Finance and accounting operations
10 financial planning and analysis experts
These ten finance leaders have held financial planning and analysis leadership roles inside operating companies. A reader can learn how in-house FP&A teams run forecasting, planning and management reporting.
Professionals to explore
01—10Abhilesh Bhargava
LinkedInExperience: Executive Director, Corporate FP&A (Cash & Liquidity Management) · Tenneco
Executive Director, Corporate FP&A (Cash & Liquidity Management) at Tenneco since 2025, where the profile says this person leads enterprise cash forecasting and liquidity strategy across a global, PE-backed organization spanning 3 business units and 4 regions. At Dow, this person was Director, Financial Planning & Analysis (FP&A) from 2019 to 2022 and Senior Finance Director, Corporate Capital & Strategic Planning from 2022 to 2025.
Anita Erickson-Olsen
LinkedInExperience: Director, Corporate FP&A · The Greenbrier Companies
Director, Corporate FP&A at The Greenbrier Companies since 2022. The profile says this person oversees the forecast and planning process and the analysis of periodic results to support strategic decisions, with experience in monthly consolidations, management reporting and support for external SEC reporting. Former Director of Corporate Accounting (2020–2022) and Greenbrier Leasing Controller (2004–2020) at the same company.
Bradley Barrett, MBA CMA
LinkedInExperience: Director of FP&A · UPS
Director of FP&A at UPS since 2024. Former FP&A Profit Plan Manager (2022–2024), FP&A Forecasting Manager (2021–2022) and FP&A Initiatives Manager (2020–2021) at UPS, and listed as Florida District Finance Manager there from 2018 to 2020. The profile describes guiding finance planning and forecasting teams.
Ellora Batacharya
LinkedInExperience: Senior Director, Corporate FP&A · Carrier
Senior Director, Corporate FP&A at Carrier since 2024, and former Global FP&A Director - Refrigeration at Carrier (2023–2024). As Global FP&A Cash Director at 3M from 2021 to 2023, the profile says this person oversaw financial processes for $5.0B+ in cash for 3M Company and managed a team of 3+ direct reports.
Kaleb Lord
LinkedInExperience: Senior Director Financial Planning Analysis · Louisiana-Pacific Corporation
Senior Director Financial Planning Analysis at Louisiana-Pacific Corporation since 2024. As Corp FP&A Director there from 2022 to 2023, the profile says this person led the Corporate and OSB FP&A teams. Other Louisiana-Pacific roles listed are Business Segment Finance Director (2019–2022) and Controller (2018–2019).
Linda Boddicker
LinkedInExperience: Director of Financial Planning and Analysis · US Foods
Director of Financial Planning and Analysis at US Foods since 2022. Former Director Finance - Corporate Financial Planning and Analysis (2017–2022) and Senior Manager Finance - Operations Financial Planning and Analysis (2005–2010) at RRD. The profile describes serving as a point person for establishing the strategic planning process and business analytics.
Nick Kuropas
LinkedInExperience: Director FP&A, Finance Transformation & Strategic Planning · Pandora
Director FP&A, Finance Transformation & Strategic Planning at Pandora since 2026. Former Senior Manager, FP&A, Strategic Planning (2025–2026) and Group Financial Planning and Analysis Manager (2022–2025) at Pandora. The profile describes leading financial planning, including long-range strategic planning.
Ron Haegele, MBA
LinkedInExperience: Director of FP&A - Budgeting and Long Range Plan · Burlington Stores, Inc.
Director of FP&A - Budgeting and Long Range Plan at Burlington Stores, Inc. since 2024, and listed as Director of FP&A there from 2022 to 2024. Former Director, Real Estate Financial Analysis (2020–2022) at Burlington Stores. Notes under a Manager, Financial Planning & Analysis role on the profile include managing and presenting a weekly Sales and AEBITDA flash to the CAO.
Saad AlHussain
LinkedInExperience: Executive Director, Financial Planning & Analysis · Alat
Executive Director, Financial Planning & Analysis at Alat since June 2026. The profile says the role leads Alat's enterprise-wide FP&A agenda across business planning, long-term financial planning, budgeting, forecasting and management reporting, reporting to the Group CFO. Also listed at Alat are Acting Executive Director, Financial Planning & Analysis (2025–2026) and Director, Budget Planning (2025–2026).
Vincent Shenocker
LinkedInExperience: Director of Finance Operations and FP&A, North America · The Estée Lauder Companies Inc.
Director of Finance Operations and FP&A, North America at The Estée Lauder Companies Inc. since 2025. Former Director, Corporate Financial Planning and Analysis (2020–2022) and Director of Global Brand Finance & Strategy, Tom Ford (2022–2025) at the same company. The profile also lists Finance Manager, Corporate Financial Planning & Analysis (2018–2020) there.
Choose the right perspective
Match the person's scope to your question, since a corporate FP&A lead consolidating a whole group works differently from someone planning for one region, segment or brand. Also consider whether your issue is mainly the annual budget, the rolling forecast or long-range planning, and pick someone whose roles centered on that work.
Questions to take into the conversation
- 01How do you design an annual budget and rolling forecast process that business leaders actually trust and use?
- 02Which reports and metrics do you put in front of the CFO and executive team each month, and why?
- 03How do you build a long-range plan, and how often do you revisit it when results move away from it?
Reaching financial planning and analysis experts
How can I contact one of these financial planning and analysis experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Tenneco, The Greenbrier Companies and UPS, based on profile data retrieved on October 3, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach financial planning and analysis experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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