I am a Finance Professional with 12+ years of finance and FP&A experience. I Earned a bachelor's from BYU, an MBA specializing in finance, and a Master of Information Management from Arizona State University. I have worked in several industries, including the US government, travel services, finance, automotive, Cyber Security, Ecommerce, and more. Possess a strong background in budgeting, forecasting, financial planning, financial modeling, report building, and business partnering.
Recently launched my own business called The FP&A Guy providing FP&A consulting services for small and midsized companies, FP&A Training, and FP&A content creation (Webinars, blogs, sponsored LinkedIn Posts)
I am a passionate teacher and creator of FP&A content. I enjoy helping FP&A professionals become more effective creators of value for their businesses. Today, I provide content and training on important subjects, including FP&A, Excel, Power Query, Data Visualization, Storytelling, and more.
I host three popular podcasts, FP&A Tomorrow, Future Finance, and Financial Modeler’s Corner, which bring you the best and brightest people in finance and FP&A. I am also an ambassador for Sheetcast.
I am a Microsoft MVP and have earned the AFP FP&A Certification and the FMI Advanced Financial Modeler Certification.
I am a big advocate of FP&A planning tools and share research on FP&A software. I have also published several market guides to help buyers understand the landscape.