Adam Leash, MBA
About Adam Leash, MBA
Adam Leash is a Senior Financial Analyst specializing in financial performance management at Planful, where he has worked since 2021. He has a background in building financial models and implementing automated tools, and he holds an MBA from Grand Canyon University.
Work at Planful
Adam Leash serves as a Senior Financial Analyst in the FP&A department at Planful, a position he has held since 2021. Based in San Francisco, California, he operates remotely and focuses on various financial analysis tasks. His responsibilities include auditing, tying out, and refreshing bottoms-up SaaS revenue models using extensive SFDC data for both internal and external reporting. Additionally, he hosts webinars, field events, sales trainings, reference calls, and product feedback discussions, which extend beyond typical FP&A duties. Adam has also implemented the Planful for Marketing campaign management tool, automating it with Coupa and NetSuite.
Education and Expertise
Adam Leash holds a Bachelor of Science in Accounting and Finance and a Master of Business Administration (MBA), both from Grand Canyon University. His educational background provides a strong foundation in financial principles and practices. He specializes in financial performance management, utilizing his expertise to build consolidated financial models that encompass sales performance, marketing pipeline, and TechOps data hosting with custom drivers. Adam also shares insights and tips for effectively using Planful for financial performance management.
Background
Prior to his current role at Planful, Adam Leash worked as a Financial Analyst in FP&A at Keap for 10 months in 2021, where he focused on financial analysis tasks. He also served as a Financial Analyst in FP&A at Grand Canyon Education, Inc. from 2018 to 2021 for three years. His experience spans various financial roles, contributing to his comprehensive understanding of financial analysis and performance management in different organizational contexts.
Achievements
During his tenure at Planful, Adam Leash redesigned the procurement and purchase order workflow, creating a training module aimed at improving accountability, accuracy, and efficiency. His initiatives have contributed to enhanced operational processes within the organization. Adam's ability to implement tools and workflows demonstrates his commitment to optimizing financial performance and supporting organizational goals.