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