FP&A Coaches, Events, and Resources

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.

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.