Reporting Associate

Amplify

1d•$60,000 - $65,000•Remote

About The Position

The Reporting Associate plays a crucial role in ensuring the accuracy and integrity of Sales Finance data. This role involves close collaboration with Finance professionals to verify that data inputs are accurate and up-to-date. The Associate will also partner closely with the Revenue Operations teams on projects and data validity initiatives, supporting the alignment of all work with the overarching goals of Sales Financial Operations. The ideal candidate is organized, detail-oriented, and dependable with strong problem-solving skills.

Requirements

Bachelor's degree or equivalent work experience
Excel/Google Sheets skills and ability to analyze large data sets
Excellent organizational and time-management skills, with the ability to handle multiple tasks and deadlines.
Ability to travel (5% of the time)

Nice To Haves

Proven ability to operate independently while collaborating effectively across teams
Attention to detail, with a commitment to accuracy in financial data and reporting.
Familiarity with expense reporting systems
Research skills and problem-solving skills
Comfortable with leading training sessions

Responsibilities

Assist with ensuring that expenses are coded correctly in the Concur expense platform to be in compliance with internal policy and procedures.
Work with individual employees to provide guidance on proper coding, allowing for correct classifications at an individual expense level.
Create and assist with managing event budgets for key stakeholders on the Sales team.
Support the Sales team by assisting in managing order requests for customer swag and marketing materials through the company’s designated portal.
Assist in verifying the accuracy of commission plan calculations.
Support day-to-day workflow related to the commission process, helping to maintain smooth and accurate processing.
Employ research skills to investigate financial questions and track down answers.
Partner with Sales Enablement to design training courses and host live demonstrations for new employees and current staff.
Maintain and update training materials to reflect current processes and best practices.
Other duties as assigned.