Illustration

Hi! I'm Judy.
Empowering teams
to make data-driven
decisions.

Senior FP&A leader passionate about enabling AI-driven workflows

About Me

Judy waving

Hi, I'm Judy.

I build FP&A functions that help companies think more clearly -- so leadership teams can make faster, better decisions.

A big part of how I operate is enabling teams across the business to make better decisions -- by translating complex data into simple, actionable insights and building driver-based models that reflect how the business actually works.

I've spent 17+ years leading financial planning & analysis across SaaS, video games, and healthcare companies, including owning the consolidated P&L and guiding organizations through their first Annual Operating Plan. My work sits at the intersection of finance, operations, and strategy -- partnering with leadership teams to align investment decisions, growth plans, and performance expectations.

More recently, I've been focused on where FP&A is going next -- exploring how AI can improve modeling, streamline planning workflows, and make scenario analysis more dynamic and accessible across teams.

At my core, I see finance as a storytelling function. Numbers on their own don't drive decisions -- context does. My role is to connect the two.

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My Work

Presenting with confidence

How I Operate

Build Planning Foundations

Led multiple companies through their first Annual Operating Plan (AOP), establishing scalable planning processes and alignment across teams

Turn Data into Decisions

Translate complex financial and operational data into clear, actionable insights for leadership

Model the Business, Not Just the Numbers

Build driver-based models that connect operational levers to financial outcomes

Partner Across the Organization

Partner across the org to align strategy with execution -- and coach first-time budget owners along the way

Evolve FP&A with AI

Exploring how AI can improve modeling, automate workflows, and enhance decision-making

Selected Work

Building FP&A from the Ground Up

Playco

Solving for how to create a scalable planning function in a high-growth environment

  • Led Playco's first company-wide Annual Operating Plan (AOP)
  • Built centralized 3-statement, driver-based financial model
  • Established rolling forecast + LRP cadence
  • Created a single source of truth across teams

My Impact: Enabled leadership to evaluate growth, hiring, and investment decisions with clarity and speed

Scaling Corporate FP&A in a PE-Backed SaaS Company

RichRelevance (Algonomy)

Solving for visibility into growth, retention, and revenue drivers

  • Owned global forecasting, reporting, and board materials
  • Built SaaS metrics framework (ARR, NRR, churn, pipeline)
  • Connected Salesforce data to revenue forecasting
  • Reduced reporting cycle time by 50%

My Impact: Improved forecast accuracy and executive visibility into performance drivers

Established the First Planning Framework

If(we), formerly Tagged

Solving for how to introduce structured financial planning for the first time

  • Led the company's first Annual Operating Plan (AOP)
  • Built foundational FP&A processes and reporting cadence
  • Delivered variance analysis and decision support

My Impact: Created the foundation for scalable financial planning and performance tracking

Portfolio-Level Planning in Healthcare

Genentech

Solving for how to prioritize investment across a complex portfolio

  • Built first disease-area-level planning framework
  • Implemented disease-area-level planning into TM1 planning system architecture
  • Supported long-range planning and investment decisions

My Impact: Enabled more strategic allocation of resources across clinical programs

Financial Planning & P&L Management in Video Games

LucasArts (Lucasfilm Games)

Solving for how to manage and forecast performance across complex, multi-title investments

  • Managed multi-million-dollar budgets across game development and operational functions
  • Led budgeting, forecasting, and long-range planning processes
  • Supported P&L management and variance analysis across multiple projects
  • Partnered with Accounting on close, reporting, and audit support
  • Improved financial controls through implementation of an electronic PO approval system

My Impact: Strengthened financial discipline and visibility across a portfolio of video game investments, supporting more informed planning and spend management

Ask Me Anything

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Hi! I'm Judy's AMA chatbot. Ask me anything about her professional background, experience, or how she works. I'm happy to help!

Judy Labs

FP&A AI model and tool ideas I'm exploring. Prototyping more -- ask me about them.

Building FP&A Models

Targeted Scenario Analysis (Decision Engine)

MVP, Concept Demo

Solving for how companies can reach a target -- not just forecast it.

This model flips traditional FP&A planning by starting with the desired outcome (e.g., revenue, margin, EBITDA) and working backwards to identify the operational levers required to get there. By connecting company data, it enables more precise, dynamic scenario analysis -- helping stakeholders understand what needs to change across hiring, pricing, pipeline, or spend to achieve their goals. Currently an MVP concept demo.

Decision Engine Screenshot

Finance Copilot

Concept

Solving for how Finance can scale decision support without becoming a bottleneck.

A conversational AI layer on top of financial systems and planning models that enables teams to self-serve answers to key business questions -- from budget vs. actuals to scenario implications. The goal is to reduce friction, increase transparency, and shift FP&A from a reactive function into an always-on decision engine.

Finance Copilot Screenshot

Other Projects

Peace sign

Things I've been building and exploring.

Find Time App

Solving for how busy people discover and secure hard-to-book activities.

This app helps users quickly find availability for high-demand activities like camping, kids' day camps, and swim classes -- reducing the friction of fragmented systems, waitlists, and manual searching. Still in early stages, with a growing set of categories and use cases.

View Project →