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!

After a career in Investment Banking and Private Equity, I made the move over an Operating role, running FP&A. I'm now the CFO of a company, and can help people understand the difference in career paths and how to progress to an eventual Executive role.

As an experienced professional with a strong background in Financial Planning and Analysis (FP&A), I am well-equipped to guide individuals looking to grow their careers or break into the FP&A field. My education from Boston University Questrom School of Business provided a solid foundation in business principles, and my diverse work experience spans luxury fashion, electronics, and the rapidly growing sports industry. Having worked with prominent companies such as Overtime Sports, Overtime Elite, and Perfect Game, I possess unique insights into the dynamic nature of startups and the sports sector. My expertise and dedication to mentorship make me an ideal FP&A coach for aspiring professionals.

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.

Degrees in finance, business economics and MBA. Led financial projections and business analysis at multiple startups. Excel nerd. At your service!

Hello and welcome to my profile! With a robust background in finance, I currently serve as a Financial Analyst at Apple, where I've gained extensive experience across various finance functions, including Operations, R&D, Retail, and Sales Finance. Currently, I am the Finance partner for the Infrastructure Services Engineering organization at Apple. I focus on engineering and operations strategy for Apple's global data centers, networks, server acquisition, and 3P Cloud utilization. Additionally, I have experiencing managing interns & full-time employees that rotate through Apple's Finance Development Program. I have also interviewed 20+ candidates for Apple. My journey began with a Bachelor of Arts in Economics from UC Berkeley, and I've since honed my skills through my experience at Apple Finance. In addition to my corporate experience, I am the Vice President at Driven Academics, where I have been instrumental in mentoring students and guiding them through college applications and academic challenges. I am passionate about helping others succeed and would love to assist you in navigating the complexities of FP&A - whether you are already working as a full-time employee or looking to break into the industry, I am here. Feel free to reach out to discuss how I can support your career goals!

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a wealth of knowledge and experience to FP&A coaching. My professional journey includes roles as an Associate at American Securities and an Analyst in M&A and Restructuring at Moelis & Company. I have a proven track record of helping clients navigate complex financial landscapes and achieve their career goals in finance. Whether you're looking to break into FP&A or advance your career, I'm here to provide tailored guidance and support. Reach out to start your journey towards success!

My previous function was an FP&A Manager at LinkedIn for two business lines (1 advertising, 1 subscription) for $XXX M in revenue. I have experience in forecasting, performance management, analytics via SQL, and stakeholder management between R&D or executives. I have been a rotational analyst in Microsoft's leader developing Finance Rotation Program as well as moved up from financial analyst to senior analyst to manager at LinkedIn. I have experience interviewing FP&A candidates up to the Manager level so can provide perspective from the other side of the table. I'd be happy to work with you to review your resume, cover networking tips, and do interview prep for a variety of FP&A roles!

I currently lead the finance organization at Collectly, Series A FinTech startup backed by Sapphire Ventures. Prior to taking on the CFO role, I was VP Finance at two a16z-backed early-stage startups (Keep Financial and Co:Create). Before 2022, I had been a VP Corporate Development, forging multi-billion dollar strategic partnerships, leading 20+ investments on behalf of American Express, and leading the $850 million sale of Kabbage in the midst of the Covid pandemic. Building on 10+ of my investment banking and growth equity experience, I successfully transitioned to an operating role at Kabbage, the leading provider of financial services to small businesses. I devised and led distribution partnerships with the leading banks in the world growing Kabbage’s revenues to $500 million. When Covid hit, I led the overhaul of our corporate strategy and led the company’s sale, while managing relationships with our board, investors, partners, and employees. Joining American Express as part of the Kabbage’s sale exposed me to the most challenging process of any acquisition – integration. While building a cross-functional team to ensure Kabbage fit well within American Express, I led the expansion of Amex’s small business services via M&A and strategic investments deploying over $1 billion of capital in 2 years.