Summary
Overview
Work History
Education
Skills
Timeline
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David Roloff

Milwaukee,WI

Summary

Analytical business process analyst skilled in optimizing workflows and enhancing efficiency. Expertise in data analysis, NetSuite conversions, and Power BI reporting, combined with a proven ability to collaborate cross-functionally, ensures alignment with business objectives and drives operational success.

Overview

17
17
years of professional experience

Work History

BUSINESS PROCESS ANALYST

Rockwell Automation
Milwaukee, WI
02.2026 - 06.2026
  • Led the monthly and quarterly review of Safety, Sensing & Industrial Components (SIC) business inventory reserves.
  • Analyzed slow-moving, excess, and obsolete (F&O) inventory data, providing actionable recommendations to Finance department for inventory management improvements.
  • Maintained and enhanced productivity and inventory dashboards, facilitating real-time tracking and decision-making.
  • Interpreted trends and presented clear, concise summaries to facilitate strategic decision-making.
  • Collaborated with Finance, Product Management, Operations, and Sourcing to validate data and ensure alignment on inventory priorities.

ACCOUNTANT

The Salvation Army
Milwaukee, WI
09.2025 - 12.2025
  • Reconciled financial books for six stores in Milwaukee by processing daily A/P and A/R.
  • Automated financial reporting from Acumatica data using Power BI to enhance reporting efficiency.
  • Documented current and future procedures by creating cross-functional process maps with MS Visio.
  • Proposed re-engineered solutions to manage incorporating new and existing technologies.

BUSINESS ANALYST

Play Monster Inc.
Beloit, WI
01.2024 - 03.2024
  • Spearheaded data conversion project for Play Monster, managing migration from SQL 2000 and SAP to NetSuite through analysis, scrubbing, and mapping of legacy data.
  • Collaborated with cross-functional teams to develop and optimize business process flows, facilitating seamless integration of daily operations into NetSuite platform.
  • Developed detailed process maps using MS Visio, transforming workflows into NetSuite-compatible structures, enhancing operational efficiency.
  • Executed data scrubbing and validation processes, preparing legacy data tables for migration into NetSuite templates to ensure accuracy and data integrity.
  • Designed and deployed real-time reporting dashboards using Power BI, DAX Logic, and Excel Power Query, providing actionable insights throughout the project.

POWER BI DEVELOPER (4-WEEK CONTRACT)

Diamond Transportation System, Inc.
Racine, WI
12.2023 - 01.2024
  • Engineered dynamic Power BI reports and dashboards to automate daily functions across multiple departments, thereby enhancing operational efficiency.
  • Built and implemented scorecards, calendars, gauges, and interactive graphs to deliver real-time insights and support data-driven decision-making.
  • Leveraged DAX functionality and Excel Power Query to develop comprehensive data models that provided actionable insights for management and employees.
  • Utilized advanced Excel Power Query skills to automate financial reporting processes, minimizing manual effort and enhancing accuracy.
  • Collaborated with cross-functional teams to tailor Power BI reports, ensuring data visualization aligned with business objectives and departmental needs.

GAMEDAY COMPLIANCE OFFICER

Major League Baseball
New York, NY
03.2023 - 09.2023
  • Verified quality of gameday baseballs, confirming compliance with standards post-preparation by Milwaukee Brewers clubhouse tech and storage in MLB-approved humidor.
  • Monitored clubhouse and bullpens for unauthorized electronic equipment usage by players, coaches, and staff to uphold MLB regulations.
  • Observed stadium cameras to ensure proper feed and investigated any unauthorized cameras or camera usage throughout the venue.
  • Coordinated with a 3rd party Authenticator, the Milwaukee Brewers ballboy, and MLB Umpires to maintain an adequate quantity of approved gameday baseballs.
  • Assisted game umpires with pregame procedures, handling Gameday Baseballs, Lineup Cards, and Rosin Bags to ensure readiness.

BUSINESS ANALYST (600-HOUR CONTRACT)

Lange Bros. Woodwork
Milwaukee, WI
09.2022 - 02.2023

Delivered critical data-driven insights that refined business processes and optimized resource allocation, enhancing overall operational performance.

  • Analyzed and mapped cross-functional production processes through detailed flowcharts, identifying key areas for operational enhancement and facilitating interdepartmental coordination.
  • Optimized inventory management by applying Lean Six-Sigma principles to SKUs for Just-In-Time delivery of custom-made products.
  • Projected future sales, established annual budgets, and set measurable KPIs to drive organizational growth and ensure financial alignment with project goals.
  • Contributed to launch of LUSH Homes project aimed at constructing affordable, environmentally friendly housing for lower-income families, aligning with Lange Bros Woodwork's long-term vision.

PRESIDENT, DIRECTOR OF OPERATIONS

Six Tool Baseball
Franklin, WI
01.2018 - 12.2022
  • Formulated mission and vision statements to align employee efforts with organizational goals.
  • Prepared annual budgets and financial statements for fiscal year business operations.
  • Re-engineered processes for enhanced efficiency and negotiated sales contracts for reduced pricing at scale.
  • Converted tax designation from LLC to 501c3, enhancing fundraising capabilities and community support.
  • Established referral sources throughout the community, fostering ongoing partnerships and resource sharing.
  • Recruited, trained, and managed volunteers for various projects and outings.

FUNCTIONAL CONSULTANT II

GoVirtualOffice
Waunakee, WI
09.2021 - 12.2021
  • Executed ERP/NetSuite activities, including business requirements gathering, system design, workflow analysis, setup, and configuration, aligning systems with client objectives.
  • Managed data mapping and conversion from ERP systems such as SAP, ensuring accurate transfer of critical business information into new ERP environments.
  • Developed custom reports and dashboards to provide actionable insights and enhance client decision-making.
  • Participated in process engineering and solution design, optimizing workflows to enhance system efficiency and support business goals.
  • Provided direct training and ongoing support to end-users, facilitating successful system adoption and continuous improvement.

OPERATIONS MANAGER/BUSINESS ANALYST

Czukas, McCall & Assoc.
Brookfield, WI
08.2017 - 03.2019
  • Streamlined overall operations, significantly reducing labor hours and operational costs, which improved profit margins.
  • Led cross-functional teams to identify inefficiencies and recommend strategic changes that improved the organization's project delivery and operational effectiveness.
  • Developed process maps for each department, optimizing workflows and aligning strategic objectives to restructure the business.
  • Documented and validated operational procedures to ensure accuracy and efficiency before departmental implementation.
  • Partnered with ownership, providing project updates and insights to inform business decisions and improve project outcomes.

AVP - CORPORATE ACTIONS MANAGER

Robert W. Baird & Co., Inc.
Milwaukee, WI
01.2017 - 08.2017
  • Managed a team of 7 direct reports, ensuring high performance and successful execution of a full spectrum of corporate actions and financial services for a diverse client portfolio.
  • Enhanced departmental operations by automating 90% of daily processes and communications through a customized MS SharePoint site, resulting in improved team productivity.
  • Leveraged SQL expertise to automate key organizational processes, driving efficiency gains and reducing manual tasks across the department.
  • Collaborated with cross-functional teams to integrate automated workflows, resulting in improved accuracy and accelerated turnaround times for corporate actions processing.
  • Implemented strategic process enhancements that improved operational efficiency and elevated client service levels in alignment with company goals.

PERFORMANCE RECONCILIATION MANAGER

Robert W. Baird & Co., Inc.
Milwaukee, WI
01.2012 - 01.2017
  • Automated daily transactions using SQL, optimizing the reconciliation of 300,000 accounts.
  • Led implementation of Albridge performance platform, streamlining operations and increasing data accuracy.
  • Reconciled General Ledger accounts for over 300 accounts daily, ensuring accuracy in trading and performance metrics.
  • Directed 8-member Manager-in-Training team, improving daily reconciliation outcomes.
  • Trained team members in reconciliation and automation tools, enhancing team skillset and operational effectiveness.

PERFORMANCE RECONCILIATION SUPERVISOR

Robert W. Baird & Co, Inc.
Milwaukee, WI
01.2009 - 01.2012
  • Supervised a team in conducting thorough performance reconciliations, ensuring accuracy and compliance with regulatory standards, which resulted in a 15% reduction in discrepancies over six months.
  • Developed and implemented streamlined processes for data analysis and reconciliation, improving efficiency by 25% and enhancing reporting accuracy.
  • Collaborated with cross-functional teams to identify and resolve performance-related issues, enhancing operational efficiency and increasing team productivity.
  • Trained and mentored junior staff on reconciliation procedures and best practices, promoting continuous improvement and knowledge sharing.
  • Utilized advanced analytical tools to generate reports and insights, supporting informed decision-making and strategic planning initiatives.

Education

Bachelor of Arts - Finance

University of Wisconsin- Oshkosh
Oshkosh
05-2000

Bachelor of Science - Economics

University of Wisconsin- Oshkosh
Oshkosh
05-2000

Skills

  • Data Analysis
  • MS Power BI reporting
  • Data Migration
  • Project Management
  • Process Optimization
  • Process re-engineering
  • System Implementation
  • Strategic Planning & Analysis
  • Cross-functional collaboration
  • Requirements gathering
  • Organizational Development
  • Relationship Building

Timeline

BUSINESS PROCESS ANALYST

Rockwell Automation
02.2026 - 06.2026

ACCOUNTANT

The Salvation Army
09.2025 - 12.2025

BUSINESS ANALYST

Play Monster Inc.
01.2024 - 03.2024

POWER BI DEVELOPER (4-WEEK CONTRACT)

Diamond Transportation System, Inc.
12.2023 - 01.2024

GAMEDAY COMPLIANCE OFFICER

Major League Baseball
03.2023 - 09.2023

BUSINESS ANALYST (600-HOUR CONTRACT)

Lange Bros. Woodwork
09.2022 - 02.2023

FUNCTIONAL CONSULTANT II

GoVirtualOffice
09.2021 - 12.2021

PRESIDENT, DIRECTOR OF OPERATIONS

Six Tool Baseball
01.2018 - 12.2022

OPERATIONS MANAGER/BUSINESS ANALYST

Czukas, McCall & Assoc.
08.2017 - 03.2019

AVP - CORPORATE ACTIONS MANAGER

Robert W. Baird & Co., Inc.
01.2017 - 08.2017

PERFORMANCE RECONCILIATION MANAGER

Robert W. Baird & Co., Inc.
01.2012 - 01.2017

PERFORMANCE RECONCILIATION SUPERVISOR

Robert W. Baird & Co, Inc.
01.2009 - 01.2012

Bachelor of Arts - Finance

University of Wisconsin- Oshkosh

Bachelor of Science - Economics

University of Wisconsin- Oshkosh
David Roloff