Fintech lender loan and fee activity tracking.
Understand business activity and performance over time and by industry.
Engaging future investors and funders for the loan portfolio and the business
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 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.
This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation, along with applying Modern Excel functions and features in their modelling 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
