Felipe L.

Director of Financial Planning and Analysis @Everlane

San Francisco, CA, US

Head enterprise FP & A and strategic planning, serving as a direct partner to the CFO and executive leadership on long-range planning, budgeting, in-season forecasting, and performance management.• Manage the end-to-end P&L for global markets and channels—stores, e-commerce, and corporate—driving accountability for Gross Revenue, Net Revenue, COGS, Gross Margin, and Operating Expenses.• Own long-range planning (3+ years), linking financial strategy to enterprise objectives and ensuring annual budgets align with multiyear growth and profitability goals.• Responsible for Board and VC updates on all FP & A responsibilities, including the preparation, compilation, analysis, and communication of monthly, quarterly, and annual financial and operational results.• Advise Marketing leadership on budget allocation and in-season adjustments across the funnel, using ROAS and customer file health as key metrics to guide investment decisions and deliver sustainable growth.• Serve as a strategic finance partner across the enterprise—including e-commerce, marketing, analytics, accounting, and sourcing—to deliver insights that guide growth, margin, and operational decisions.• Liaison between accounting and business partners on all close matters - expenses & revenue reconciliation.Key Accomplishments:• Developed a customer forecasting model that ties marketing investments to both near-term budgets and long-range forecasts. Measured ROAS, CAC, attrition, active file size, channel optimization, and retention strategies to ensure correct marketing investment to deliver to budget and forecast.• Delivered financial analysis and scenario modeling on major initiatives—including a fulfillment center migration, tariff mitigation strategy, digital agency RFP process, and tech investments — identifying cost savings, operational efficiencies, and improved vendor alignment.

San José State University

Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law