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David Greenbaum on the Kruze Consulting podcast

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

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David Greenbaum

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.

https://www.youtube.com/watch?v=jOqgaT6YTmw

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

 

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About Author
David Greenbaum

Is 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.

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