)
- Salesforce (CRM)
- Microsoft Power BI (DAX, Power Query)
- Azure data solutions
- Database management
- Financial reporting
- Revenue analysis
- Process improvement
- Problem solving
- Broker relationship management
- Attention to detail
Projects
- Solar-Energy-Project-Python-Power-BI Dashboard, Virtual Client Project, Houston, TX, 02/2024, Cleaned and transformed data related to solar energy production for the year 2023 by using DAX and Python (Pandas) to find the monthly production and which states are the highest producers and why. Built visualizations in Power BI to track monthly production and other KPIs over the year 2023. It was observed that several states that are located near the coast are noteworthy, as proximity to the coast could play a role in solar energy production, possibly due to weather patterns or environmental factors. Based on the data, it was clear that Florida, New Jersey, California, and Nevada were the top producers of solar energy for the company in 2023 and these states seem to have favorable conditions for solar energy production.
- Product Sales Analysis, Personal Project, Houston, TX, 03/2024, Utilized SQL to perform analysis to track product metrics and give insights on business profit and margin. Loaded and visualized data with Power BI to identify key business intelligences that can improve sales performance.
Languages
English
Full Professional
Portuguese
Native/ Bilingual
Spanish
Full Professional
Timeline
Commissions Analyst
Freepoint Energy Solutions
05.2024 - 07.2026
Commission Analyst/ DATA ANALYST
Keystone Advisors
06.2023 - 01.2024
Bachelor of Science - Applied Mathematics, Economics and Mathematical Computation, Geology
Texas Tech University