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David Greenbaum on the Kruze Consulting podcast

David Greenbaum, CEO of OnPlan, in conversation with Scott Orn of Kruze consulting.

Uri Kogan

March 9, 2022 1 min read

David Greenbaum on the Kruze Consulting podcast

Picture it: you’re at the big meeting, presenting the results of your giant financial forecast for a big acquisition to the CEO. You’ve worked on it for weeks, nights and weekends.The CEO is a cross between Al Pacino and Harvey Keitel. Can be nice, but snap in an instant. The numbers don’t make sense to him. Suddenly you realize — mortified — that you swapped an annual and monthly driver in the forecast, so it’s wrong.

Does this sound like a meeting you’ve been in? Did you wonder, how can Excel modeling be so fragile, and how can it be that the CEO is the QA for your financial modeling?

Our CEO, David Greenbaum’s been in that meeting. It was his neck on the line, years ago, and it’s what inspired him to build OnPlan, so that no FP&A pro would have to feel that way again.

Watch David tell the whole story and talk about his love/hate relationship with Excel in his chat with Kruze Consulting.

If you don’t want to feel the way David felt in that meeting, book an OnPlan demo below, and give your spreadsheet superpowers.


Don’t want to feel like David?

Learn more about how OnPlan can give your spreadsheet superpowers!

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About Author
Uri Kogan

Uri Kogan leads marketing and go to market strategy at OnPlan. Uri brings experience as a B2B SaaS marketing executive at a number of high-growth companies, including Nuxeo, where he created a new category of Product Asset Management, leading to a 12x ARR exit, and AppZen, where he led AppZen’s entry into the AP market and served as interim CMO. Earlier in his career, Uri led software marketing teams, incubated new services products, executed turnarounds, and led award-winning global supply chain initiatives at HP. Uri holds a B.A. in economics and a B. Music in opera performance from Northwestern University, and an MBA from Kellogg.

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