Dan Dock

🚀 Enterprise Planning | Strategy Execution | Business Transformation

I am a strategic planning and enterprise performance management (EPM) expert with over 15 years of experience helping organizations streamline operations, enhance financial modeling, and improve strategic execution. My expertise spans across SaaS, finance, business planning, and operations, allowing me to deliver solutions that increase efficiency, drive value, and optimize decision-making.

✔ Enterprise Planning & Financial Modeling – Helping companies structure scalable planning models for forecasting, budgeting, and operational efficiency.

✔ Strategic Execution & Business Process Optimization – Turning strategy into execution by implementing best practices across finance, sales, and operations.

✔ SaaS & EPM Expertise – Deep experience with Anaplan, Hyperion, and other enterprise planning tools, ensuring businesses leverage the right technology for growth.

✔ Cross-Functional Leadership – Partnered with C-suite executives, finance leaders, and operations teams to align business strategy with real-world execution.

I have worked across industries including technology, finance, retail, and operations, providing both advisory and hands-on execution services. Whether leading an enterprise-wide planning transformation, optimizing financial forecasting, or implementing a new SaaS tool, I bring a data-driven and strategic mindset to every project.

I am currently available for freelance consulting, fractional leadership roles, and strategic projects focused on:

• Business Planning & Financial Modeling
• Strategic Operations & Execution
• SaaS Implementation & EPM Strategy
• Process Improvement & Scalability

If you’re looking for an experienced partner to help drive strategic transformation, improve planning efficiency, and execute business strategy, let’s connect!