Andrew Summers
GENEVA
Summary
Experienced nonprofit finance leader with a strong record of managing multi-entity budgets, streamlining financial operations, and leading teams through system upgrades and audits. Skilled in developing reporting tools, improving forecasting accuracy, and aligning financial strategy with mission-driven goals. Proven success collaborating with executives, boards, and auditors to support transparency, compliance, and organizational growth.
Overview
20
20
years of professional experience
Work History
Senior Director of Finance
Emergency Nurses Association
03.2024 - Current
- Partnered cross-functionally with department leaders to gather and synthesize data for CEO-led monthly business reviews, enhancing visibility into enterprise performance and aligning departmental efforts with strategic objectives.
- Implemented key performance indicators (KPIs) into financial reporting processes, equipping executive leadership with actionable insights that improved strategic planning and optimized resource allocation.
- Reduced monthly close timeline from 15 to 8 days by streamlining processes and automating reconciliations, accelerating financial reporting and enabling faster decision-making at the executive level.
- Identified and led cost-reduction initiatives that cut operational expenses by over $1 million annually, significantly improving the organization's bottom line.
- Created and distributed best practice guidelines for state-level chapters, driving consistency, operational efficiency, and scalability across the national footprint.
Director of Finance
American Academy of Sleep Medicine
09.2017 - 03.2024
- Directed all core financial functions, including treasury, budgeting, audit, tax, accounting, and long-range forecasting, overseeing a combined annual budget of $28 million across the organization, affiliates, and managed societies.
- Partnered with investment advisors at Charles Schwab to align organizational investment strategies with mission-driven objectives, ensuring responsible stewardship of funds.
- Served as a key advisor to the Executive Director and primary liaison to the Finance Committee, providing financial insights and guidance to support governance and strategic decision-making.
- Enhanced departmental reporting capabilities by leveraging previously untapped features in Salesforce, improving financial visibility and operational accountability for department managers.
- Led the audit firm selection process in 2018, evaluating proposals and coordinating cross-functional input to secure a partner aligned with the organization's needs and values.
- Directed a $500,000 ERP system upgrade in collaboration with IT and external consultants, implementing a cloud-based platform with improved financial reporting, scalability, and integration with the new association management system.
Accounting Manager
Transmarket Group, LLC
02.2011 - 09.2017
- Reported directly to the CFO, overseeing the preparation of monthly financial statements for 30 trading desks by collecting data, analyzing variances, and summarizing trends to support executive decision-making.
- Partnered with the finance team to compile and distribute comprehensive monthly financial reporting packages to the CEO and executive leadership.
- Redesigned general ledger structure and reporting processes, enhancing forecasting accuracy and standardizing financial procedures across the organization.
- Supervised a team of six in the general accounting department, overseeing month-end close, annual reporting, external audits (across four entities), accounts payable, payroll, state and local tax compliance, and contract administration.
- Led the implementation and upgrade of Microsoft Great Plains for 15 subsidiaries, streamlining workflows and improving data integrity across the organization.
- Developed and implemented allocation methodologies for $1 million in monthly overhead expenses, accurately distributing costs across 30+ trading strategies.
- Accelerated the month-end close by one week by designing and applying a detailed expense accrual process tailored to the unique operational patterns of each trading strategy.
- Supported international expansion by analyzing startup costs and tax implications for various locations, contributing to the successful establishment of a Swiss office.
Staff Accountant
Transmarket Group, LLC
02.2011 - 12.2011
- Monitored firm’s expenses, developing budget analysis reports for distribution to management.
- Examined vendor accounts and ensured that payments are current.
- Processed accounts payable; including purchase order entry, invoice entry and approval, follow up with vendors on missing payments, and reporting of aged items.
- Interact extensively with State & Federal representatives regarding resolution of tax reporting issues to ensure compliance with applicable laws/regulations.
Proprietary Equity Manager
Self-employed
10.2008 - 01.2011
- Managed assets focused on moderate to aggressive growth in the equity, futures, and options markets; implemented practices to mitigate risk.
- Utilized fundamental/technical analysis to identify trade candidates and appropriate entry/exit points.
- Organized weekly meetings of local traders for strategy review and industry related discussion.
Financial Analyst
Energizer Holdings, Inc.
03.2007 - 04.2008
- Provided financial support and analysis to sales and marketing teams to aid in strategic business decisions and cost saving initiatives.
- Prepared monthly sales performance reports for all domestic product divisions.
- Collaborated with financial reporting, budgeting, and forecasting teams to develop monthly, quarterly, and annual forecasts.
- Evaluated and analyzed Cash Flow and ROI models to determine best uses of our trade spend.
Contract Specialist
Central Intelligence Agency
06.2005 - 12.2006
- Conducted contracting process, planning acquisitions, preparing and releasing solicitations, evaluating proposals, and negotiating/awarding contracts.
- Administered 60+ research and development contracts in support of the Office of the Chief Scientist.
- Resolved over $200,000 in payment disputes between vendors and our technical office.
Education
Bachelor of Science - Accounting And Finance
University of Illinois At Urbana-Champaign
Champaign, IL12-2004
Skills
- Collaborative leadership
- Reporting expertise
- Innovation management
- Process improvement
System & Technical Skills
- Microsoft Dynamics GP/Great Plains
- Salesforce
- SAP
- ERP Implementation & Upgrades
- Advanced Excel
Languages
French
Limited Working
Timeline
Senior Director of Finance
Emergency Nurses Association
03.2024 - Current
Director of Finance
American Academy of Sleep Medicine
09.2017 - 03.2024
Accounting Manager
Transmarket Group, LLC
02.2011 - 09.2017
Staff Accountant
Transmarket Group, LLC
02.2011 - 12.2011
Proprietary Equity Manager
Self-employed
10.2008 - 01.2011
Financial Analyst
Energizer Holdings, Inc.
03.2007 - 04.2008
Contract Specialist
Central Intelligence Agency
06.2005 - 12.2006
Bachelor of Science - Accounting And Finance
University of Illinois At Urbana-Champaign
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