AI for Finance

With a robust background in finance and technology, I specialize in leveraging AI to transform financial processes and strategies. First as a Digital Transformation Consultant at Deloitte and then as an Investment Banking Teaching Associate at Training The Street, I've dedicated over 1,000 hours to training professionals at top firms in AI driven financial modeling and Python for finance. My experience has equipped me with the skills to guide you through the complexities of AI integration in finance. Whether you're looking to enhance your financial modeling skills or explore AI-driven solutions, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!

I work at the intersection of investing and applied AI, helping clients use AI to materially improve how they analyze deals, build models, and operate more efficiently. As the Founder & Managing Partner of Bondwell Capital, I actively use AI across real investment workflows—deal sourcing, diligence, market mapping, and financial analysis—particularly within healthcare services. Prior to this, I worked in M&A at Lazard (TMT) and in growth equity at Braemont Capital, where I executed and evaluated transactions across a range of sectors. My approach is highly practical and execution-focused. I teach repeatable ways to integrate AI into finance workflows—whether that’s accelerating financial modeling, preparing for technical interviews, building investment theses, or structuring case studies. I’ve worked with clients targeting investment banking, private equity, and growth equity roles, as well as operating professionals looking to modernize their workflows. The goal is simple: help you think and operate like a next-generation investor using AI as leverage.

I spent 8 years inside Amundi, Europe's largest asset manager, moving from ETF business development to portfolio analytics, before going all-in on AI engineering. Today I lead AI strategy and adoption for the firm's ETF and distribution division, shipping production RAG systems, agents, and governance frameworks across a wide range of businesses, from portfolio management to operations. The twist: I came into AI with zero engineering background and taught myself the whole stack, from Python and SQL to LLM engineering, RAG, agentic systems, and DevOps. So if you're a finance professional or student looking to make the same jump, I've been exactly where you are and I can show you the shortest path. On the side, I co-founded an AI consulting firm where we run AI maturity diagnostics and build roadmaps that actually get companies past the prototype stage. What I bring is a rare combo: a CFA charterholder who understands buy-side finance from the inside and writes production AI code daily. Whether you're a finance professional pivoting into AI, a manager scoping your first use case, or a founder targeting financial services, I'll give you direct, technically grounded advice without the consultant theater. Coaching in English and French.

I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.

I have been doing sessions for AI in finance at many live sessions over 2 years. My usual classes are AI for general finance, AI for data analytics, AI for financial modeling, AI for business leaders, and AI for CPAs. I have courses published on Udemy and Coursera. I’m a hospitality finance expert. My approach in AI coaching is practical, experience-oriented, and focused on making the learner do things alongside, so that they can get the maximum advantage. I use real-life experiences and scenarios to make the learning relatable and understanding, even for non-technical people.

I come from finance. I build AI solutions. And I enable finance teams to build their own. I spent 9 years working in finance: month-end close, reconciliations, intercompany, regulatory reporting. I know what it feels like to do the same manual task for the hundredth time and think: there has to be a better way. That's what pulled me toward AI. I grew Corporate Finance AI adoption from 1 use case to 60+ in a single year, saving 500+ hours of manual work and making our team the #1 AI-adopting function outside of Tech across the entire organisation. I built AI agents, automation workflows, and copilots using Claude Code, Cowork, Google Apps Script, and more — then ran hands-on workshops where non-technical finance colleagues left each session with something actually working. The part I enjoy most isn't the solution I build. It's the moment a finance colleague says "I didn't know I could do this" and then does it. I coach finance professionals who want to use AI in their real day-to-day work — not theory, not generic prompts, but practical solutions to the exact problems you're dealing with right now. Whether you're a finance team lead trying to scale AI adoption, or a finance professional wanting to automate your first workflow, I know exactly where to start.

Welcome to my profile! With a robust background in finance and M&A, I bring over a decade of experience from top firms like BNY Mellon, FTI Consulting, and Azurest Partners. My expertise spans complex transactions, strategic repositioning, and financial modeling, making me uniquely equipped to guide you in leveraging AI for finance. As a Vice President in M&A and a former CFO, I've led high-stakes deals and implemented data-driven strategies that enhance decision-making and operational efficiency. Whether you're looking to integrate AI into your financial processes or optimize your investment strategies, I'm here to help you navigate the future of finance. Let's connect and explore how we can achieve your goals together!

I help finance and investing professionals use AI to improve the speed, depth, and consistency of their work without outsourcing investment judgment. I’m an investor and Stanford GSB MBA with experience across investment platforms representing more than $20B in assets, including the Africa Finance Corporation and the George Kaiser Family Foundation. Today, I lead Zeus Global, where I evaluate acquisitions of software and technology-enabled businesses and use AI across investment research, financial analysis, diligence, valuation, and decision-making. My coaching is built around real finance workflows rather than generic prompting. We can develop repeatable systems for market and company research, investment-thesis development, financial and operating analysis, diligence preparation, scenario testing, valuation, investment memos, and interview preparation. I also work with professionals evaluating AI-enabled businesses, including how AI changes pricing, gross margins, retention, competitive advantage, and valuation. Throughout the process, I emphasize source verification, confidentiality, model limitations, and knowing when AI can accelerate the work — and when human judgment needs to take over.

With a robust background in finance, including roles as Vice President at Fidus Capital and Owner Resource Group, I bring a wealth of experience to the AI-for-Finance coaching space. My journey began as an Analyst at Lazard, and I've since honed my skills in deal due diligence and investment strategy. As a Kellogg MBA graduate, I was actively involved in the admissions process, providing me with unique insights into what top programs seek in candidates. I'm passionate about leveraging AI to transform financial strategies and am eager to help you navigate this innovative field. Let's connect to explore how I can support your career goals in AI and finance!

Welcome to my profile! With a strong foundation in finance and analytics, I bring a wealth of experience from top companies like Microsoft and Brex, where I honed my skills as a Financial Manager. As a deferred MBA admit to the University of Chicago, I understand the intersection of finance and technology, particularly in AI applications. My leadership roles, including President of the BYU Finance Society, have equipped me with the ability to mentor and guide aspiring finance professionals. Whether you're looking to leverage AI in finance or navigate your career path, I'm here to help you succeed. Let's connect and explore how we can achieve your goals together!