Your Models Work. Until They Don’t.
I help finance and planning teams stabilize, optimize, and scale Excel and Anaplan models—without rebuilds, re-platforming, or months of disruption.
Fortune 100 Enterprise Experience
15+ Years Finance & Planning
Excel & Anaplan Specialist
Remote Delivery First
How I Think About Model Performance
15+ years fixing real-world planning systems across enterprise, fast-growing teams, and high-stakes environments.
Model Stability
Reducing fragility, circular logic, and hidden failure points in live models and processes.
Performance & Scale
Improving calculation speed, structure, and usability as models grow.
Practical Architecture
Designing systems that survive org changes, acquisitions, and evolving planning needs.
Sustainable Ownership
Ensuring your team can confidently maintain and extend the model long-term.
How F5 Logic Group Helps
Most teams don’t need a rebuild.
They need clarity, simplification, and targeted fixes.
F5 Logic Group fixes real-world model problems in Excel, Anaplan, and hybrid systems — the kinds that slow cycles, introduce risk, and quietly break as businesses change.
We’re typically called in to address issues like:
- Fragile Excel workarounds that won’t scale
- Slow or bloated Anaplan models
- Forecasts that break every cycle
- Models only one person understands
- Changes that feel riskier than they should
See our services →
The goal isn’t perfection — it’s models that are fast, understandable, and resilient as the business evolves.
How Engagements Typically Work
We keep engagements simple and focused.
1. Diagnostic
We assess model structure, performance, data flows, and ownership risk to pinpoint what’s actually breaking—and why.
2. Optimization Sprint
Targeted work to simplify logic, improve performance, and eliminate fragile workarounds — without blowing up workflows.
3. Ongoing Support (Optional)
Lightweight, ongoing help to keep models healthy as the business evolves. Teams stay in control. Nothing gets over-engineered.
Not sure where to start?
A short intro call helps determine whether a diagnostic makes sense.