ABOUT ME

The Consultant

I am an experienced and accomplished Chartered Accountant with over 16 years accounting compliance and industry experience. 

Since 2014, I have been specialising in Adaptive Insights modelling, administration and implementation in a New Zealand based global company, winning the Adaptive Insights Torchie award in 2017 in San Francisco for Modelling Ingenuity.

It's fair to say I am passionate about this software and the versatility it brings as a business planning solution and finance tool.

I am excited to be partnering with Planning Systems Group, Adaptive Planning Partner, to bring full implementation services to you. Planning Systems Group brings together a wealth of experience and technical knowledge to ensure a great Adaptive Planning implementation and user experience.

​

The System

Workday Adaptive Planning is best in class web-based software for Budgeting, Forecasting and Reporting.

The versatility of the software means that it can be used for intelligent and intuitive forecasting as well as modelling for compliance such as IFRS-16 Leases standard, transfer pricing, goodwill modelling, banking covenants and other financial metrics.

If you can do it in Excel, it can be done in Adaptive Planning and scaled up seamlessly as your business grows, along with other numerous benefits such as security, version control and multi-user access.

Adaptive Planning is used world-wide by all types of businesses, from small (SMB) to large (Enterprise). 

​

The Value

From existing excel model conversion to innovative solutions, my focus and passion is building efficient, accurate and easily maintainable financial forecast models, integration, reports and dashboards.

I also offer training and administration.

​

Contact me today to learn more about my consulting approach or for a demo.