Marketplace · Series B
40% faster monthly close.
Built FP&A from zero — driver-based model, KPI dashboards, and a board package the investors actually trusted.
−40%
Close time
±5%
Forecast accuracy
1
Source of truth
12 mo
To an in-house team
The challenge
Post–Series B with $30M in the bank, three spreadsheets that disagreed, and a board frustrated by inconsistent reporting. No FP&A function existed.
What I did
- Stood up a single driver-based operating model
- Cut month-end close from two weeks to under five days
- Built KPI and cohort dashboards for both sides of the market
- Hired and coached the first FP&A analyst to own it
Engagement · FractionalDuration · 10 months
For the first time our board meetings were boring — in the best way. The numbers held up, and Dana built the analyst who now owns it all.
Two-sided marketplace
Illustrative results for this template — representative, not a guarantee of future outcomes.