Andrew Marshall Email & Phone Number

Portland, Oregon Metropolitan Area

Portland, Oregon Metropolitan Area

VantagePoint helps clients transform their finance function by modernizing processes and systems for maximum ROI. We partner with trusted and established SaaS vendors like CCH Tagetik, Oracle NetSuite, and Workiva to meet the EPM, ERP, Financial Reporting, ESG, and Governance, Risk and Compliance needs of our customers.

Provide exceptional partnerships with clients and cross-functional stakeholders focused on solution design, software implementation and support, strategy creation, change management, and program management.

Directed the Client Services Program Management Team responsible for all professional services aspects of high-profile, cross-functional programs to deliver over $3M in annual recurring revenue.Influenced company’s financial and resource investments in cross-functional backlog of 10+ programs through KPI driven reporting and partnership with the Chief Financial Officer (CFO) and Chief Client Officer (CCO).Established and maintained strong working relationships with clients and… Show more Directed the Client Services Program Management Team responsible for all professional services aspects of high-profile, cross-functional programs to deliver over $3M in annual recurring revenue.Influenced company’s financial and resource investments in cross-functional backlog of 10+ programs through KPI driven reporting and partnership with the Chief Financial Officer (CFO) and Chief Client Officer (CCO).Established and maintained strong working relationships with clients and colleagues at all levels through active collaboration and consensus building.Coached and mentored 10+ managers and associates by generously sharing experiences, insights, and best practices to accelerate projects and professional development. Orchestrated 4 end-to-end external vendor partnerships to meet staffing, client, and program goals including contract negotiation, partner oversight, invoice approval, and security compliance. Show less

Portland, Oregon, United States

Successfully led Portland Covenant Church (formerly Irvington Covenant Church) through a 3-year revitalization process focused on financial sustainability by renegotiating long-term property rental agreements, refinancing property, hiring staff, managing capital improvements fund, grant stewardship, and reporting to investors.Served as financial executive on the leadership team responsible for the financial health of all operations through annual budget creation, approval, and… Show more Successfully led Portland Covenant Church (formerly Irvington Covenant Church) through a 3-year revitalization process focused on financial sustainability by renegotiating long-term property rental agreements, refinancing property, hiring staff, managing capital improvements fund, grant stewardship, and reporting to investors.Served as financial executive on the leadership team responsible for the financial health of all operations through annual budget creation, approval, and management, contract negotiation, overseeing the event rental business, debt management, and human resources activities. Show less

Portland, Oregon, United States

Led teams of 2-5 consultants responsible for implementing Syntellis’ enterprise-level Axiom EPM Software solutions including business requirements gathering, system design, data integration, configuration, custom development, training, and project management.Sold $1M+ of professional services to existing clients including establishing project scope, statements of work, and negotiating project cost.Navigated clients through the integration of Retikal’s consulting team and Kaufman… Show more Led teams of 2-5 consultants responsible for implementing Syntellis’ enterprise-level Axiom EPM Software solutions including business requirements gathering, system design, data integration, configuration, custom development, training, and project management.Sold $1M+ of professional services to existing clients including establishing project scope, statements of work, and negotiating project cost.Navigated clients through the integration of Retikal’s consulting team and Kaufman Hall’s professional services team after acquisition, while ensuring that solution delivery continued to meet exceptional standards.Served as the solution architect and support lead for multiple custom, enterprise-level solutions.Updated client executives and project stakeholders outlining overall progress against scope, schedule, and budget, upcoming initiatives, resource utilization, anticipated future needs, and project risks.Gathered business and software requirements to provide client feedback to the product development teams during the product implementation process.Created ETL packages to load data from client ERP systems into Axiom using SQL.Managed implementation and support engagements using both waterfall and agile techniques.Collaborated with practice leads and directors to plan and staff resources across multiple projects while balancing client commitments, project timelines, and overall department needs. Show less

Portland, Oregon Area

Retikal was acquired by Syntellis, formerly Kaufman Hall Software - Retikal specialized in delivering customized enterprise planning, reporting and data solutions as part of a company of six consultants built to create exceptional clients solutions. After Retikal was acquired by Kaufman Hall, Navigated clients through the integration of Retikal’s consulting team and Kaufman Hall’s professional services team while ensuring that solution delivery continued to meet exceptional standards.

Portland, Oregon Area

Owned our ongoing relationships with 4 unique hospital and healthcare system clients, responsible for the evolution of Huron’s Revenue Cycle Performance Accelerator applications including gathering requirements to solve business problems, triaging urgent issues, and providing consistent communication, both internally and externally, to all levels of the organizations.Participated on a cross-functional team to implement Salesforce across the software organization including product… Show more Owned our ongoing relationships with 4 unique hospital and healthcare system clients, responsible for the evolution of Huron’s Revenue Cycle Performance Accelerator applications including gathering requirements to solve business problems, triaging urgent issues, and providing consistent communication, both internally and externally, to all levels of the organizations.Participated on a cross-functional team to implement Salesforce across the software organization including product selection, business requirements gathering, change management strategy, and product roll-out.Designed and implemented a new Kanban-inspired workflow to add efficiency, flexibility, and metric driven indicators to our team’s client support process.Supervised and mentored a team of 5-7 product specialists providing ongoing consulting and support services to a portfolio of 10-15 clients; ensuring that we had the right people and processes in place and that our team continually improved the services that we provided. Show less

Portland, Oregon Area

Identified solutions and implemented software and reporting customizations using SQL server and BizTalk rules engine as part of the implementation and long-term support of Huron’s Proprietary Revenue Cycle Performance Accelerator applications.

Portland, Oregon Area

Audited IT security and risk management controls across multiple ERPs, financial systems, operating systems and databases including Oracle, SAP, Unix, Windows Active Directory, SQL Server and custom developed systems as part of external financial statement audits, SOX compliance, SOC1 reporting and FISCAM compliance

Eugene, Oregon Area

Implemented and maintained a small business QuickBooks accounting system for Revant, formerly Visionary Lenses, with a focus on creating a high level of integration with online sales and payment channels for 2011Recorded prior year financial information to create the company’s 2010 cash basis financial statementsCreated inventory management system using barcode tracking software and Microsoft Excel