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Finance & Business Intelligence Team

Joe Cohen, MBA

Partner, Finance & Business Intelligence

“Be a rockstar.”

Joe Cohen currently serves as a Partner and practice leader of the Finance and Business Intelligence Services for 9Gauge Partners in Austin, Texas.  In this role, he works with a variety of clients to drive performance and effectiveness in financial planning, analysis and reporting, as well as process engineering. Joe is an ace troubleshooter and repairman of existing models, but his real gift is in using multi-divisional input and existing systems to create new, integrated and repeatable processes that manage assets, measure profitability, and accurately analyze and robustly report company performance and metrics resulting in customized reporting packages for investors, board members and executives.

Andrea Kebis

Director

“A mind is like a parachute. It doesn’t work if it’s not open.”

Andrea brings years of experience in financial planning and analysis and in providing senior management with the insights and information needed to drive informed business decisions. Her broad experience in collaborating across functions and supporting management decisions enables her to excel in creating and implementing metrics, models and reports that are instrumental in helping clients evaluate performance and plan for the future.

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Brian Devany

Director

“The question isn’t who is going to let me; it’s who is going to stop me.”
—Ayn Rand

Brian works with clients in identifying the unique metrics and reporting needed to drive visibility and insight into their businesses.  He also develops forecasts and manages the budgeting processes crucial for investor reporting and relations. With over 17 years of experience in forecasting, budgeting, analysis, and various accounting roles, Brian has added value to multiple organizations in a wide range of industries on both a strategic and tactical level.  He has a strong background in leveraging software platforms to realize process efficiencies in addition to building financial models to provide his customers with the tools necessary to make informed decisions.

Melanie Cleary, CFA

Sr. Manager

“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.”
– Albert Einstein

Melanie brings years of experience in financial planning and analysis for firm management and investor evaluation. She has constructed and negotiated early and later stage equity deal term proposals and created models to evaluate the return potentials of individual portfolio companies. Her broad experience gives her the perspectives needed in development of insightful models and reports, giving her clients the decision support they need.

Paul Nelson

Manager

“If you really want to do something, you’ll find a way. If you don’t, you’ll find an excuse.”
– Jim Rohn

Paul brings over a decade of experience in delivering decision support across a variety of functions and roles at a leading tech company. Leveraging that experience in his work with clients, Paul translates data and stories into functional models, dashboards, and reporting to drive business performance. He excels at communicating with all levels, enabling effective collaboration with cross-functional teams. Paul consistently challenges the status quo to find the best solution.

Kristi Beer

Manager

“The best way to predict the future is to create it.”
– Peter Drucker

Kristi brings over 12 years of broad financial experience in forecasting, analysis, modeling, financial management, and auditing from a global entertainment company and a big four firm. This balanced expertise enables the delivery of conclusive information to clients to support strategic and budgeting decisions while anticipating the needs of management. She brings a professional and enthusiastic outlook to all projects and excels in communicating with all levels, enabling effective collaboration with cross-functional teams. Kristi is driven to produce valuable results that help clients get to the next level.

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Ashley Janes

Sr. Consultant

“Everything you’ve ever wanted is on the other side of fear.”
– George Adair

Ashley is experienced in financial modeling, reporting, forecasting and analysis. Leveraging that experience in her work with clients, Ashley translates data into functional models, dashboards, and reporting to support business decisions and drive performance. Ashley brings collaboration, a fresh perspective and enthusiasm to all projects. She is driven to produce valuable results that help clients get to the next level.


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Heather LaBranche

Sr. Consultant

“Destiny is a name often given in retrospect to choices that had dramatic consequences.”
– J. K. Rowling

Heather brings over 12 years of financial experience in forecasting, analysis, modeling, financial reporting, corporate financial planning, and executive decision support from a multinational financial services corporation. In addition, she played a lead role in the logistical, planning and modeling work needed for several acquisitions, as well as the creation of new companies from initial conception to implementation and maintenance. This broad depth of experience bridging the gap between business leadership and financial strategy have helped her to develop the level of expertise needed to support clients in any industry and at any growth stage.

Adaptive Insights CertifiedAdaptive Planning & Reporting