ANDREW J.

HALEY
ahaley@locanalytics.com
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