Results

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Proven

Overview

Built a scalable quota and hiring model to align sales capacity with revenue targets for a high-growth SaaS organization

The Challenge

A growth-stage SaaS company lacked a structured way to model sales capacity, quota coverage, and hiring plans. Leadership had limited visibility into how hiring decisions translated into revenue outcomes, resulting in misalignment between quota and budgeted targets.

Approach

Developed a fully automated quota allocation model leveraging Power Query for data ingestion and transformation. The model translated hiring plans and operational assumptions into revenue outputs and incorporated:
- Seller ramp profiles by role
- Start date sensitivity and seasonality
- Fully loaded costs per seller
- Top-down revenue allocations across teams
- Scenario modeling for hiring and territory expansion
- Direct integrations into board-level reporting materials
Outcome
- Reduced model update time from hours to minutes
- Enabled real-time scenario planning for hiring decisions via Power Query
- Achieved first-time alignment between sales quotas and budgeted revenue targets
- Improved speed and quality of executive reporting
Revenue Planning & Quota Modeling
Revenue Planning & Quota Modeling
Marketing Performance & KPI Framework
Overview

Built the first integrated marketing KPI framework to connect spend with performance and forecast accuracy.

The Challenge

Marketing performance lacked transparency, with limited alignment between finance and marketing teams. This resulted in inefficient spend and inconsistent board-level reporting.

Approach

Developed a comprehensive KPI package and forecasting framework, combining financial modeling with Looker-based dashboards for visualization and stakeholder consumption. The solution included:
- Cohort-level performance tracking
- CAC, LTV, and conversion metrics
- Channel-level forecasting and funnel modeling
- Monthly performance reviews tied to ~$100M in annual spend
Outcome
- Identified overestimation in forward-looking cohorts leading to a more accurate revenue restatement
- Improved alignment between finance and marketing teams
- Enabled more efficient allocation of marketing spend
- Established a consistent, data-driven performance review process
Operating Expense Forecasting
Overview

Established a scalable monthly forecasting and operating expense review process across multiple business units.

The Challenge

The organization lacked a structured monthly forecasting process, leaving department leaders without visibility into their operating spend or its impact on overall financial performance.

Approach

Designed and implemented a standardized forecasting framework that bridged data between Anaplan and NetSuite, using Power Query to unify and transform datasets. The solution:
- Connected planning and financial systems into a unified reporting layer
- Enabled department-level tracking of headcount and non-headcount spend
- Provided drill-down visibility to vendor-level detail
- Introduced a monthly executive review cadence across 20+ departments
Outcome
- Created consistent financial visibility across the organization
- Improved forecast accuracy through regular business alignment
- Enabled leadership to proactively manage operating expenses
- Established a repeatable forecasting process adopted company-wide
Partnership Deal Structuring
Overview

Developed an integrated financial model to evaluate the cash flow and profitability of a complex strategic partnership.

The Challenge

Leadership lacked visibility into the financial implications of a proposed partnership, including working capital requirements, cash flow timing, and long-term profitability.

Approach

Built a fully integrated financial model linking profit, cash flow, and balance sheet impacts. The model included:
- Working capital and cash flow sensitivity analysis
- Scenario modeling for payment terms and revenue share structures
- Dynamic inputs for deposits, prefunding, and contract structure
- Executive summary outputs for real-time decision-making
The model was designed for live use during deal negotiations.

Outcome
- Provided clear visibility into financial risks and profitability timelines
- Enabled leadership to evaluate multiple deal structures in real time
- Supported informed negotiation of commercial terms
- Improved confidence in strategic partnership decisions
Treasury & Cash Flow Visibility
Overview

Developed a centralized treasury dashboard to provide visibility into cash position, investment performance, and runway.

The Challenge

A pre-revenue organization lacked consolidated visibility into cash across multiple bank and investment accounts, limiting insight into runway and capital allocation.

Approach

Built an automated dashboard using Power BI, integrating data across multiple banking and investment sources. The solution included:
- Consolidated tracking across domestic and international accounts
- Categorized spend and transaction-level visibility
- Investment performance tracking
- Dynamic cash runway analysis with interactive drill-down capabilities
Outcome
- Provided clear visibility into total cash position and burn
- Enabled leadership to monitor runway with confidence
- Improved transparency across treasury operations
- Supported more informed capital planning decisions
Cloud Cost Forecasting Accuracy
Overview

Improved forecasting accuracy for cloud infrastructure costs through real-time pacing and analytics.

The Challenge

Cloud hosting costs consistently deviated from forecast by 10–20%, creating uncertainty in financial planning and accounting accruals.

Approach

Built a daily-updating pacing model leveraging data from the AWS Management Console, enabling real-time tracking of usage and spend trends. The solution:
- Pulled and structured usage data directly from AWS
- Projected month-end spend based on run-rate analysis
- Provided visibility into cost drivers and anomalies
- Integrated outputs into both forecasting and accounting workflows
Outcome
- Reduced forecast variance to within ~2%
- Improved accuracy of monthly accruals
- Enabled proactive cost management
- Established a repeatable forecasting approach for infrastructure spend
Headcount Planning & Approval Workflow
Overview

Designed and implemented a scalable headcount planning and approval process for a large organization.

The Challenge

The company lacked a structured process for managing hiring approvals and tracking headcount against plan, resulting in bottlenecks and limited financial oversight.

Approach

Partnered closely with Anaplan architects to design and implement a fully integrated planning workflow within the system. The solution included:
- Multi-stage approval workflows embedded directly in Anaplan aligning HR, Finance, and Executive Leadership
- Real-time tracking of hiring and active headcount against budget, covering 1,500+ employees
- Department-level headcount reporting and KPI visibility
- Comprehensive documentation and organization-wide training materials
Outcome
- Improved visibility into hiring and budget alignment
- Eliminated approval bottlenecks and process gaps
- Enabled leadership to track hiring performance in real time
- Established a scalable, repeatable headcount planning process

Results

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