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About Us

EPM Solutions is a leading technology firm specializing in optimizing financial systems to drive business success. We partner with Planful to deliver scalable, integrated financial solutions that break down information silos, streamline reporting, and enhance collaborative planning to empower strategic decision-making. Our experienced team has implemented and advised on Planful solutions for some of the most prominent organizations, including SoFi, Boston Properties, Zappos, Docker, Klaviyo, LifeFlight, Clearlink, and Chosen Foods. 

about-us-epm-solutions

About Us

EPM Solutions is a leading technology firm specializing in optimizing financial systems to drive business success. We partner with Planful to deliver scalable, integrated financial solutions that break down information silos, streamline reporting, and enhance collaborative planning to empower strategic decision-making. Our experienced team has implemented and advised on Planful solutions for some of the most prominent organizations, including SoFi, Boston Properties, Zappos, Docker, Klaviyo, LifeFlight, Clearlink, and Chosen Foods. 

about-us-epm-solutions

Mission Statement

We empower finance leaders by leveraging technology to drive smarter, more strategic decision-making. Our goal is to break down information silos and enable seamless, organization-wide planning. We believe finance should be a strategic partner, and that automation, technology, and integrated systems can transform the way organizations operate. No one should waste their most valuable resource—time—linking spreadsheets, managing version control, or spending countless hours preparing board decks. By streamlining these processes, we help finance teams focus on what truly matters: driving growth, innovation, and success.

Our Values

We are driven by a relentless focus on delivering exceptional client experiences. Our commitment to long-term sustainability shapes every decision we make, ensuring lasting value for our customers and communities. We uphold integrity and always strive to do what’s right — even when it’s not easy. We think like owners, take responsibility for our actions, and invest deeply in our clients’ success. With a passion for innovation, we turn complex challenges into simple, elegant solutions that empower progress. And through continuous learning and improvement, we sharpen our skills to stay ahead and make a meaningful impact.

Our Goals

We empower finance leaders by leveraging technology to drive smarter, more strategic decision-making. Our goal is to break down information silos and enable seamless, organization-wide planning. We believe finance should be a strategic partner, and that automation, technology, and integrated systems can transform the way organizations operate. No one should waste their most valuable resource—time—linking spreadsheets, managing version control, or spending countless hours preparing board decks. By streamlining these processes, we help finance teams focus on what truly matters: driving growth, innovation, and success.

Mission Statement

We empower finance leaders by leveraging technology to drive smarter, more strategic decision-making. Our goal is to break down information silos and enable seamless, organization-wide planning. We believe finance should be a strategic partner, and that automation, technology, and integrated systems can transform the way organizations operate. No one should waste their most valuable resource—time—linking spreadsheets, managing version control, or spending countless hours preparing board decks. By streamlining these processes, we help finance teams focus on what truly matters: driving growth, innovation, and success.

Our Values

We are driven by a relentless focus on delivering exceptional client experiences. Our commitment to long-term sustainability shapes every decision we make, ensuring lasting value for our customers and communities. We uphold integrity and always strive to do what’s right — even when it’s not easy. We think like owners, take responsibility for our actions, and invest deeply in our clients’ success. With a passion for innovation, we turn complex challenges into simple, elegant solutions that empower progress. And through continuous learning and improvement, we sharpen our skills to stay ahead and make a meaningful impact.

Our Goals

We empower finance leaders by leveraging technology to drive smarter, more strategic decision-making. Our goal is to break down information silos and enable seamless, organization-wide planning. We believe finance should be a strategic partner, and that automation, technology, and integrated systems can transform the way organizations operate. No one should waste their most valuable resource—time—linking spreadsheets, managing version control, or spending countless hours preparing board decks. By streamlining these processes, we help finance teams focus on what truly matters: driving growth, innovation, and success.

Danny Prohaska

Founder

Danny is an experienced EPM Solution Architect and FP&A leader. With a background in Strategic Finance and Consulting. He has leveraged his expertise to create FP&A teams, build scalable infrastructure at startups, and lead those teams through IPO and multiple rounds of funding.

Prior to founding EPM Solutions, he led FP&A consulting teams at CBIZ and Keen Vision, focused on implementing technology including Planful, Pigment, and Vena. Before moving into the consulting industry, he worked for and led FP&A teams having direct responsibility for systems implementations at companies including SoFi Technologies, M1 Finance, Overstock.com, and Dominion Energy.

As an FP&A practitioner, he worked for companies ranging from Fortune 500 to startups. While consulting, he implemented hundreds of projects at some of the largest names in the planning space.  Danny brings a unique blend of expertise that enables the ability to provide real-world solutions that are scalable, flexible, and sustainable for growing organizations

Danny Prohaska

Founder

Danny is an experienced EPM Solution Architect and FP&A leader. With a background in Strategic Finance and Consulting. He has leveraged his expertise to create FP&A teams, build scalable infrastructure at startups, and lead those teams through IPO and multiple rounds of funding.

Prior to founding EPM Solutions, he led FP&A consulting teams at CBIZ and Keen Vision, focused on implementing technology including Planful, Pigment, and Vena. Before moving into the consulting industry, he worked for and led FP&A teams having direct responsibility for systems implementations at companies including SoFi Technologies, M1 Finance, Overstock.com, and Dominion Energy.

As an FP&A practitioner, he worked for companies ranging from Fortune 500 to startups. While consulting, he implemented hundreds of projects at some of the largest names in the planning space.  Danny brings a unique blend of expertise that enables the ability to provide real-world solutions that are scalable, flexible, and sustainable for growing organizations

We are partners for pre-implementation through go live and ongoing through the customer journey

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We are partners for pre-implementation through go live and ongoing through the customer journey

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