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Package Description:
This package is designed for professionals aiming to grow their careers in FP&A. The coaching will be tailored to your individual needs, covering topics such as enhancing financial analysis skills, preparing for leadership roles, improving budgeting and forecasting strategies, and more. With expert coaching, you’ll refine your FP&A skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your FP&A achievements and strengths. - Advancing Finance-Specific Skills – Strengthen your expertise in financial modeling, data analysis, and strategic planning. - Mastering Stakeholder Communication – Develop skills to effectively communicate financial insights, build consensus, and align teams around financial goals. - Strategic Networking Guidance – Learn strategies to expand your professional network within the FP&A community and create valuable connections. - Navigating Career Growth – Receive personalized guidance on securing promotions, transitioning to leadership roles, and maximizing your influence in your organization. This coaching package is ideal for FP&A professionals seeking to elevate their careers and position themselves for long-term success.
What you'll get from this package
Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field
Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth
Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career
Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders
Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence
Additional details
Coaching delivered via live sessions and .
Services included:
Skill Building
Budgeting & Forecasting
LinkedIn Review
Financial Modeling
Promotion Strategy
Financial Reporting
Networking Strategy
Financial Planning & Analysis
Variance Analysis
Salary Negotiation
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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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.
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