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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:
Data Visualization
AI Fundamentals
AI Automation
Financial Forecasting
Automated Financial Reporting
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 Martin
Custom hourly · $55/hr
Martin also coaches for Career Coaching, Corporate Development, Venture Capital, FP&A, Investment Banking, Business Operations & Strategy, Small Business, and Personal Finance. View all.
Offered by Martin A.
Joined April 2026
5.0
AI Finance Strategy with Microsoft Cloud & AI Finance Manager
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!
Starting at $261.25
5h+ of coaching