AI for Finance

I'm a finance and AI professional with hands-on experience at D.E. Shaw, Balyasny Asset Management, NVIDIA, and Metis (YC). At D.E. Shaw and Balyasny, I built quantitative signals, worked on macro risk models, and saw firsthand how AI is reshaping the way top firms make decisions. On the AI side, I've worked as the Chief of Staff at a YC company benchmarking AI tools and managing data pipelines, and as a PM at NVIDIA where I trained deep learning models on production systems. I understand both worlds, what finance teams actually need and what AI can realistically deliver. Whether you're trying to break into AI-focused roles at hedge funds, fintech companies, or AI startups, I can help you build the right skills and position yourself to stand out.

Welcome to my profile! With a robust background in finance and AI, I am currently a Finance Manager at Microsoft, focusing on Cloud & AI Infrastructure Strategy and Investments. My experience spans across various prestigious firms, including VU Venture Partners and Data Collective, where I have sourced and evaluated startups in AI Infrastructure, Cybersecurity, and Climate Tech. I have also held roles in investment banking at J.P. Morgan and Citigroup, providing me with a comprehensive understanding of the financial landscape. My passion lies in leveraging AI to drive financial innovation, and I am eager to share my insights and strategies with you. Whether you're looking to break into the field or enhance your current skills, I'm here to help you navigate the intersection of AI and finance. Let's connect and chart your path to success!

I’m qualified to coach AI for Finance because I’ve built at the intersection of financial infrastructure, payments, underwriting, data systems, and applied AI, not just studied it from the outside. As former CTO of Align Group, I led global payroll and cross-border payments infrastructure across 20+ countries in partnership with institutions including Citibank and HSBC, supporting complex enterprise clients such as Unilever. Today, I design agentic AI systems that combine financial data, document parsing, code execution, workflow automation, and decision intelligence to help teams move from manual analysis to faster, more reliable execution. I can help you understand how AI fits into real finance workflows, including underwriting, payment operations, financial modeling, compliance-aware system design, and building AI tools that can operate inside regulated environments.

Welcome to my profile! With a robust background in both academia and industry, I bring a wealth of experience in AI and finance to my coaching. As an Information Technology Professor at Kennesaw State University and a Financial Data Analyst at Google, I have honed my skills in artificial intelligence, deep neural networks, and financial data analysis. My professional journey includes significant roles at Veritiv Corporation and Coca-Cola, where I specialized in big data, financial systems, and business intelligence reporting. I have coached numerous individuals, helping them leverage AI to transform financial processes and achieve their career goals. Let's connect and explore how I can assist you in mastering AI for finance!

I help finance and investing professionals use AI to improve the speed, depth, and consistency of their work without outsourcing investment judgment. I’m an investor and Stanford GSB MBA with experience across investment platforms representing more than $20B in assets, including the Africa Finance Corporation and the George Kaiser Family Foundation. Today, I lead Zeus Global, where I evaluate acquisitions of software and technology-enabled businesses and use AI across investment research, financial analysis, diligence, valuation, and decision-making. My coaching is built around real finance workflows rather than generic prompting. We can develop repeatable systems for market and company research, investment-thesis development, financial and operating analysis, diligence preparation, scenario testing, valuation, investment memos, and interview preparation. I also work with professionals evaluating AI-enabled businesses, including how AI changes pricing, gross margins, retention, competitive advantage, and valuation. Throughout the process, I emphasize source verification, confidentiality, model limitations, and knowing when AI can accelerate the work — and when human judgment needs to take over.

With a robust background in finance and law, I bring a unique perspective to AI applications in the finance sector. I am currently pursuing an MBA at The Wharton School, focusing on Finance and Accounting, and have extensive experience in private equity and investment banking with firms like GenNx360 Capital Partners and Guggenheim Partners. My journey through top-tier legal and financial institutions has equipped me with the skills to help you navigate the complexities of AI integration in finance. Whether you're looking to enhance your understanding of AI's role in financial operations or seeking strategic insights for your career, I'm here to guide you. Let's connect and explore how we can achieve your goals together!

Chartered Accountant with 20+ years across Big 4 (PwC, KPMG), investment banking (Investec), and major banks (NAB), now fully focused on AI adoption in accounting and finance. I'm the creator of the AI-Powered Accountant course on Maven — one of the most practical AI education programmes built specifically for finance professionals — and founder of the Future of Finance Lab, a live learning community exploring how AI is reshaping the CFO function. I build and teach AI-powered financial modelling, forecasting, and workflow automation using tools like Claude, Excel, Power BI, and Python. My clients are accountants, CFOs, and finance teams who want to move from curious to capable — fast. I'm also co-author of the CA ANZ financial modelling study guide, a certified FMI trainer, and an active fractional CFO advising high-growth businesses. I don't teach theory — I bring what's working in production right now. I also recently started offering AI Executive coaching to finance leaders and business owners given I have recently deployed these in my own business. Using this technology has allowed me to gain more time to train and coach others. This is in part why I created the Maven course and also why I am exploring Leland.

Welcome to my profile! With an MBA from Stanford Graduate School of Business and a BA in Economics from Stanford University, I bring a wealth of knowledge and experience to the intersection of AI and finance. My extensive career at Gap Inc, where I served as Director of Finance and held various senior finance roles, has equipped me with deep insights into financial strategy and management. As an Independent Finance Consultant, I've worked with clients like Multipli Group, helping them leverage AI to optimize financial operations. I'm passionate about guiding professionals in the finance sector to harness the power of AI for transformative results. Let's connect to explore how I can support your journey in AI-driven finance!