Stop being a finance request ‘help desk’ (free yourself in 5-steps)
How many annoying info requests from other departments did your team get last week? Questions that you have answered like 24 times already. The same questions, 2 or 3 times a month. “How are we running against budget?” “What happens if we add two more headcount in Q2?” “When are those big clients due to […]
30 days to a finance team your competitors will envy (full guide inside)
CFOs have been asking me this same question for 3 years. “How do I upskill my team on AI without creating chaos or security risks?” Over the last few years, I’ve trained finance teams at Mercedes-Benz, KPMG, Rakuten, AWS, and hundreds of other companies on AI implementation. Just last month, I helped 4 companies take […]
This 1 bad AI habit is costing finance pros 8 hrs/month (fix inside)
Month-end is super stressful (some of you still haven’t closed and we are on day 12 already). Even if your process is simple, you’re probably still spending 8 or more hours every month doing the exact same sequence. Downloading from your accounting system → Opening Excel → Mapping accounts → Filtering → Copying to actuals. […]
Why nobody listens to your finance presentations (3-word fix inside)
If you feel you are falling behind with AI, this year is your chance to catch up. Your team just spent 3 days delivering perfect analysis. But they presented it to your colleagues, and… Nobody listened. You know this situation. The team comes super prepared to a meeting with fifteen slides of detailed analysis. But, […]
The 13-minute Monday routine I stole from a VC CFO (it’s yours in 5-steps)
You have 20+ meetings per week. Investor calls. Vendor pitches. Your CEO’s “quick sync” (which is never quick). Cold calls from people you’ve never heard of. When was the last time you prepared (properly) for these meetings? Not a quick look at the calendar invite 30 seconds before you click “Join.” I mean, knowing who […]
90% faster finance presentations (in 3-simple steps)
It’s 4PM the day before your board meeting. But, you’ve been so busy this month that you’ve not even started your presentation yet. You’re dreading the time you are about to lose tonight copying charts from Excel, reformatting tables and aligning text boxes. If you’re like most finance leaders, you spent 5-6 hours on this, […]
99% of finance pros don’t use all these 4 analysis types (AI fix inside)
Last month’s financial review started well. You walked the team carefully through the numbers. Revenue was up 8%, COGS variance was out by $127K, and operating expenses were above budget. Your team had verified everything. It was all accurate, and the presentation looked amazing. But knew what was coming next – Because there’s a BIG […]
After training 150+ finance teams on AI – here’s what the top 10% do differently
The main reason finance pros work with me is because they do not want to feel like they are falling behind. This feels like a big problem, especially when you see other people in other companies that are using ChatGPT ‘better’ than you. But this is the wrong way for you to look at things. […]
Machine learning in 6 steps: How to make better decisions with finance data your brain can’t see
Forecasting is difficult, but making good decisions from your finance data is an even bigger challenge. Especially if you cannot afford an expensive FP&A tool (and even when you have one sometimes). Your business has 20 variables. And they all matter. Marketing spend, sales volume, customer count, pricing, operating costs, seasonality. The list goes on. […]
Which 1 AI tool should your finance team use? (hint: you already have it)
Last month, I had a call with a CFO who was asking me which AI tool his team should use. ChatGPT? Copilot? Claude? Gemini? His finance team was all over the place. Some people were using their own personal ChatGPT accounts. Or worse, they were using free consumer versions of AI when they thought they […]