Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Package Description:
Work 1:1 with an expert across the full spectrum of AI in finance, from foundational tools to advanced applications and career positioning. Possible uses of coaching sessions, but not limited to: - AI fundamentals and financial analysis automation - AI-powered modeling, forecasting, and predictive analytics - Automated financial reporting and insights generation - Risk assessment and fraud detection with AI - Investment research and due diligence with AI - Career advancement, interview prep, and salary negotiation - Building AI capabilities across your finance team
What you'll get from this package
A comprehensive skill upgrade across AI applications in finance
Stronger analytical capabilities through AI-powered modeling and forecasting
A personalized development plan covering your highest-priority growth areas
The skills to position yourself as an AI-forward leader in your finance organization
Additional details
Coaching delivered via live sessions and .
Services included:
Risk Assessment
AI Fundamentals
AI Automation
Financial Forecasting
Budgeting & Planning
Automated Financial Reporting
Expense Automation
Tax & Compliance Automation
Data Visualization
Fraud Detection & Prevention
Investment Research
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Albert
Custom hourly · $175/hr
Get help with Risk Assessment, AI Fundamentals, and .
Albert also coaches for Career Coaching and FP&A. View all.
Offered by Albert L.
Joined May 2026
5.0
Trained AllianzGI APAC | 200+ Finance Leaders coached | Ex-PwC | FCPA
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.
Starting at $1,575
10h+ of coaching