Platform Specialists is a consulting firm focused in EPM systems implementation and management. Our team has an average of 10 years experience implementing financial systems at companies ranging in size from mid-market to Fortune 50. We are called by clients because of our expertise. We are called back by our clients because of our dedication to customer service and success.
Our functional specialties include financial budgeting, consolidation, close, reporting, and a number of other business areas. To build these enterprise financial solutions, we leverage the best technology platforms – including Oracle, Anaplan, and OneStream.
Our approach is simple – we put clients first and provide great people and service. We care deeply about the success of every project we are involved in. To that end, each of our team members has the background and expertise to handle all responsibilities from advising on EPM strategy to project management to application development. Having such versatile people allows us to cut unnecessary overhead and deliver successful projects faster.
Successful EPM projects require a team that has technical, functional, and financial expertise. At Platform Specialists, we provide top tier service through our well rounded experience.
We serve clients across all industries and sectors. Recent client projects cover a variety of industries including:
- Cable & Telecom
- Consumer Products
- Medical Devices
- Public Sector & Higher Education
- Healthcare & Life Sciences
- Government Contracting
Budgeting & Planning Practice Lead
Justin has over 10 years of experience consulting in the Budgeting, Planning, and Analytics systems space. He has managed hundreds of successful implementations in past roles at a Big Four consulting firm, a boutique Oracle preferred partner, and as a team lead in industry. His expertise in the EPM space includes forecasting, budgeting, strategic planning, and performance measurement systems delivery. Justin holds an undergraduate degree in Information Technology and an MBA from New York University.
Consolidations Practice Lead
Joe is a systems expert with over 11 years of experience delivering consolidation systems to corporate finance functions. He has extensive background in business and financial systems advisory and design, having managed numerous financial consolidations, data integration, and enterprise performance management (EPM) projects. Joe holds undergraduate degrees in Finance and Business Law and an MBA from C.W. Post.