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

Kaspersky Middle East

Senior Accountant

Yum! Brands

Senior Payroll/Benefits Officer & Accounts Payable Specialist

Senior Employee Services Officer/HRIS and Payroll Accountant

Senior Accountant & Payroll Administrator

Finance Assistant & Payroll Administrator

	Manage Accounts Payables & Accounts Receivables
	Maintain General Ledger Accounts.
	Evaluation, recording & reconciliation of monthly provisions 
	Recording of monthly prepaid & accrual entries.
	Manage banking activities including timely bank reconciliations

Accounts Assistant 

As a payroll & accounting professional with over 25 years of experience at Yum! Brands, I had developed a strong expertise in HRIS and accounting(AP & AR), as well as a proven track record of accuracy, data integrity, reliability and confidentiality. I have processed various regional and international payrolls, refined and improved the payroll process, developed control procedures and policies, analyzed payroll, benefits, and tax procedures for consistency. Resilient to promote and foster a team culture where values such as excellence, flexibility, adaptability, hard work, service to stakeholders, honesty, integrity and achievement are of paramount importance for organizational growth.
In addition, I have led and managed several projects that enhanced automation, efficiency and compliance, such as the implementation of payroll software, accounting software, expense module system, corporate card system, and SOX controls. I have also received multiple awards from the senior management and maintained well-controlled internal audit ratings for all the areas I had managed. I am a motivated, proactive, organized, adaptable, and a collaborative team player who communicates effectively and with diplomacy. I am seeking a challenging career in the field that will allow me to utilize my multi-tasking, problem-solving and leadership skills also to enhance my professional growth.
Payroll Management:
Payroll Processing: Manage the entire payroll process, ensuring accurate and timely payments to employees.
Finance Collaboration: Collaborate closely with finance and accounting teams to ensure seamless integration of payroll data.
Discrepancy Resolution: Investigate and resolve payroll discrepancies, addressing employee inquiries related to payroll.
Regulatory Compliance: Stay up-to-date with evolving payroll regulations and tax laws, ensuring full compliance with all relevant regulations.
Data Integrity and Security:
Data Management: Maintain the integrity, confidentiality and security of payroll data, implementing best practices.
Documentation: Create and maintain organized and accurate payroll records and documentation.
Reporting: Prepare and submit required reports, including payroll-related tax filings (if applicable) and compliance documentation.
Process Enhancement:
Continuous Improvement: Continuously assess and improve payroll processes for efficiency and accuracy.
Automation: Identify opportunities for automation and technology solutions to streamline payroll operations.
HRIS Management: Ensure data accuracy and integration within HRIS systems and databases.

taplio

The Battle

David Greenbaum

Goldy Elizabeth Kurian

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