Dan Dock

Professional Summary Strategic and results-driven EPM professional with over 15 years of experience in nancial systems, enterprise planning, and customer success. Passionate about leveraging technology and data to drive business e ciency, enhance decision-making, and op mize opera onal performance. Adept at connec ng nancial and opera onal planning with strategic execu on, ensuring measurable business impact. A strong advocate for cross-func onal collabora on, analy cs-driven insights, and con nuous innova on. Beyond nance and planning, I have a deep apprecia on for storytelling, media, and crea ve analysis—a passion honed through my academic background in Compara ve Media Studies. I enjoy applying crea ve problem-solving skills to business challenges and thrive in roles where structured data meets human intui on. Education: Massachuse s Ins tute of Technology Bachelor of Science in Management Science Concentra on: Financial Analysis; Minor: Compara ve Media Studies (Film Cri cism) Professional Experience Anaplan Inc. Senior Customer Success Business Partner San Francisco, CA & Remote | April 2019 – February 2025 • Managed a high-value por olio exceeding $7.6M ACV, ensuring customer success and revenue growth. • Maintained a 98%+ reten on rate, with only two a ri ons due to external factors. • Partnered with C-suite execu ves to align Anaplan solu ons with business objec ves, driving measurable ROI. • Led strategic SaaS implementa ons, op mizing adop on and long-term value realiza on. • On track for Club quali ca on in 2024, recognizing excellence in customer success. Gap Inc. Senior Manager of Business Intelligence | Center of Excellence (CoE) Lead San Francisco, CA | March 2016 – April 2019 • Led the Business Intelligence of Excellence (CoE), driving strategy, governance, and best prac ces for enterprise planning. • Managed and directed two Agile Scrum teams (10 members each) overseeing analy cs and repor ng for mul ple func onal areas, including nance, company planning, sourcing, supply chain, human resources, and eld planning. • Managed budgets up to $1.5M for cri cal planning ini a ves and process improvements. • Spearheaded security model overhaul, improving system accessibility for 3K+ users. • Developed nancial analy cs tools, streamlining forecas ng and decision-making. Technical Manager & Hyperion Developer San Francisco, CA | Aug 2014 – Mar 2016 • Led global teams spanning 10 countries to enhance enterprise-wide planning applica ons. • Spearheaded Essbase environment upgrades, boos ng performance and automa on. • Rolled out Oracle Smart View enterprise-wide, enhancing analy cs capabili es. Accenture Hyperion Consultant San Francisco, CA | January 2013 – August 2014 ti ti ti ti ti ti ti ti ti ti ti ti ti fi ti ti ti ti ti ti fi ti ti ti ti ti ti ti ti ti ti ti fi ti ti ti tt ti ti ti ti ti ti ti fi ti ti tf ti ti ti ti fi ti ti ti tt fi ffi ti fi ti ti • Provided Hyperion Essbase and Planning consul ng for large-scale nance transforma on ini a ves. • Designed security models and analy cs solu ons for nancial forecas ng and repor ng. fi fi Dan Dock Enterprise Performance Management (EPM) Professional | Customer Success | Strategic Planning Cypress, TX |-|- • Led cross-func onal collabora on between nance and IT to streamline planning processes. Apple Inc. Hyperion Consultant (Contract Role) Sunnyvale, CA | January 2013 – January 2014 • Led Hyperion Essbase deployments for global nancial repor ng ini a ves. • Collaborated with business and engineering teams to op mize nancial data structures. • Developed automa on solu ons for Buy-Sell Margin and Purchase Price Variance repor ng. Gap Inc. Manager of Business Intelligence San Francisco, CA | June 2010 – November 2012 • Led the full Essbase development lifecycle, ensuring alignment with business needs. • Developed automated nancial reports, increasing e ciency and reducing manual workload. • Built real- me repor ng tools, providing key nancial insights to leadership. Senior Analyst | Financial Analyst San Francisco, CA | July 2006 – June 2010 • Managed $150M+ budgets, driving cost-saving ini a ves exceeding $15M. • Designed real estate analy cs models, op mizing sales and loca on planning. • Automated P&L repor ng processes, improving nancial decision-making. Professional Interests • Advancing connected planning solu ons across industries. • Exploring the intersec on of business analy cs and storytelling. • Mentoring and leadership in enterprise planning and customer success. • Enhancing the role of nancial analy cs in strategic decision-making. • Film and media analysis as a lens for understanding human behavior and market trends. • Compe ve billiards, arcade gaming, and magic, combining precision and strategy with crea ve problem- ti ti ti ti ti fi ti ti ffi ti ti fi fi fi fi ti ti ti ti ti ti ti fi ti ti fi ti ti ti ti ti ti solving.