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Andrew Chan Email & Phone Number

Senior Manager, Sage Intacct | CFGI, a Carlyle & CVC portfolio company. at CFGI
Location: San Francisco, California, United States 11 work roles 1 school
1 work email found @amllp.com 3 phones found area 415 and 925 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@amllp.com
Direct phone (415) ***-****
LinkedIn Profile matched
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Current company
Role
Senior Manager, Sage Intacct | CFGI, a Carlyle & CVC portfolio company.
Location
San Francisco, California, United States

Who is Andrew Chan? Overview

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Quick answer

Andrew Chan is listed as Senior Manager, Sage Intacct | CFGI, a Carlyle & CVC portfolio company. at CFGI, based in San Francisco, California, United States. AeroLeads shows a work email signal at amllp.com, phone signal with area code 415, 925, and a matched LinkedIn profile for Andrew Chan.

Andrew Chan previously worked as Senior Manager, Sage Intacct at Cfgi and Senior Architect, Sage Intacct at Bpm Llp. Andrew Chan holds Ba, Accounting from Golden Gate University.

Company email context

Email format at CFGI

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{first}.{last}@amllp.com
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AeroLeads found 1 current-domain work email signal for Andrew Chan. Compare company email patterns before reaching out.

Profile bio

About Andrew Chan

With over 14 years of experience in Sage Intacct, I have successfully led more than 175 implementations and fit-gap projects across diverse industries, streamlining financial operations through in-depth analysis and strategic guidance. I excel in leading teams, promoting best practices, and providing expert advice to drive optimal results. Skilled in Microsoft Power Query and Postman API, I leverage these tools for efficient data management and integration. My passion lies in innovation and continuous improvement, with a strong focus on developing effective solutions that enhance client outcomes.

Listed skills include Accounting, Business Analysis, Integration, Erp, and 19 others.

Current workplace

Andrew Chan's current company

Company context helps verify the profile and gives searchers a useful next step.

CFGI
Cfgi
Senior Manager, Sage Intacct | CFGI, a Carlyle & CVC portfolio company.
AeroLeads page
11 roles

Andrew Chan work experience

A career timeline built from the work history available for this profile.

Senior Manager, Sage Intacct

Current

Boston, Ma, Us

Aug 2024 - Present

Senior Architect, Sage Intacct

San Francisco, Ca, Us

• Participated in Sage Intacct implementations, enhancements, integrations, ongoing support, and specialized projects, ensuring alignment with client objectives and surpassing expectations.• Identified and addressed gaps between standard Sage Intacct features and client requirements, recommending tailored solutions or third-party enhancements as necessary to optimize system functionality.• Collaborated with clients to establish trust, demonstrate expertise, and create effective communication channels, driving project success and client satisfaction.• Provided mentorship and guidance to team members, fostering adherence to industry best practices and developing standardized, efficient processes to maximize productivity and deliver high-quality results.

Jul 2023 - Jun 2024

Senior Manager, Sage Intacct Implementation

Pleasanton, Ca, Us

• Successfully implemented Sage Intacct for diverse clients spanning various industries, ensuring project success through meticulous management of scope, budget, and timeline.• Collaborated closely with clients to elicit and understand their requirements, offering tailored recommendations for financial reporting and data analysis to meet their specific needs effectively.• Played a key role in cross-functional (VAR and IAP) teams, actively resolving technical issues to ensure seamless project delivery and client satisfaction.

Jun 2017 - Jun 2023

Senior Consultant

San Ramon, Ca, Us

• Implemented Sage Intacct and Microsoft Dynamics GP systems for a leading CPA and consulting firm, ensuring seamless integration and functionality.• Conducted analysis, documented system and business requirements, and proposed process improvements to enhance efficiency.• Facilitated end-user training sessions and provided ongoing technical assistance and support.• Played a key role in data migration efforts and developed custom reports and dashboards to drive informed decision-making.

Aug 2010 - Jun 2017

Senior Financial Systems Manager

Elkhorn, Ne, Us

• Oversaw financial systems for a payment processing company with a $4 billion annual processing volume, ensuring reliability and accuracy.• Directed successful relocation and upgrade of Microsoft Dynamics GP accounting system, enhancing overall performance and minimizing downtime.• Implemented cost-effective measures to streamline systems, optimizing performance amidst significant company growth.

Aug 2002 - Oct 2009

Senior Business Analyst

Media Arts Group

• Improved the utilization of the JD Edwards ERP system to maximize efficiency.• Converted business goals into technical specifications for the ERP system, ensuring alignment with overall strategy.

May 2001 - Nov 2001

Financial Systems Manager

Tab

Mayville, Wi, Us

• Led the significant upgrade and conversion of the JD Edwards ERP system, ensuring seamless transition and enhanced functionality.• Troubleshooted and resolved system-related issues promptly to maintain smooth operation and minimize disruptions.• Implemented the Fixed Assets module, including data migration, to improve asset management capabilities and ensure accurate tracking of company assets.

Sep 1998 - Apr 2001

Team Leader/Accounting Systems

Plm International

• Installed a new lease accounting system with seamless integration into the JD Edwards ERP system, improving efficiency and accuracy in lease management.• Oversaw the comprehensive upgrade of the company's accounting system, ensuring modernization and alignment with evolving business needs.• Conducted reviews of SEC 10Q and 10K filings to ensure compliance with regulatory standards, mitigating risks and maintaining transparency in financial reporting.

Nov 1995 - Aug 1998

Senior Accountant, United Behavioral Health

Us

• Managed accounting operations for a mental healthcare provider, ensuring accuracy and compliance with regulatory standards.• Designed multi-user databases to enhance productivity for both individual contributors and finance teams, streamlining data management and reporting processes.• Generated accurate and timely internal and external financial reports, providing stakeholders with actionable insights and facilitating informed decision-making.

Jul 1994 - Oct 1995

Staff Accountant

Voorhees, Nj, Us

• Produced accurate and reliable financial reports promptly for a computer book publisher, supporting informed decision-making and financial transparency.• Recognized as Employee of the Month in July 1992 for outstanding performance and significant contributions to the company's success.

Oct 1991 - Jul 1994

Accounting Manager

California Fireplace

• Oversaw accounting, administrative operations, and internal sales for a sub-contractor specializing in fireplace installations.

Feb 1989 - Jun 1991
1 education record

Andrew Chan education

  • Golden Gate University
    Golden Gate University
    Accounting
FAQ

Frequently asked questions about Andrew Chan

Quick answers generated from the profile data available on this page.

What company does Andrew Chan work for?

Andrew Chan works for CFGI.

What is Andrew Chan's role at CFGI?

Andrew Chan is listed as Senior Manager, Sage Intacct | CFGI, a Carlyle & CVC portfolio company. at CFGI.

What is Andrew Chan's email address?

AeroLeads has found 1 work email signal at @amllp.com for Andrew Chan at CFGI.

What is Andrew Chan's phone number?

AeroLeads has found 3 phone signal(s) with area code 415, 925 for Andrew Chan at CFGI.

Where is Andrew Chan based?

Andrew Chan is based in San Francisco, California, United States while working with CFGI.

What companies has Andrew Chan worked for?

Andrew Chan has worked for Cfgi, Bpm Llp, Sensiba Llp, Armanino Llp, and Official Payments.

How can I contact Andrew Chan?

You can use AeroLeads to view verified contact signals for Andrew Chan at CFGI, including work email, phone, and LinkedIn data when available.

What schools did Andrew Chan attend?

Andrew Chan holds Ba, Accounting from Golden Gate University.

What skills is Andrew Chan known for?

Andrew Chan is listed with skills including Accounting, Business Analysis, Integration, Erp, Great Plains Software, Software Implementation, Finance, and Analysis.

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