Robert Ullrich Sr. Business Analyst /Product Owner, with Focus on Pricing and Finance

ad0wz2@r.postjobfree.com

Mobile phone# 815-***-****

Raleigh, NC

SUMMARY:

●Over 20 years of experience in business process development and IT systems architecture.

●20+ years in Finance oriented functions including Pricing Analysis, Cost Forecasting, and Analytic Reporting.

●Proven experience in developing Sales functions including Opportunity Pipeline, CPQ (Configure Price Quote), Contract and Order Management.

●20+ years in bid pricing analytics including system driven delegations of approval, margin analysis, multi brand analysis.

●10+ years in CRM Master Data Base Customization for Business Partners, Organizational Model, Product, Partner/ product range, Territory management, Transaction types.

●Extensive experience in SAP and Salesforce CRM systems including multiple Worldwide deployments.

●10+ years managing direct reports and teams; onshore and offshore.

●10+ years of experience in business process analysis including requirements gathering and documentation (BRD), blue-printing and storyboarding, gap analysis and creating as-is and to-be documentation, creating Business Process Procedures for technology based solutions.

●Experience in integration of large scale acquisition of an enterprise business and aligning with existing strategic world wide solution

●20+ years of developing and deploying Sales and Financial concepts, strategy and processes. Able to identify pain points and translate customer requirements into well-designed and workable solutions.

●Experience in using different project management deployment strategies including Waterfall, Agile/Scrum, and the ability to adapt to different needs for a WW deployment.

●Strong understanding of all Cross Functional Applications integrating local EPR systems with cloud services.

●Expertise in post-implementation support including continuous improvement, error handling and value-added enhancement releases.

●10+ years in Organizational Change Management including resource training and reallocation activities.

●Knowledge and experience in various types of system testing including user testing, integration testing and regression testing.

●Highly skilled in highly complex product configurations and dynamic solution design.

●Experienced in managing large volumes of data, including migration processes and cleanup (normalization) from legacy systems.

●Helped design and Implement RPA automated processes for QA and Finance improvements.

●Design and implement Analytics and Reporting with tools such as Excel, Xcelsius, Qlik and Tableau, BI and custom report and dashboard creation in SaaS solutions.

●Experience with SQL for reporting and database queries.

●10+ years at Training End Users in sales, marketing and sales order processing, delivery and billing.

●10+ years of various SaaS product integrations and configuration and customization to supplement Strategic Solutions

●8+ years in developing custom built solutions with in-house IT resources.

●Proficient in using MS office Suite, MS project, and Jira for documentation assistance & managing projects.

●Proficient in MS Visio for creating process flows and presentations.

●Experienced working with RPA tools such as Worksoft and UiPath

●10+ years verbal and written communication skills in order to facilitate business and technical discussions and document solutions, presenting to executives and facilitating workshops for requirements collection, solution design and training.

●10+ years experience delivering project financial and planning analysis including schedule, budget, Cost of Delay, Benefit analysis.

●3+ years experience at contract and SOW evaluations and negotiations ensuring there are clear Roles and Responsibilities and there is clear definition of the scope and expectations in the project.

RECENT PROFESSIONAL EXPERIENCE:

Johnson Controls, Boca Raton FL (Remote) Jan 2021 – Current

Sr. Business Analyst/Product Owner – Focal for Global Harmonization of Salesforce CPQ process, and enhancements.

●Partnered with Functional Business teams to Define High level requirements for a sales Annual Forecasting, Planning and Tracking solution, and created RFI documentation and identified vendor candidates and coordinated vendor solution demonstrations to determine the best solution.

●Worked with Functional Business teams to define High level requirements to replace an existing Commissions tool, worked with Procurement and researched to find solution vendor candidates and prepare RFI documentation to

●Lead the function deployment of Capital Funding tool Odessa integration with Salesforce to facilitate subscription and lease proposal generation and tracking, including defining requirements and writing user stories in JIRA, working with development team to define solution, worked with Quality team to perform Solution Integration Testing, wrote User Acceptance Test cases in JIRA, and created a Process Guide to teach users how to perform their Use Cases.

●Teamed with Sales and Operational teams and gather requirements and participated in war room scrums, and workshops to enhance the Lead to Opportunity process in Salesforce and help create Dashboard Analytics to track the execution of the enhanced process for executive oversight of the project to allow visibility to each step in the process; which gave us quick identification and ability to execute in an agile way additional enhancements to achieve aggressive sales objectives and create a baseline for a global solution.

●Enable AI driven technologies to identify most efficient and value driven sales paths.

●Worked with Technical and Functional teams to map data in the Data Lake to generate an Install Base that could be used to help sales teams better support their customers and identify opportunities where there are services may be needed or ending soon.

●Partnered with SMEs to analyze functional processes and pain points, to improve processes for efficiency and productivity.

●Investigate existing systems to enable unused functionality withing the existing platform to drive additional value at little to no additional cost.

Clorox, Durham, NC Jan 2019 – Jan 2021

SR Business Analyst – Analyst for Financial Systems linking to SAP, including AP and AR, Tax, and Treasury

●Lead deployment and enhancements of SaaS tools for Finance and PSO operations, including AR, AP, and Tax and Treasury, including integrations to SAP and BW: Coupa, HighRadius Cloud, KLT.

●Deployed the Treasury Module of S4 Hanna of SAP as a POC for overall future transition.

●Assisted in development and deployments of RPA (Robotic Process Automation) bots to automate manual finance processes and testing automation: WorkSoft and UiPath

●Participated in the CoP (Community of Practice) for BA, QA and OCM recommending and implementing process improvements and training for the team on Best Practices

●Assisted the Process Governance team to update and simplify the Audited Governance Processes to make them more simplified, inclusive with the flexibility to adapt quickly to different project methodologies.

●Worked with Business teams to determine requirements and scope of the projects.

●Worked with Business operations teams and managements to analyze solution options and Solution Integrators and make decisions on the best options to meet the business requirements and cost-benefit analysis.

●Developed Requirement Traceability Matrix to ensure every requirement was tested.

●Created As-Is and To-Be process flows to assist in identifying change points.

●Created Use Cases to ensure testing efficiency and operational changes.

●Lead UAT (User Acceptance Testing) to ensure project met the users’ criteria without defect, including creating scripts, and running war rooms.

●Was acknowledged by several awards for on-time, on-budget deployments, including the CIO award in my first year.

●Transitioned a high risk, high priority project to a 100% remote developed project without any schedule adjustment and completed on-time and on-budget

LENOVO, RALEIGH, NC May 2012 – Jan 2019

SR Business Transformation Analyst – Global lead for Pricing, Special Bid, Partner Portal and Cost governance.

●Product Owner for pricing in Sales and Marketing and O2Cfunctions and tools

●Developed, and deployed several custom tools to support pricing analytic functions, such as margin analysis, target pricing generation, partner/customer auto pricing functions in a bid portal.

●Assisted in developing, deploying, and maintaining a Cost Forecast Engine tool that combined procurement costs, manufacturing costs from multiple plants and sources, and added localized cost factors used to analyze future costs used in bid analytics.

●Deployed and developed SAP CRM as a CPQ tool across all geographies and supported many major enhancements to the system.

●Integrated the X86 Server business acquisition into the existing Sales and Marketing systems where possible and custom-built solutions where required to transition World Wide, in less than 2 years (ahead of optimistic target)

●Transitioned WW deployment to a cloud based CPQ solution on SalesForce platform and harmonized different processes into a WW solution.

●Guided and assisted in conducting reviews, problem analysis and develop solutions to assigned application / process projects, as well as maintained schedule and deadlines.

●Recommend proper technology and procedures to be utilized in these solutions including making Make Buy decisions.

●Planned, developed, and prepared presentations proposals, system solutions, objectives, organization, scheduling of assigned projects, aligning with stakeholders across all geographies.

●Evaluated the use of available IT products / platforms, suggested plans for improvement, better utilization, standards of reliability and performance of assigned segment of the solution.

●Assisted with ongoing data reporting / dash-boarding solutions as the end data solution as the end data is being established so the business can maintain / grow with a focus on CPQ Functions.

●Prepared Change management documentation and assisted the business in executing required actions.

●Assisted in training the trainer in the use and implementation of application process within in my area of responsibility.

●Evaluate problems and determined risk and prioritization of issue resolutions and determine workaround solutions for items that need immediate resolution with an effort to keep business functioning while a long-term solution is being worked on.

PALL AEROSPACE, FORT. MEYERS FL Feb’ 12 – May’ 12

SAP Deployment Consultant

●Onsite deployment consultant of SAP ERP solution for SD PP and WM.

●Perform Change management and post MTP support.

●Create training documentation and train users on new processes.

●Configure SAP systems to optimize the existing physical production constraints.

●Assisted in accurate batch tracing through the production process from materials to customer delivery.

●Helped develop a process for identifying process errors and developing a process for correcting and clearing.

●Worked with harmonizing existing processes with the technology for MTO, and MTS products.

Education and Professional Affiliations:

● BSTM (Bachelor of Science in Technical Management w/ focus on Project Management) from DeVry University, Chicago IL

●Member IIBA

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