AI for Finance

I'm working at an AI-native hedge fund where I’ve worked with teams building AI-native workflows and deploying automation inside real businesses. At our fund, we integrated AI across research, operations, and internal tooling, and I’ve helped portfolio companies design and implement AI agents that automate repetitive work, improve decision-making, and scale small teams. Because I’ve built and deployed these systems in production environments (and not just experimented with them) I focus on what actually works: designing useful workflows, choosing the right tools, and turning AI from a demo into a reliable part of a company’s operations.

With a robust background in finance and investment, I bring a wealth of experience from top-tier firms like KKR & Co and The Blackstone Group, where I honed my skills as a Private Equity Investor and Associate. My academic foundation from Michigan's Ross School of Business, with a focus on Accounting and Finance, complements my professional journey. As a founding member of the Unreasonable Collective, I am deeply engaged in leveraging advanced technology for impactful investments. I am passionate about guiding clients in navigating the intersection of AI and finance, helping them harness cutting-edge tools to drive success in their careers. Let's connect to explore how I can support your journey in the evolving landscape of AI for finance!

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’ve lived both sides of this shift: I went from spending my days in Excel as a finance professional to spending my days building with AI tools like Claude Code and Codex. That means I understand how finance work actually gets done : the models, memos, sourcing lists, diligence, outreach, and repetitive analysis — and I also understand how AI builders think about turning those workflows into useful tools. I founded, a AI community where I teach professionals how to use the latest AI tools to automate real parts of their work. My coaching is practical and execution-focused: we will identify the repetitive parts of your finance workflow, then build agents, Claude Code skills, and automations that help you spend less time on manual work and more time on higher-leverage thinking. You will leave with tools you can actually use, not just prompts or theory.

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.

I'm a Senior Manager of Technical Product Management at Amazon, where I've spent the last 7+ years at the intersection of finance and AI. I'm the architect behind Neo — Amazon's purpose-built GenAI solution for Accounting, spanning anomaly detection, reconciliation research, and close cycle acceleration, scaled to full global deployment and featured at the AWS Re:Invent CFO Forum. I hold an AWS Certified AI Practitioner certification and a Foundation of AI Security certification, and I've co-authored research published through Amazon Science on multi-agent accounting frameworks and self-improving financial reasoning agents. I don't just understand AI in theory — I've built it, deployed it at enterprise scale, and measured its real-world impact on the finance close cycle. Whether you're a finance leader trying to understand where AI fits in your function, or an accountant looking to future-proof your career, I bring both the practitioner depth and the strategic lens to help you navigate this transformation with confidence.

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’m qualified to coach AI for Finance because I’ve built at the intersection of financial infrastructure, payments, underwriting, data systems, and applied AI, not just studied it from the outside. As former CTO of Align Group, I led global payroll and cross-border payments infrastructure across 20+ countries in partnership with institutions including Citibank and HSBC, supporting complex enterprise clients such as Unilever. Today, I design agentic AI systems that combine financial data, document parsing, code execution, workflow automation, and decision intelligence to help teams move from manual analysis to faster, more reliable execution. I can help you understand how AI fits into real finance workflows, including underwriting, payment operations, financial modeling, compliance-aware system design, and building AI tools that can operate inside regulated environments.