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Alex Rachlin
Director of Finance & Operations Transformation specializing in FP&A and Anaplan
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Cross-functional digital transformation and operations leader with experience at Brookfield and Celonis, building centralized roadmaps and executive dashboards to align priorities across Finance/Accounting/Operations/Portfolio Management. Implemented FP&A reporting automation and sales compensation/performance reporting (Anaplan, Monday.com), and established strong PII governance via access approvals and monitoring.
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Key Strengths
- Led cross-functional digital transformation across Finance, Accounting, Operations, and Portfolio Management
- Built a centralized company roadmap to align priorities and improve visibility across the organization
- Drove executive alignment via structured alignment meetings, progress reviews, and resource reallocation
- Delivered FP&A monthly reporting automation using ownership and progress dashboards to maintain transparency
- Improved accountability, reduced duplicated work, and enabled faster decision-making through unified roadmap adoption
- Implemented executive dashboards for product status, KPIs, deadlines, and sales performance reporting
- Successfully drove adoption of new tools by tailoring solutions to team workflows and providing training
- Implemented controls for sensitive PII in sales compensation models (approval-based access + monitoring/surveillance)
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