Actual vs budget performance tracking.
To gain easier insights on actual performance over time actuals in a way that was more dynamic and enabled self serve selection for particular periods.
Business owners can hone in on particular months that are behind the budget and then use the other product insights to drive into that.
I’ve worked with Lance on Data Analytics and highly value his skills. His models have been crucial in detailed RFPs with the government. Lance’s understanding of our business enables him to add significant value both in deliverables and thought leadership.
Business Leaders and Social Impact
This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their SAAS workflows workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant.
You will get exclusive access to all files, models and content, including prompts.
This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation, along with applying Tech assessment workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant
Learn to scale smarter with Excel, Xero & Power BI (Recorded Training). This best practice is a hands-on finance modelling and reporting workshop for finance professionals, business analysts, and management accountants. From Xero to Excel to Power BI.
