Stephen Farrell
Senior Financial Strategist | Business & Investment Leader | Connectivity | Growth & Strategy Expert
- Role
- Head of Financial Planning Analysis at Ookla
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Stephen Farrell
I am a collaborative finance professional, driving growth and profitability through financial management and business strategy. Expertise in financial modeling, revenue generation, executive presentations, and cost management. Manage multiple projects simultaneously in high-learning environments driving results. Enthusiastic leader known for consistently meeting commitments, and desire to learn.CORE COMPETENCIESFinancial Modeling | Capital Allocation | Annual & Long-Term PlanningSales & Revenue Forecasting | Process Improvements | Cost Management | BudgetingBusiness Strategy | Digital Infrastructure | Team Management | IaaS / PaaS / SaaSTECHNICAL SKILLSMicrosoft Office | Tableau | Hyperion Essbase | SFDC | Access | Anaplan | SQL | Business Objects | Power BI
Experience
Head of Financial Planning Analysis
Oct 2025 — Present · Raleigh, NC, US
Partner with executive leadership on strategic, data-driven decision making• Lead budgeting, forecasting, and long-range planning across revenue and operating expenses• Own the Monthly Operating Report, delivering clear performance insights and KPI tracking• Act as a strategic thought partner to Product, Sales, Marketing, and Operations on GTM, pricing, and investment decisions• Build financial models to support growth initiatives, new products, and market expansion• Support M&A and corporate development, including valuation, diligence, and integration planning• Translate complex data into actionable insights for executives, boards, and sponsors
Education
North Carolina State University
BS, Business Management
2001 — 2005
UNC Kenan-Flagler Business School
MBA, Corporate Finance and Strategy & Leadership Concentrations
2010 — 2012
Skills
- Financial Management
- Strategic Planning
- Financial Analysis
- Financial Modeling
- System Modeling
- Accounting
- Corporate Finance
- Finance
- Investment Banking
- Managerial Finance
- Portfolio Management
- Account Reconciliation
- Budgets
- Analysis
- Investments
- Management
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