Andrew Smith Email & Phone Number

Boston, Massachusetts, United States

• Provided financial insights and recommendations to CEO and executive leadership team on strategic decision making, such as the spending of bi-annual rate increases or agency-wide target margins. • Assumed a leadership role in annual audit, guiding the work of analysts, accountants, and program staff to build annual reports and respond to and address auditor selections.• Implemented Adaptive Planning as a new budgeting software across the agency, coordinating among project stakeholders, building software modeling, and guiding the rollout to programs.• Led team of 7 Financial Analysts in annual budgeting, annual and monthly close, monthly forecasting, annual audit, contract management, and other responsibilities.

Boston

• Responsible for annual budgeting, projections, and financial management of numerous Mental Health Care focused programs representing over $70m in revenues.• Empowered senior program leadership to free up vital resources by providing detailed analyses of key performance indicators such as employee productivity, overtime usage, and facility spending.• Supervised Junior Business Analyst while filling trusted leadership role within Business Office, providing a valued source of expertise on budgets, billing, and Microsoft Excel.• Successfully guided the finances of Mental Health Services during the transition to Community Behavioral Health Clinics in Massachusetts, including the launch of multiple new services.• Maintained contract management and monthly financial statement reconciliation responsibilities of previous Business Analyst position.

• Responsible for annual budgeting, projections, and financial management for 24 distinct programs representing $24m in revenue, focusing primarily on Homeless Services and Mental Health Care.• Performed reconciliation and provided revenue, payroll, and purchasing analyses of monthly financial statements.• Coordinated the billing, reporting, and management of numerous cost-reimbursement contracts, working closely with funders, program staff, and business office staff.• Successfully guided the finances of Homeless Services programs as they rapidly expanded in response to the COVID-19 pandemic.• Completed annual audit responsibilities including bridging internal financial reporting into UFR format and creation of all-agency FTE Schedule.

Boston, Massachusetts

• Responsible for closing and reconciling key revenue, expense, and balance sheet accounts every month.• Implemented strong oversight and controls for the management of corporate credit cards.• Improved efficiency and accuracy of regular accounting processes, including the posting of fringe expenses, book sales, and online donations.• Performed annual audit responsibilities including the completion of asset and depreciation schedules.

Waltham, Ma

• Demonstrated a strong working knowledge of financial accounting including financial statements and reporting, accounts, entries, and the closing process, and financial analysis for business decision-making.• Communicated the complex topics of finance to a new cohort of MBA candidates in a clear and approachable way.

Waltham, Ma

• Collaborated with a team of Heller MBA candidates to design a process for a small non-profit to manage its volunteers.• Analyzed the The Samfund’s volunteer management value chain to determine key performance drivers.• Applied the principles of financial analysis to improve operational efficiency, quantifying key performance drivers and analyzing to identify inefficiencies.• Prepared an implementation plan which dramatically increased The Samfund’s ability to manage its volunteers without a corresponding increase in budget.

• Implemented online communications campaigns to grow a small start-up non-profit as one of two founding employees.• Identified and tracked key performance indicators for all online communications.• Analyzed metrics to improve messaging and maximize the return-on-investment for our communications budget. • Incorporated insights from data analysis into reports advising the Centrist Project executive leadership on strategic decision-making.

Marblehead, Massachusetts

• Advised Independent congressional candidate in Massachusetts 6th Congressional District on ballot access, grassroots organizing, public outreach, fundraising, and media relations.• Steered long-shot campaign with a first-time candidate to achieve ballot access despite a lack of previously built grassroots infrastructure

Acton, Massachusetts

• Led grassroots organizing in the communities of Acton and Boxborough for the Democratic primary campaign of then-Congressman Ed Markey.• Orchestrated extremely successful Get-Out-The-Vote effort, employing several dozen volunteers over four days to drive turnout in key communities.

Concord, Ma

• Built social media presence for a small non-profit effort working on systemic development in rural Uganda.• Developed original content and organization narrative to be used in public outreach and fundraising.• Spent a month in Uganda documenting the work of AFPF and others, collecting content and recording progress of various initiatives.

Raymond, Maine

• Coordinated the work of seventeen staff members across six activity areas in a fast paced and dynamic environment.• Adjusted to changes in staffing, equipment, and weather circumstances to ensure continued effective programming.• Oversaw the administrative functions of waterfront programming, maintaining records for safety compliance, human resources issues, and equipment inventories, ordering, and repairs.• Cooperated with other administrative staff to address challenges in scheduling, staffing, and other camp-wide issues.

Boston State House

Intern for State Senator Jamie Eldridge in his State House offices.• Represented Senator Eldridge to constituents by performing constituent case work, answering emails, and at public events.• Conducted policy research and wrote briefs to inform staff on policies.• Attended State House events including Senate and House deliberations, committee hearings, and private meetings between various State House and public officials.

Master Of Business Administration (M.B.A.), Non-Profit Management, Implementing Sustainable Development

Activities and Societies: President, Heller MBA Student Association; Vice President for Membership, Net Impact

Bachelor Of Arts (Ba), History And Political Science

Activities and Societies: Swim Team- During Spring, 2012, involved in an enormous amount extracurricular research and writing building.

Education record