AI for Finance

With a robust background in finance and technology, I specialize in leveraging AI to transform financial processes and strategies. First as a Digital Transformation Consultant at Deloitte and then as an Investment Banking Teaching Associate at Training The Street, I've dedicated over 1,000 hours to training professionals at top firms in AI driven financial modeling and Python for finance. My experience has equipped me with the skills to guide you through the complexities of AI integration in finance. Whether you're looking to enhance your financial modeling skills or explore AI-driven solutions, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!

With a robust background in finance, including roles as Vice President at Fidus Capital and Owner Resource Group, I bring a wealth of experience to the AI-for-Finance coaching space. My journey began as an Analyst at Lazard, and I've since honed my skills in deal due diligence and investment strategy. As a Kellogg MBA graduate, I was actively involved in the admissions process, providing me with unique insights into what top programs seek in candidates. I'm passionate about leveraging AI to transform financial strategies and am eager to help you navigate this innovative field. Let's connect to explore how I can support your career goals in AI and finance!

I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.

I work at the intersection of investing and applied AI, helping clients use AI to materially improve how they analyze deals, build models, and operate more efficiently. As the Founder & Managing Partner of Bondwell Capital, I actively use AI across real investment workflows—deal sourcing, diligence, market mapping, and financial analysis—particularly within healthcare services. Prior to this, I worked in M&A at Lazard (TMT) and in growth equity at Braemont Capital, where I executed and evaluated transactions across a range of sectors. My approach is highly practical and execution-focused. I teach repeatable ways to integrate AI into finance workflows—whether that’s accelerating financial modeling, preparing for technical interviews, building investment theses, or structuring case studies. I’ve worked with clients targeting investment banking, private equity, and growth equity roles, as well as operating professionals looking to modernize their workflows. The goal is simple: help you think and operate like a next-generation investor using AI as leverage.

I'm a strategic finance leader who taught himself to build. Two years ago I had never written a line of Python. Today I've built my company's first automated revenue pacing system with Claude Code, and it posts every business unit's implied month-end finish to Slack each morning, from gross revenue down to contribution profit. Leaders now catch misses in the first days of the month, when there's still time to act, not two weeks later. The part most people skip is trust. AI-built forecasts don't mean anything if no one believes them, so I built in automatic backtesting. Every month the system checks its own historical calls against actuals, in public, where anyone can see how it did. I was named a company-wide AI champion, made the case to be one of our first non-engineering Claude Code adopters, and built a shared library of AI skills my finance team uses every day. I also lead strategic finance for more than half the company's revenue across four business units, so this isn't a side project. It's how I do the job. I can help with: - Going from zero to building real finance tools with AI, with no coding background needed - Automating forecasting, pacing and recurring reporti - Making AI outputs trustworthy enough for leadership to act on - Driving AI adoption across a finance team - Positioning your AI skills in interviews, which is now one of the strongest signals in strat fin and FP&A hiring

My professional journey includes roles at top firms like KKR & Co and Dunes Point Capital, where I honed my skills in private equity and consumer majority buyouts. I am passionate about leveraging AI to transform financial strategies and have a track record of helping clients integrate cutting-edge AI solutions into their financial operations. Whether you're looking to enhance your understanding of AI applications in finance or seeking to implement AI-driven strategies, I'm here to guide you every step of the way. Let's connect and explore how we can achieve your goals together!

I'm a CPA, former PwC, FP&A Manager with 12 years in finance. I'm doing my MBA at Chicago Booth and currently coach senior finance professionals on AI workflows at AI Finance Club. I have coached more than 200+ CFOs and senior finance executives during my coaching practice. And I have delivered AI trainings to Leading Global Asset Managers such as AllianzGI and professional bodies like CFA Society. I also run Axiom FP&A, building institutional-grade AI workflows for finance teams.

I help people understand, build, and use AI in practical ways. Whether you’re building an AI product, improving your workflow, exploring automation, preparing for AI/data roles, or figuring out how AI applies to your business, I can help you turn broad ideas into clear next steps. I’ve worked on technology across very different environments: the Olympic Games, startups, and AI implementations for real businesses. I’ve scoped projects, built tools, designed workflows, evaluated business cases, worked with technical infrastructure, and used AI hands-on across products, data, automation, LLMs, prompts, agents, and operations. My goal is to make AI feel less overwhelming and more useful. I’ll meet you where you are and help you move forward with more clarity, confidence, and practical judgment.

I have been doing sessions for AI in finance at many live sessions over 2 years. My usual classes are AI for general finance, AI for data analytics, AI for financial modeling, AI for business leaders, and AI for CPAs. I have courses published on Udemy and Coursera. I’m a hospitality finance expert. My approach in AI coaching is practical, experience-oriented, and focused on making the learner do things alongside, so that they can get the maximum advantage. I use real-life experiences and scenarios to make the learning relatable and understanding, even for non-technical people.

I’ve lived both sides of this shift: I went from spending my days in Excel as a finance professional to spending my days building with AI tools like Claude Code and Codex. That means I understand how finance work actually gets done : the models, memos, sourcing lists, diligence, outreach, and repetitive analysis — and I also understand how AI builders think about turning those workflows into useful tools. I founded, a AI community where I teach professionals how to use the latest AI tools to automate real parts of their work. My coaching is practical and execution-focused: we will identify the repetitive parts of your finance workflow, then build agents, Claude Code skills, and automations that help you spend less time on manual work and more time on higher-leverage thinking. You will leave with tools you can actually use, not just prompts or theory.