Build Your AI Financial Dashboard: Strategy & Roadmap Session
In this 60-minute session, you'll get a personalized blueprint for building an AI-powered financial dashboard tailored to your role or personal finances. We'll cover which tools fit your specific use case, how to connect live data sources so your dashboard updates automatically, and how to think about the architecture before you write a single line of code or configure a single automation. You'll leave with a concrete, opinionated plan. Not generic advice. Best for people with some technical fluency (comfortable with APIs, basic automation tools, or spreadsheet logic) who want expert guidance before they build, not during.
What's included
- A clear, step-by-step roadmap specific to your situation, tools selected, data sources mapped, and automation logic designed, so you can execute confidently on your own.
Meet your expert
Yudhajit D.
Master AI in Finance | Train Operators for the next generation of finance
Hi, I’m Yudhajit, though most people call me Yuj. I grew up in Kolkata in a large joint family where money was neither discussed nor financial literacy formally taught. My earliest lessons in value and negotiation came from trading PokémonTazos on the school playground, long before I knew what finance even was. After completing my engineering degree, I joined consulting at Deloitte, where I spent six years working across global finance transformation projects and M&A transactions. Later, during my MBA at NYU Stern, I discovered how much I enjoy breaking down complex financial concepts for others. That passion led me to Training the Street, where I now teach aspiring investment bankers accounting, Excel, valuation, and financial modeling. Outside of work, I’m a classically trained vocalist, a black belt in Tae-Kwon-Do, and an amateur artist. My coachees tell me I bring that same combination of discipline and creativity to my coaching. I am structured and rigorous, but never boring. I know what it’s like to feel overwhelmed by technical interviews or financial modeling tasks. I’ve been in those shoes, and now I coach with empathy and clarity, focusing on helping you truly understand the "why" behind the numbers. If you're looking for someone who has walked the path and is committed to helping you succeed, I’d love to work with you.
