David Erlitz Email & Phone Number

United States

United States

Working with clients in the financial services sector, managing report creation, project management, and process improvement.

Greater Milwaukee Area

• Responsible for creating forecasts, dashboards, monthly financial reporting, data collection (ETL) and integration, ad hoc reporting.• Produce reporting (Power BI) for the Transportation Planning Team identifying variation from forecast showing potential causes of variance. • Created a “Data Mart” for Transportation Team enabling team members to locate and pull data without having an analyst write a custom query.• Automated the Transportation Month End Process taking the time to… Show more • Responsible for creating forecasts, dashboards, monthly financial reporting, data collection (ETL) and integration, ad hoc reporting.• Produce reporting (Power BI) for the Transportation Planning Team identifying variation from forecast showing potential causes of variance. • Created a “Data Mart” for Transportation Team enabling team members to locate and pull data without having an analyst write a custom query.• Automated the Transportation Month End Process taking the time to complete from two or more days to under four hours. A reduction of approximately 75%. Produced user documentation and metadata for newly established process.• Created a database to evaluate carrier lanes (cost, moves per month, mode) and uses historical data to estimate cost for current shipments that have not yet been billed. Show less

Greater Milwaukee Area

• Lead / coached a team of five analysts. Responsible for assigning projects, monitoring progress, evaluating results / performance, project management. • Project Manager for Distributor submitted POS. This end-to-end process evaluates the readiness of distributors to submit POS data directly to Rockwell Automation. Submissions are evaluated for data completeness, accuracy and timeliness. • Routinely solved unique and complex data issues that required in-depth understanding of… Show more • Lead / coached a team of five analysts. Responsible for assigning projects, monitoring progress, evaluating results / performance, project management. • Project Manager for Distributor submitted POS. This end-to-end process evaluates the readiness of distributors to submit POS data directly to Rockwell Automation. Submissions are evaluated for data completeness, accuracy and timeliness. • Routinely solved unique and complex data issues that required in-depth understanding of customer requirements and Rockwell Automation data structures. Responsible for Data Modeling, ETL.• Worked with functional groups: Incentive Compensation, the Pricing Organization, Customer Service, etc. in order to support their initiatives and become a more valuable partner in supplying them with information to run their businesses. Show less

Milwaukee, Wisconsin, United States

• Created productivity and accuracy database (Microsoft Access) that draws data from multiple systems, provides a front end for data entry and is used in all Store Support Centers in the JCPenney supply chain.• Managed a project to reduce the time and head count required to perform inventories at the JCPenney Furniture Warehouses. The project was delivered on time and under budget. The amount of time to conduct the inventory was reduced by 70% and head count was reduced by 50%… Show more • Created productivity and accuracy database (Microsoft Access) that draws data from multiple systems, provides a front end for data entry and is used in all Store Support Centers in the JCPenney supply chain.• Managed a project to reduce the time and head count required to perform inventories at the JCPenney Furniture Warehouses. The project was delivered on time and under budget. The amount of time to conduct the inventory was reduced by 70% and head count was reduced by 50%. • Managed a project to improve the delivery agent claims process. The goal was to eliminate 90% of manual entries, all hard copy reports and reduce head count by one full time employee (approximately $50k / year savings to the Furniture Organization). The project was successfully completed on time and within budget. Show less

Bs, Industrial Management

Associate Of Science (A.S.), Computer Engineering