Daniel Park
FP&A Analyst · CFA Level I passed · Excel + Adaptive Insights + SQL
Summary
FP&A analyst with 18 months at Vellum (Series B SaaS) supporting the engineering cost-center forecast (220 employees, $32M annual spend). CFA Level I passed; Level II scheduled August 2026. Built the team's headcount-planning model + the monthly variance commentary template now used team-wide. BSc Finance UNC Chapel Hill, magna cum laude.
Certifications
CFA Level I — passed (June 2024)
CFA Institute·Jun 2024
FMVA (Financial Modeling & Valuation Analyst)
Corporate Finance Institute·Sep 2023
Education
Sep 2019—May 2023
BSBA in Finance + Accounting (double concentration)
University of North Carolina, Kenan-Flagler Business School
- Magna cum laude. Beta Gamma Sigma. Senior thesis: 'Unit-economics methodology for SaaS valuation under the ARR-multiple framework.'
- Kenan-Flagler Investment Fund (KFIF) — Vice President of Research, FY23.
Experience
Aug 2023—Present
FP&A Analyst
V
Vellum · Charlotte, NC
FP&A analyst supporting the engineering cost-center forecast (220 employees, $32M annual spend). Report to the Director of FP&A; partner with the VP of Engineering weekly.
- Built the headcount-planning model integrating recruiting-funnel + ramping-productivity curves; quarterly variance vs plan held within ±4%.
- Authored the team's monthly variance commentary template; adopted across 4 cost-center analysts.
- Migrated the engineering forecasting workflow from Excel-only to Adaptive Insights over a 3-month implementation; partnered with the NetSuite admin on integration.
- Co-built the FY25 capital-planning model with the Director; presented to the board investment committee in November 2024.
Jun 2022—Aug 2022
Investment Banking Summer Analyst
R
Robert W. Baird · Charlotte, NC
- Built the three-statement model + comparable-company analysis for two middle-market healthcare-IT clients; analyses included in the FY22 pitch books.
Skills
Modeling
Three-statement modeling·Unit economics (CAC, LTV)·Scenario + sensitivity analysis·Variance commentary authorship
Tools
Excel (Power Query, Power Pivot)·Adaptive Insights·NetSuite + Looker·SQL (basic)
Entry-level
18 months FP&A at Vellum. CFA Level I passed. Built headcount-planning model + variance commentary template.
Use this template