FP&A Coaches, Events, and Resources

I started my career in FP&A before transitioning to strategy. After strategy, I was asked to come back and lead an FP&A team, which I did for a year before joining product marketing. I can help you navigate your career in FP&A.

Welcome to my profile! With a robust background in finance and strategic investments, I currently serve as a Finance Manager at Microsoft, focusing on Cloud & AI Infrastructure Strategy. My experience spans across various prestigious firms, including VU Venture Partners and J.P. Morgan, where I honed my skills in corporate development and strategic finance. I have coached numerous individuals, helping them navigate the complexities of financial planning and analysis (FP&A) to achieve their career goals. Whether you're looking to break into the finance industry or advance your current career, I'm here to provide tailored guidance and support. Let's connect and chart a path to your success!

I'm an FCPA (HKICPA) with over a decade in finance — from Big 4 assurance at PwC, to leading an 8-person analytics team in large-cap commercial real estate, to FP&A roles at global MNCs including Merlin Entertainment, and FP&A management at The Cookware Company. I've owned budgeting, rolling forecasts, scenario and operating models, and CFO-/executive-ready reporting. I'm completing my MBA at Chicago Booth, and hold the Wharton FP&A Certificate and the FMVA (financial modelling & valuation). I currently coach senior finance professionals on applying AI to real FP&A workflows — 200+ coached to date — and run my own FP&A advisory practice. I help analysts and managers master the FP&A skills that actually move careers: driver-based forecasting, variance/bridge analysis, operating-model building, and decks that get a "yes" from leadership. Whether you're breaking into FP&A, preparing for interviews and case studies, or stepping up to run your first planning cycle, you'll get proven frameworks, real templates, and direct feedback to get there faster — plus a practical view on using AI to make your forecasting and reporting audit-ready, not just faster.

As a former investor, I know what shareholders seek and how they think about performance. Similarly, I have worked at PE-backed portfolio companies for 3 years, and have overseen capital markets, M&A/corporate development, FP&A, acquisition integration, and more.

I have been a CFO for over 10 years now, and I’ve been doing this financial planning analysis for new projects, for running projects, and for making investment decisions.

After working for two years in public accounting, I worked as an FP&A analyst at a private equity fund. I worked with a portfolio of B2B SaaS companies on ad-hoc FP&A projects including modeling, budgeting, forecasting, and SaaS metrics. I found that there was a large overlap between accounting and FP&A, and I would love to help you learn FP&A skills as either a transition out of accounting or a first-time role.

Welcome to my profile! With a strong foundation in finance and consulting, I bring a wealth of experience to help you excel in FP&A roles. As a former Management Consultant at Monitor Deloitte and Deloitte Consulting, I have honed my skills in financial analysis and strategic planning. My experience as an Investment Analyst at British Columbia Investment Management Corporation further solidified my expertise in financial modeling and investment strategies. I have successfully coached numerous individuals, guiding them to achieve their career goals in finance. Let's work together to craft a personalized plan that will set you on the path to success in FP&A. Reach out to start your journey today!

I bring a wealth of experience and a proven track record in guiding students towards successful careers in the tech finance industry. With a background in FP&A and corporate strategy, I've honed my expertise to help over 100 individuals fine-tune their resumes and interview skills, leading to placements at some of the world's foremost companies. My particular strength lies in facilitating individuals’ entry into tech companies, where I've achieved outstanding results. I'm proud to have played a pivotal role in securing offers for my clients at prestigious tech giants, such as Microsoft and Amazon, among many others. Having received and worked for these tech companies myself, I am able to provide insider insights for what they are looking for. My deep understanding of the tech finance landscape and my commitment to empowering individuals make me an ideal coach for those aspiring to excel in this competitive field.

I bring 20 years of FP&A experience, including leadership roles across multiple divisions and brands at Gap Inc., along with consulting work for clients in the restaurant industry. My expertise spans annual budgeting, monthly forecasting, close processes, and complex financial modeling across a wide range of business initiatives. I have developed financial models and strategic analyses for long-range planning, business cases, digital marketing and cross-channel promotions, customer lifetime value, order economics, real estate negotiations, market planning, and large-scale RFPs and contract renewals. Throughout my finance career, I have led and mentored high-performing teams, coaching direct reports on FP&A fundamentals, cross-functional partnership, and professional development. In addition, I completed the coach training program at the Co-Active Training Institute, further strengthening my passion and ability to support others in achieving their personal and professional goals.

Hello and welcome to my profile! With over two decades of experience in financial planning and analysis, finance and accounting. I bring a wealth of knowledge from my roles at 20th Century Fox, where I served as Vice President of Finance, and PwC, where I honed my skills in audit management. As the Founder & Principal of Lumina Financial Advisory, I specialize in providing executive-level financial insights to small and mid-sized businesses, particularly those led by women. My approach focuses on translating complex financial data into clear, actionable insights that drive strategic decision-making and profitability. Whether you're looking to enhance your financial reporting or need guidance on budgeting and forecasting, I'm here to help you achieve your goals. Let's connect and explore how I can support your financial journey!