Managing Director

Amy Morgan

Consulting
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Bio

Meet Amy

As a leader in Armanino’s Consulting group, Amy oversees the firm’s Sales Enablement team. She brings over 25 years of finance, software and operational experience to her role, where she works alongside Armanino’s technical experts, sales team and outside vendors to help clients maximize software to solve their business challenges. Amy’s experience allows her to understand the needs of software architects and create the processes and technologies to enable them to do their job more quickly and easily.

Before joining Armanino, Amy was a key member of a channel organization where she enabled and trained new partners, resulting in the software company scaling its delivery capabilities. With previous experience in FP&A roles at Fortune 500 firms, Amy offers a holistic approach to organizational finance. She led initiatives to reduce handling within distribution centers, eliminate unneeded shelving resets in retail locations and scale software training. 

Amy earned her MBA in finance, accounting and strategy, as well as her B.S. in economics and math, from the University of Minnesota.

Contact Amy Morgan

Industries Served

Experience

Professional History

Experience

  • Adaptive Insights
  • Sears Holdings
  • Broadpeak Consulting
  • Target Stores

Associations

  • AICPA Task Force Member

Education

  • University of Minnesota

Honors / Awards

  • Carlson School of Business Student of the Year, 1996 – MBA Program
  • Carlson School of Business Student of the Year, 1996 – Finance Program
  • Full Graduate School Scholarship, Carlson School of Business, MBA program
  • Stockman & Fabel Scholarship in Economics

Speaking Engagements

Adaptive Live 2017, San Francisco, May 2017, 10 in 10: Ten Tips for Making the Most of Your Solution
Adaptive Live 2015, San Francisco, April 2015, Your Guide to Driving the CFO Evolution
 

Community

Light of Christ Church, Various Business and Leadership Roles
Amy's Thought Leadership
Five Steps to Choosing the Right Financial Software for Your Company
Article
Follow this five-step process to avoid costly mistakes when choosing new financial software.

May 13, 2021
Top 4 Mistakes Companies Make in Financial Planning and Analysis
Article
Plan via spreadsheets and email? Here’s how it may be hurting your productivity and bottom line.

April 27, 2021
Blog articles
Article
Adaptive Insights Partner Accreditation determines if a provider has the experience that your organization needs.

January 07, 2020