Colin L.

Colin Leader, CFA

CFA Charterholder | AI Systems Architect | Finance x AI Coach

Indiana University at Bloomington Logo

Studied at Indiana University at Bloomington

Leaders Advantage Logo

Works at Leaders Advantage

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Colin's Coaching Offerings

Custom hourly · $199/hr

Get help with AI Automation, AI Deal Sourcing, and .

Colin’s AI for Finance Qualifications

Experience level: Executive

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.

Colin can help with:

AI Automation

AI Deal Sourcing

AI Due Diligence

AI Financial Modeling

AI Fundamentals

Automated Financial Reporting

Budgeting & Planning

Data Visualization

Expense Automation

Financial Forecasting

Fraud Detection & Prevention

Freelancing

Investment Research

Risk Assessment

Tax & Compliance Automation

View all of Colin’s categories

About Colin

I'm the founder of Leader's Advantage where I build AI powered tools for investment research and financial analysis including the AI Valuation Assistant. It is a website/platform that automates DCF modeling, ingests SEC filings, and cuts manual modeling time by over 90%. I designed the product, orchestrated the architecture, wrote the code with AI assistance, and shipped it end to end. Before going out on my own, I spent nearly a decade in finance and strategy including earning my CFA charter, managing $500M+ in client assets, and helping grow Mint Mobile more than 5x to a $1.35B acquisition by T-Mobile. I've been the analyst, the strategist, the product lead, and the founder. I know what each of those transitions actually requires.

Why do I coach?

I want to help people develop skills using AI within finance. AI is rapidly evolving and is it is difficult to keep up with the latest changing technology if you do not have the time and are not building with it. By utilizing my program, you will be brought up to 2026's latest methods of utilizing AI in finance and increase more time for cognitive work by utilizing AI and automations.

Work Experience

Leaders Advantage Logo

Founder

Leaders Advantage

May 2024 - Present

• Designed and launched the AI Valuation Assistant, www.aivaluationassistant.com. Built an AI powered workflow tool that delivers AI powered DCF and comps modeling by ingesting SEC filings, normalizing financials, and automating sensitivity analysis with real time data. The platform enables users to adjust inputs and download the modeling into Excel. • Designed and implemented modular APIs and orchestration layers to support large language models (LLMs), Retrieval Augmented Generation (RAG), and automated data standardization across Python, SQL, LangChain, Vector Databases, and CI/CD pipelines. Delivered AI derived data pipelines that improved data quality, reduced manual modeling effort by over 90% and over 1.5 hours or approx. ~$300 per company analyzed, and established repeatable, auditable workflows for investment research and valuation analysis. Developed AI workflows and agents that saved clients hours of time, protected client data, and saved no less than thousands of dollars per automation. Produced and published a product demo showcasing the AI Valuation Assistant: YouTube Walkthrough.

T-Mobile's Mint Mobile Logo

Senior Strategy and Finance Analyst

T-Mobile's Mint Mobile

December 2020 - May 2024

• Helped grow the company value by 5x to an eventual $1.35B sale to T-Mobile, with revenue increasing by over 275% during the course of employment, aided by detailed analyses and projects. • Avoided losses of $2 to $50M by conducting rigorous valuation analyses and due diligence on potential strategic acquisitions. • Built market intelligence pipelines to analyze MVNO/telecom competitors, screen potential acquisition targets, and inform corporate development strategy. • Drove cross-functional strategy development across finance, product, marketing, and data teams, aligning pricing, acquisition, and growth objectives with executive and board priorities. • Increased customer lifetime value (CLV) and avoided overages by building accurate forecasts of subscriber data usage on data plans. In one case, increased CLV by ~$8 per sub across 800,000 subs. • Automated reporting and survivorship analyses with SQL/Python workflows, saving hours per month. • Led executive briefings and board-level reporting, presenting insights that shaped strategic decisions, investor communications, and deal discussions. • Mentored analysts in SQL, Python, and statistical modeling; recruited and developed team talent to support scaling the business.

Education

Indiana University at Bloomington Logo

Indiana University at Bloomington

Bachelor of Science , Business

2009 - 2013

Colin L.

Colin L.

 
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