Senior consultant with proven experience in Planning and Systems

Brian is a highly successful systems consulting professional with 20 years of global experience in systems implementations and financial planning. He brings extensive experience having implemented planning solutions for over 130 companies across numerous industries. He has lead projects with innovative solutions in budgeting, data analytics, modeling, and business process optimization. As a personable and approachable problem solver, he focuses on developing and implementing programs and systems to support financial strategies. Brian approaches each project with strong attention to detail, outstanding leadership and communication skills, and ability to produce top quality results in a deadline driven environment. 


  • Teladoc Health
    • Worked as an Anaplan solutions architect building out Client P&L consolidation across domestic operations and recently merged international subsidiaries. Gathering and merging data from 12 different data sources.
  • Intuit
    • Worked as an Anaplan solutions architect building expert (CPA) scheduling and demand planning models for the TurboTax and Quickbooks products. Built models that forecasted in 15 minute increments customer volume call volume, allocated and tracked experts to cover demand via a tree workflow of tasks.
  • Everlane
    • Worked as an Anaplan Model Builder building out Revenue, Income Statement, Balance Sheet, and Cash Flow Models. 
  • UHY Consulting and KeenVision
    • Provided solutions for over 130 organizations as practice lead for Planful Dynamic Planning (Modeling) application.
    • Recognized thought leader on leading practices using Planful Dynamic Planning with recurring invitations to speaking engagements at user conferences.


  • Finance, Planning, and Analysis
  • Data Analytics and Systems
  • Reporting


  • Anaplan Connected Planning 
  • Planful 
  • Business Process
  • System Development
  • Cost Reduction Planning
  • Retail Consultant


  • Teladoc Health
  • Intuit
  • Everlane
  • RG Barry
  • SoFi
  • Sprouts Farmers Market

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