Controlled AI Workflow Lab for Finance
Albert Lee
Fellow CPA | Founder, Axiom FP&A
Build one AI workflow for your monthly reporting that you can rerun every cycle
In four weeks, you’ll take one recurring process, such as variance analysis or management reporting, and leave with a tested, documented workflow you can use again next month.
Maybe you've built a variance analysis with ChatGPT, drafted commentary in Copilot, or experimented with finance agents. But what happens when the source data changes, numbers don't reconcile, or someone else needs to run the process?
A useful AI output isn't the same as a reliable finance workflow.
In this four-week, hands-on lab, you'll choose one recurring finance process, such as variance analysis, management reporting, or forecasting; and build a working AI-assisted prototype.
You'll map data sources, structure inputs and outputs, add validation and exception tests, establish human approval controls, and document how to run the workflow again.
The outcome: One pilot-ready finance workflow you can demonstrate, test, review, and hand over; not just another set of AI prompts or slides.
No confidential company data or production integration required.
What you’ll learn
Leave with one tested, documented workflow: faster to produce, easier to review, and ready to rerun next cycle.
Identify the business problem, data sources, workflow steps, risks, and success criteria.
Create structured inputs and outputs for reporting, variance analysis, or forecasting.
Use deterministic methods for calculations and AI for interpretation, drafting, and analysis.
Design reconciliation checks, exception tests, source traceability, and error-handling rules.
Define review responsibilities, escalation triggers, and conditions that block unreliable outputs.
Deliver a tested, pilot-ready prototype with a handoff runbook and 30-day adoption plan.
Learn directly from Albert
Albert Lee
Fellow CPA · ex-PwC · Founder, Axiom FP&A · AI Finance Coach & Corporate Trainer
Who this course is for
FP&A managers and finance business partners seeking to automate recurring variance analysis, forecasting, and management reporting.
Financial controllers and reporting managers who want faster month-end reporting with stronger validation, traceability, and controls.
Finance transformation leads and fractional CFOs building repeatable, reviewable AI workflows for their teams or clients.
What's included
Live sessions
Learn directly from Albert Lee in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
8 live sessions • 5 lessons
Week 1
Jan
12
Live Workshop: Design Your Finance Workflow (2 hours)
Tue 1/1212:00 AM—2:00 AM (UTC)Jan
14
Office Hour: Workflow Design Clinic (1 hour)
Thu 1/1412:00 AM—1:00 AM (UTC)
Select & Scope
Week 2
Jan
19
Live Workshop: Build Your AI-Assisted Workflow (2 hours)
Tue 1/1912:00 AM—2:00 AM (UTC)Jan
21
Office Hour: Prototype Troubleshooting (1 hour)
Thu 1/2112:00 AM—1:00 AM (UTC)
Week 2 — Build the Prototype
Free resource
FP&A AI Readiness Scorecard
Testimonials
Albert is an excellent coach — a great combination of technical expertise and finance domain knowledge. Highly recommend him as a trainer and coach for any organization.
Lucy Liu
Startup CFO & COO · ex-Google, ex-Waze CFOAlbert was my AI finance coach over many months — knowledgeable, approachable, and always there to guide me. I’d recommend him to anyone looking to advance from beginner to complex, real-world AI workflows.
Prateek Trehan
Investment firm CIO · ex-JP Morgan Tech IB · ex-Banking Circle (Group Deputy CFO)Albert is a true AI subject matter expert with a rare ability to simplify complex concepts and make them highly relevant and actionable. His deep finance experience bridges the gap between theory and real-world application. I recommend him without hesitation.
Bastian Kneuse
Fractional CFO · ex-Wells Fargo VP, ex-American Express FP&A
Selected engagements
Allianz Global Investors (APAC): Half-day Microsoft Copilot workshop for the APAC Fixed Income team
ACCA Hong Kong: CPD webinar, Controlled AI workflows for finance teams: beyond one-off prompts (October 2026)
CFA Society Shenzhen: Distinguished Guest Speaker on AI for finance professionals
NavGrowth: Workshop on GPT workflows for CFOs and senior finance leaders from the US and Singapore
AI Finance Club: Asia Representative and Accelerator Coach across five cohorts (Best Coach, Cohort 1); judge and coach for the AI Finance Hackathon
Leland: Top Expert in AI for Finance; public webinar on verifying AI output in finance (270 registrants)
486 finance professionals trained and coached across 15 programmes since October 2025.
Frequently asked questions
See what you’ll build
An example built with synthetic data: a monthly variance report with controls built in. The numbers
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