OUR CONSULTANTS
Meegan Addy
Managing Partner
Meegan Addy has been a Workday Adaptive Planning consultant for 9 years, with 15 prior years of Corporate FP&A experience with industries such as financial services, professional services, and not-for-profit organizations. Her expertise includes project management, architecture/design, training, and optimization. She has managed large-scale implementation projects and teams around the globe, serving clients across healthcare, SAAS, not-for-profit, financial, and professional services industries. Meegan is an enthusiastic champion of Workday Adaptive Planning and works diligently to ensure her clients have smooth and successful implementations.
Amy Kee, CPA
Partner
Amy’s more than twenty-year career began as an auditor in public accounting and progressed through accounting and finance roles for large companies in the fields of retail, software, and manufacturing. After years of being an Adaptive power user in these roles, she became a consultant in 2019, implementing Adaptive for clients in software, life sciences, manufacturing, finance and not-for-profit. Having been in the FP&A space herself, Amy is passionate about making the FP&A professional's job easier and more efficient.
James O'Leary
Managing Partner
Since 2020, James O'Leary has lived and breathed Workday Adaptive Planning. He has over 80 successful projects in industries such as SaaS, Higher Education, Non-Profit, and Professional Services. With expertise at each phase of the implementation lifecycle, from planning to development, James is excited to serve clients and push the boundaries of Workday Adaptive Planning with the team at Ascend Planning Solutions.
Courtney Mashhoon
Partner
As a certified Workday Adaptive Planning Implementer, Courtney has successfully executed over 100 implementations and optimizations, reducing planning cycles by 50%. Her 13-year career in accounting and finance features corporate experience in manufacturing, telecommunications, technology, SaaS & Healthcare. She is passionate about delivering high-quality financial reports, strategic planning, analysis and modeling, and providing decision-support to business leaders.
Gianna Montini
Partner
Gianna has been fully dedicated to Workday Adaptive Planning since 2019. She has experience across Professional Services, Non-Profit, Saas, Higher Education, and Healthcare industries. She specializes in systems architecture and design, multi-system integrations, and optimizing budget processes within Adaptive Planning. Gianna is also an expert in training client teams and new consultants alike. She has developed extensive training programs to onboard every type of user to Workday Adaptive Planning and looks forward to bringing this expertise to the team at Ascend.
Mikah Hughes
Partner
Mikah's Workday Adaptive Planning experience spans across 70 implementations and management projects from a variety of industries ranging from Non-Profit to Saas. He specializes in system architecture and dynamic modeling to automate time intensive activities to optimize the Budget and Forecasting process. Mikah is always exploring new capabilities of Workday Adaptive Planning in order to deliver the most advanced version of the system to his clients.
Sarah Swedock
Senior Director of Client Transformation
Sarah has over 11 years of experience engaging, managing, configuring, and deploying the Adaptive Planning tool across diverse industries, including Not-for-Profit, Bio-Tech, Associations, Healthcare, Professional Services, Life Sciences, Higher Education, and Manufacturing. Her focus on identifying and implementing best practice and standardized models has enabled clients to achieve scalable and effective financial planning and analysis processes, enhancing the client's operational efficiency and alignment with strategic objectives. She ensures that clients benefit from accurate, efficient, and strategically aligned financial planning solutions, driving their success in an ever-evolving landscape.