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Analyst - Finance

Role overview

Summary

This role supports the growth commissions team by ensuring accurate sales reporting and commission calculations. You will work closely with the growth team and key stakeholders to maintain data integrity in Salesforce and improve reporting processes.

Qualifications

  • Experience with Salesforce reporting and data management.
  • Strong analytical skills.
  • Ability to identify opportunities for process improvement.
  • Experience in finance or commissions analysis.
  • Preferred: Knowledge of company policies and external regulations.

Responsibilities

  • Support the growth team in CPS by providing sales reporting.
  • Verify data in Salesforce to ensure correct commission calculations.
  • Reconcile Salesforce with contract order forms upon winning contracts.
  • Calculate commission payments for new contract wins.

Key facts

Hard skills

Other skills

  • Communication
  • Teamwork
  • Problem Solving

About the company

Capita logo

Capita

  • Outsourcing & BPO
  • Large
  • 10,001+
Capita is a leading provider of business process services, driven by data, technology and people. We are a purpose-led, responsible organisation¬. Every day our 50,000 colleagues help millions of people, by delivering innovative, digitally enabled solutions to transform and simplify the connections between government and citizens, businesses and customers. We partner with our clients and provide the insight and technologies that give time back, allowing them to focus on what they do best and making people’s lives easier and simpler. We operate across three divisions – Capita Public Service, Capita Experience and Capita Portfolio – in the UK, Europe, India and South Africa. Capita is quoted on the London Stock Exchange (CPI.L). Further information can be found at: http://www.capita.com

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Job description

This role is within Growth commissions support team. The primary responsibility of these role is supporting the growth team in CPS, providing sales reporting and verifying data in salesforce to ensure the correct commission calculations are taking place.

Job title:

Analyst - Finance

Job Description:

  • Ensure robust and timely reporting of sales performance from Salesforce

  • Ensure salesforce is up to date with the correct information for contract pipeline

  • Upon winning contracts, reconcile salesforce with the contract order form to ensure that the correct data is loaded in sales force

  • Keep salesforce up to date with the correct gross margin and profitability to ensure the correct commissions are paid

  • Validate commissions payments to ensure they are paid at the correct level for the contract win

  • Support in the calculation of commissions payments for new contract wins.

  • Continuous improvement of reporting to ensure it meets the changing needs of the business and senior stakeholders

  • Identify and implement any opportunities for automation and simplification

  • Regularly review, redesign and restructure processes and reports as per the changing needs of the business

  • Supporting the investigation of internal audit findings; implement corrective action and monitor compliance with agreed upon recommendations.

  • Participating in process and system improvement initiatives in collaboration key stakeholders

  • Ensuring conformance to company policies and external regulations including statutory requirements

  • Any other matters / reporting as required by management

Location:

Mumbai

,

India

Time Type:

Full time

Contract Type:

Permanent

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