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 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.

Welcome to my profile! Ive worked on the systems side of financial planning and analysis, I have honed my skills across leading tech companies such as Cash App, DoorDash, and PayPal. As a Lead Product Manager at Cash App, I spearhead the Money Infrastructure Platform, leveraging my extensive background in finance systems and analytics. My journey began at Zynga, where I developed financial models and dashboards, and continued through roles at OpenTable and PayPal, focusing on financial transactions and product management. I am passionate about helping clients navigate the complexities of transitioning out of an FP&A role.

VP Ops & Finance at a Series B, ex-PE/IB, 100+ people coached. I help Wall Street professionals, especially from private equity and investment banking, make the leap into high-impact startup roles. I've made that move myself, from PE to Chief of Staff to running Ops and Finance at a Series B SaaS company. We'll work through the full arc together: - Find your best fit: Chief of Staff, BizOps, Strategy, StratFin, or Corp Dev, and the right company stage - Build a transition story that turns deal experience into operator value - Reposition your resume and LinkedIn for the roles you want - Interview with confidence You won't just land the role. You'll be ready to hit the ground running once you're in it.

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 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.

I'm a Director of FP&A Business Strategy & Planning at Lionsgate, where I help leadership evaluate decisions shaping the direction of one of the most recognizable names in global entertainment. But my path to strategic FP&A wasn't linear — and that's exactly what makes me an effective coach. My FP&A experience spans three distinct industries: entertainment (Lionsgate), hyper-growth CPG (Patco Brands), and healthcare technology (Providence St. Joseph Health). Across each, I've owned different parts of the P&L — from gross margin to G&A overhead and OpEx forecasting — which gives me a well-rounded view of what different FP&A roles actually require and how to position yourself for them. Before FP&A, I spent several years in Accounting, Tax, and M&A — at PwC advising 15+ clients across entertainment, financial services and technology, and later at Beats by Dr. Dre and Apple supporting a $3B acquisition. I understand firsthand what it takes to translate an Accounting or Tax background into a compelling FP&A narrative, because I've lived that transition myself. Whether you're making a pivot from Accounting, targeting your first FP&A role, or competing for a more senior seat — I can help you build the story, the skills, and the strategy to get there.

I've built my career in strategic finance and strategy & operations at high-growth, venture-backed companies, and I've been promoted consistently along the way. Most recently I earned three promotions in two years at Fetch. Today I lead strategic finance for more than half the company's revenue across four business units, sit on the CRO's brain trust, and was named a company-wide AI champion for building finance infrastructure with AI tools. I started at Thrasio, the fastest profitable unicorn in US history, as an early hire working across strategic finance and strategy & ops. I was there from hypergrowth through the unwind, so I've seen what the job looks like when things are going great and when they aren't. I also just went through the recruiting process myself and came out with two offers. I know what hiring managers, VPs and CFOs are screening for right now, and how to show it. I can help with: - Breaking into strategic finance or strategy & ops, or moving up from FP&A - Case studies, take-homes and modeling interviews - Telling your story so it lands with senior leaders - Leveling, comp negotiation and reference strategy - Using AI to do the job better and faster

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.