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Package Description:
Work 1:1 with an expert to develop the AI skills most valuable to finance professionals, from automating manual work to building more sophisticated analysis and forecasting. Possible uses of coaching sessions, but not limited to: - AI fundamentals for finance: understanding what's possible and where to start - Using AI to accelerate financial analysis and modeling - Automating repetitive reporting and data work with AI - AI tools and platforms most relevant to finance roles - Prompt engineering for finance use cases - Building AI-powered workflows into your existing finance processes
What you'll get from this package
A clear understanding of where AI creates the most leverage in finance work
Practical skills for using AI in your day-to-day financial analysis and reporting
A working AI-powered workflow integrated into your existing processes
The foundation to continue expanding your AI skills as a finance professional
Additional details
Coaching delivered via live sessions and .
Services included:
AI Fundamentals
AI Automation
Financial Forecasting
Automated Financial Reporting
Data Visualization
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
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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 $831.25
5h+ of coaching