Former JPMorgan FP&A | Forecasting, Budgeting & Financial Modeling

Financial Planning & Analysis sits at the intersection of finance, strategy, and operational decision-making. My experience spans corporate FP&A at JPMorgan Asset & Wealth Management, investment banking, and private equity, giving me a unique perspective on how financial planning supports both day-to-day operations and long-term value creation. At JPMorgan, I partnered with business leaders to support budgeting, forecasting, financial reporting, variance analysis, management reporting, and strategic planning initiatives across the Asset & Wealth Management division. I helped translate financial performance into actionable insights, developed executive reporting packages, analyzed business trends, and supported leadership in making informed capital allocation and operating decisions. My private equity experience further strengthened these capabilities by extending traditional FP&A into acquisition analysis, operating model development, scenario planning, and value creation initiatives across portfolio companies. Rather than viewing FP&A as simply producing budgets and reports, I approach it as a decision-support function that enables management teams to understand performance drivers, evaluate strategic alternatives, and improve operational execution. I regularly work with: • Annual budgets and rolling forecasts • Financial modeling and scenario analysis • Variance analysis and KPI reporting • Executive and board reporting • Business performance analysis • Strategic planning and long-range forecasting • Capital allocation and investment analysis • Operating model design • Dashboard development and financial storytelling • Cross-functional finance partnering Whether you're preparing for an FP&A interview, transitioning into corporate finance, improving financial modeling skills, or learning how finance supports executive decision-making, I focus on teaching practical frameworks that can be applied immediately in the workplace.