AI for Finance

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!

Welcome to my profile! With a strong foundation in finance and analytics, I bring a wealth of experience from top companies like Microsoft and Brex, where I honed my skills as a Financial Manager. As a deferred MBA admit to the University of Chicago, I understand the intersection of finance and technology, particularly in AI applications. My leadership roles, including President of the BYU Finance Society, have equipped me with the ability to mentor and guide aspiring finance professionals. Whether you're looking to leverage AI in finance or navigate your career path, I'm here to help you succeed. Let's connect and explore how we can achieve your goals together!

I specialize in AI applications within the financial sector. As an Assistant Vice President at State Street, I focus on corporate venture capital for early-stage fintech, bringing cutting-edge AI solutions to the forefront. My experience at Booz Allen Hamilton, where I led transformative projects and developed sales strategies that generated $195M in new business, has equipped me with the skills to guide clients through complex AI integrations. Additionally, my work with Calvert Impact and State Street Global Advisors has honed my expertise in ESG strategies and climate analytics. Whether you're looking to enhance your AI capabilities or navigate the intricacies of sustainable finance, I'm here to help you achieve your goals. Let's connect and explore how we can work together to drive innovation in your organization!

I help professionals and builders master the intersection of finance and AI from automating financial workflows to shipping real products. Most recently, I founded Leader's Advantage and built the AI Valuation Assistant. It is a website and platform that automates SEC ingestion, financial normalization, and DCF modeling using LLMs, Python, and advanced RAG and agentic orchestration. Before going full time in AI, I was a Senior Finance & Strategy Analyst at Mint Mobile, where my valuation work and data pipelines supported the company's 5x growth and $1.35B acquisition by T-Mobile. Earlier in my career, I oversaw $500M+ in assets. I coach on: • Financial automation using AI (Claude, Microsoft Copilot Studio, Excel AI plugins) • Building proprietary AI workflows that eliminate manual research • Zero-to-one product development at the finance x tech intersection If you're looking to stop doing finance manually and start building systems that do it for you. Let's work 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'm a Senior Manager of Technical Product Management at Amazon, where I've spent the last 7+ years at the intersection of finance and AI. I'm the architect behind Neo — Amazon's purpose-built GenAI solution for Accounting, spanning anomaly detection, reconciliation research, and close cycle acceleration, scaled to full global deployment and featured at the AWS Re:Invent CFO Forum. I hold an AWS Certified AI Practitioner certification and a Foundation of AI Security certification, and I've co-authored research published through Amazon Science on multi-agent accounting frameworks and self-improving financial reasoning agents. I don't just understand AI in theory — I've built it, deployed it at enterprise scale, and measured its real-world impact on the finance close cycle. Whether you're a finance leader trying to understand where AI fits in your function, or an accountant looking to future-proof your career, I bring both the practitioner depth and the strategic lens to help you navigate this transformation with confidence.

I have worked with four AI companies, consulting them on their product and learning how to use their platforms. The companies include large research labs to applied financial AI companies.

I'm working at an AI-native hedge fund where I’ve worked with teams building AI-native workflows and deploying automation inside real businesses. At our fund, we integrated AI across research, operations, and internal tooling, and I’ve helped portfolio companies design and implement AI agents that automate repetitive work, improve decision-making, and scale small teams. Because I’ve built and deployed these systems in production environments (and not just experimented with them) I focus on what actually works: designing useful workflows, choosing the right tools, and turning AI from a demo into a reliable part of a company’s operations.

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.