Sonoran Capital

Acquisitions

OnPlan

Chief Financial Officer

OnPlan is a powerful FP&A platform that provides you with insight into your  business.  Enjoy better visibility, greater transparency and more effective benchmarking.

CEO, Founder

Texas Tax Loan

President

Boost Media

Boost is an enterprise solution for optimizing ad creative at scale across Search, Social, Display & Mobile. 
 
Boost increases advertiser profitability by using a combination of humans and software to drive increased ad relevance at scale. The Boost marketplace is comprised of over 1,000 expert copywriters and image optimizers who compete to provide a diverse array of perspectives. Boost’s proprietary software identifies opportunities for optimization and drives performance using a combination of workflow tools and algorithms. 
 
The Company focuses on optimizing for enterprise advertisers and generates substantial improvements in conversions-per-impression for customers. Today, Boost is trusted to drive optimization and insights for over $300 million in advertising spend across networks and premium publisher sites such as Google, Microsoft+Yahoo Bing Ads and Facebook.

Interval International (IAC Portfolio Company)

Leadership role in $110 M acquisition of Aston Hotels in Hawaii.

Director, Strategy & M&A

Plum Capital

Involved with strategic, operational and financial management of growing companies. Private equity due diligence, deal structuring, portfolio management.  Plum Capital is an early stage venture capital firm that focuses on early stage media opportunities.

Associate

Goldman Sachs

Analyst

LiveBuilding

Founder

CEO at OnPlan.co - a fast and flexible FP&A platform that makes financial reporting easy. Follow me for posts about FP&A, excel humor, startups and life in finance.

Today, I'm the CEO of OnPlan.co ...

But, if I was endowed with a better eye, I would have been a painter.

But as it turns out, my drawing skills make the Family Guy look like high art. 

Instead, I’ve been funneling my passion for creativity towards spreadsheets and entrepreneurship for the better part of two decades. I’m passionate about building companies - it allows you to delve into a multitude of disciplines from UX/UI (the closest to art that I can get) to analytics to metrics to fundraising.  

I started my career in FP&A in the travel sector and I am now a 2nd time founder of a VC backed startup. OnPlan.co is a modern budgeting and forecasting platform that works seamlessly with Excel and Google Sheets and your existing model. You can think of OnPlan.co as a Data Visualization, Data Integration, and Workflow and Collaboration platform that sits on top of Google Sheets & Excel.

I am passionate about extending the powers of spreadsheets and generating user experiences that are intuitive. My greatest joy would be to make OnPlan.co the Airtable of FP&A.  

I am interested in connecting with like minded passionate finance professionals and entrepreneurs.  Along the way I hope to impart some lessons that I’ve learned in terms of modeling, company building, culture building and harnessing one's passion for creativity into entrepreneurship.

If this resonates with you please reach out to me!

David Greenbaum

Huemmingbirds

Here's what I offer: 

📌Fully customized training for individuals and cohort
📌Corporate workshops (half-day)
📌Consultations for effective Dashboard and Presentation development
📌Ghostwriting? Yes, I do that too. If you need someone to ghostwrite posts or articles related to the data communication space, you can always reach out to me.

All the training programs are realted to Data Storytelling, Data Visualization best practices, and effective Presentation skills.

Founder| Lead Consultant| Data Communication Training | Corporate Workshop Facilitator| Ghostwriter

• Work with clients to perform gap analysis, identify improvement areas and implement solutions to increase efficiency, performance & cost-control.
• Create road maps to monetize business products & services and design proposals for redeployment of assets.

Business Operations Consultant

Abu Dhabi Commercial Bank

• Managed a high performing team of analysts to execute establishment of SLAs, OLAs & KPIs and implement resource management strategies.
•Generated workload forecasting for 22 functions. Achieved 95% forecasting accuracy with YTD Service Level achievements over 85% versus a target of 80%.
•Produced workforce capacity planning, scheduling & reporting for a multiskilled 500-head 24/7/365 contact centre, distributed across 3 global locations.
•Managed KPI infrastructure to facilitate analysis & report performance against SLA targets & strategic objectives to management & c-suite executives. 
•Partnered with HR to manage headcount by negotiating recruitment & employee retention strategies. Introduced projects that reduced attrition rate by 20%.
•Facilitated employee productivity & development with incentives such as rewards & recognitions, Merit Pay Increases, Variable Pay Programs and Discretionary/Non-Discretionary Bonuses.
•Delivered 4 projects that increased agent productivity by 35%, eliminated processing errors by 90% , reduced annual outsourcing cost by AED 170,000.
•Streamlined over 10 processes that mitigated operational errors & financial losses.
•Developed a tool that streamlined call auditing, agent feedback & customer survey process leading to increased team efficiency by 30%.  Project was later adapted by multiple Branches.
•Restructured Agent Compensation scheme that saved AED 6 million annually, improved employee schedule adherence by 90%, increased NPS, Calls Quality & Mystery Shopping scores by 5%.
•Annually reviewed & documented Service Level objectives, policies, rules and guidelines for 22 functions.
•Collaborated with McKinsey to conduct research on agent occupancy, contact centre optimization strategies, net promoter scores, customer call types .
•Oversaw the analysis & planning of the Royal Bank of Scotland's retail banking acquisition by ADCB (2008) & three-way merger between ADCB & Union National Bank & Al Hilal Bank (2020)

Workforce Management / Business Strategy & Operations Analyst

Royal Bank of Scotland

•Production & ongoing maintenance of detailed, accurate and consistent monthly key performance indicators.

•Collaborating with management & human resource departments to understand, consult and deliver requirements related to organizational structure and effectiveness, assess employee productivity & development and requite them with programs such as financial incentives & employee recognitions.

•Using visualization techniques to clearly communicate key data findings & actionable insights to management. 

•Conducting and maintaining variety of analysis of historical and current employee performance data for to employee assessment and long term stake holder needs. 

•Abu Dhabi Commercial Bank (ADCB) acquired the retail operations of the Royal Bank of Scotland (RBS) in October 2010. My existing roles and responsibilities under RBS progressed to ADCB

MIS Analyst

Royal Bank of Scotland (RBS) acquired ABN AMRO N.V Bank. in 2007. My existing roles and responsibilities under ABN AMRO N.V progressed to RBS.

Inbound Customer Service Representative

ABN AMRO Bank N.V.

Provide front line support to customers through Inbound calls, by providing helpful information, answering questions, and responding to complaints.

📚Data Storytelling & Corporate Communication Skills Trainer🎨 Data visualization, Infographics & Advanced Excel expert📈17+ years of Business Analytics, Data Storytelling & Presentation experience for C-Suite executives

Welcome to my profile. 

After nearly two decades of building a successful career in corporate, and honing my skills in Business Strategy and Analytics, I finally made the decision to share my wealth of knowledge and expertise with others. 

My focus is on imparting insights related to effective Data Storytelling, optimal Data Visualization techniques, and best practices for presenting data to ensure maximum Visual Experience.

Whether you want to enhance your skills through learning sessions or require professional guidance in creating top-notch dashboards or highly effective presentations, I've got you covered.


⭐️WHAT YOU GET FROM ME⭐️

▪️Fully customized training for individuals and cohort

▪️Corporate workshops (half-day)

▪️Consultations for effective Dashboard and Presentation development

▪️Ghostwriting? Yes, I do that too. If you need someone to ghostwrite posts or articles related to the data communication, you can always reach out to me. 


⭐️AREA OF FOCUS⭐️

▪️Effective Data Storytelling techniques

▪️Data Visualization best practices (and its relation to Cognitive Load Theory)

▪️Presentation skills ( How to cut through clutter and present effectively).


⭐️ WHY ME? ⭐️

▪️First : I’m desperate to help people appreciate data beyond statistics and technology. 

▪️Second: It's my grit & passion for sharing immense amount of knowledge with everyone.

▪️Third: I want to help people elevate their credibility. Be so good at communicating with data, that management is forced to talk about how you’re making a difference to their decision making. Here’s my success story:

👇👇👇

During my career, I've been that high-performance employee who consistently sat on top of the performance bell curve with the highest rating for 8 consecutive years, earned a whole ton of accolades, been the first point of contact for guidance on management and executive decisions, been included in M&A discussions and planning, been selected to mentor college interns, and conducted internal workshops. 

In short, you'll never be disappointed working with me. 

I am an extrovert, therefore I don’t bite. 
You're always welcomed to send me a DM and ask any questions, discuss potential collaboration opportunities or even have a casual chat!

Be sure to check out my website (www.huemmingbirds.com) for more details on how I can help you.

taplio

The Battle

David Greenbaum

Salma Sultana

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