1:1 AI Finance Workflow Coaching

FP&A managers, financial controllers, finance business partners and finance leaders who are already using ChatGPT, Copilot or Claude, and want their AI work to hold up in review.

Bring one real problem, for example:
• Variance commentary or management reporting you don’t fully trust
• An AI output that can’t be traced back to the source numbers
• A forecast or scenario model you want to make faster and repeatable
• A one-off prompt you want to turn into a workflow a colleague can run

1. Before: send a short brief and a sample file (synthetic or anonymised data is fine).

2. During: we work on your actual problem live.

3. After: you receive a written summary with the fixes, the validation checks to add and your next steps, ready to share with your manager.

Fellow CPA (HKICPA) and founder of Axiom FP&A Partners, with a finance career across PwC, Johnson Electric, Wharf and Merlin Entertainments. He has trained and coached nearly 500 finance professionals on AI workflows and is a Leland Top Expert in AI for Finance.