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End to end P&L forecasting agents
AI agents covering ARR, cost of revenue, and operating expenses, with embedded variance analysis and auto generated executive commentary.
Greater Chicago Area · FP&A & AI Finance Leader
Jason Cooper
Senior FP&A leader building the AI augmented finance function: forecasting agents, automated P&L narratives, and decision ready insight at enterprise SaaS scale.
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Years in FP&A
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Revenue & ARR owned
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Global P&Ls consolidated
01. About
Where rigorous FP&A meets practical AI.
I'm a Senior FP&A leader with 10+ years driving strategic forecasting, margin optimization, and financial transformation at enterprise SaaS and technology companies. At Teradata, I oversee roughly $2B in revenue and ARR, lead global P&L consolidations across six international markets, and founded the company's Finance AI Automation function.
That function builds AI driven forecasting agents that compress close cycle times and raise the quality of executive reporting. I pair deep SaaS metrics fluency (ARR, MRR, ASC 606, GTM economics) with a rare ability to architect scalable, technology enabled FP&A infrastructure.
C suite and board level stakeholders trust me to translate complex financial data into clear, defensible strategic decisions.
- AI Augmented FP&A
- SaaS Metrics
- Global Consolidations
- Board Level Reporting
02. AI & Automation
Founding the Finance AI function
As Senior FP&A Manager, AI & Automation at Teradata, I architect AI driven tooling that removes workflow gaps across the finance organization. A selection of what I've shipped and what's on the roadmap:
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AI variance & narrative platform
Generates preformatted executive reports, compressing close to report cycle time and standardizing the story behind the numbers.
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Governed headcount forecasting
Integrated HR and Oracle Cloud ERP data into a rule based variance framework, improving accuracy and consistency enterprise wide.
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CAPEX automation & controls
Salesforce pipeline integration with automated submission controls, improving forecast accuracy and audit compliance.
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AI competitor benchmarking
Synthesizes peer performance data into structured leadership insights informing capital allocation and GTM strategy.
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Multiphase AI roadmap
Foundation automation → ML forecasting models → intelligent agentic workflows → predictive scenario planning with anomaly detection.
03. Experience
A decade of compounding scope.
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Senior FP&A Manager, AI & Automation
Founded and lead the Finance AI Process Automation function, architecting AI driven forecasting agents and tools to eliminate workflow gaps enterprise wide.
- Built end to end AI P&L forecasting agents with embedded variance analysis and auto generated commentary.
- Reengineered headcount forecasting via governed HR + Oracle Cloud ERP integration.
- Launched AI competitor benchmarking to inform capital allocation and GTM strategy.
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Senior FP&A Manager, GTM
Led global financial consolidations for a $2B organization, owning P&L forecasting, AOP, and C suite reporting while managing a high performing FP&A team.
- Owned ~$2B in revenue and ~$2B ARR across forecasting and performance tracking.
- Consolidated 6 international P&Ls and AOPs into a unified global structure.
- Deployed AI agents to accelerate close timelines and improve data consistency.
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FP&A Manager, GTM
Owned end to end forecasting, scenario modeling, and business partnership across the Americas GTM org.
- Led monthly, quarterly, and scenario based forecasting cycles, improving precision.
- Built strategic models supporting investment prioritization and GTM resource allocation.
- Produced executive and board level QBR materials.
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Senior FP&A Analyst, GTM
Built ASC 606 compliant revenue models and owned regional forecasting for the Central Sales region.
- Automated revenue and expense forecasts in Hyperion Planning, reducing cycle time.
- Led annual quota planning and design for the Central region.
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Earlier FP&A & Project Finance roles
Project controllership at Deloitte and Professional Services FP&A at enterprise SaaS firms, building the modeling, forecasting, and dashboarding foundation.
- Managed project budgets, revenue, and margin across complex consulting engagements.
- Forecasted revenue/backlog and built headcount & utilization dashboards (NetSuite · Hyperion).
04. Skills & Tools
The toolkit.
Core Competencies
- Strategic Forecasting & Scenario Modeling
- ARR / MRR / SaaS Metrics
- AI Augmented FP&A Automation
- P&L Ownership & Variance Analysis
- ASC 606 Revenue Recognition
- Executive & Board Level Reporting
- GTM Finance & Business Partnering
- Global Consolidations & AOP
- Gross Margin Improvement
Planning & BI
- Hyperion Planning
- Oracle Cloud ERP
- Power BI
- NetSuite
- Salesforce
Automation & Technical
- Python
- SQL
- VBA
- Claude AI (agentic workflows)
- Excel (Advanced)
- PowerPoint
05. Contact
Let's talk.
I'm always glad to connect with fellow finance and AI leaders, to compare notes on AI driven FP&A, swap ideas, or explore where our paths might cross. Email or LinkedIn is the best way to reach me.