• Designed and directed the build of FP&A solution for a top Fortune 100 company.• Acting Solution Architect directing the work of two senior model builders.• Built pharmaceutical discount POC, winning a new client for the company.• Provided training to consultant model builders.• Designed best practices documents and training.• Instrumental in the formation of an Anaplan center of excellence (COE) at the client.• Interviewed candidates & assessed them for their Anaplan model building skill.

Plan Rocket Consulting is a full-service Anaplan Implementation Partner with a focus on Customer Success and Enablement.We specialize in implementing Anaplan's most complex use-cases and our clients benefit from the fact that our consultants have not only a deep understanding of the Anaplan platform, but also a significant amount of industry expertise. It's the combination of both of those factors that allows us to ask the hard questions around process and logic enabling us to push our clients to utilize Anaplan to it's full potential.Integration Specialist:• Informatica Hyperconnect: Architected Anaplan Inc.'s Salesforce to Anaplan connection via Informatica's Hyperconnect. Data from Salesforce supplies the Sales Forecasting and Customer Health models at Anaplan Inc. with real-time data.• Anaplan Connect: Automation of uploads from a server using Anaplan connect with upload schedule controlled by Windows Scheduler. This automation supplies the client’s FP&A application with refreshes via NetSuite and other applications.Models Architected:• FP&A - Capable of tops-down & bottoms-up financial planning, as well as complex scenario analysis, this model accelerates the deployment of the traditional FP&A application to the client from the traditional 6+ weeks to only two. Budgetary submission processes and what-if analysis allows managers to see what budgetary proposals mean for the financial statements, in real-time.• Portfolio Management - Designed with portfolio management (holding) companies in mind, this application is capable of tracking valuation over time and allows for the assignment of a selection of valuation methodology to each individual portfolio company for use in scenario analysis of a portfolio’s valuation.

Assignment: Architect & Model Builder for the Internal Business Application of the Anaplan ERP System. Focus Areas: Sales Metrics:• Built complex Sales Metrics modeling • Areas of interest include: Sales Capacity, Sales Productivity, People Metrics, Revenue, Pipeline, Customer• Analysis was summarized into RVP scorecards• Finalized results were presented to upper managementRevenue & Commissions Analysis and Disbursement:• Built a commissions model that calculates commissions based on rep performanceFinancial Planning:• Enabled managers to submit budgetary items, assign prioritization, and receive approval/rejection from the CEOHR:• Created extensive recruitment modeling to provide real-time, actionable analytics• Formulated bonus modeling with scenario analysis• Established equity modeling describing employees' vested and unvested portions at a selected date in the future for IPO incentive alignment• Improved model performance through the discovering of increased model efficiencies• Managed multiple cross-departmental projectsTax:• Provided the ability to use assumptions tables and load sites to automate various intercompany tax calculations for purposes of identifying pools of money that can be moved from entity to entity to minimize overall tax exposure.Integration:• Experienced with Jitterbit, Informatica, Anaplan Connect, and Anaplan's Native Connector• Integrated systems include: Salesforce.com, Workday, Jobvite, Splunk, Sharepoint, etc.Efficiency Savings:• Architected internal server analysis identified over $250,000 in wasted server space• Results were presented to our directorsSales:• Successful record in providing Anaplan Sales demos End Result: • I help Anaplan Inc. with tracking business events, rapidly modeling potential impacts, and the day-to-day decision making of a hyper-growth company.

• Assisted with compensation studies• Participated in conducting quality control• Developed Segal Consulting's National Public Sector Health Database• Analyzed historical changes in public sector benefits

• Conducted training of temporary employees • Managed security during auction item viewings • Produced auction item condition reports • Promoted and served as salesman for private sales items • Negotiated contracts • Scheduled appointments• Promoted customer relations by fielding inquiries and cultivating clients• Researched violinmakers for the Tarisio Makers Database• Assisted with cataloging of auction items

Mentored with John Young who advised I leave for New York City when I was offered a job from Jason Price with Tarisio Auctions.