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

TalentPop (Smocked Auctions)

-Working as Customer Service Staff for Smocked Auctions (Virtual Assistant to TalentPop)
- Doing back-end tasks like Purchasing Orders, creating products in Shopify
- Answering emails/tickets to Zendesk

E-Commerce VA / Customer Support / Back end Staff

Oak Pilates

Helping business owners in daily operations to help clients have their best experience while getting motivated, fit, fab, and healthy.

My job responsibilities are not limited to:
*Answering emails, chats, and SMS of clients
*Handling daily reservations for each session/class in the Studio
*Charging/managing client's account accordingly
*Maintaining confidentiality of each transaction and client's profile
*Setting up calendar and meetings
*Doing designs for  email marketing and products / postings

Virtual Personal Assistant to Business Owner

STOREPLAN GROUP PTY LTD

Worked hand in hand with the Marketing Manager to increase the visibility of the business in the market as well as build  trust and connections to potential clients. My tasks are not limited to:

Competitor's Research and Analysis: Proficiency in conducting thorough competitor research and analysis to provide valuable insights and strategic recommendations.

SEO (Keyword Optimization, Backlinks): Demonstrated expertise in search engine optimization techniques, including keyword optimization and backlink strategies, to improve online visibility.

Content Creation: A strong aptitude for generating and scheduling high-quality content, including written articles, blog posts, and social media updates, tailored to the client's needs and target audience

Photo and Video Editing - (basic editing) in Canva and Photoshop, Adobe Premiere: Proficiency in essential graphic design and video editing software for creating visually appealing content.

Email Marketing in Mailchimp: Experience in planning, designing, and executing email marketing campaigns using Mailchimp

Marketing Assistance Specialist

Hechanova Law 

As a freelance Virtual/Admin Assistant, my tasks are not limited to handling emails, setting up calendars for my client, or creating declarations and forms necessary for the submission to US Immigration. I also used to handle phone calls and take minutes of the meeting, do the data entry and CRM, create designs and presentations, and assist my clients with every task they might need my help with.

Executive Administrative Assistant/Virtual Assistant

SBOVACOM USA, INC. / PHI

Providing Administrative tasks virtually for clients of SBOVACOM to help in building relationships and leveraging each business. I used to help my Client by handling phone calls, creating email campaigns and managing emails, and lead generation.

Virtual Assistant

Silverlight Research Expert Network

Doing Lead Generation mostly through LinkedIn Sales Navigator, and with the help of other platforms and tools.

Research Analyst

Alorica 

As a CSR attending to US-based clients on a graveyard shift is fun. I was able to utilize the platforms and tools such as Zendesk for solving tickets, Five9 for contacting customers, making internal notes, handling emails, use of macros, and other tools for team meetings and organizations. I use to make do data management through spreadsheets and make a day-to-day report at the end of the shift.

Customer Service Representative

Magsaysay Maritime Corporation ( P&O Cruises Australia )

- Improved customer service skills through consistent hard work and dedication to satisfy
guests/customers.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Worked closely with Supervisors, Managers, and Chefs to maintain an optimum level of communications
to efficiently serve and satisfy guests/customers.
- Quickly learned new skills and applied them to daily tasks improving productivity, professionalism
and efficiency
- Daily records of availability of products, their time tables necessary for request and purchasing.

Buffet Steward

Magsaysay Maritime (P&O Cruises Australia)

- Responded to guests' inquiries with patience and a positive attitude, to establish an excellent first impression
through phone calls.
- Verified accuracy and quality of orders before delivery to promote maximum satisfaction.
- Inspected preparation and storage of equipment regularly to assess and maintain performance for cost-effective and
safe operations.
- Delivered exceptional guest/customer experiences through attentive service and quick response to issues.
- Maintaining high standards of food quality by reviewing shipments, overseeing preparations, and monitoring
food safety.

Customer Service / Assistant Buffet Stewardess

FOODMARK BROS. LLC (Max's Restaurant)

Greeting warmly the guests and assisting them to their seats. Giving them menus and telling them our valued promotions. Anticipating guests' needs and wants to meet and even exceed their satisfaction. Handling phone calls and reservations of guests. Giving bills and taking into account payment and changing bills. Thanking guests as they leave the company premises while wishing them to come back.

F&B Customer Service

YOUR enthusiastic, goal and result-oriented Virtual Assistant. Has the eagerness to contribute to the team success through flexibility, attention to details, creativity, efficient and productive work, and excellent organizational skills. Has a clear understanding of what "Client /Customer Satisfaction is while following the company's business processes.

taplio

The Battle

David Greenbaum

Roxanne R.

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