Amy Morgan

Amy is the Adaptive Insights practice delivery leader. She has a passion for helping companies streamline and automate their FP&A processes and leads our team to deliver consistently high-quality implementations from kickoff through support. Throughout her tenure at Armanino and Adaptive Insights, Amy has led or overseen more than 525 implementations.

Prior to joining Armanino, Amy led an implementation team and partner enablement at Adaptive Insights, where she led and oversaw implementations, created the certification process to certify over 40 partners and turned around three projects where the client had announced their intention to cancel service.

Amy has over 20 years of finance, project management and consulting experience, including FP&A roles at two Fortune 500 firms. Her strengths include:

• Leading clients through process improvements through her passion for creating efficiencies, streamlining processes and scaling financial processes for growth.
• Utilizing sophisticated communication skills to interpret and describe financial data to C-suite executives so they can enhance their understanding and leverage the information to improve business performance.
• World-class domain knowledge around design and implementation of Adaptive Planning software, with an emphasis on creating scalable and easy-to-maintain solutions.