About F5 Logic Group: Financial Planning Systems Consulting
F5 Logic Group restores clarity, structure, and performance to complex Anaplan and Excel planning environments.
We help finance teams close the gap between how their models should work and how they behave under real reporting pressure.
Our focus is improving reliability, performance, and usability — without unnecessary rebuilds.
We address real operational issues that surface under deadlines, audits, and executive scrutiny — not theoretical redesigns.
We work across Anaplan models, Excel-based planning systems, and connected reporting environments.
Financial Planning Systems
〰️
Anaplan Architecture
〰️
Excel-Based Planning Models
〰️
Forecast & Reporting Systems
〰️
FP&A System Diagnostics
〰️
Financial Planning Systems 〰️ Anaplan Architecture 〰️ Excel-Based Planning Models 〰️ Forecast & Reporting Systems 〰️ FP&A System Diagnostics 〰️
Experience Behind the Approach
Dan Schenk is an Anaplan Certified Professional Solutions Architect with more than 20 years of experience designing, scaling, and stress-testing financial planning systems. His background spans equity research, FP&A architecture, and enterprise performance optimization across complex reporting environments.
His work is grounded in real operating conditions — quarter-end deadlines, executive scrutiny, and capital markets expectations. He focuses on eliminating fragile logic, reducing manual workarounds, and restoring performance to complex planning systems.
Dan has designed and optimized financial models across Anaplan, Excel-based planning environments, and enterprise reporting ecosystems, helping organizations improve forecast reliability, reporting speed, and system scalability.
Credentials & Experience
Anaplan Certified Professional Solutions Architect
20+ years in financial modeling and FP&A systems
U.S. Coast Guard veteran
Background in equity research and capital markets analysis
Expertise in model architecture, performance optimization, and system diagnostics
F5 Logic Group reflects this philosophy: diagnose structural risk, correct critical fragility, and restore discipline to business-critical financial planning systems.
How We Engage
We work with finance teams that rely on complex, layered Anaplan and Excel environments to drive planning, forecasting, and reporting.
These teams typically:
• Run forecast cycles that stretch into weeks
• Rely on manual workarounds to meet deadlines
• Struggle with adoption because tools no longer match operations
• Need measurable improvement — without another year-long implementation
Our work follows a disciplined Fix-It-First approach:
• Address the highest-impact performance issue first
• Maintain controlled scope
• Improve usability and adoption
• Deliver outcomes — not open-ended projects
Who We Work With
Mid-market organizations ($100M–$2B) operating in complex environments — including manufacturing, healthcare, insurance, consumer goods, and private equity-backed businesses.
Based in Connecticut. Working remotely with finance teams across the U.S.
