OnPlan combines insightful visualizations and data automation to make better business decisions.
OnPlan is a financial forecasting platform built on Google Sheets. We make financial modeling beautiful through tailored financial models, visualizations, integrated workflows and native scenario and variance functionality. OnPlan improves on traditional spreadsheet financial models with data integrations to ERP and CRM software and extensibility that is inherent in a modular modelling platform.
Customers can get started with OnPlan’s quick start program where we upload and convert your existing Excel model into our platform. Anything that can be modeled in Excel can be uploaded into the platform and integrated into an existing model.
OnPlan is an ideal solution for companies experiencing spreadsheet pain, but not yet ready to adopt the complicated workflows of heavier forecasting tools — or their high fees.
The platform provides better visibility into a company's financial and operational dynamics and insightful visualizations that can drive improvements in decision making leading to increased profitability and cash flow
Our experienced team is passionate about delivering world class forecasting solutions for our clients.
David the Founder and CEO of OnPlan. His lifelong passion for Excel is rivaled only by his infatuation with Airtable. Prior to founding OnPlan, David founded Boost Media (now Ad Labs), an Ad Creative Optimization software company. David has worked in a variety of FP&A roles for companies including Interval Leisure Group (NASDAQ: ILG), Plum Capital, and Goldman Sachs.
David holds a BA from Brown University and an MBA from the Yale School of Management.
Mathieu is the Head of Product at OnPlan. Mathieu is a financial modeling expert with 14+ years of experience in the finance, management consulting and FinTech space. He holds a Masters degree in Finance and has worked with +100 Finance teams across all industries to help them streamline and automate their financial processes. In his former role, he developed and brought to market a suite of best practice solutions for corporate planning, which are now widely adopted by more than 300+ mid-market customers across North America.
As the Director of Professional Services, Sarah oversees all of OnPlan’s implementations and ensures customer success. With a decade of experience, Sarah started the first years of her career in a variety of analytical and operational roles across multiple industries. She has since specialized in leading end-to-end FP&A software implementations, with a proven track record of meeting timelines, budgets, and deliverables. She is passionate about building sustainable processes to scale businesses, mentor teammates, and enhance the service delivery experience. Sarah holds a Bachelor of Mathematics from the University of Waterloo and a Bachelor of Business Administration from Wilfrid Laurier University.
As the Director of Professional Services, Charlie is responsible for high fidelity CPM software implementations and educating clients on industry best practices. Charlie has over 10 Years of experience in the Corporate Performance Management industry across a wide range of responsibilities including professional services, product management, and presales engineering.
Garrett Miccile, Head of Sales at OnPlan, is responsible for worldwide sales, customer development, and strategic partnerships. Garrett joined in 2021, bringing a breadth of experience in Sales Leadership, Customer Relationships and Business Development. With 10+ years of industry experience, Garrett brings a creative and process-oriented structure to the sales organization. Garrett received his BSBA from Nichols College and spends his time outside of work with his wife and son.
Valerio Siviero, Chief of Staff at OnPlan, is responsible for Finance, Operations, and HR. Over the last ten years, Valerio held roles as management consultant, VP Operations, COO, and Co-founder & CEO. Whether in global organisations or high-growth startups, he always maintained an analytical, disciplined and structured approach. He relishes the process of creating clarity and alignment around visions, priorities and objectives in order to elevate a company’s performance.
Gautam is the Head of Engineering at OnPlan. Gautam has 12+ years of experience in the IT Industry and specializes in product management and delivery. Before OnPlan, he was involved in end-to-end application development utilizing Agile methodologies. He holds a Master’s Degree in Computer Science and has worked with some of the biggest names in IT.
Do you want to be part of an amazing team? Send us your resumé to become part of our talent pool or apply for one of our vacancies.
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OnPlan is the solution for growing organizations that don’t have the time or resources for legacy planning tools. It’s an intuitive platform and service. OnPlan is a modular financial platform that helps businesses to perform budgeting, forecasting, KPI tracking, dashboarding, benchmarking and more.
OnPlan Founder & CEO