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Daniel Park

FP&A Analyst · CFA Level I passed · Excel + Adaptive Insights + SQL
Charlotte·US·[email protected]·+1 (704) 555-0148·linkedin.com/in/danielpark-fpa

Certifications

CFA Level I — passed (June 2024)
CFA Institute·Jun 2024
FMVA (Financial Modeling & Valuation Analyst)
Corporate Finance Institute·Sep 2023

Education

BSBA in Finance + Accounting (double concentration)
University of North Carolina, Kenan-Flagler Business School
Sep 2019—May 2023
  • 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.

Skills

Modeling
Three-statement modelingUnit economics (CAC, LTV)Scenario + sensitivity analysisVariance commentary authorship
Tools
Excel (Power Query, Power Pivot)Adaptive InsightsNetSuite + LookerSQL (basic)

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.

Experience

FP&A Analyst
Vellum · Charlotte, NC
Aug 2023—Present

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.
Investment Banking Summer Analyst
Robert W. Baird · Charlotte, NC
Jun 2022—Aug 2022
  • Built the three-statement model + comparable-company analysis for two middle-market healthcare-IT clients; analyses included in the FY22 pitch books.
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Jonathan Hartwell

Mid-Market Sales Director · 8-AE Team · FY24 118% ($18M Closed) · 100% AE Retention
Atlanta·[email protected]·+1 (404) 555-0381·linkedin.com/in/jonathan-hartwell-sales

Summary

Mid-Market Sales Director at a Series D B2B SaaS; runs an 8-AE team; FY24 team attainment 118% ($18M closed of $15.2M quota); 6 of 8 AEs at or above quota. Hired 4 AEs in 2024 (all 4 ramped to quota in ≤ 5 months); team forecast accuracy within ±4% across last 6 quarters. MEDDPICC + Force Management rolled out across team. IC background: 6 years AE, President's Club 2018 + 2019.

Experience

Apr 2022—Present
Mid-Market Sales Director
Quill ($140M ARR Series D B2B SaaS) · Atlanta, GA

Mid-Market segment (companies $50M-$500M revenue). Runs 8-AE direct-report team across US Central + East. Partners with VP Sales + CRO weekly.

  • FY24 team attainment 118% ($18M closed / $15.2M quota); FY23 110% ($12.4M / $11.2M); FY22 106% ($9.8M / $9.2M). 6 of 8 AEs at or above quota in FY24 (top performer 142%, lowest 86%).
  • Hiring: 4 AEs hired in 2024 (3 external + 1 from internal SDR promotion); ramp-to-quota avg 4.5 months (vs 6-month plan); first-deal-closed avg month 3; AE retention 100% over 18 months (8 of 8 still on team).
  • Forecast accuracy: 6 consecutive quarters within ±4% of CRO-committed number (Clari-driven cadence + Friday deal-by-deal reviews + monthly QBR with CRO + CFO).
  • MEDDPICC adoption: 100% of team trained Q1 2023 (Force Management); 28% lift in team win rate over 18 months post-rollout; team-wide deal-quality scoring in Salesforce + monthly methodology calibration session.
  • Promoted 2 senior AEs to Strategic Account Director track in 2024; ran a 6-week leadership-readiness program with the VP Sales as exec sponsor.
  • Co-led the Q1 2024 territory rebalance with the VP Sales + RevOps; redesigned 8 patches; lifted patch-attainment variance from σ=24% to σ=14%.
Aug 2016—Mar 2022
Mid-Market AE → Senior AE
Quill · Atlanta, GA
  • 6 years as IC AE (Mid-Market segment); avg 124% attainment across 3 years as Senior AE + President's Club 2018 + 2019.
  • Promoted to Sales Director in April 2022 after IC leadership rotation.

Strategy + Executive Partnership

• Pricing + packaging input: partnered with PMM + Finance on the FY25 Mid-Market pricing tier launch (3 tiers + annual-vs-multi-year + usage-based add-on); pre-launch testing with 14 Mid-Market accounts surfaced 2 packaging refinements. • Executive partnership: quarterly board pre-read on Mid-Market segment + bi-weekly 1:1 with CRO + monthly cross-functional QBR with VP Marketing + VP CS + VP Product on go-to-market alignment. • PIP / performance management: ran 1 PIP in 2024 (Q1) — AE was retained after Q2 (now at 124% attainment); maintained team morale + post-PIP attrition zero over 12 months. • Coached the team's deal-craft via weekly 1:1 + biweekly call-coaching (Gong-driven; reviewed 38 calls in 2024); coached one AE through the largest deal in team history ($480k ACV close Q3 2024).

Tools + Stack

CRM + Forecasting
Salesforce (Sales Cloud + CPQ + reporting)Clari (forecasting + Friday cadence)Tableau (executive dashboards)
Coaching + Methodology
Gong (call coaching + 38 calls reviewed 2024)MEDDPICC adoption + ongoing calibrationForce Management Command of the MessageOutreach (team enablement + sequence library)
GTM + Strategy
Territory planning + balancePricing + packaging inputICP refinement + segment strategyBoard pre-read + executive presentation

Education

Aug 2012—May 2016
BS in Business Administration + Computer Science minor
Georgia Tech Scheller College of Business
  • Beta Gamma Sigma. Scheller Sales Leadership Club President.

Executive

Senior leader hero with key wins above the fold