Lance Rubin

Lance Rubin

215 Subscribers

Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud

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Lance Rubin will get you AI ready in Accounting & Finance tech

20+ years in finance across PwC, KPMG, Investec Bank, NAB, and multiple fintech CFO roles. Built models for property, banking, infrastructure, and private equity.

Co-authored the CA ANZ study guide on financial modelling. Certified trainer of the Financial Modeling Institute. Judge at the world's first Financial Modeling Innovation Awards and Power BI Global Summit presenter.

Founded the Future of Finance Lab, a community helping accountants cut through AI hype and build real skills. "Everyone's doing AI first and forgetting the foundations. That's a big problem."

Becoming AI-Powered doesn't mean forgetting Excel, & data skills; in fact, those skills are even more important.

Those who stand to gain the most from AI already have strong foundations upon which they augment & enhance with AI.

PwC, KPMG, NAB, Investec Bank & Model Citizn
PwC South Africa
KPMG
National Australia Bank - NAB
Investec
Lance Rubin

Alumni reviews

Fantastic course — highly recommend! This course exceeded my expectations. The content is genuinely great, and Lance is an excellent presenter — clear, engaging, and easy to follow even when the material gets technical. The format struck the right balance too, giving enough time between sessions to actually get the homework done and let things sink in. I came in with zero background in this space, and by the end I'd learned how to write effective prompts, build and use skills, work through real projects, and design workflows. More importantly, I've since built and deployed a real workflow with my team that's replacing repetitive manual work — a genuine win we're already feeling the benefit of. I'm now well on my way to understanding artifacts and connectors, and starting to see what it takes to build toward a real "digital workforce." If this all sounds as foreign to you as it did to me before I started, that's exactly why you need this course. Thanks, Lance!
Reviewer profile image

Vicki

Cohort 2
CFO · GenOffGrid
Great for building a solid foundation in applying AI to everyday work. The course does a great job of applying the accounting lense to help show how accountants can practically use AI.

Max

Cohort 2
Senior Accountant · Advice 9 Pty Ltd
A highly practical, hands-on course for finance and accounting professionals exploring AI. Beyond experimenting with different agents and use cases, reviewing peer projects was especially valuable—one workflow we saw is saving a team ~20 hours per month.

Eva

Cohort 1 (OG)
Business Development Advisor · TabAI
Well structured course to get people starting to use AI. Best practice recommendations ensure that you start off on the right foot, learning experiences through case studies gives confidence and Lance's enthusiastic teaching style keeps you engaged throughout.

Ian

Cohort 1 (OG)
Finance & Supply Chain Director · Jasol