Lucy Taylor

With over 25 years of experience in the financial services industry, Lucy is a seasoned leader specializing in financial planning, data-driven analysis, and complex problem-solving. Throughout her career, she has built a reputation for transforming complex data into actionable financial strategies that drive operational excellence and long-term growth.

In her tenure at a major credit card company, Lucy held senior leadership roles where she oversaw high-impact financial functions. As a Senior Manager of Financial Analysis for over a decade, she led the expense planning and forecasting for major business initiatives and portfolio acquisitions, managing multi-million dollar budgets and forecasts with precision. Her expertise lies in deconstructing complex financial challenges and building robust frameworks that provide organizations with the clarity needed to make critical investment decisions.
 

Lucy’s background uniquely bridges the gap between technical data analytics and executive-level financial strategy. Her deep proficiency in analysis and data visualization allows her to build tools and processes that automate reporting and enhance forecasting accuracy. By combining this technical edge with a relentless focus on identifying and mitigating systemic risks, she ensures that financial strategies are not only ambitious but also resilient and scalable.
 

A graduate of the University of Northumbria in the UK with First Class Honours in Applied Statistics for Business & Industry, Lucy brings a highly analytical and disciplined approach to every engagement. Based in British Columbia, she is a dedicated community leader who has served as a local councillor in her municipality and on various non-profit boards. Lucy now leverages her enterprise-level expertise to provide Financial Planning & Analysis services to Juniper clients, helping organizations navigate complex financial landscapes with the insight of an experienced strategist.