Roger Surly Email & Phone Number

Rogers, Arkansas, Us

Bentonville, Arkansas, Us

Worked with business partners to provide reporting and data analytic solutions through SAP BI, including gathering business requirements, documenting, mock up, and translating requirements to technical developers. Partnered with business to create testing scenarios, tested, and obtained business acceptance prior to moving solution to production. Coordinated receipt of approvals and transporting to production. •Delivered data services to My Productivity app displaying profit and loss on mobile device to all domestic stores for previous month closed, allowing drill down to journal line item details. Enabled store managers to see financial performance on fifth business day versus tenth day with previous process.•Oversaw delivery of data services to mobile device displaying Metrics That Matter for current month financials, providing store manager with real time visibility to spending and commitments versus plan.•Created solution and authored report to maximize on current resources and improve efficiencies for Charlotte regional center, saving center from hiring 36 full time equivalents, annually ($3,600,000). •Directed and produced sustainability initiative allowing stores to receive electronic reports, saving company $1,300,000, annually.•Served as BI project lead for North America and UK for indirect spend and Canada real estate facility maintenance projects.•Provided global reporting solutions to domestic and international markets (including Canada, Mexico, Puerto Rico, UK, and Japan) for financials, real estate, and indirect spend management for consistent reporting and analytics.•Led project management through collaborative efforts to build and maintain relationships across finance, real estate, and for indirect spend.•Administered query and report training across finance organization through advanced skill workshops.•Provided training to businesses on SAP BI Reporting to empower users to modify standard delivered reports.

Bentonville, Arkansas, Us

Served as marketing and merchandising finance lead for profit transformation. Managed area SAP role mapping, communication, data validation, testing, and identifying/resolving issues. Provided leadership during SAP transformation to ensure security assigned properly for finance organization and current reporting tools transitioned to SAP from legacy systems without disruptions. •Assisted merchants and marketing in re-branding Great Value products and other private labels.•Implemented commodity index into analyzing cost negotiations for products, saving more than $300,000,000 as team.•Developed financial section of supplier scorecard to rank vendors.•Monitored financial performance of marketing and private brands, including budgets and actual expenses.•Identified savings opportunities for sourcing private label products in addition to setting targets and tracking results.

Walnut Creek, Ca, Us

Managed $210,000,000 in trade funds for multiple consumer and pet departments. Served as team manager for trade promotion planning, deductions, post audits, and internal audits. Led and developed team of three. Provided financial guidance to leadership for making informed decisions. Collaborated with team lead, business development managers, pet and consumer business units, sales finance, marketing, A/P, A/R, and credit.•Reduced deduction balances to less than .02% on $1,300,000,000 in sales by actively staying engaged and identifying potential issues early in process.•Collected $475,000 in duplicate deals within first 30 days on job previously deemed uncollectible.•Maintained and updated 17 customer supplier agreements to secure more favorable terms.•Provided comprehensive profit and sales drivers using data analytics.•Created tracker for sales and profit by BDM vs. AOP.•Earned 2008 Del Monte Foods Sales Achiever Award.

Served as controller for two manufacturing plants with $80,000,000 business combined. Reduced commercial property, real estate, and use taxes by $3,000,000 over eight years. Performed corporate consolidation for FiberTech division and managed staff of five. Developed and executed plan to consolidate manufacturing facilities and staffing. Assembled budgets, forecasts, sales analysis, product costing, and financial statements. Implemented plan to reduce inventory levels on hand from 2.5 to 1.7 weeks. Resolved invoicing, accounts receivable, adjustments, and collection issues with customers. Reviewed and approved accounting entries, audits, balance sheets, and income statements.

Southfield, Michigan, Us

Administered full financial responsibility for manufacturing plant with over $100,000,000 in sales. Managed GM and FORD allowances for retroactive aluminum pricing. Supervised staff of four including accounts receivable, payroll, and accounts payable responsibilities. Planned new facility costing and relocation to move plant from Memphis to NWA. Prepared employment tax reports and reduced SUI tax by $145,000. Completed material analysis and identified variance drivers. Proactively reduced personal property and state sales taxes.

Oversaw additional responsibilities including logistics, order processing, warehouse, shipping, materials, and inventory control. Administered full financial responsibility for product costs of $48,000,000. Managed local area network and direct staff of six individuals. Presented backhaul opportunities to corporate logistics during Walmart’s first pilot. Minimized obsolete inventory, while overseeing packaging and promotion changes. Reconciled production/inventory and implemented new procedures to resolve issues. Implemented Integrated Satellite Information System to automate plant accounting process and reduce month end close cycle by two days.

Cross-trained in production as supervisor, managing more than 100 employees. Oversaw cost accounting, observed inventories, filled in for all accounting areas during vacations and absences, and tested new financial system. Automated weekly staffing rotation for over 200 hourly production floor associates to replace manual process with worksheet using macros, saving four hours every week. Identified and resolved production inventory case count issues by changing method of rejection, inspection, and returning to inventory.

Mastered all areas of manufacturing plant accounting including payroll, A/P, inventory control, balance sheet, data entry, variance analysis, costing, and financial reporting.