AI for Finance

I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.

I work at the intersection of investing and applied AI, helping clients use AI to materially improve how they analyze deals, build models, and operate more efficiently. As the Founder & Managing Partner of Bondwell Capital, I actively use AI across real investment workflows—deal sourcing, diligence, market mapping, and financial analysis—particularly within healthcare services. Prior to this, I worked in M&A at Lazard (TMT) and in growth equity at Braemont Capital, where I executed and evaluated transactions across a range of sectors. My approach is highly practical and execution-focused. I teach repeatable ways to integrate AI into finance workflows—whether that’s accelerating financial modeling, preparing for technical interviews, building investment theses, or structuring case studies. I’ve worked with clients targeting investment banking, private equity, and growth equity roles, as well as operating professionals looking to modernize their workflows. The goal is simple: help you think and operate like a next-generation investor using AI as leverage.

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.

Alongside my role as a Finance Program Manager at Google, I’ve spent years helping professionals and organizations streamline complex finance workflows through automation, reporting optimization, and AI-driven solutions. My work sits at the intersection of finance and technology, where I lead initiatives that improve operational efficiency, scale financial processes, and turn manual workflows into automated systems that drive measurable business impact. What makes this work especially meaningful is the opportunity to combine technical problem-solving with mentorship and strategic thinking. Whether I’m helping teams modernize finance operations, leverage AI to improve workflows, or coaching professionals toward new opportunities, I’m passionate about creating systems and strategies that unlock efficiency, clarity, and long-term growth.

Welcome to my profile! With a strong foundation in finance and analytics, I bring a wealth of experience from top companies like Microsoft and Brex, where I honed my skills as a Financial Manager. As a deferred MBA admit to the University of Chicago, I understand the intersection of finance and technology, particularly in AI applications. My leadership roles, including President of the BYU Finance Society, have equipped me with the ability to mentor and guide aspiring finance professionals. Whether you're looking to leverage AI in finance or navigate your career path, I'm here to help you succeed. Let's connect and explore how we can achieve your goals together!

Welcome to my profile! With a robust background in finance and AI, I am currently a Finance Manager at Microsoft, focusing on Cloud & AI Infrastructure Strategy and Investments. My experience spans across various prestigious firms, including VU Venture Partners and Data Collective, where I have sourced and evaluated startups in AI Infrastructure, Cybersecurity, and Climate Tech. I have also held roles in investment banking at J.P. Morgan and Citigroup, providing me with a comprehensive understanding of the financial landscape. My passion lies in leveraging AI to drive financial innovation, and I am eager to share my insights and strategies with you. Whether you're looking to break into the field or enhance your current skills, I'm here to help you navigate the intersection of AI and finance. Let's connect and chart your path to success!

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at TPG I was involved with associate recruiting, candidate evaluation, case study reviews, and training of new associates and interns. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Leveraging AI tools to optimize recruiting, interviewing, and on the job performance - Thinking about life after finance (building AI skills, exit options, MBA, entrepreneurship, sabbaticals) Always happy to schedule an intro call first. Looking forward to working together!

I have been doing sessions for AI in finance at many live sessions over 2 years. My usual classes are AI for general finance, AI for data analytics, AI for financial modeling, AI for business leaders, and AI for CPAs. I have courses published on Udemy and Coursera. I’m a hospitality finance expert. My approach in AI coaching is practical, experience-oriented, and focused on making the learner do things alongside, so that they can get the maximum advantage. I use real-life experiences and scenarios to make the learning relatable and understanding, even for non-technical people.

I specialize in AI applications within the financial sector. As an Assistant Vice President at State Street, I focus on corporate venture capital for early-stage fintech, bringing cutting-edge AI solutions to the forefront. My experience at Booz Allen Hamilton, where I led transformative projects and developed sales strategies that generated $195M in new business, has equipped me with the skills to guide clients through complex AI integrations. Additionally, my work with Calvert Impact and State Street Global Advisors has honed my expertise in ESG strategies and climate analytics. Whether you're looking to enhance your AI capabilities or navigate the intricacies of sustainable finance, I'm here to help you achieve your goals. Let's connect and explore how we can work together to drive innovation in your organization!

With a robust background in finance and technology, I specialize in leveraging AI to transform financial processes and strategies. First as a Digital Transformation Consultant at Deloitte and then as an Investment Banking Teaching Associate at Training The Street, I've dedicated over 1,000 hours to training professionals at top firms in AI driven financial modeling and Python for finance. My experience has equipped me with the skills to guide you through the complexities of AI integration in finance. Whether you're looking to enhance your financial modeling skills or explore AI-driven solutions, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!