FP&A

I’ve built my career at the intersection of healthcare, finance, and strategy—shaped by experiences at some of the world’s most respected Fortune 500 companies: Amazon (#2), UnitedHealth Group (#3), American Airlines (#81), JPMorgan Chase (#11), and now Cigna (#13). I have spent the majority of my career in FP&A roles spanning accounting, M&A, financial modeling, and reporting. I am passionate about talent having spent four years recruiting for Amazon. Furthermore, I am actively involved with recruiting at the MBA level for my current employer and can help with all things required to land the role from resume and LinkedIn to interview prep and offer review.

I’m a VP of Global Business Control at a global SaaS company with 2,400 employees, leading a 20-person global finance team and reporting directly to the CFO. I’m also a hiring manager for finance and business control roles, which means I know what actually gets candidates noticed, shortlisted, and hired. I specialize in helping candidates break into FP&A, business control, and strategic finance — especially those coming from consulting, strategy, commercial, operations, or other nontraditional backgrounds. My own career path is proof that you don’t need a linear FP&A background to land a senior finance role: I broke into the function without prior traditional FP&A experience and stepped directly into a VP-level leadership position. My background spans corporate finance, SaaS business control, consulting, telecom, pricing analytics, private equity, and M&A. I’ve worked on executive-level decision-making, financial planning, performance management, commercial strategy, operating model transformation, and global stakeholder management. Through my coaching, I help clients craft a credible finance story, sharpen their resume and LinkedIn, prepare for FP&A and business control interviews, and understand what hiring managers, CFOs, and finance leaders actually look for in high-potential candidates.

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 have worked in corporate finance/FP&A in F500, growth stage companies, and finance roles vary across company size and industry. I am interested in coaching with people who are looking to growth their corporate finance/FP&A career and someday want to be a CFO.

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

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!

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've spent my career at the intersection of finance and strategy, most recently in Cloud Finance at Google, where I worked on controllership, reporting, and planning for one of the company's fastest-growing businesses. Before that, I was Corporate FP&A Manager at Delinea, owning budgeting, forecasting, and executive reporting, and I held finance and investing roles across YouTube, Google Ventures, CapitalG, Honeywell, and Bot Auto. My foundation is in modeling and analysis: investment banking and private wealth internships at Goldman Sachs and JPMorgan, an MBA from UC Davis, and a BBA from the University of Houston. I've lived the FP&A path from the inside, at a Big Tech company, a high-growth software company, and early-stage ventures, so I can help you pick the right environment for your goals. I coach candidates breaking into FP&A, analysts moving up to manager, and FP&A professionals moving into strategic finance, BizOps, or corporate development. We'll work on technical interview prep (three-statement logic, variance analysis, forecasting cases), resume and story positioning, and how to make your work read as business partnership rather than reporting. That last skill is what separates FP&A people who get promoted from those who plateau.

I spent nearly 10 years at J.P. Morgan, progressing from Analyst to Vice President in Equity Capital Markets and advising companies across Europe, the Middle East and Africa on fundraising, capital structure and strategic financing decisions. During that time, I worked on more than $30 billion of transactions and partnered closely with management teams, CFOs and boards across a wide range of industries. Today, I lead Strategic Finance and Capital Markets initiatives at Octopus Energy, where I work directly with senior leadership on forecasting, fundraising, capital structure strategy, investor engagement and long-term business planning. Having worked both in investment banking and in-house finance, I have a practical understanding of what different finance careers actually look like day-to-day and what skills transfer between them. I primarily coach professionals who are exploring opportunities in FP&A, strategic finance, corporate finance, corporate development, investor relations and capital markets, as well as those considering a move from investment banking into industry. Whether you're trying to understand your options, position your experience more effectively, prepare for interviews or navigate a career transition, I can help you approach the process with greater clarity and confidence.

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.