Andrea Smith Email and Phone Number
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Experienced finance professional and people leader and expert delivering Financial and Workforce Planning solutions through Adaptive Planning. Developed industry specialties in Professional Services, Healthcare (Payer, Provider, and Medical Device), and Financial Services.
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Senior ManagerInvisors Jan 2023 - PresentAtlanta, Georgia, UsCertifications: Workday Adaptive Platform, Workday Financials Record-to-Report- Lead teams of consultants to deliver Adaptive deployment projects for 30+ Mid and Large Enterprise Corporations- Supported Sales and Solutioning process, providing critical insights for project methodology and use case context- Owned and developed project methodology for all Adaptive practice disciplines: Advisory, Support, and Deployment projects- Directly managed 6 team members, including managers and project leads within the Adaptive Practice area -
Manager - AdaptiveInvisors Feb 2022 - Jan 2023Atlanta, Georgia, Us- Lead 10+ Implementation and Support Workday Adaptive Planning projects for medium-large enterprise businesses including complex multi-instance structures - Provide advisory support to financial planning clients on expanding and transforming their financial and workforce planning tools with Workday and Adaptive- Manage and coach a team of 5 consultants of varying experience levels -
Senior Consultant - AdaptiveInvisors Feb 2021 - Jan 2022Atlanta, Georgia, Us- Deliver new Adaptive implementations for small enterprise businesses, including Workday full platform customers- Develop new methodology and technical approaches to keep up with evolving Workday / Adaptive Planning Power of One ecosystem- Directly manage 2 consultant resources -
Lead Financial Systems AnalystLife Time Inc. May 2019 - Feb 2021Chanhassen, Mn, Us- Lead internal implementation of Adaptive Insights planning and reporting platform, working within a cross-functional project team - Lias with Accounting, Finance, IT, Shared Services and external consulting resources to ensure that the Adaptive Insights system meets project goals, and technical requirements- Develop reporting for executive and operations leaders - Conduct user testing and training, and develop supporting documentation and process guides - Build out integrations between Adaptive, Workday, and other external systems (utilizing Alteryx) -
Senior Financial AnalystAbbott Nov 2018 - Jun 2019Abbott Park, Illinois, UsOwn close process including end of month accounting, analysis of results, and preparation of resources for leadershipEvolve reporting and analysis tools to fully meet the needs of the business, while creating process efficiencies for our teamCoordinate and perform standard cost accounting processes to maintain data accuracy throughout ERP system (SAP) -
Senior Financial AnalystUnitedhealth Group Mar 2018 - Nov 2018Us• Own premium and medical forecast analysis and internal reporting for two $1.0B state commercial healthcare markets • Lead membership projection for these markets, coordinating with sales, underwriting, and healthcare economics partners • Provide monthly close analysis and reporting deliverables for market leadership, including P&L and membership results -
Senior Financial AnalystBoston Scientific Jul 2016 - Mar 2018Marlborough, Ma, Us• Lead analysis, data management, and model control for Annual Plan, Forecasts, and Strategic Plans for $200M plant• Perform cross-site Adaptive Insights implementations utilizing strong business relationships and system expertise• Build meaningful, effective relationships with business partners to drive analysis tailored to improving results• Own the process of adding new products from initial cost modeling through implementation into financial systems -
Finance Leadership Development Program AnalystBoston Scientific Jun 2014 - Jun 2016Marlborough, Ma, UsSecond Rotation: Corporate Treasury, (July 2015 - June 2016) • Manage the daily cash positions to ensure adequate funding for the Corporation and its global subsidiaries• Execute investment strategies within policy guidelines• Analyze and administer the netting process, ensuring liquidity at both the In-House bank and the US cash pool• In-House Bank transition project: Lead master data work stream, and supported netting and cash management streamsFirst Rotation (June 2014-June 2015), St. Paul Operations Finance: • Lead analysis for 4 manufacturing lines, inventory and production planning, capital, facilities, and freight.• Perform closing entries at month-end, create and maintain analysis tools for above areas of focus• Utilize Adaptive Planning & Discovery, SAP, Hyperion, and Business Objects to perform day-to-day duties -
Bentley University - Athletics MarketingBentley University Sep 2010 - May 2014Waltham, Massachusetts, UsAttend Athletic events, encourage school spirit, and represent Bentley at other on-campus eventsAssist in giveaways, food, sales, marketing for events, set-up/close-down of eventsParticipate as the mascot, guide the mascot, and organize any promotional events involving mascots -
Head Orientation LeaderBentley University Jun 2012 - Jul 2012Waltham, Massachusetts, UsTaught and directed a group of 11 new orientation leaders on how to perform and excel in the dutiesTook charge of 20+ incoming freshmen orienting them to campus through multiple directed sessions, answering questions, advising in social and academic capacities, and directing team building and socialization activitiesCommunicated with a diverse staff in order to run a safe and educational program, while representing the University as a positive role model -
Reunion AssistantBentley University 2012 - 2012Waltham, Massachusetts, UsAssisted in facilitating a smooth flowing and enjoyable reunion experience for Bentley Alumni over the course of a 4 day weekendThis weekend involved set-up preparations, in-session interaction with alumni, and tear-down operations. -
Orientation LeaderBentley University Jun 2011 - Jul 2011Waltham, Massachusetts, UsTook charge of 20+ incoming freshmen orienting them to campus through multiple directed sessions, answering questions, advising in social and academic capacities, and directing team building and socialization activitiesCommunicated with a diverse staff in order to run a safe and educational program, while representing the University as a positive role model -
Adventure Park GuideGunstock Mountain Resort Jun 2013 - Sep 2013Gilford, Nh, UsTrain guests on the basic functions of the Zip-Tour trolleysProvide and maintain a high level of customer satisfaction while guiding up to 300 guests a day through a mountain zip-line adventure
Andrea Smith Skills
Andrea Smith Education Details
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Bentley UniversityCorporate Finance And Accounting -
The University Of ManchesterSemester Abroad Program
Frequently Asked Questions about Andrea Smith
What company does Andrea Smith work for?
Andrea Smith works for Invisors
What is Andrea Smith's role at the current company?
Andrea Smith's current role is Finance and Workforce Planning Leader - Financial System Expert.
What is Andrea Smith's email address?
Andrea Smith's email address is as****@****ess.com
What schools did Andrea Smith attend?
Andrea Smith attended Bentley University, The University Of Manchester.
What skills is Andrea Smith known for?
Andrea Smith has skills like Microsoft Excel, Powerpoint, Team Building, Process Modeling, Sap, Microsoft Word, Factset, Morningstar, Adaptive Planning, Qad, Hyperion Hfm, Cost Accounting.
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