Sales & Commission Analyst

Old National Bank•Evansville, IN

1d•Onsite

About The Position

The Sales and Incentive Compensation Data Analyst supports the administration of advisor and sales compensation programs by ensuring accurate data collection, validation, and processing. This role is responsible for gathering and posting compensation-related data, reviewing it against plan rules, and maintaining data integrity across systems. This position is ideal for someone early in their career who is building foundational analytical skills while developing an understanding of financial services compensation plans, including commissions, fees, and incentive structures.

Requirements

Ability to manage highly confidential compensation, earnings, and employee performance data with discretion and professionalism.
Ability to identify anomalies and proactively address issues before they impact participants or business operations.
Ability to analyze large data sets and translate findings into meaningful insights and recommendations.
Knowledge of how incentive compensation aligns with company goals, revenue growth, and profitability
BA Degree in Business, Accounting, Finance, Analytics, or related field
3+ years of experience in a financial or analytical role, preferably managing commissions and sales programs.

Nice To Haves

Building foundational analytical skills
Developing an understanding of financial services compensation plans, including commissions, fees, and incentive structures.

Responsibilities

Gather sales, production, and revenue data from systems such as CRM platforms, Trust Desk, LPL, Tamarac, and internal financial reports
Review data for completeness, accuracy, and alignment with expected results
Perform foundational data validations and escalate discrepancies when identified
Post and upload validated data into compensation and tracking systems
Support recurring data cycles tied to advisor compensation (monthly/quarterly payouts)
Calculate advisor compensation, including commissions, fees, and incentive payouts
Follow defined compensation plan rules and documented procedures
Support reconciliation processes to confirm data inputs match compensation outputs
Help investigate and resolve basic compensation or data discrepancies
Build a working knowledge of compensation plan documents, including payout grids, eligibility rules, and crediting logic
Understand key components such as production credits, assets under management (AUM), and revenue-based compensation
Learn how data flows from source systems into compensation calculations
Ensure data used aligns with plan definitions and business rules
Produce recurring reports related to advisor production, payouts, and performance tracking
Maintain and update standard reporting templates and dashboards
Identify obvious inconsistencies or unusual trends and escalate appropriately
Gradually develop stronger analytical capabilities over time
Maintain accurate records in systems such as Salesforce, Excel-based tools, and compensation platforms
Follow established procedures for data updates, corrections, and audit tracking
Document processes and assist in improving data workflows
Work with Sales Operations, Finance, and Compensation teams to ensure data accuracy
Respond to sales inquiries about compensation calculations and disputes
Communicate plan details and analytics findings to non-technical stakeholders
Partner with sales leadership and HR to analyze special offers and draft offer letter language.
Work with the Divisional CFO to budget, forecast, validate, adjust, and reconcile variable compensation accruals.
Track and evaluate special offers; forecast budget impacts and notify sales leadership and HR of required updates to draws, grids, and other incentive programs.
Develop and maintain budget and forecast models for LPL revenue.
Support annual peer reviews and audit requests related to variable compensation, LPL revenue, and AUM.