Andrew Dinsdale
Senior Consultant
About
Andrew Dinsdale is a dynamic, people-focused professional with extensive expertise in technology implementation and project management. As a Certified Agile Professional and Scrum Master, he brings strong analytical acumen and a proven track record of overseeing delivery of multiple projects within set time and budget constraints. Andrew specializes in Workiva software implementations, including Financial Reporting, GRC, and ESG solutions, helping organizations enhance reporting accuracy, improve compliance, and achieve operational excellence.
Professional Experience
Harbor View Consulting
Senior Consultant
Jan 2026 - Present
- Delivers Workiva implementation and consulting services for clients across Financial Reporting, GRC, and ESG solutions
- Provides expert project management and technical guidance throughout the implementation lifecycle
- Helps organizations enhance reporting accuracy, improve compliance, and achieve operational excellence through Workiva platform expertise
Lead Tech Services LLC
Owner / Independent Contractor
Nov 2024 - Dec 2025
- Provided personalized consulting for seamless Workiva implementations including Financial Reporting, GRC, and ESG solutions
- Delivered hands-on support throughout the implementation process, ensuring solutions aligned with unique business needs
- Performed project management and implementation activities for enterprise clients including Citrin Cooperman
Big Four Professional Services Firm
Transformation Manager
Apr 2023 - Nov 2024
- Led requirements gathering, solution design, and delivery of financial optimization engagements ranging from $150K - $600K in value
- Assessed target data needs by conducting gap analysis and designing methods of connecting source data to end reports, saving companies 25% - 50% in reporting endeavors
- Built and maintained project plans with timelines for engagements ranging from 4 to 16 weeks in duration
- Conducted regular status meetings with high-level enterprise clients and internal stakeholders to maintain project alignment
SaaS Technology Company
Senior Manager of Technical Support
Aug 2022 - Apr 2023
- Built a team of Tier 1 and Tier 2 support and technical engineers to manage a growing SaaS product
- Established and exceeded key performance indicators, reducing time to resolution by 52%
- Established scrum and kanban methodologies for tracking complex issues, reducing first response time by 30%
- Partnered with cross-functional teams to continually improve customer journey, reducing agent ticket load by 10%
Workiva
Manager of Technical Support → Technical Support Engineer
Aug 2021 - Aug 2022
- Oversaw daily operations of technical support team, ensuring efficient resolution of customer issues
- Designed resource management strategy with kanban methods that reduced solution delivery time by 29%
- Led support product improvement initiatives that decreased specialized support volume by 26%
- Provided enterprise-level technical support with a 98% customer satisfaction rating
Agricultural Technology Platform
Director of Operations
Mar 2020 - Jan 2021
- Directed strategic initiatives for sales, marketing, customer success, human resources, and finance teams
- Established project management team to drive software implementation procedures
- Managed business processes and procedures, implementing new procedures to streamline operations
Workiva
Senior Manager of Project Management & Implementation Services
Jul 2017 - Mar 2020
- Led dynamic team of 25+ client onboarding associates to deliver 90K+ hours of global service implementations annually
- Increased service utilization by 35% through data-driven decision-making and strategic planning
- Generated $1.3M in quarterly revenue by delivering SEC/SEDAR, GRC, Mutual Funds, ERM, FERC Reporting, and XBRL/IXBRL implementations
- Monitored data from multiple systems to synthesize capacity and financial forecasting models within 2% accuracy
Workiva
Manager of Customer Success
Jul 2014 - Jul 2017
- Led team of 12 employees to deliver best-in-class service with comprehensive product knowledge
- Trained team on new admin tools, achieving 80% decrease in escalations to Tier 3 support teams
- Enhanced software performance by collaborating with internal product development teams
Education
- Bachelor of Science in Psychology - Iowa State University
Expertise
- Workiva Implementation (Financial Reporting, GRC, ESG)
- Project Management
- Software Implementation
- Technology Initiatives
- Process Improvement
- Servant Leadership
- Strategic Oversight
- Customer Support
- Agile & Scrum Methodologies
- Resource Management
- Financial Forecasting
Certifications
- Certified Agile Professional - Six Sigma Global Institute
- Professional Scrum Master - Scrum.org