Savannah Lanier Andersen, Cfp® Email & Phone Number

Atlanta, Georgia, United States

• Guide strategy for the Advisor practice (120+ Advisors across 15+ offices) and enact large-scale change across the organization (marketing, technology, HR, operations, investments, reporting)• Project examples include compensation restructuring, quarterly business reviews, leading the Advisor workstream for integrations (M&A), launching an Advisor Development Program, integrating new technology (Salesforce, Fabric, InvestCloud), standing up business intelligence for Advisors and… Show more • Guide strategy for the Advisor practice (120+ Advisors across 15+ offices) and enact large-scale change across the organization (marketing, technology, HR, operations, investments, reporting)• Project examples include compensation restructuring, quarterly business reviews, leading the Advisor workstream for integrations (M&A), launching an Advisor Development Program, integrating new technology (Salesforce, Fabric, InvestCloud), standing up business intelligence for Advisors and executive leadership, hosting in-person conferences, leading Advisor recruitment, 1-1 Advisor mentorship, managing and communicating business model changes, process automation (CEA, IPS), and more Show less

Atlanta, Georgia, United States

• Led a book of 10 clients ($50MM) and supported tenured Advisors on an additional 25 relationships ($1.5B) with 100% client retention by delivering holistic wealth management and family office services through deep understanding of estate strategy, financial planning, private investment, portfolio management, and tax planning

Atlanta, Georgia, United States

• Provided operational support to 55 ultra high net worth families including private investment subscription processing, money transfers, real estate financing, cash flow planning, etc.

Greater Atlanta Area

Improved restaurant sanitation, consumer health, and food safety using biofilm elimination technology.• Sales and Marketing: Grew year one revenue to over $60,000 YTD. Conducted relationship based and cold call sales to white table cloth and food service chain restaurants. Managed all client negotiations from initial proposal to close. Built and launched the company website including all logos, technical data, videos, and sales tools. Clients included well-established quick serve… Show more Improved restaurant sanitation, consumer health, and food safety using biofilm elimination technology.• Sales and Marketing: Grew year one revenue to over $60,000 YTD. Conducted relationship based and cold call sales to white table cloth and food service chain restaurants. Managed all client negotiations from initial proposal to close. Built and launched the company website including all logos, technical data, videos, and sales tools. Clients included well-established quick serve restaurant chains such as Zaxby’s and Tropical Smoothie. • Relationship Management: Managed 21 ongoing client relationships across 3 states which resulted in a client retention rate of 93%. Managed 12 vendor relationships from insurance providers to chemical suppliers. • Operations: Performed 27 demos and 86 on-site cleanings with 0 reported safety violations or lost time incidents during year one. Responsible for on-site biological concentration testing and subsequent data analysis - increased cleanliness 91% on average.• Team Management: Managed selection, on-boarding, training, and coaching for a team of 6 employees. Show less

Greater Atlanta Area

Completed 5 Organizational Transformation projects ranging from streamlining state assistance programs to implementing a financial database management system at a global hospitality and leisure client.• Business Process Re-engineering: Improved customer satisfaction in welfare offices by 28% and reduced processing and wait time by 67% by implementing a video training system, new business processes, and work flow improvement methods.• Project Management: Mastered basic project… Show more Completed 5 Organizational Transformation projects ranging from streamlining state assistance programs to implementing a financial database management system at a global hospitality and leisure client.• Business Process Re-engineering: Improved customer satisfaction in welfare offices by 28% and reduced processing and wait time by 67% by implementing a video training system, new business processes, and work flow improvement methods.• Project Management: Mastered basic project management skills through the development of project charters, governance structures, reporting cadences, and status reports. Conducted evaluation of more than 90 key stakeholders and process mapped over 80 user defined systems. Created project schedules and budgets for presentation to project sponsors and executives.• Training: Developed and delivered training to over 2,000 end users across 6 business functions using 4 video courses and 40 live training sessions in preparation for the launch of a new global chart of accounts.• Communications: Developed, managed, and executed a communications plan to transform an outdated financial management system - this included ghost writing a monthly newsletter from the CFO to over 1,000 members of the international finance organization as well as producing and releasing 12 go-live and cut-over communications.• Organizational Culture Alignment: Deployed proprietary Culture Path survey tool, collected and analyzed over 1,200 responses across 8 departments to determine the organization’s cultural dispositions, and created an action plan to bridge the gap between current state and desired future state - 15 of 16 culture indicators met or exceeded the organization’s goals because of the plan. Show less

Atlanta, Georgia

Consulted for publicly owned investment firm headquartered in Baltimore, MD. • Produced 4 learning solutions modules to help new and mid-level managers coach people, lead teams, and effectively implement organizational change. • Developed a firm-wide goal setting tool used by over 5,200 employees to enter goals and plans for professional growth. • Developed 4 sets of leadership training classroom materials and accompanying facilitator notes.• Developed 2 business… Show more Consulted for publicly owned investment firm headquartered in Baltimore, MD. • Produced 4 learning solutions modules to help new and mid-level managers coach people, lead teams, and effectively implement organizational change. • Developed a firm-wide goal setting tool used by over 5,200 employees to enter goals and plans for professional growth. • Developed 4 sets of leadership training classroom materials and accompanying facilitator notes.• Developed 2 business scenario scripts with dialogue and talking points that were transformed into online leadership training modules. Show less

Atlanta, Georgia

Habitat for Humanity International (HFHI) is a global non-profit organization that supports and provides affordable housing. • Worked as in intern in the International Programs department to create a tiered service model to mitigate risk and strategically, effectively allocate resources to 80 international affiliates. • Implemented 3 initial data gathering systems, conducted extensive analysis of over 3,000 unique data points, and drafted a tiered service structure for review by… Show more Habitat for Humanity International (HFHI) is a global non-profit organization that supports and provides affordable housing. • Worked as in intern in the International Programs department to create a tiered service model to mitigate risk and strategically, effectively allocate resources to 80 international affiliates. • Implemented 3 initial data gathering systems, conducted extensive analysis of over 3,000 unique data points, and drafted a tiered service structure for review by Area Vice President board members.• Communicated and worked in cross-functional, global teams, as well as with external consultants. Show less

Helsingborg, Sweden

John Bean Technologies (JBT) is a leading global technologies solutions provider to high-value food and aerospace industries.• Served as a financial analyst and in-house consultant while assisting in preparation for an upcoming external audit. • Reconciled company general ledger, analyzed more than 100 customer contracts, reconciled 5 years of monthly trial balances, and reviewed over 150 issued letters of credit from 12 different branch offices. • Gained valuable… Show more John Bean Technologies (JBT) is a leading global technologies solutions provider to high-value food and aerospace industries.• Served as a financial analyst and in-house consultant while assisting in preparation for an upcoming external audit. • Reconciled company general ledger, analyzed more than 100 customer contracts, reconciled 5 years of monthly trial balances, and reviewed over 150 issued letters of credit from 12 different branch offices. • Gained valuable experience working across cultures internally, and through communication with branch offices. Show less