The Premier Finance Career Coaching Service

NextGen Advising provides personalized, white-glove service to help students and early career professionals pursue a successful career in finance. Through our extended specialty advisors, NextGen offers direct finance experience at some of the most influential companies in the world–including Google, Louis Vuitton, Meta, and Yelp–as well as a strong CFO network across a wide range of industries and companies.

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An Insider’s Perspective on the Finance Career Landscape and Growth Opportunities

Corporate Finance professionals are the strategic backbone of any organization, offering significant growth and advancement potential (please see our financial services page if you are interested in working at a pure financial services company). We provide college students and early career professionals an insider’s perspective on the finance career landscape:

  • The Role of Finance: Understanding how finance functions like Financial Planning & Analysis (FP&A), Accounting, Tax, and Treasury work together to safeguard the company's assets and drive profitable growth.
  • Strategic Business Partnership: Highlighting how modern finance teams move beyond simple reporting to become strategic advisors, directly influencing operational and market strategy across all business units and departments.
  • Operational Impact: Focusing on how finance drives business efficiency through budgeting, internal controls, and managing capital allocation to maximize shareholder value.
  • AI Impact: Understanding the impact of AI on the function and the skills you need to stay on the cutting edge
  • Growth Potential: Charting career paths that lead to senior roles such as Finance Manager, Director of FP&A, Vice President of Finance, and ultimately, the Chief Financial Officer (CFO).

Finance Career Advising Programs We Offer

Finance Internship Career Counseling

Finance Internship Career Counseling

For college and graduate students, we offer a comprehensive, proven process to help you secure a summer or semester internship in a corporate finance function at a non-financial services company. Our premium service not only helps you better understand the different areas of Corporate Finance, but also helps identify positions that align with your unique interests, values, and strengths. We then collaborate with you to set achievable goals and build a detailed, step-by-step plan to obtain your ideal finance internship.

  • Exploring the different types of corporate finance positions (e.g., Financial Planning & Analyst, Internal Audit Intern, Treasury Analyst) and internal partner support models (e.g., Sales Finance, Marketing Finance, Finance Operations) and matching them with your unique interests and skills.
  • Offering insights into the different working environments (e.g., start-up, public company, non-profit) and how that translates into your day-to-day.
  • Helping tailor your resume for specific finance roles–highlighting relevant coursework, budgeting and forecasting experience, and business intelligence tools–as well as proactively identifying and closing any skill gaps.
  • Honing your technical and behavioral interviewing skills so that you can feel confident pursuing your ideal finance role.
  • Project managing your internship search and application process, including navigating the hiring cycles of large corporations.
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Finance Career Coaching for Full-Time Jobs

Finance Career Coaching for Full-Time Jobs

For upper-classmen and graduate students, we offer specialized coaching to secure your first full-time role in Corporate Finance. Our comprehensive approach goes beyond interview preparation and includes perfecting your professional brand as a strategic business partner, developing a focused networking strategy, and honing your communication style for cross-functional collaboration. We conduct a thorough analysis to pinpoint and close any skill or knowledge gaps, ensuring you develop the critical, professional skills needed to not just land the job, but to thrive early in your career within areas like:

  • Financial Planning & Analysis (FP&A)
  • Accounting
  • Tax
  • Internal Audit
  • Treasury
  • Specialized roles like Sales Finance or Marketing Finance
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Career Changes & Career Advancement Guidance

Career Changes & Career Advancement Guidance

For early career professionals, we also specialize in career changes–both big and small–as well as career advancement. We begin by helping you reflect deeply on what you are looking for in your next move and architect a detailed plan to get there. This may be an internal move (e.g., from Accounting to FP&A) or an external one, a lateral shift or an upward one. We will help develop a personalized strategy to achieve your corporate finance career goals, guiding you through every step of the execution.

  • Learn how to articulate your value proposition and market yourself as an essential strategic partner.
  • Develop interpersonal skills and emotional intelligence to successfully influence business unit leaders.
  • Strengthen communication and presentation skills, crucial for presenting financial results and forecasts to management.
  • Improve relationship building and networking across various departments (e.g., Operations, Sales, HR).
  • Assess and ameliorate both strengths and weaknesses to ensure career success and progression.
  • Set clear, achievable goals in parallel with bi-annual and annual performance review process.
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Package Options to Fit Your Needs

We offer three career counseling packages based upon your needs. We’ll recommend the package that’s right for you during our initial consultation, and then we’ll work together to determine how to use your hours to help you achieve your goals.

15 hours: $8,195

30 hours: $15,995

45 hours: $22,995

Ready to Pursue Your Dream Career in Finance?

We provide the support, skills and confidence needed to reach your goals.

Contact Us for a Free Consultation

Jason Chow

Investment Banking & Financial Services Expertise

Jason brings more than 25 years of experience across investment banking, corporate financial planning and analysis (FP&A), and corporate business development at leading companies such as Citi, JP Morgan, Google, and Yelp. Throughout his career, he has personally hired over 75 undergraduates and MBA students as well as managed and mentored dozens of early-career professionals—helping them build confidence, develop practical skills, and advance within investment banking and financial services industries.

As a specialty advisor, Jason’s passion is guiding students and mentoring young professionals to achieve their career aspirations. In particular, he understands how great finance organizations operate and how they evaluate, develop, and promote early-career talent. Having worked on the front lines—reviewing resumes and conducting behavioral, technical, and case interviews at elite colleges and MBA programs—Jason understands not only the common questions but also the unspoken criteria used to judge candidates in a highly competitive process. With the proper coaching and practice, Jason believes all candidates can improve meaningfully. 

Currently advising early-stage start-ups and early career professionals. Jason previously served as the VP of Corporate Business Development at Auctane, where he led global strategic partnerships that drove over $1B in annual transactions. Before Auctane, Jason spent ~15 years as a senior leader in FP&A and strategic partnerships at Google, Yahoo, and Yelp. He began his career in investment banking at Citi and JPMorgan, where he gained foundational experience in financial analysis, corporate transactions, and executive communication. Jason graduated cum laude from Williams College with a BA in Economics.

Sherry Lin

Asset Management & Investment Management Expertise

Sherry is a seasoned investment leader who has over 25 years of global asset management experience, and broad multi-asset class knowledge of alternative assets and public securities. She has built and led four investment offices from the ground up, managed large multibillion-dollar portfolios, anchored and seeded numerous fund strategies, and served in advisory board roles at large, best-in-breed, institutional investment managers, as well as at small emerging funds. Passionate about mentoring young professionals. Sherry has hired, developed, and promoted dozens of asset and investment managers around the world. Her superpower is coaching junior team members critical problem solving, analytical thinking, and communication skills, so they can flourish in their role.

Sherry is currently a Senior Advisor to Argentum Peak, a dual-family investment office which she built and led as Chief Investment Officer from 2021 to 2023 for the co-founders of Silver Point Capital, a $25B diversified credit platform based in Greenwich, Connecticut. Previously, Sherry co-headed Global Private Investments and served as Global Venture and Asia Head at Willett Advisors from 2021 – 2023, managing assets for Bloomberg Philanthropies, Michael Bloomberg’s family office. Sherry was a Managing Director and Partner at Mousse Partners, where she managed assets for the owners of Chanel from 2005 – 2018. At Mousse, Sherry led the Global Illiquid Portfolio in New York and later built and headed two Asia offices in Hong Kong and Beijing as the Head of Asia. Sherry also previously held capital allocator, investment banking and equity research roles, respectively, at the James Irvine Foundation, Thomas Weisel Partners, and Goldman Sachs. Sherry is an Aspen Institute China Fellow and a member of the YPO Presidio Gold chapter in San Francisco. She holds a JD/MBA from Northwestern and a BA from Columbia.

David Leibowitz

Biotech & Pharmaceutical Expertise

David Leibowitz brings 25 years of experience in the biopharmaceutical and biotech industries. He has extensive experience in product strategy, commercialization, and cross-functional leadership across a wide range of therapeutic areas. He is currently Senior Director, Portfolio Strategy at Roche/Genentech, where he leads strategic portfolio management and lifecycle planning for immunology and ophthalmology assets across all development stages. David has hired, developed, and promoted dozens of strategy, marketing, planning and product managers for many different therapeutic areas and functional domains. His superpower is coaching junior team members on understanding pipeline development, regulatory challenges, market research, cross-functional and stakeholder management so they can succeed in their role.

David has also previously led Patient Marketing for the US launch of Evrysdi, a spinal muscular atrophy drug at Genentech. He has also held leadership positions in pipeline marketing, managed care strategy, and business development. He holds an MBA from UCLA Anderson and a BA from UC Berkeley in Biology.

Rachel Blankstein, Co-Founder

Rachel Blankstein has over 14 years of experience coaching clients and has personally guided several hundreds of clients to obtain their goals. Rachel’s passion is to help her clients not only succeed in their internship and job searches but also to help in their professional and interpersonal growth. Previously, Rachel was Co-Founder and Co-CEO of a college consulting firm, Spark Admissions, which she founded, scaled, and successfully exited to a private equity company. In this role, she personally coached hundreds of clients, while hiring, training and mentoring dozens of coaches.

Her superpower is understanding what each client needs at the right time, providing the insights and support to help them shine. Her coaching style is supportive, yet rigorous, and is always tailored to the needs, goals and personality of her clients. She has a 100% success rate with getting her clients to achieve their goals.

As Co-founder of NextGen Advising, Rachel helps students and young professionals discover their career objectives and helps them with every stage of the internship and job search process. She understands how to uncover her clients’ interests and learn how to excel at each step of the job search process through determining where to apply, how to improve their hard skills, developing strong resumes, teaching effective networking skills and how to master each type of interview. She also has her finger on the pulse of what hiring managers are seeking in a tremendously wide range of industries from financial services to entertainment and biotech to non-profits and much more. Rachel motivates clients through concise, strategic guidance along with detail-oriented support at each step of the process.

Previously, Rachel was Co-Founder and Co-CEO of a college consulting firm, Spark Admissions, which she founded, scaled, and successfully exited to a private equity company. In this role, she personally coached hundreds of clients, while hiring, training and mentoring dozens of coaches. During her tenure, the company maintained a 5-star Google review with the majority of clients coming from word of mouth. Additionally, she led the marketing, finance, technology and operations functions. Most of all, she took pride in helping her clients reach their goals through creating strategic roadmaps to reach their goals and by coaching them to discover their interests, develop communication and leadership skills and reach their milestones each step of the way.

Ms. Blankstein has also previously held several roles in hi-tech product management, marketing consulting and management consulting.

Ms. Blankstein earned a B.A. in Economics from University of Miami, receiving a full merit scholarship, graduating in three years and was awarded the Mortar Board Award for the student who most represented Leadership, Scholarship and Service. In addition, she earned an MBA in Finance, Entrepreneurship and Marketing at the University of Chicago Booth School of Business.

Scott Bonds

Software Engineering & Start-up Expertise

Scott Bonds brings 20 years of experience leading product management, engineering, and AI-driven consumer services across fast-growing startups and Fortune 500 companies. He has scaled teams of over 100 people, guided companies through major technology transformations, and built some of the internet’s most engaging web, mobile, and social products. Scott has hired, coached, and mentored hundreds of early-career professionals—helping them grow into stronger builders, collaborators, and product thinkers. His passion is demystifying complex product and engineering concepts so candidates can confidently showcase strategic thinking, technical depth, and leadership during interviews. Known for his ability to turn ambiguity into clear frameworks, Scott helps clients sharpen their storytelling, elevate their judgment, and communicate like seasoned product leaders.

Throughout his career, Scott has held senior leadership roles at Indeed, Mixbook, Smule, Electronic Arts, and multiple consumer-tech startups. At Indeed, he led a 100+ person organization focused on international expansion, pioneering an AI-powered system that personalized job distribution across thousands of talent micro-markets. As VP of Engineering at Mixbook, he doubled revenue and turned the business profitable while driving one of the fastest culture transformations observed by The Table Group—improving team health, collaboration, and customer experience. At Smule, he helped build multiple #1 mobile apps, including Magic Piano, featured at Apple’s iPad launch. Earlier at Electronic Arts, he scaled Pogo.com into one of the world’s top casual gaming platforms, created EA’s first microtransaction system, and shipped dozens of AI-powered games. Scott holds a BSE in Electrical Engineering and Computer Science from UC Berkeley, where he was a Regents’ Scholar.

Caroline Sheu, Co-Founder

Caroline has 25+ years of general management, senior marketing, and board director experience at public, private, and non-profit companies such as Google, Disney and Adobe, where she has hired and mentored hundreds of young professionals. Caroline’s passion is mentoring young people to help them identify their own passions and translate them into a meaningful and fulfilling career.

As the Co-Founder of NextGen Advising, Caroline understands how to connect interest areas and skill sets to potential positions and career fields. Having managed hundreds of young professionals, she is an expert at helping clients set career goals and build detailed career plans. Caroline’s super power is coaching clients on how to tell compelling stories that make them stand out during the job search and promotion planning process. She provides both strategic and tactical support, tailored to her client’s specific needs, so they can acquire lifelong professional skills such as personal brand storytelling, networking, interviewing, and much more.

Prior to NextGen Advising, Caroline built and led world-class, go-to-market organizations for multi-billion dollar businesses across consumer internet, retail, high-tech, gaming, and entertainment. As a general manager and senior marketing executive at iconic brands like Google, Disney, Electronic Arts, Sony, Gap, and Adobe, Caroline built and led multiple teams of over 100 employees – personally recruiting, mentoring, and advising young professionals on their career development and personal growth. She understands first-hand the complex hiring and promotional practices across a broad range of industries, companies (large and small; public, private, and non-profit), and job functions (finance, legal, marketing, product management, analytics, strategy, business development, HR and more).

Caroline herself struggled to find her true passion early in her career. With a J.D./M.B.A. from the University of Chicago, Caroline tried corporate law, investment banking, business development, and product management, before finding happiness in the field of marketing! Her love for creative storytelling combined with her strong proficiency in data and technology made her an invaluable asset for companies needing to adapt to the latest consumer and technology trends – from web and mobile to social media and AI.

In addition to NextGen Advising, Caroline is currently on the board of PROG Holdings (NYSE: PRG), a fintech holding company that provides competitive payment options to consumers, and previously sat on the board of Lulu’s Fashion Holdings (NASDAQ: LVLU), a well-known online fashion brand. She is on the Advisory Board of Evoto.AI, a popular AI-powered, photo editing solution that revolutionizes photography, as well as a Board Member of USTA (United States Tennis Association) Northern California, the governing body for the sport of tennis. Caroline holds B.A. degrees in Political Science and East Asian Studies from UCLA, an M.A. in Asian Studies from UC Berkeley, and a joint J.D./M.B.A. from The University of Chicago.