FP&A Coaches

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.

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!

My name is Derek and I'm excited to meet you! I specialize in coaching FP&A professionals, but I'll work to support you in whatever your goals are! Rather than simply sharing what worked for me, I'd love to be a guide as you explore what will work for YOU! Whether your focus is kicking your career journey off, growing into leadership roles, or just looking for a new professional challenge, I would love to help you navigate your career and educational journey! I have been fortunate to learn in world-class environments, both academically and professionally. I earned a BS in Finance from Brigham Young University's Marriott School of Business and an MBA from Northwestern University's Kellogg School of Management. Additionally, I have developed finance expertise learning from mentors at two of the top companies for developing CFOs: Honeywell and PepsiCo. I'm now expanding on my leadership capabilities as a Director at Rad Power Bikes. More importantly, I have experience as a teacher, mentor, and friend. Reach out if there is any way I can be a helper to you!