Derek P.
5.0
Aspiring CFO? Me too. I'll share what I've learned on my FP&A path.
Studied at Kellogg School of Management (Northwestern)
Works at Rad Power Bikes
Available Thursday at 2:00 PM UTC
Usually responds within 7 hours
Questions? Start chatting with this coach before you get started.
Derek’s FP&A Qualifications
Experience level: Director
10+ people coached for FP&A
Derek has helped clients get into these companies:
My name is Derek and I'm excited to meet you! I've gone through my own wonderful journey to where I am today, but your journey may be different! 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 MBA admissions, breaking into FP&A leadership, or just considering how to make sense of all your options, I would love to help you navigate your career and educational journey! I have been fortunate to learn from some of the best, 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 learned from mentors at two of the top companies for developing CFOs: Honeywell and PepsiCo. 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!
Derek can help with:
Interview Prep
Skill Building
Budgeting & Forecasting
LinkedIn Review
Promotion Strategy
Cover Letters
Financial Reporting
Resume Review
Networking Strategy
Financial Planning & Analysis
Variance Analysis
About Derek
FP&A is my dream career - it's like a choose your own adventure story with so many different flavors of work. Like analytics? FP&A is a great way to apply those skills! Are you a strategic thinker? FP&A gives you opportunities to influence the strategic direction of a company. Love automation and technology systems? You'll stand out in the finance org with those skills! I love what I do and want to help others find their dream job. I graduated from Brigham Young University with a degree in Finance and later received my MBA from Kellogg at Northwestern University. I began my career in FP&A and corporate finance for Honeywell and after my MBA have continued progressing in finance with PepsiCo and now Rad Power Bikes. My favorite thing about the work I do that I get to strategize. I get to solve new problems every day. There is no set playbook on how to win...I am helping write the winning playbook every day.
Why do I coach?
I have been fortunate to have had incredible mentors in my career. I'm a better person and professional because of the people who have helped me along the way. I want to pay it forward by providing guidance and inspiration to others on their own journey.
Work Experience
Director of Finance
Rad Power Bikes
November 2023 - Present
As Director of FP&A and Supply Planning, I manage the demand planning and procurement for electric bikes, accessories, and spare parts as well as leading forecasting and analysis of net revenue and gross margin. I also lead strategic projects related to distribution strategy, pricing optimization, and marketing effectiveness.
Finance and Strategy Manager
Rad Power Bikes
October 2022 - November 2023
As Senior Manager of Finance and Strategy I led the FP&A function, advised on pricing and promotion strategy, owned the demand planning process, advanced channel strategy and profitability initiatives, and supported financial and strategic updates to the board of directors and investors.
Strategic Finance Manager
PepsiCo
July 2021 - October 2022
As Associate Finance Manager in PepsiCo's Frito-Lay North America division, I provided financial planning and analysis support for the Field Sales organization, including development of annual plan and quarterly sales targets and analysis of key market share trends.
Finance Leadership Development Intern
PepsiCo
June 2020 - August 2020
As a summer intern, I built growth plans for PepsiCo strategic initiatives (growing SodaStream sales within a previously untapped demographic) and developed a unit economics improvement plan for a new direct-to-consumer channel.
Senior Financial Analyst
Honeywell International
February 2018 - August 2019
As Senior Financial Analyst in Honeywell's Aerospace division, I provided financial analysis and strategic planning support to Airlines Aftermarket sales team, including developing revenue budgets and targets, enhancing repair and service program profitability, and updating sales forecasts.
FP&A Analyst
Honeywell International
August 2016 - February 2018
As Financial Analyst in Honeywell's Performance Materials and Technologies division, I developed cost budget proposals, performed variance analysis on global indirect and people costs, and analyzed various financial and operational metrics.I partnered with my Corporate FP&A team to deliver forecasts and financial analysis to divisional CFO and support Honeywell earnings release process.
Financial Analyst
Honeywell International
May 2015 - August 2016
As Financial Analyst at a Honeywell molecular sieve and catalyst plant, I analyzed plant operations and financial variances, reviewed capital expenditure projects to validate financial impact, and partnered with production engineers and quality team to improve site financial performance.
Education
Kellogg School of Management (Northwestern)
Master of Business Administration - MBA, Marketing
2019 - 2021
Activities and societies: Co-President - Public Policy Club, Co-President - Latter-day Saints Student Association
Brigham Young University
Bachelor of Science (B.S.), Finance - Corporate Finance
2008 - 2015
Grade: 3.89 GPA Activities and societies: Vice President - Business Strategy Club, Marriott School Student Council, Finance Society Political Science Minor
7 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Derek has helped clients get into these companies: