Skip to content
Andrew Setness, CPA, MBA

About

Andrew Setness

CPA · MBA

  • CPA
  • MBA
  • Salesforce Admin
  • UC Davis

I'm a California CPA who spent my career at the intersection of accounting, finance, and technology — and I now lead AI product development at Workday Adaptive Planning. Setness Consulting is how I bring that combination to small businesses, startups, and accounting teams that need more than a single-discipline consultant.

Before product management, I was on the other side of the desk: I ran finance and accounting for VC-backed startups, managed the books for 10+ entities, implemented ERPs and FP&A systems, and prepared compiled, reviewed, and audited financial statements. That operating experience is what makes the product and AI work credible — I've lived the problems I now help solve.

Today I split my time between leading AI product features at Workday and helping select clients through Setness Consulting. I take on engagements where my specific combination of CPA credentials, operating experience, and hands-on AI expertise makes a real difference — not just another consultant who read a blog post about AI.

Credentials

Licensed, certified, accountable

CPA
Certified Public Accountant, California #132161
MBA
Accountancy, Sacramento State University
Salesforce Admin
Certified Administrator, #19305971
UC Davis
B.S. Managerial Economics

Career

The path here

  1. 2023 – Present

    Principal Product Manager · Workday Adaptive Planning

    • Product Owner for Advanced Modeling and AI features
    • Subject Matter Expert for AI, including Ask Workday
    • AWS and Salesforce co-solutions
  2. 2021 – 2023

    Product Manager · Stratify Technologies

    • Integrations, APIs, and database product owner
    • Master data management and workforce planning
  3. 2018 – 2021

    Product Manager · Workday (Adaptive)

    • Product owner for Modeling scrum teams
    • Product discovery, specs, UX mockups, roadmap
  4. 2017 – 2018

    VP Finance · DialSource (now Conquer)

    • Led accounting, finance, and HR
    • Self-implemented Adaptive Insights integrated with Salesforce and QuickBooks
    • Built multi-year budget and forecast models; reported to board
  5. 2015 – 2017

    Senior Accounting Consultant · Kranz Consulting

    • Full-cycle accounting for VC-backed startups
    • Clients incl. Velocloud ($35M Series D) and Qubole (Series C)
  6. 2013 – 2015

    Accounting Manager / Associate · Shoe Palace · Redwitz & Co

    • Led a 4-person accounting team across 10 LLCs
    • Audit, tax, and consulting engagements

Ready to talk about your books, forecast, or product?

No pitch. Just a clear conversation about where you are and what might help.