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Gary Kantz

@garykantz

EPM solutions consultant at Gary M. Kantz Consulting, advising companies on EPM solutions and optimizing financial reports.

United States

Message

As an independent EPM and FinTech consultant, I advise companies evaluating EPM solutions and review implementations to optimize dimension structures and financial statements. Earlier, at Board Americas, I executed prospect demos and built models for Board EPM FP&A and consolidation products.

At BlackLine Systems, I was product manager for Financial Reporting Analytics; at Adaptive Insights/Workday, Inc, I managed the Adaptive and Workday Consolidation solution and led a team of 6 engineers and architects. Across my work in consolidation and reporting, I implemented IBM Cognos solutions, and at Senturus I reduced reporting system errors by 40% within 6 months.

Experience

Work history, roles, and key accomplishments

Current

Independent Consultant

Current

EPM and FinTech Solutions

Jan 2026 - Present (9 months)

Independent consulting for EPM and Fintech solutions. Advised companies evaluating EPM solutions and reviewed current implementations to optimize dimension structures and generate financial statements and reports.

EPM Fintech Financial Planning Consolidation Reporting Analytics Business Intelligence

Senior Solutions Consultant (Pre-sales)

Board Americas

May 2025 - Jan 2026 (8 months)

Executed 25 presales prospect demos for Board EPM FP&A and consolidation products. Certified in Board Signals and Foresight, an AI tool combining external and internal metrics to generate forecasts and budgets.

Pre Sales EPM FP&A Consolidation AI Forecasting Budgeting Sales Customer Success

Senior Product Manager

BlackLine Systems

Oct 2021 - Mar 2025 (3 years 5 months)

Product Manager for BlackLine's Financial Reporting Analytics solution for financial analysis, consolidation and reporting. Collaborated with product management to formulate messaging for new products and features, and enabled sales, marketing, and other key areas.

Product Management Financial Reporting Analytics Consolidation Messaging Sales Enablement Marketing

Senior Product Manager/Principal Architect

Adaptive Insights/Workday, Inc

Sep 2016 - Oct 2021 (5 years 1 month)

Product manager for the Adaptive and Workday Consolidation solution. Led a team of 6 engineers and architects, using agile (scrum) methodologies to develop new features for consolidation including automation, currency translation, reporting, workflow, dashboards, and audit functionality.

Product Management Agile Scrum Consolidation Automation Currency Translations Reporting Workflow Management Dashboarding Audit Leadership

President/Owner

Kantz Consulting LLC

Jan 2016 - Sep 2016 (8 months)

EPM consulting: consolidation, reporting, disclosure, finance processes, decision-making.

EPM Consolidation Reporting Disclosure Financial Processes Decision making

Director, Financial Close and Consolidation Solutions

Vena Solutions

Jan 2015 - Jan 2016 (1 year)

Developed and executed product strategy, roadmap, and development initiatives. Crafted and implemented effective product messaging and marketing campaigns, and enabled sales through strategic positioning, pre-sales support, and client demonstrations.

Product Strategy Roadmapping Product Messaging Marketing Sales Enablement Pre Sales Client Demonstrations Team Management

Consolidations Practice Lead/Senior Solutions Consultant

Perficient, Inc

May 2013 - Aug 2014 (1 year 3 months)

Led and maintained the consolidations and reporting practice. Implemented IBM Cognos Controller and Disclosure Management solutions, provided presales of IBM Cognos solutions, and managed and trained internal consultants and customers.

Consolidation Reporting IBM Cognos Controller IBM Cognos Disclosure Management Pre Sales Training Team Management

National Practice Director, Consolidations and Reporting

Senturus, Inc

Nov 2011 - May 2013 (1 year 6 months)

Led and maintained the CCRF (Close, Consolidate, Report and File) practice. Integrated new versions of Controller and TM1 report publishing capabilities, managed IBM Cognos FSR and migration to Cognos Disclosure Management, and provided sales and presales of IBM Cognos solutions.

Consolidation Reporting IBM Cognos Controller TM1 IBM Cognos FSR IBM Cognos Disclosure Management Sales Pre Sales Team Management

Consolidations Practice Lead/Senior Solutions Consultant

JCB Partners, LLC/ Perficient, Inc

Aug 2009 - Nov 2011 (2 years 3 months)

Secured over $500K in new Controller business within 3 months at JCB. Led consolidations and reporting practice, managing a team of 6 direct reports, and implemented IBM Cognos Controller and Disclosure Management solutions with certification.

Consolidation Reporting IBM Cognos Controller IBM Cognos Disclosure Management Pre Sales Sales Team Management Training