0% found this document useful (0 votes)
24 views3 pages

Anaplan Solutions Architect Profile

The document provides details about Andrew J. Haley including his areas of expertise, work experience, certifications, education, and other positions and services. Haley has experience as an Anaplan architect, model builder, and solution architect. He has worked with several companies building models in Anaplan for tasks like sales forecasting, financial planning, and clinical studies.

Uploaded by

ashh3417
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
24 views3 pages

Anaplan Solutions Architect Profile

The document provides details about Andrew J. Haley including his areas of expertise, work experience, certifications, education, and other positions and services. Haley has experience as an Anaplan architect, model builder, and solution architect. He has worked with several companies building models in Anaplan for tasks like sales forecasting, financial planning, and clinical studies.

Uploaded by

ashh3417
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

ANDREW J.

HALEY
ahaley@[Link]
917-539-2958

AREAS OF EXPERTISE

● Business Analysis ● Alteryx

● Data Analysis ● SQL

● Anaplan ● Trello

EXPERIENCE

LocAnalytics Consulting LLC, Pleasanton, CA August 2021 – Present


Owner, Anaplan Architect & Model Builder
● Genesys, Inc. – Solution Architect & Model Builder August 2022 – Present
o Built a Territory & Quota model for Sales Ops to distribute top-down and bottoms-up quota.
o Established a validation and submission process to allow for users to understand, at a glance, what parts of their quota distribution
process have yet to be completed and why.
o Implemented a process using Cloudworks to automatically take a snapshot of the existing quota distribution data once a week.
● Bristol Meyers Squibb – Solution Architect & Model Builder February 2022 – August 2022
o Built an accruals model for Clinical and Medical studies as they move from Oracle to SAP and re-tool all their planning models to
account for studies represented in both models.
● Sonos – Anaplan Solution Architect & Model Builder March 2022 – July 2022
o Built a Balance Sheet and Cash Flow model, consolidating sub-ledger accounts to drive their forecast and provide variance analysis
between multiple forecast versions and forecast actuals data.
● Philips – Sales ICM Enhancements & Demand Planning Implementation August 2021 – February 2022
o Built a Compensation Analytics App in the New UX, allowing leadership to review Plan Pay Differentiation, Plan Performance
compared to other plans based on their Plan Components, individual Employee Performance, and where the employees sat
compared to their peers.

PagerDuty, Boston, MA January 2021 – August 2021


Anaplan Senior Manager
● Managing the entire Anaplan environment across the enterprise.

● Restructuring the existing FP&A and Commissions models, building the new Marketing, Sales Ops, and Data Hub models,
administering all models, and negotiating license and workspace costs with Anaplan.

Impetus Consulting Group, Boston, MA (Full-Time) February 2019 – December 2020


Senior Consultant – Solution Architect, Project Manager, Model Builder
● Project Manager / Solution Architect that managed 3 model builders across 3 different projects surrounding Demand Planning, FP&A,
Cost Allocation, and Workforce Planning.
● Built a Contract Analytics model for a global pharmaceutical client, incorporating all Brands, Payers, PBMs, and determining Best Price
across all Active and Executed contracts, allowing for real-time alert of whether a contract under negotiation will be compliant with
government and corporate policy.
● Worked in multiple facets of the pharmaceutical operations, analytics, and forecasting divisions, to create an integrated environment of
models, leading to near real-time sharing of data and analysis between Demand Planning, GTN, and Corporate Finance.
● Connected final Demand Planning forecasts to both Net Sales and P&L models.

● Built enhancements around a large scale, multi-division FP&A model, aimed at increasing security and limiting potential for unauthorized
adjustments to the B/S, C/F, or overall P&L statements.
Consultant – Finance, Sales & Demand Planning
● Built a “3-Year” forecasting addition to an existing FP&A model for a subscription service startup client.

● Built a demand planning and sales forecasting model for the U.S. subsidiary of a pharmaceutical company and a global beverage
provider.
● Built a Monte Carlo proof of concept in Anaplan to allow for basic simulation computation, sensitivity analysis and application of
probabilistic distribution types to selected input variables to set parameters during the simulation execution.

State Street Corporation, Boston & Quincy, MA June 2016 – February 2019
Business Analyst – Assistant Vice President – Procurement Metrics (Full-Time)
● Generated reporting metrics for CFO monthly and for Procurement SVP on a weekly basis to track variety of business unit processes as
well as global spend management.
● Created dashboards in Tableau and Excel that can pull data directly from SharePoint sites, an Oracle database or other Excel files to
provide metrics and visualizations in as near real-time as possible.

Business Analyst – Officer – Business Process Redesign (Full-Time)


● Gathered requirements for process enhancements to Global Compliance’s reporting structure and identified gaps in their reporting
structure and made technology recommendations for enhancement to their reporting process based on data gathered.
● Defined KPIs for reporting across Global Compliance and created a process redesign model for future state that would allow for them to
be continuously monitored for proper performance.
● Wrote a project proposal for a new hire onboarding process that was projected to save an estimated $2.5 million in lost labor per year.

● Led an organizational redesign and workforce analysis for Corporate Audit, resulting in a restructuring of their group, an implementation
of basic technology to better run their business unit, and a savings of over $250,000 in external consulting cost.
● Created automated Alteryx workflows and connected Tableau to provide visualizations of metrics to support client deliverables.
IT Business Analyst (Contractor)
● Managed the approval workflow process and currency conversion validation for the implementation of Beeline at State Street.

● Responsible for cost allocation and cost center validation testing throughout the implementation and pre- and post-go-live phases,
including the creation and execution of test scripts, and the management of the defect log.

Accenture, Boston, MA January 2015 – July 2016


Sr. Recruitment Analyst

Starpoint Solutions, Boston, MA April 2013 – December 2014


Account Manager / Recruiter

BCM Search LLC, New York, NY June 2012 – December 2012


Executive Search Recruiter

United States Army, Fort Campbell, KY and Diyala Province, Iraq September 2004 – May 2007
Cavalry Scout (19D): 1/32 Cavalry, 1 BCT, 101 Airborne Division
st st

OTHER POSITIONS & SERVICES

Dedham Charter Committee September 2019 – August 2021


● Selectman appointed position to run through open ended dates beginning September 2019.

● This role analyzes the existing Town of Dedham Charter, interviews the individuals currently holding the positions that are explicitly
outlined in the document, as well as people that work for them, and elicit feedback as to how to best improve the charter for governance
of the rules set forth to manage the Town.

Hire Heroes January 2021 – August 2021


● Conducted resume review, LinkedIn profile review, mock-interviews, and overall mentorship to transitioning military personnel and
their spouses upon request.

CERTIFICATIONS & TRAINING

● Anaplan Model Builder Level 1 – September 2019

● Anaplan Model Builder Level 2 – October 2019

● Anaplan Model Builder Level 3 – October 2020

● Anaplan Solution Architect – Valid through December 2022

● Anaplan Partner Presales Certified

● Alteryx Designer Core Certification – January 2019

● Change Management Certified (Practitioner, Stakeholder, Agent, Champion) – State Street 2017

● Lean Practitioner Certified – State Street 2017

● Certified Digital Catalyst – State Street 2018

● Agile Certified Practitioner (educational and project requirements completed; PMI Agile Certification test pending)

EDUCATION

Fordham University, New York, NY May 2012


B.S. Business Administration / Marketing

Boston University, Boston, MA May 2020


M.S. Applied Business Analytics – 3.63 GPA

Common questions

Powered by AI

Andrew J. Haley has utilized his certifications in Anaplan and other tools to significantly advance his professional objectives by leading projects and developing advanced analytics and planning models across various industries. His Anaplan certifications enabled him to architect complex models for clients, optimize sales operations, and improve FP&A processes, demonstrating proficiency and reliability in delivering effective solutions . Similarly, his expertise in tools like Alteryx and Tableau allowed for enhanced data management and visualization capabilities, optimizing decision-making and strategic planning for business operations .

Andrew J. Haley's military background likely instilled a disciplined, structured approach to problem-solving and leadership, which he has effectively applied to business analytics and process management. His role as a Cavalry Scout involved tactical operations, requiring strategic planning and precise execution, skills that translate well into business environments . This background may have contributed to his capability in managing complex projects, such as building demand planning models and optimizing reporting structures in corporate settings, where precision and strategic oversight are crucial .

Andrew J. Haley improved security and data integrity in corporate planning models by implementing enhancements focused on increasing security measures and limiting the possibility of unauthorized adjustments to financial statements such as Balance Sheets, Cash Flows, or overall P&L statements . By creating secure environments for data processing and validation, Haley ensured accuracy and compliance in financial operations, contributing to more reliable and trustworthy forecasting and reporting . His approach involved using tools and methodologies that safeguarded data integrity while supporting efficient business processes .

Andrew J. Haley played a key role in implementing technological solutions for business process enhancements by integrating advanced tools and creating models that improved operational efficiencies. At State Street Corporation, he defined KPIs and redesigned processes for continuous performance monitoring, leveraging technology to bridge gaps in compliance reporting structures . His contributions to optimizing procurement metrics and supporting Corporate Finance and Demand Planning through customized analytics models underscore his capacity to utilize technology for strategic business enhancements . Utilizing tools like Anaplan, Alteryx, and Tableau, his efforts in establishing automated workflows and data visualizations further highlight his expertise in driving business process improvements through technology .

Andrew J. Haley has significantly contributed to data analytics through various consulting roles. He managed the development of integrated environments of models in pharmaceutical operations to enable near real-time data sharing and analysis across Demand Planning, GTN, and Corporate Finance divisions . His efforts to build a Contract Analytics model facilitated real-time compliance alerts for pharmaceutical contracts . Haley also worked on demand planning and sales forecasting models for different industries, enhancing predictive capabilities and process efficiencies . His proficiency in using tools like Anaplan, Alteryx, and Tableau for data consolidation and visualization further underscores his contributions to data analytics .

Andrew J. Haley's educational background in Business Administration and Marketing from Fordham University, complemented by an M.S. in Applied Business Analytics from Boston University, equipped him with a strong foundation in business principles and advanced analytics techniques . This combination of traditional business education and specialized analytics training has enabled Haley to excel in data-driven decision-making roles, such as developing complex models for FP&A, demand planning, and corporate finance . His advanced studies likely enhanced his analytical skills, which are crucial for optimizing business processes and driving strategic initiatives .

Andrew J. Haley's role in mentoring transitioning military personnel through Hire Heroes is significant as it supports veterans' smooth transition into civilian careers. Providing resume reviews, LinkedIn profile optimization, and mock interviews, Haley enabled service members to better position themselves in the job market . His dedication to mentorship not only aids individuals in overcoming challenges associated with career transitions but also enriches the civilian workforce with experienced personnel embodying discipline and teamwork .

At State Street Corporation, Andrew J. Haley served as an Assistant Vice President for Procurement Metrics, generating reporting metrics for the CFO and SVP to track business unit processes and global spend management . He also created dashboards using Tableau and Excel for near real-time data visualizations sourced from SharePoint, Oracle, and Excel files . Additionally, as an Officer in Business Process Redesign, he gathered requirements to enhance Global Compliance's reporting structure, defined KPIs, and created a redesign model for continuous performance monitoring .

Andrew J. Haley has utilized Anaplan technology in multiple settings to enhance corporate financial planning processes. At Genesys, Inc., he built a Territory & Quota model to optimize sales operations' quota distribution processes . For Bristol Meyers Squibb, he developed an accruals model to integrate studies transitioning between Oracle and SAP, improving representation in financial planning models . At Sonos, he created a Balance Sheet and Cash Flow model to consolidate sub-ledger accounts, thus enhancing forecasting accuracy and variance analysis between forecast versions . Furthermore, while working with Philips and other clients, he implemented enhancements to demand planning and compensation analytics, leveraging Anaplan's capabilities for optimizing performance reviews and comparative analysis across organizational plans .

Andrew J. Haley's leadership in organizational redesign and cost savings has had a substantial impact, particularly at State Street Corporation. He led an organizational redesign for Corporate Audit which resulted in restructuring, the implementation of technology enhancements, and a saving of over $250,000 in consulting costs . Additionally, Haley redesigned the new hire onboarding process, projected to save $2.5 million in annual lost labor, demonstrating his ability to identify inefficiencies and implement processes that yield significant financial benefits .

You might also like