Pam Adkins-Smith
Your partner in strategy, analytics and business growth
I combine expertise in Finance, Analytics and Workforce to design solutions that strengthen compliance, increase efficiency, and unlock measureable business performance.
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Professional Summary
Senior Operations & Finance Analytics Leader with 10+ years of experience driving efficiency, compliance, and growth in Fortune 500 and regulated firms. Known for building accurate forecasts, executive-ready reports, and data strategies that save millions, reduce risk, and improve client service. Skilled in workforce strategy, financial planning, and digital analytics, with a proven track record of enabling faster, smarter executive decisions.
Career Highlights
Achieved 95% forecasting accuracy at Morgan Stanley and Comcast, saving $2M+ by preventing over- and under-staffing.
Accelerated executive decision-making by 25% through real-time Tableau dashboards at E*TRADE.
Directed large-scale migrations, including 100,000+ client accounts and 150+ agent transitions to remote work at Comcast, with minimal downtime.
Boosted client growth by driving a 60% increase in organic traffic and 30% higher conversions through consulting projects.
Professional Experience
Finance Operations Specialist
Osaic - Atlanta, GA | Feb 2025 - Present
Lead high-value money movement and account transfers across banks, contra firms, and clearing firms (Pershing, NFS), ensuring accuracy and safeguarding compliance with FINRA/SEC standards.
Advise financial professionals and clients on IRS and firm-specific documentation, strengthening compliance processes, and reducing repeat issues.
Direct resolution of escalated transfer and transaction cases with clearing firms, reducing turnaround times, and protecting client assets.
Enhance Salesforce CRM and financial platform controls to deliver reliable data for advisor reporting and regulatory reviews.
Wealth Management Associate (Finance & Reporting Strategy)
Morgan Stanley, Alpharetta, GA | May 2023 – Sept 2024
Built forecasts for revenue, expenses, and compensation, giving leaders clearer insights for planning and budgeting.
Produced trade and revenue reports with 98% accuracy, improving trust in executive decision-making.
Streamlined payroll and compensation processes in VCS and Salesforce, increasing efficiency by 30%.
Simplified bonus and contract workflows, reducing onboarding delays and improving accuracy in talent cost tracking.
Enhanced trade allocation methods, aligning payouts more closely with performance and organizational goals.
Wealth Management FP&A – Senior Analyst
Morgan Stanley, Alpharetta, GA | Apr 2022 – May 2023
Designed reporting frameworks and compensation workflows, cutting errors by 30% and saving staff hours weekly.
Integrated data from multiple sources into reporting summaries, giving executives faster insights and accelerating planning cycles.
Senior Workforce Manager
E*TRADE, Alpharetta, GA | Dec 2020 – Apr 2022
Built Tableau dashboards and SQL reporting tools that equipped executives with live insights, improving leadership decisions by 25%.
Optimized scheduling across five business lines, raising service efficiency by 15% and ensuring peak coverage.
Partnered with Operations, Telecom, and Product teams to validate 100+ routing changes, preventing misroutes and protecting service quality.
Delivered executive reports with recommendations that helped leadership meet quarterly performance goals ahead of schedule.
Independent Consultant (Digital Strategy & Analytics)
Atlanta, GA | Jan 2021 – Aug 2025
Advised executives in finance, tech, and professional services on digital strategy and reporting, improving efficiency and data accuracy.
Built analytics dashboards that reduced reporting time by 20%, giving leaders faster insights for planning and compliance.
Directed projects that increased client growth by 30%, strengthening long-term visibility and ROI.
Led training sessions on analytics, reporting tools, and AI, helping executives adopt modern practices for scaling operations.
Workforce Manager
Red Ventures, Atlanta, GA | May 2019 – Dec 2020
Optimized staffing and scheduling using performance analytics, improving service adherence by 15% and reducing operational costs.
Directed the transition of 200+ agents to remote work during the pandemic with less than 1% downtime.
Delivered workforce insights that guided leadership actions, accelerating response times and improving performance.
Partnered with cross-functional teams to resolve scheduling challenges and maintain alignment across business units.
Sr. Analyst - Forecasting
Comcast, Atlanta, GA | 2017 – May 2019
Produced short-term and long-term forecasts for call volume, staffing, and KPIs with 95% accuracy, preventing over- and under-staffing.
Built Tableau dashboards and Excel models that gave executives faster visibility into trends and improved workforce alignment.
Partnered with business leaders to connect forecasts to strategic goals, reducing costs and improving service delivery.
Sr. Analyst – Real-Time Analysis
Comcast, Chamblee, GA | 2011 – 2017
Directed migration of 100,000+ accounts to a new billing system and transitioned 150+ agents to remote work with minimal downtime.
Managed real-time staffing adjustments, reducing service disruptions by 20% and protecting customer satisfaction.
Standardized workforce tools and processes, improving department productivity and streamlining daily operations.
Coordinated outage response and workflow fixes with cross-functional teams, ensuring compliance with incident timelines.