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Ekaterina Karelina

@ekaterinakarelina

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FP&A leader with expertise in financial planning and strategic modeling.

Poland

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What I'm looking for

I am looking for a role that offers strategic challenges, opportunities for growth, and a collaborative company culture.

I am an FP&A leader with over 8 years of experience in financial planning, strategic modeling, and investor reporting, particularly within high-growth SaaS environments. My expertise lies in building FP&A functions from the ground up, driving business strategy alignment, and optimizing reporting processes. As a CIMA candidate, I am committed to continuous professional development in the finance sector.

Throughout my career, I have led significant transformations that enhance planning accuracy and resource alignment with revenue goals. I have successfully integrated key SaaS metrics into financial planning to support strategic decisions, implemented detailed budgeting systems, and introduced KPIs to measure productivity and effectiveness. My analytical skills, combined with advanced proficiency in tools like Excel, Power BI, and SQL, enable me to provide actionable insights that drive business success.

Experience

Work history, roles, and key accomplishments

Current

FP&A Manager

Current

Global Provider of Digital Transformation Solutions

Nov 2021 - Present (4 years)

Designed and implemented FP&A function from the ground up post-acquisition, building tools for budget ownership, forecasting, and variance tracking. Led company-wide annual planning cycles; established reporting frameworks across R&D, Product, and GTM teams.

FP&A Budgeting Forecasting Variance Reports Strategic Planning Unit Economics Team Leadership

Lead Analyst, Investor Relations

Global Digital Services Company

Feb 2020 - Present (5 years 9 months)

Enhanced corporate FP&A practices, converting financial data into actionable strategic insights for executive decision-making. Coordinated and streamlined earnings call processes, leveraging analytical tools for optimized performance reporting.

FP&A Financial Analysis Earnings Call Coordination performance reporting Investor Relations Data Analysis Financial Modeling Analytical Tools

Senior Investment Analyst

Investment Boutique

May 2017 - Present (8 years 6 months)

Built valuation models and ran full investment processes, preparing clients for due diligence and successful M&A outcomes. Aligned business operations with strategic investor goals, including post-deal integration.

Investment Process Due Diligence M&A Financial Analysis Investment Analysis

Education

Degrees, certifications, and relevant coursework

CIMA

Diploma in Performance Management, Performance Management

Currently pursuing a CIMA Diploma in Performance Management, focusing on advanced financial planning and strategic decision-making. This program enhances skills in managing organizational performance and driving business success.

Belarusian State Economic University

Bachelor's Degree, Finance and Credit

Completed a Bachelor's Degree in Finance and Credit, gaining a strong foundation in financial principles and practices. The curriculum covered various aspects of finance, preparing for a career in financial analysis and management.