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Dan Simak

@dansimak

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Finance & Strategy Manager at Zendesk managing a $200M+ budget and driving FP&A process improvements for IPO readiness.

United States

Message

What I'm looking for

I'm seeking an FP&A Manager role where I can apply my expertise in budgeting and forecasting, financial system management, and people leadership to drive results.

At Zendesk, I manage a $200M+ annual budget across People & Places and CIO, including forecasting, reporting, and spend optimization. I also drive real estate strategy and lead benefits forecasting.

I improved FP&A processes to support IPO readiness, enhancing forecasting, reporting, and cross-functional alignment. Previously, at tms, I budgeted $50M+ in departmental spend and oversaw profitability for eight customer-specific P&Ls.

Experience

Work history, roles, and key accomplishments

Current

Finance & Strategy Manager

Current

Zendesk

Apr 2024 - Present (2 years 7 months)

Managed $200M+ annual budget across People & Places and CIO orgs, including forecasting, reporting, and spend optimization. Drove real estate strategy and led $80M+ benefits forecasting, while supporting IPO readiness.

Budgeting Forecasting Financial Reporting Spend Optimization Real Estate Strategy Benefits Realization and Forecasting Workforce Forecasting Cost Modeling IPO Readiness Stakeholder Communication

FP&A Manager

tms

Oct 2020 - Apr 2024 (3 years 6 months)

Budgeted detailed departmental spend of $50M+ for multiple legal entities, including personnel management for 300+ employees. Oversaw profitability of 8 customer P&Ls and contributed to financial planning tool implementation.

Budgeting Forecasting Financial Planning Personnel Management P&L management Pricing RFP Financial Systems Implementation Team Coaching

Assurance Senior

Sep 2016 - Sep 2020 (4 years)

Lead Senior for an integrated audit of a public company with $900M annual revenue and $8,000+ audit hours. Supervised multiple staff with responsibilities including delegation and performance management.

Audit Financial Reporting Team Supervision Performance Management Delegation

Education

Degrees, certifications, and relevant coursework

The Ohio State University

Masters of Accounting, Accounting

Masters of Accounting from The Ohio State University, Fisher College of Business, completed in May 2016.

The Ohio State University

Bachelor of Science in Business Administration, Business Administration

Grade: 3.82/4.0

Activities and societies: University Honors Member, Fisher Honors Member

Bachelor of Science in Business Administration with a specialization in Accounting from The Ohio State University, Fisher College of Business, completed in May 2016. University Honors Member and Fisher Honors Member.