Meet Our Faculty & Team

Paul (also known as The FP&A Guy) is a Financial Planning & Analysis (FP&A) expert with over 12 years of professional experience. He teaches courses on FP&A, Excel, Data Visualization, Storytelling, Power Query, and more. Paul is an instructor in CFI's FPAP certification program, as well as the FP&A certification program at Wharton / Wall Street Prep. Paul is a Microsoft Excel MVP, holds the AFM certification from FMI, the FPAC certification from AFP, and the FPAP certification from CFI.

Matt has 18 years of experience in the insurance industry leading claims and customer service teams. He has spent his career at Uber, Rivian, Clearcover, Allstate, and Farmers.

Lisa has designed, developed, and delivered customized learning solutions to financial institutions and multi-national corporations across the globe. Her corporate experience gave her unique insight to share with commercial and corporate bankers, and her experience as a CFO gave her unique insight to share with corporate teams. Prior to co-founding CFI, Lisa taught at MDA Training.

Glenn is a technology-minded CFO with more than two decades of experience in finance and accounting leadership. He is a consultant and author who writes about the intersection of artificial intelligence and corporate finance. His book, Deep Finance: Corporate Finance in the Information Age, provides a digital transformation roadmap for businesses to follow to become data-driven organizations. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. Glenn has a master's in finance from Harvard University with a graduate certificate in business analytics, and an MBA from Regis University. Glenn is an instructor in CFI's FPAP certification program and is a faculty member of the FP&A certification program at Wharton / Wall Street Prep.

Gabe is a subject matter expert at CFI and was a commercial lender at TD Bank with 15 years of experience. He recently managed a $100 million portfolio of higher-risk and non-performing credits at the restructuring and insolvency group. he helped design, deliver, and manage the Commercial Banking Credit Analyst (CBCA) curriculum, on topics including: credit structuring, financial analysis, soft skills for lenders, RAROC and more complex Excel models.

Andrew joined CFI after a long career in the financial markets in Asia and is looking forward to bringing his experience to his new role as Director, Capital Markets. Outside of work, Andrew is most often found driving his kids around, on the golf course or indulging in his passion for wine, but never all three at the same time.

Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis & valuation at The Marquee Group (now owned by Training The Street). Prior to teaching, Duncan held senior equity research positions with top banks & brokerages. He has solid analytical skills with an Engineering degree, Master of Finance degree, a CFA Charter and the FMVA designation from CFI.

Prior to launching Rho Impact, Noah Miller worked in ESG consulting, social entrepreneurship, and served in a variety of internal and external consulting capacities. Most recently he spent two years with Summit Strategy Group, serving as the Senior Director of their ESG Consulting and Stakeholder Engagement Practice. Noah has also been an internal management consultant for Keurig-Dr. Pepper (a US-based and publicly listed multinational) and advised global non-profits on revenue generation and program development.

Prior to joining CFI, Meeyeon had previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.

Kyle is a former teacher, coach, mentor, and finance professional; he brings a passion for education, as well as unique credentials and career experience. Kyle has significant experience in Commercial Banking and Credit and holds the CBCA certification from CFI. When not at the office Kyle loves to travel and spend time with his family.

Dr. Tonisha is a distinguished consultant who’s directed Fortune 500 institutions in forensic accounting, fraud examination, and organizational risk management, with a specialized focus on ethics and regulatory compliance. With over 25 years of experience in financial forensics, fraud prevention, and risk management, she work with organizations to mitigate risks, prevent financial crimes, and develop transformative leadership strategies.

Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, HSBC, and more. Prior to co-founding CFI, Scott taught at MDA Training.

Esteban brings diverse fintech experience from leading financial services for an AI-powered regulatory intelligence platform, as a Senior Special Agent protecting the U.S. financial system, a Certified Fraud Examiner, and more over his storied career. He has over 23 years of leadership experience in federal law enforcement and higher education.

Prior to joining CFI, Jeff taught financial modeling and valuation to thousands of students all over the world at Wall Street Prep. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world. Jeff holds his FMVA certification from CFI.

Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe at Financial Edge and MDA Training. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.

Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.

Tim has held roles in investment banking, wealth management, and corporate strategy at firms including CIBC Capital Markets, Scotiabank, Newmont Goldcorp, and Shoes.com. He holds a BA degree from Dartmouth, an MBA from UBC, and the FMVA® ️designation from CFI.

Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximise their personal and professional skills through teaching, facilitating and individual coaching. Outside of work, Helen is an enthusiastic kayaker and has a fascination with genealogy.

Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions. He has completed a few half-marathons and is aiming to complete a full marathon one day - probably while listening to his favorite podcasts!

Tim is Co-Founder and CEO of Corporate Finance Institute® (CFI) and Co-Owner of Vipond Ventures. Over the past decade, Tim founded and built CFI into the globally recognized leader in online education and certification that has educated over 2.8 million registered students. Tim was the creator and inventor of the FMVA certification program. Prior to founding CFI he worked in investment banking, corporate development, strategy and financial planning & analysis (FP&A) at both public and private companies. Since 2005, Tim have been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value. Honors & Awards: → Top 25 Education Software CEOs (The Software Report · Jan 2019) → Top Forty Under 40 (Business in Vancouver · Jan 2015) Areas of experience and expertise include: financial modeling, valuation, financial analysis, investment banking, capital markets, investment management, corporate development, financial planning & analysis (FP&A). Tim holds a BA from Dartmouth College and an MBA from the Sauder School of Business at the University of British Columbia. Tim holds the FMVA certification from CFI.

Jim Nida is an experienced CFO with a strong background in finance leadership, having held executive roles at RealSelf, EnergySavvy, and Microsoft. He holds an MBA from the Tuck School of Business at Dartmouth College and has extensive experience in corporate development and startups. Jim lives in Seattle, Washington with his wife and three children. In his spare time, he enjoys outdoor activities in the Pacific Northwest.

As a former leader in education, Angie transitioned to the eLearning sector in 2018. Having led Customer Success, Account Management and Sales teams at Linux Academy, A Cloud Guru and Pluralsight she is passionate about building a strong customer-centric experience. Angie is located in Texas, she enjoys spending time with her husband and three children.

Gwyn leads CFI’s technology strategy, driving innovation and aligning technology initiatives with business goals. With over 20 years of experience, he oversees technology development, implementation, and operations. Over his 7 years at CFI, his role has culminated in responsibility for CFI's product, including design, engineering, and data. He excels at building high-performing engineering and data teams. Outside of work, Gwyn lives in Vancouver, Canada, and enjoys winter sports, travel, and learning languages.

Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.

Using his teaching background, experience in building e-learning solutions, team management and analytical skills, Alex leads engineering for CFI’s Learning Management System. Alex holds a Ph.D. in Control Systems Engineering and in his spare time enjoys mountaineering and travel.

Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.

Jackie has a 10-year background in B2B software and online training. She loves to build high-performing, collaborative teams with a focus on Customer Success, Relationship Management and Renewal Management. Jackie is located in Texas; outside of work she enjoys spending time with her friends and family, two Shetland Sheepdogs Tyler and Joey, and trying new restaurants with her husband.

Brittany directs customer acquisition for the CFI marketing team. With over 15 years in growth marketing tactics, Brittany is passionate about understanding the buyers journey, leveraging SEO, and building and scaling quality marketing programs. Outside work, Brittany enjoys spending time outdoors, exploring new places, and quality time with friends and family.