Andrew Roach, Mba Email & Phone Number

Newburyport, Ma, Us

Saint-Laurent , Quebec, Ca

Austin, Texas, Us

- Managed Data Ingest Product - Led transition from non-scalable ETL/Ingest system to an enhanced data model - Consolidated market data vendors from 8 to 3, reducing monthly costs from ~$80k to ~$45k per month - Introduced 30 new market and reference data sources- Cross-Functional Projects - Managed development of multiple new surveillance procedures across multiple asset classes - Analyzed AWS costs and developed project plan to reduce monthly costs by ~30% (~300k/month to ~$200k/month)- Internal Projects - Led the transition of our R&D Team operations to agile/scrum - Created standard product bundles for ease of new client implementations - Built out automated Product Dashboards and Reporting (Hubspot, Jira, and Excel)

Windsor, Connecticut, Us

• Conceptualized new product features and workflows for Compliance module in Order Management System• Collaborated in the design and roll-out of the new mobile trading and analytics app• Consulted with client solutions and engagement managers on system bugs and new features• Ran daily and weekly team scrum meetings• Represented my team at weekly and monthly Program Planning and Retrospective meetings

Wakefield, Massachusetts, Us

• Lead and consult on all aspects of our FinTech software offerings, including; o Product roadmap strategy decisions o Product development o Customer support and New client implementations• Lead in the creation and implementation of our new Online Payments Processing module• Held weekly meetings to monitor implementation timelines• Performed onsite consulting and training for domestic and international clients• Prepared RFP’s and performed sales demonstrations of the Accounting product

Wakefield, Massachusetts, Us

• Support Accounting Account managers with all technical questions/requests from clients • Develop new functionality for Accounting software as needed for K-12 Independent Schools• Perform fixes/maintenance on current functionality in Accounting software as needed• Create custom reports, Invoices, and Financial Statements for clients• Handle all back-end aspects of new client implementations, including: Initialize school’s database, load data from legacy system, reconcile General Ledger, Accounts Receivable, and Accounts payable with Legacy System, and support new client training.

New York, Ny, Us

Westborough, Ma, Us

•Developed the department, direct, and capital budgets for fiscal year 2012 and 2013 using Excel, pivot tables, forecasting strategies (i.e.: weighted averages, trends, seasonality, etc)•Using Excel pivot tables, anazlyzed vendor performance, and new investment opportunities•Created spreadsheets to assist in analyzing new investment opportunities•Setup Template for recording employees learning history•Extensive research on large variances in the department budget•Special projects as assigned

Tutored students in the Academic Center of Excellence in Economics, Math, CIS, Finance, and Economics

Wakefield, Ma, Us

Created financial statements, bank reconciliations, data and system testing, developing step-by-step documentation slices for clients in Accounting Department, new employee training

Master Of Business Administration (Mba), Finance And Business Analytics

Bachelor Of Business Administration (B.B.A.), Finance