AI Guidance for Modern Finance Teams

I help finance professionals cut through the hype and unlock real value from today’s best AI tools—without wasting time or budget.

💼 What I Do

I help FP&A and finance leaders stay ahead of the curve with tailored, tested AI solutions:

  • Curate the right AI tools – I research and recommend AI solutions that actually help finance teams—not just what’s trending.
  • Validate performance, not promises – I test tools hands-on to ensure they deliver real results in forecasting, reporting, and decision-making.
  • Translate AI into FP&A workflows – I help teams apply GPT-based solutions to everyday finance tasks like variance commentary, narrative reporting, and cash flow modeling.
  • Identify automation opportunities – I spot high-impact ways to reduce manual work across your financial processes using AI.
  • Keep you ahead of the curve – I stay current on the latest releases, case studies, and emerging trends—so you don’t have to.

💡 Why Work With Me

  • I speak finance, not just tech – As a Certified FP&A Professional (FPAC) with years of operational leadership, I understand the actual needs of finance teams.
  • I test so you don’t have to – I constantly evaluate AI tools, GPTs, and copilots, separating what works from what’s just hype.
  • Focused on practical outcomes – No jargon, no fluff—just clear guidance on what tools will actually save you time, reduce errors, and drive smarter decisions.
  • Independent & unbiased – I don’t resell tools or push platforms. My only goal is to help you find what fits.
  • Future-proofed insight – I stay current on AI trends so you can stay focused on strategic decisions without worrying about what you’re missing.
Scroll to Top