AI Advisory for Finance
Your finance team is ready to move on AI, but you need a clear plan for where it fits, what to implement first, and how to do it right. I help you figure that out, from first assessment through governance and full implementation.
I work with CFOs, VPs of Finance, and FP&A leaders who want to move fast on AI but don't have time to test every tool and figure it out alone. I help you start with what actually works, implement it into your workflows, and build the governance to scale it.
How I Work
Assessment
1
I start by evaluating where your finance team stands with AI today. What tools are you using, what's working, what's not, and where the real opportunities are. I look at your specific workflows, team, and systems.
What you get: A clear picture of your current AI readiness and a prioritized list of opportunities specific to your finance operations.
Roadmap
2
I identify exactly where AI fits in your FP&A, reporting, close processes, and daily operations, and build a clear implementation plan.
What you get: A step-by-step roadmap with specific tools, timelines, and priorities. You know what to do first and why.
Governance
3
I help you build the policies and frameworks your team needs to use AI responsibly. Who can use what, how data is handled, what gets reviewed, and how you stay compliant as regulations evolve.
What you get: Practical AI policies and guidelines your team can apply immediately and build on as your AI usage grows.
Implementation Support
4
I help you put the plan into action. I build automations, set up tools, and train your team to use them across reconciliation, reporting, variance analysis, and close processes. Hands-on, embedded in your workflows, until your team can run it on their own.
What you get: Working AI solutions running inside your actual finance workflows, a trained team, and clear policies and handbooks to keep everything on track.