Amy Nelson
About
Detail
Chief of Staff to the CEO
United States
Résumé
Jobs
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Chief of Staff to the CEOFirstupAug 2025 - Current (10 months)- Director of GTM Transformation & StrategyAnaplanJan 2023 - Aug 2025 (2 years 8 months)GTM Transformation - Led a small team of transformation managers & actively managed portfolio of 10-20 projects at 70%+ on-track status, working cross-functionally to ensure decisions are made and blockers are removed as quickly as possible - Established and managed the GTM Transformation Portfolio, including the definition of the operating model, decision rights, intake process, and cadences including weekly review with the CRO and bi-weekly updates to the Executive Steering Committee (CEO, CFO, CCO, CRO, Sales Leaders) - Led strategic initiatives, including the global expansion into five new markets, contributing $5.4M in net new annual contract value (NNACV) GTM Field Reporting - Defined and operationalized new sales forecasting pro
- Senior Solution ArchitectAnaplanDec 2021 - Jan 2023 (1 year 2 months)
- ManagerDeloitteAug 2019 - Dec 2021 (2 years 5 months)Managed and delivered global software implementations, focusing mostly on Anaplan within Finance. Some duties included: -Client stakeholder management -RFP responses and sales presentations to new & existing clients -Managing onshore and offshore development teams -Leading business process improvement and redesign -Delivering global software implementations from requirements through development, testing, and deployment -Working closely with business stakeholders to make key decisions and manage the project timeline -Coaching model builders on Anaplan development -Leads user training & creation of key enablement materials -Specializes in helping form Anaplan Centers of Excellence for long term sustainment -Manages internal Deloitte teams t
- Senior ConsultantDeloitteJun 2018 - Aug 2019 (1 year 3 months)
- Finance ManagerDaVita Kidney CareSep 2017 - Jun 2018 (10 months)Led the Anaplan Center of Excellence and helped grow the team by 100%. Some duties included: -Created and managed Anaplan enablement (training & change management) program across the enterprise for 5,000+ users for 50+ models -Managing a team of model builders to maintain and create new Anaplan models -Manage ad-hoc projects for accounting & finance executives with bi-weekly read outs to the Chief Accounting Officer -Implemented program to train, manage, and support 40+ Anaplan builders across the enterprise -Managed partnerships with key stakeholders across multiple functions to monitor and improve Anaplan models or applications
- Sr. Analyst, Finance InnovationDaVita Kidney CareJan 2016 - Sep 2017 (1 year 9 months)Responsible for working with cross-functional business partners to evaluate current reporting processes and implement efficient and meaningful changes. Some duties included: -Solution architect and model development in the Anaplan platform -Data integration with various sources across the enterprise -Developing strong relationships with internal stakeholders -Developing project plans and timelines using an agile approach -System troubleshooting -System training for 5,000+ users -Coaching Anaplan model builders in determining appropriate architecture solutions -Ad-hoc reporting & data analysis -New candidate screening and hiring
- Business Analyst (Records & Information Management)SM Energy CompanyMar 2014 - Dec 2015 (1 year 10 months)Implemented OpenText (Electronic Content Records Management module) across four regional offices and a corporate office. Duties included: -trained groups from 5-40 users -configured taxonomy and metadata requirements -content migration and validation -system testing -one-on-one customer service -legal research to update Records Retention Schedule and user file plans -Workflow analysis and planning -Gathering consistent and accurate metrics to report to senior leadership -Development of various scanning projects -Ongoing RIM and ECM System Training for users -Managing off-site Records -Managing SharePoint intranet webpages -Legal Hold Mangement -Change Management -Training Reinforcement Activities
- DInternDistrict Attorney th district of ColoradoJan 2014 - Mar 2014 (3 months)
- Supplemental InstructorMetropolitan State University of DenverMay 2013 - Dec 2013 (8 months)Acted as a peer leader to a community of first year college students. Responsibilities included: tutoring, mentorship, leadership, and developing students. Student development was focused on social skills, public speaking, time management, helpful study habits, efficient note taking, and proper presentation management.
- Records and Information Management (RIM) InternSM Energy CompanyMay 2012 - Mar 2014 (1 year 11 months)-Devloped internal marketing approaches and materials -Conducted inventory of all company information retained in off-site storage -Coordinated and maintained vendor relationships -Provided internal customer service and support -Created and managed an internal webpage through SharePoint -Assisted in Legal Hold Management
- SCommunity Service ChairStudent Athletic Advisory CommitteeSep 2011 - Aug 2013 (2 years)Voted on NCAA regulations, and advised ways to improve the student-athlete experience. Organized charity events and community service for the entire athletic program.
Education
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- Bachelor's Degree, Business Administration, Management and OperationsMetropolitan State University of DenverJan 2010 - Dec 2013 (4 years)Graduated Magna Cum Laude, with Management honors, Sigma Beta Delta honors, and was selected as the outstanding student in the School of Business
Projects (professional or personal)
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Awards
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- Master AnaplannerAnaplanFeb 2019