Expert Profile

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Adam Banakus

Highly accomplished and results-driven finance leader with experience in financial management, including leading strategic financial planning, budgeting, forecasting, and long-term planning. I have demonstrated success building FP&A in a diverse range of companies while building and leading high-performance teams.

Areas of Expertise

  • Building FP&A Function at Startups
  • Annual Operating Planning Processes
  • Total Rewards (Compensation and benchmarking)
  • Data integrity and organization for automation and scaling (Finance and Sales)
  • Financial Planning Tools
  • Fundraising and Data Rooms

highlights:

More About the Expert:

Adam Banakus is a seasoned financial leader with extensive experience in scaling FP&A functions and driving strategic financial initiatives. With a strong track record in corporate finance and strategic planning, Adam has successfully led financial planning and reporting processes at high-growth tech companies, including POSH AI, Shippo, Narvar, and PagerDuty.

At POSH AI, Adam built the FP&A function from the ground up, implementing automated processes that supported key financial decisions, including a successful Series B fundraise. His tenure at Shippo saw him elevate the FP&A and Total Rewards functions, facilitating major funding rounds that raised over $140 million and designing compensation strategies aligned with remote-first policies. Adam’s efforts at Narvar laid the groundwork for scalable financial operations, contributing to the company’s Series C funding.

With a deep understanding of financial modeling, long-range planning, and operational excellence, Adam has consistently delivered insights that drive business growth. His ability to lead cross-functional teams, negotiate significant cost savings, and provide strategic guidance to C-level executives highlights his expertise in financial management.

Adam holds an MBA with distinction from Boston College and a BA in Economics and Mathematics from Vanderbilt University. His technical proficiency includes tools like Adaptive Planning, Looker, and Salesforce, enabling him to automate and optimize financial processes effectively.

Relentlessly prioritize what is most important to succeed and be willing to change that as new data surfaces.
Adam Banakus
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