Battle-tested FP&A for Seed to Series C SaaS companies. Capacity modeling, revenue analytics, and board-ready reporting that drives efficient capital deployment, without the full-time hire.
Scoped engagements designed to fit alongside your existing team, not replace it. Async-friendly and built to move fast.
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Driver-based quota setting, territory design, sales capacity models, headcount planning, and opex budgeting tied directly to your growth targets and margin objectives.
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ARR, NRR, GRR, CAC payback, and segmented cohort trends, built as automated dashboards that stay current without manual work.
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Structured financial packages covering KPIs, headcount, and opex for board decks, fundraising diligence, and executive reviews, ready when you need them.
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Connect your ERP, CRM, and data lake/EDW into a clean, reliable data layer. Reduce manual reporting and improve metric integrity across the org.
I'm a finance leader with nearly a decade building revenue and planning infrastructure at high-growth SaaS companies. My work lives at the intersection of Sales, Finance, and Data, connecting your CRM, ERP, and data lake/EDW into a single source of truth so the numbers actually reflect what's happening in the business.
Most early-stage finance functions are held together with manual exports and disconnected spreadsheets. With a foundation in Salesforce administration, I understand the CRM layer from the inside, which means I can build automated infrastructure that pulls from your systems directly: clean, consistent metrics that don't require a data cleanup sprint before every board meeting. Layered on top of that are agentic validation checks and anomaly detection that flag data issues, booking errors, and metric drift before they ever surface in a report.
PlanStack is built for founders and operators who need senior FP&A capability without a full-time hire. Engagements are scoped, async-friendly, and designed to move fast. You get the output of a seasoned FP&A partner without the overhead.
How it connects
Tell me about your company and what you're working on. I'll get back to you within one business day.