Caleb Roehrs Email & Phone Number

Aurora, Co, Us

Denver, Colorado, United States

Denver, Colorado, United States

- Managed annual budget and quarterly forecast processes for Bookings, Renewals and Terminations - Conducted annual Market Segmentation analysis to assign Direct Seller territories and annual quota- Produced and designed dashboards to provide insight and guidance to management for sales strategy development, maximum sales efficiency and customer retention- Worked closely with the Manager of Salesforce Excellence to maintain data accuracy and integritySignificant Accomplishments- Led the transition of 25 dashboards with over 40 data sources and 100 individual views from nThrive to Savista systems during a company split- Promoted to Manger, Commercial Operations in 2021 after proving to be a key business partner for Sales and Client Success

Denver, Colorado, United States

- Gathered data from multiple systems to create dashboards for the Sales, Client Success, Operations and Finance teams to easily report monthly, quarterly, and annual KPI progress to internal Executive Leadership team and Board of Director- Supported user base by engaging in discussions to understand business requirements to create new and modify existing dashboards to drive efficiency and productivity - Created training videos and job aids for all dashboards to facilitate new employee on boardingSignificant Accomplishments - Played a key role in converting 15 dashboards with over 25 data sources and 65 individual views from Tableau to PowerBI- Automated reporting for monthly Business Review Meetings to reduce turnaround time in creating presentations for leadership

Denver, Colorado, United States

- Managed and consolidated the monthly pipeline, credit forecast, margin analysis and expense forecast into the rolling Forecast for a full P&L view for the CFO to present to Zions Bancorporation- Led monthly P&L review during close with the CFO to check for accuracy and capture Margin impacts- Worked closely with the Performance Improvement Committee to develop and maintain standard reports that allowed them to easily track and monitor key financial indicators and Actual trends vs Budget- Produced monthly Wholesale Banking and Noninterest Income Scorecards to help management track Bankers performance to prior year results and current year goals- Conducted profitability, pricing, cost/benefit, breakeven and AdHoc analysis as needed to support the CFO during their decision-making processSignificant Accomplishments - Led the overhaul of 15 monthly Financial Reporting Studio reports to realign with new reporting requirements from Zions Bancorporation finance and its 7 affiliates- Successfully managed the pricing analysis on the transition of 20 new Deposit Products - Streamlined the month end reporting process to become more efficient and accurate by consolidating and improving current processes

Denver, Colorado, United States

- Managed annual budget and monthly forecast processes for all selling companies, logistic locations and support group cost centers in the Americas Components division totaling $4B in revenue- Managed monthly headcount, payroll and incentive reconciliation and analysis - Partnered with support group business leaders to manage their P&Ls- Worked closely with Accounting throughout the close process to ensure accrual and allocation entries were accurate and posted in a timely fashion- Collaborated with the corporate planning and reporting teams to develop reporting requirements and timelines for monthly and quarterly executive business reviewsSignificant Accomplishment- Learned how to use Alteryx to convert manual processes into repeatable workflows that could be completed in seconds vs hours

Denver, Colorado, United States

- Administered Hyperion Planning for the Finance team by providing system support, end-user training, data validation and participated in system implementations, upgrades, and enhancements.- Created Budget and Forecast guidelines, timelines, templates and reports needed to complete planning cycles on schedule to ensure consolidated reports were issued prior to the monthly Business Review Meeting- Managed the yearly reorganization project by working closely with HR, IT and Accounting partners to ensure all systems were updated and tested to maintain data accuracy and integrity for “one constant truth”- Worked closely with the VP of Finance to develop dashboards, key financial performance metrics and standard reports to monitor Budget and Forecast accuracy and Actual trends- Partnered with the Finance team to develop, consolidate, maintain and automate standard reports and operational processes to become more efficientSignificant Accomplishments - Played a key role in completing the upgrade of Hyperion Planning to 11.1.2.3 on time and under budget- Built a strong reputation by providing end-user training and support for the corporate-wide Hyperion Planning Upgrade in 2014- Implemented process improvements to increase Budget and Forecast accuracy while shortening the timeline

Greater Denver Area

- Strategized and coordinated the monthly Lost Revenue Report for the CFO and Market Presidents to determine lost revenue due to credit memos, write-offs, unbilled hours and inventory- Developed and distributed monthly Revenue, Backlog and Pipeline Reports to assist the Director of Revenue and Market Operations team with the forecasting and budgeting of future revenue- Provided the CFO with the monthly Financial Reporting Package to help drive discussions during the monthly Business Review Meeting- Revamped and produced the weekly Inventory Report to identify non-contracted consulting hours worked to coordinate the collection of $2-$4 million in revenueSignificant Accomplishments - Promoted to Financial Analyst Lead in 2014 after demonstrating a natural drive to learn and improve processes and systems while supporting the achievement of others and driving the Finance Team forward- Led the successful completion of the 2014 reorganization project on a condensed 3 week timeline vs the prior 3 month timeline with no prior training on or knowledge of the project

Greater Denver Area

- Maintained future revenue backlog of$180M by reviewing and reconciling new deals with periodic adjustments for risk, run rates and maintenance extensions- Supported monthly close cycle by validating revenue vs backlog utilizing variance analysisSignificant Accomplishments - Promoted to Senior Financial Analyst in 2013 after demonstrating the ability to innovate while producing accurate reports on tight timelines - Directed key improvements to the Consulting revenue backlog process to increase accuracy vs monthly actuals by 10%- Worked closely with the Accounting team to revamp the monthly research and reconciliation of revenue vs backlog

Denver, Colorado, United States

- Oversaw more than $125M in inventory for 22 Quiznos distribution centers across the US and Canada- Managed new product introductions and transitions to maintain sufficient inventory levels at the distribution centers for franchise owners while limiting obsolete inventory exposure Significant Accomplishments - Led the transition of $8M in inventory for 6 distribution centers in the US and Canada- Managed depletion schedules for the transition to 6 new bread SKUs, 20 new dressing SKUs, and more than 30 new packaging SKUs across 22 distribution centers

Denver Metropolitan Area

- Analyzed and maintained strategic pricing database and processes to control accurate financial reporting - Oversaw product pricing policies within the supply chain to reach fiscal targets and satisfy SOX compliance- Supply chain financial liaison between internal operations and 200 business partners- Maintained communication between purchasing, vendors and distribution centers regarding current and new product pricing and specifications- Analyzed distribution center discrepancies regarding pricing and product variances with a savings of $50M annually to franchise owners- Worked closely with the Director of FP&A on the annual budget and forecast for American Food DistributorsSignificant Accomplishments - Managed pricing and product transition for 10 new Quiznos distribution centers across the US and Canada representing $300M of annualized spend

Denver, Colorado, United States

- Developed and analyzed monthly and quarterly investment statements while supporting corporate cash flow operations- Managed the corporate purchasing card program’s $13M annual spend and monitored credit card processing policies to ensure all departments satisfied PCI Security Standards- Led training to educate employees on expense reporting processes and procedures to ensure accuracy under the corporate purchasing card program- Oversaw Merchant Services processing policies to ensure all business units satisfied PCI Security Standards Significant Accomplishments - Co-founded the Kroenke Sports Wellness committee as the Director of Financial Wellness and increased the 401(k) participation rate by 15% within the first 3 months- Supported the proposal, selection and transition to a new Merchant Services provider resulting in $1M annual savings