FP&A Coaches

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 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.