About me and Contact
Hi!
I'm a Workday/Adaptive Architect (platform certified) with 15+ y of experience in software design and FP&A.
I implement EPMs and financial models for clients of all sizes (SMB to Enterprise, startups and public companies) across various industries (with more focus on healthcare / biotech and SaaS companies).
I have a passion for Financial Systems, process improvements and integrations. When I design financial models, I ensure that they are robust, dynamic, and user-friendly (ask my clients :))... as I've been myself an admin and a consumer of the systems / reports while in FP&A! I also love working with FP&A and GTM teams: building metrics and dashboards to ease analysis, provide reporting for their KPIs, partner with budget and revenue owners, to provide them with the support & analysis they need to make strategic decisions.
On the EPM implementation side: I have successfully handled over 20 full implementations, covering financial modeling of revenue, COGS, OpEx, CapEx, balance sheet, cash flow, personnel, and sales commissions. I am integrating Adaptive with many platforms, such as NetSuite, Salesforce, Google Sheets, MS Dynamics, Snowflake, and Workday FINS + HCM, using various connection methodologies and multi-currency setups.
Here is my Linkedin profile... You can contact me via Linkedin or via the contact form on the home page.