FP&A Coaches, Events, and Resources

Head of Strategic Finance at Perplexity.ai; former head of Corporate and AI Infrastructure Finance at xAI and former Corporate Finance lead at Instacart. Have experience owning weekly and monthly company reporting and forecasting, guidance, long-term planning, and earnings. Extensive experience forecasting and analyzing via WholeCo company model and special projects including new business ventures, transformative partnerships, acquisitions, and cash-flow. Experience consolidating and building forecasts from multiple teams and driving decisions across all financial statements.

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.

I am currently continuing my professional development at Stanford Graduate School of Business. With extensive experience in corporate finance and strategy, I have a proven track record of success in financial planning and analysis (FP&A). As the Corporate Finance Lead at Nextdoor, I managed consolidated operating models and quarterly planning processes, while at Aaptiv, I co-led the successful sale to Pear Sports and spearheaded the integration process. My background in investment banking at Perella Weinberg Partners further honed my analytical skills. I am passionate about helping clients navigate the complexities of FP&A, from forecasting to strategic planning. Let's connect to elevate your career in finance and strategy!

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.

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.