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Lucia Ximena Ortiz

Sample profile

FP&A Manager at Bank of America · FP&A

Works at
Bank of America
Location
Boston, MA · ET (UTC-5)
Experience
8+ years experience
Education
MIT
Languages
English
Co-founderOpen to work
Message Connect

Overview

FP&A Manager at Bank of America, focused on FP&A. Saved $8 million a year renegotiating vendor contracts. Most at home with Anaplan and FP&A. Jazz piano, badly.

Good reasons to reach out
  • People who want to build this with me
  • Roles in FP&A
  • Working sessions on fundraising
Please don't message about
  • Unpaid work or spec projects
  • Crypto token projects
  • Investment schemes
Skills
fundraisingAnaplanfinancial modellingFP&A
Co-founderLooking for a co-founder
closes in 3 months

Looking for a technical co-founder for cash-flow forecasting for insurers

The idea
Cash-flow forecasting for insurers
Stage
Customer interviews
I bring
9 years in FP&A
Looking for
Operator who has scaled a team
Commitment
Full-time now
Location
Boston or remote

I bring 8 years of FP&A (currently Bank of America). Ideally you've led a design team. Pre-product, some customer interviews done.

Boston, MA · remote OKfp&aanaplanfinancial modelling
Open
Open to workLooking for a role
closes in 3 months

FP&A Manager roles in fintech - Boston or remote

Target roles
FP&A Manager
Level
Mid
Industries
Climate tech, Developer tools
Work mode
Remote
Available
90 days notice
Work authorization
Authorized to work in the MA
What I'm looking for
Hands-on work on fundraising with room to mentor.
Not interested in
Pure people management

8 years in FP&A. Strongest at Anaplan and fundraising. Open to the right conversation.

Boston, MAfundraisingfinancial modellinganaplan
Open

Experience

  1. FP&A Manager
    Mar 2026 - Present
    Bank of America · 8 mo · Full-time · Boston, MA
    • Closed the books in 3 days, down from 15.
    • Saved $4 million a year renegotiating vendor contracts.
    • Built the operating model the board used for a $80 million raise.
  2. Financial Analyst
    Oct 2022 - Jan 2026
    Lyft · 3 yr 3 mo · Full-time · Boston, MA
    • Saved $5 million a year renegotiating vendor contracts.
    • Ran diligence on 6 acquisitions.
  3. Financial Analyst
    Jul 2021 - Oct 2022
    Target · 1 yr 3 mo · Full-time · Boston, MA
    • Closed the books in 3 days, down from 10.
    • Ran diligence on 6 acquisitions.
  4. Financial Analyst
    Oct 2018 - Jul 2021
    Reddit · 2 yr 9 mo · Full-time · Boston, MA
    • Ran diligence on 3 acquisitions.

References

No references yet.

Education

  1. MIT
    SB, Finance
    2014 - 2018

Details

Compensation expectations
What they are targeting for their next role.
Visible to connections
Direct contact details
Direct email and a scheduling link.
Visible to connections

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