AI Strategy & Tools for Finance Teams
I help FP&A and finance leaders make smarter decisions about AI. From tool selection to workflow integration, I serve as your trusted advisor—filtering out the hype and helping you focus on what works.
🧠AI Tool Discovery & Evaluation
Confused by all the new GPT tools, copilots, and apps? I research, test, and recommend the best AI tools tailored for finance use cases—so you don’t waste time or money.
⚙️ Workflow Integration & Custom Guidance
I’ll help you implement AI into your daily workflows—from automating variance commentary to forecasting models and executive summaries.
đź“Š Narrative & Analytical Automation
Use generative AI to streamline tasks like board reporting, commentary generation, and even basic analysis—without sacrificing control or accuracy.
đź›° Strategic AI Advisory
Not sure where to start? I help leadership teams map out a practical, low-risk AI roadmap for FP&A, budgeting, or operational finance.