Gregory Roehl

About Gregory Roehl

Executive-facing FP & A director focused on managing financials for a publicly-traded…

Experience

1. Director, Fp & a, Delivery & Operations

   Perficient

   Jan 2016 — Present · Milwaukee, WI, US

   Financial Reporting, Data Analytics, & Operations• Develop financial forecasts and analyze results for a $900m+ group of business units. Provide guidance and collaborate with CEO, CFO, VPs and General Managers to manage financial performance.• Create and present detailed financial models of Revenue, Margin, and Billable Utilization to Leadership teams with recommended actions on how to achieve goals• Analyze monthly P&L’s to identify and predict trends • Lead forecasting Due Diligence during acquisitions and onboard new companies to Perficient tools, processes, metrics and data management.• Led company-wide initiative that established a new process and tool for forecasting by project. Resulting in accurately updated project plans and financial forecasts across active projects and 300+ Project managersDelivery & PMO• Provide leadership and strategic consulting to external client teams (including CTO, CMO, CEO)• Lead the development and implementation of project management standards and processes to improve operational efficiency of the PMO• Develop and train team of 15+ Project Managers and other cross-functional employees on how to engage with customers, develop project plans, evaluate and remediate challenges, and accomplish project objectives successfully• Educate internal and external business partners on the role the PMO plays in the success of developing a roadmap and delivering projects• Present to key clients during the sales process on PMO process, discuss strategic roadmapping, and provide guidance during initial needs-analysis conversations.• Create and evaluate SOWs, Technical Requirements, forecasts, project plans, and other project artifacts• Monitor and track KPIs on projects including: planned value, earned value, actual cost, gross margin, average bill rate, etc.• Engage regularly with technical development teams (onshore and offshore) to improve overall delivery process and provide guidance on how to overcome challenge

Education

• University of Wisconsin-Madison

  BS, Economics

  2001 — 2005

• Northern Illinois University

  Master’s Degree, Administration/Management (Sports focus)

  2005 — 2007

Skills

• Customer Relationship Management (Crm)
• SEO
• Business Analysis
• Strategy
• E-Commerce
• Management
• Integrated Marketing
• Leadership
• Cross-Functional Team Leadership
• Sitecore
• Integration
• Sdlc
• Requirements Analysis
• Business-to-Business (B2b)
• Magento
• Analysis
• Sharepoint
• B2b
• Microsoft Commerce Server
• Information Architecture
• Project Management
• Agile Project Management
• Consulting