Roadmap
Your step-by-step execution plan.
Editor's Note: I do not sell financial products. These resources are curated based on efficiency, low fees, and user experience.
Credit Card Stack
🧱
Level 0: The Builder
For: No credit/Bad credit.
Pick: Discover It Secured.
Compare Secured Cards →
💳
Level 1: Cash Back
For: First unsecured card.
Picks: Chase Freedom, Citi Double Cash.
View Cash Back →
✈️
Level 2: The Traveler
For: Rewards ($95 fee).
Picks: Chase Sapphire Preferred, Venture X.
Compare Travel Cards →
💎
Level 3: Luxury
For: Lounge/Perks ($550+ fee).
Picks: Amex Gold/Platinum, Chase Reserve.
View Premium →
Budgeting & Systems
👑
Monarch Money
Modern replacement for Mint. Great for couples.
View Monarch →
🏗️
YNAB
Zero-based budgeting. Best for aggressive debt payoff.
Try YNAB →
Investing & Banking
🩺
System Diagnostic
Answer 4 questions to identify critical leaks.
Analysis Complete
CK
Built by Chenyi Keyser
FP&A MANAGER
FINANCE OPERATOR
"Finance should be accessible, not intimidating. I believe in stripping away complexity to focus on clear insights."
Connect on LinkedIn →
The Philosophy
⚡ Keep It Simple
Don't track lattes. Track big wins. Saving small dollars doesn't go far. Focus on large items like rent and insurance.
🤝 Support Operations
Finance exists to empower your life, not constrain it. Use data to drive revenue and growth, not just track expenses.
🛠 Right Tool, Right Job
When operations need strategic insights, that's where FP&A steps in. Don't use a hammer when you need a scalpel.
Track Record
Oct 2024 – Present
The Vets
FP&A Manager
Building financial infrastructure for scaling operations. Integrated revenue forecasting with capacity planning to give leadership real-time insights.
Apr 2024 - Oct 2024
BetterVet
Assistant Controller
Optimized G&A expenses to drive a 32% EBITDA improvement while managing $10M in debt. Proved that financial discipline fuels growth.
Dec 2022 - Apr 2024
BetterVet
Senior Accountant
Led Oracle NetSuite implementation across multiple states. Successfully navigated first external US GAAP audit with a clean opinion.
Nov 2021 - Dec 2022
BetterVet
Staff Accountant
Supported a $40M Series A raise through meticulous due diligence. Learned how solid accounting fundamentals become the bedrock for major milestones.