About Our Team



Our mission and strategy is to help customers from varying sizes and industries transform their business by moving away from legacy or traditional Excel-based solutions to a modern, intuitive, and easy to use platform from Adaptive Insights, the leading provider of planning, budgeting, forecasting, consolidations, reporting & analysis, and business intelligence software over the cloud (SAAS.) For issues with Account Reconciliations, we support your same issues with Blackline Systems, the well-established leader for cloud solutions.

We provide CPM solutions and are a passionate, dedicated, trustworthy team with a tenure in the Corporate Performance Industry (CPM). We have expertise in the solutions and industry specifics. Thus, you can look to us for help in selecting the best solution, implementation Best Practices, or rely on us as the trusted advisor. Our goal is simple: make you successful and we become successful!.


Partner, Consulting

Dominic is a 20+ year veteran of the CPM Industry. He began his career as an Analyst at Oracle and gained experience from IBM, Hyperion, Infor, and Adaptive Insights. His whiteboarding design expertise is sought after in the Adaptive Insights world, something incredibly valuable for Best Practices.


Practice Director

Florence oversees the consulting practice. Prior to GoPlan, Florence held positions of increasing responsibility in Finance at Amgen, Market Planning and Portfolio Planning at Genentech, and Decision Support Services at North American Medical Management. Florence holds a B.A. from UC Berkeley.


We offer a free 30-minute assessment of your current processes and will provide recommendations tailored to your business needs and objectives.